ZipRecruiter

Log In

1

Financial Service Associate Jobs in Clute, TX (NOW HIRING)

LPL Financial

Associate Wealth Advisor

Freeport, TX · On-site

$58K - $70K/yr

Associate Wealth Advisor The primary role of the Associate Wealth Advisor is to provide investment ... effective service model execution * Perform business analytics as needed to support financial ...

LPL Financial

Associate Wealth Advisor

Brazoria, TX · On-site

$58K - $70K/yr

Associate Wealth Advisor The primary role of the Associate Wealth Advisor is to provide investment ... effective service model execution * Perform business analytics as needed to support financial ...

LPL Financial LLC

Associate Wealth Advisor

Freeport, TX · On-site

$58K - $70K/yr

Associate Wealth Advisor The primary role of the Associate Wealth Advisor is to provide investment ... Our company is widely known for its financial strength, exceptional service, and favorable industry ...

Lowe's

Retail Sales - Part Time

Lake Jackson, TX · On-site

$13 - $15/hr

Your Impact at Lowe's As a Customer Service Associate, you combine top-notch customer service ... Take charge of your financial future with a company-matching 401(k) and optional Employee Stock ...

Lowe's

Retail Sales - Part Time

Lake Jackson, TX

$13 - $15/hr

Your Impact at Lowe's As a Customer Service Associate, you combine top-notch customer service ... Take charge of your financial future with a company-matching 401(k) and optional Employee Stock ...

next page

Showing results 1-20

All JobsFinancial Service Associate JobsFinancial Service Associate Jobs in Clute, TX

Financial Service Associate information

See Clute, TX salary details

$12

$27

$58

How much do financial service associate jobs pay per hour?

As of Sep 12, 2026, the average hourly pay for financial service associate in Clute, TX is $27.77, according to ZipRecruiter salary data. Most workers in this role earn between $17.98 and $29.86 per hour, depending on experience, location, and employer.

What is the difference between Financial Service Associate vs Financial Advisor?

AspectFinancial Service AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 6 or 7, and possibly a state licenseOften requires Series 7, Series 66, and relevant certifications like CFP
Work EnvironmentBank branches, financial institutions, customer service settingsIndependent or firm-based, client-facing, advisory settings
Employer & IndustryBanks, credit unions, financial service firmsFinancial planning firms, wealth management companies
Primary FocusSupporting financial transactions, customer service, product salesProviding personalized financial planning and investment advice

The main difference is that a Financial Service Associate primarily supports banking operations and customer service, while a Financial Advisor offers personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and a broader scope of client interaction.

What do you do as a financial service associate?

A financial service associate assists clients with banking and financial products, such as loans, accounts, and investments. They provide customer service, process transactions, and may help with financial planning or advising, often using banking software and adhering to regulatory standards.

What is the role of a financial service associate?

A financial service associate assists clients with banking, investment, and financial products, providing advice and support to meet their financial goals. They often handle account management, process transactions, and may use financial software or tools, requiring strong communication and customer service skills.

What cities near Clute, TX are hiring for Financial Service Associate jobs?

Cities near Clute, TX with the most Financial Service Associate job openings:

Financial Service Associate jobs near you
Infographic showing various Financial Service Associate job openings in Clute, TX as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 19% Part Time, and 4% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $57,757 per year, or $27.8 per hour.

Associate Wealth Advisor

Freeport, TX • On-site

LPL Financial
Finance and Insurance • 1 - 5K employees
Learn more about LPL Financialexternal

$58K - $70K/yr

Full-time

Re-posted 8 days ago

Key responsibilities

  • Support and manage a portion of client relationships within the advisor team book of business.

  • Assist in delivering the sales process, prospecting for new business, and expanding client relationships.

  • Develop customized investment solutions and asset allocation strategies for clients, including financial planning components.

LPL Financial rating

7.2

Company rating: 7.2 out of 10

Based on 74 frontline employees who took The Breakroom Quiz

Job description

Associate Wealth Advisor

The primary role of the Associate Wealth Advisor is to provide investment and relationship management support to a senior advisor or team of advisors, including any and all daily, monthly, and annual research & reporting tasks to support the end-client's needs. The senior advisor will be responsible for the development of the Associate Wealth Advisor. The Associate Wealth Advisor helps the advisor maintain his or her practice and contribute to the business development, as well as manage a portion of the client book of business. The Associate Wealth Advisor will also be responsible for managing and growing their own assigned book of business.

The ideal candidate will have a strong attention to detail, excellent customer services skills and a proven ability to adapt to a changing work environment.

Responsibilities:

  • Support and manage a portion of client relationships in advisor team book of business
  • Effectively deliver and launch sales process discipline, helping to prospect for new business and expand client relationships
  • Possess knowledge and demonstrate ability to assist Financial Advisors in presenting total wealth management solutions including investment research, selection of investments and overall financial planning
  • Develop customized asset allocation strategies and investment solutions for clients; including risk management/insurance and tax/estate planning and develop customized investment solutions and asset allocation strategies for clients
  • Provide support for overall client relationship building, business development activities, and effective service model execution
  • Perform business analytics as needed to support financial advisors in the growth of the business
  • Participate in portfolio performance reviews; analyze and interpret portfolio performance and make recommendations to financial advisors for potential change
  • Attend sales meetings and assist with client prospecting and marketing
  • Attend coaching sessions and training events to improve sales skills and industry knowledge

Qualifications:

  • Proactive self-starter that is organized with a strong attention to detail and problem-solving skills. Strong time management with competing priorities
  • Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
  • Ability to analyze and research information with a logical approach to problem solving
  • Proficiency in CRM applications, Microsoft Word, Excel, and PowerPoint
  • 3 years of experience in client service, within the finance sector preferred
  • Bachelor's degree or equivalent in Finance or Business Administration preferred

Licenses Required: Series 7, Series 66 (or Series 63/65). Life & Health Insurance License or obtain Licenses in +/-120 days based on the number of licenses needed


Pay Range:$58,500-$70,000


The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

What LPL Financial employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply