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Financial Services Manager Jobs in Spring, TX (NOW HIRING)

Medical Metrics Inc

Client Services Manager

Houston, TX · On-site

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

The Client Services Manager (CSM) is MMI's primary point of contact for client relationship ... The CSM will collaborate with staff from Operations, Technology Enablement, Finance & Accounting ...

Medical Metrics Inc

Client Services Manager

Houston, TX · Hybrid

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

The Client Services Manager (CSM) is MMI's primary point of contact for client relationship ... The CSM will collaborate with staff from Operations, Technology Enablement, Finance & Accounting ...

Medical Metrics

Client Services Manager

Houston, TX · On-site

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

The Client Services Manager (CSM) is MMI's primary point of contact for client relationship ... The CSM will collaborate with staff from Operations, Technology Enablement, Finance & Accounting ...

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Showing results 41-60

All JobsFinancial Services JobsFinancial Services Manager JobsFinancial Services Manager Jobs in Spring, TX

Financial Services Manager information

See Spring, TX salary details

$34.7K

$94.5K

$132.1K

How much do financial services manager jobs pay per year?

As of Aug 17, 2026, the average yearly pay for financial services manager in Spring, TX is $94,471.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,200.00 and $103,700.00 per year, depending on experience, location, and employer.

What is a financial services manager?

A financial services manager is responsible for managing the performance of a financial services team selling financial products to customers. Your job duties include motivating the team to hit defined sales goals, performing financial analysis on customer accounts, and providing sales training to the team. The qualifications for this career include a bachelor’s degree, although some employers may prefer a master’s degree in accounting, business, or a related field. You need strong leadership skills and experience working in a sales environment.

What does a financial services manager do?

A Financial Services Manager oversees financial operations, manages client accounts, and provides guidance on financial products and services such as loans, investments, and insurance. They work to ensure that clients receive sound financial advice tailored to their needs and goals. Additionally, they may supervise a team of financial advisors or analysts, maintain compliance with regulations, and help drive business growth by identifying new opportunities. Their role is crucial in helping both individuals and businesses make informed financial decisions.

What are the key skills and qualifications needed to thrive as a financial services manager, and why are they important?

To thrive as a Financial Services Manager, you need strong financial analysis, risk assessment, and portfolio management skills, often supported by a degree in finance, accounting, or business administration. Familiarity with financial management software, CRM systems, and certifications such as CFA or CFP is highly beneficial. Leadership, client relationship management, and effective communication are essential soft skills for excelling in this role. These competencies ensure accurate financial guidance, regulatory compliance, and the building of trust with clients, all of which drive organizational success.

What are some common challenges financial services managers face when leading teams in a dynamic financial environment?

Financial Services Managers often navigate challenges such as balancing sales targets with compliance requirements, adapting to rapidly changing financial regulations, and ensuring their team remains motivated and well-trained. They also need to foster strong client relationships while managing internal expectations and workflows. Effective communication and the ability to quickly resolve conflicts within the team are essential for maintaining productivity and meeting organizational goals.

What is the difference between Financial Services Manager vs Financial Advisor?

AspectFinancial Services ManagerFinancial Advisor
CredentialsCertifications like CFP, CFA, or Series 7 often preferredCFP, CFA, or Series 7 certifications common
Work EnvironmentTypically in banks, financial institutions, or corporate finance departmentsUsually in financial planning firms or independent practice
Employer & Industry UsageUsed by banks, investment firms, and corporationsCommonly employed by financial planning firms and advisory firms
Primary FocusOverseeing financial services operations and client portfoliosProviding personalized financial advice and planning to clients

The main difference is that a Financial Services Manager oversees financial operations and client portfolios within organizations, while a Financial Advisor focuses on providing personalized financial planning and advice to individual clients. Both roles require similar certifications but serve different functions within the financial industry.

More about Financial Services Manager jobs

What are the most commonly searched types of Financial Services jobs in Spring, TX?

The most popular types of Financial Services jobs in Spring, TX are:

What cities near Spring, TX are hiring for Financial Services Manager jobs?

Cities near Spring, TX with the most Financial Services Manager job openings:

Financial Services Manager jobs near you
Infographic showing various Financial Services Manager job openings in Spring, TX as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, 1% Temporary, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $94,471 per year, or $45.4 per hour.

Financial Services Representative - State Farm Agent Team Member

ADE OYEJOBI - State Farm Agent

Katy, TX • On-site

$35K - $65K/yr

Full-time

Medical, Retirement, PTO

Posted 19 days ago

Job description

Benefits:
  • Training & development
  • Bonus based on performance
  • Competitive salary
  • Opportunity for advancement
  • Paid time off
  • 401(k) matching
  • Flexible schedule

ROLE DESCRIPTION:
As a Financial Services Representative – State Farm Agent Team Member with Ade Oyejobi - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Work with the agent to establish and meet marketing goals
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
  • Bachelor's degree in finance, economics, accounting, or a related field.
  • Must be able to obtain relevant financial service licenses.
  • Proven experience working as a financial services representative.
  • Sound knowledge of financial legislation.
  • Proficiency in Microsoft Office applications.
  • Strong mathematical skills.
  • Excellent analytical, organizational, and problem-solving skills.
  • Effective communication skills.
  • Exceptional customer service skills.
  • Successful track record of meeting sales goals/quotas preferred
BENEFITS:
  • Salary plus commission/bonus
  • Paid time off (vacation and personal/sick days)
  • Health benefits
  • Profit sharing
  • Growth potential/Opportunity for advancement within my office