ZipRecruiter

Log In

1

Financial Services Professional Jobs in Spring, TX

Weaver

Audit Manager - Financial Services

Houston, TX · On-site

$96K - $126K/yr

It's why we commit to supporting our people not just in their professional growth, but also in ... Financial Services practice , focusing on investment fund clients, including Venture Capital ...

Embark

Manager - Financial Advisory Services

Houston, TX · On-site

$140K - $160K/yr

Access to CPE credits, learning platforms, coaching, and professional development * Financial ... Up to 3% 401(k) matching and financial advisory services * Team and community engagement: Monthly ...

DuPont

Manager - Financial Advisory Services

Houston, TX · On-site

$140K - $160K/yr

Access to CPE credits, learning platforms, coaching, and professional development * Financial ... Up to 3% 401(k) matching and financial advisory services * Team and community engagement: Monthly ...

RK Partners

Financial Advisor - Licensed

Houston, TX · On-site

As a Financial Advisor you'll be part of our entrepreneurial system with the freedom to provide ... Services Professionals including medical, dental vision, life and disability insurance, 100 ...

RK Partners

Financial Advisor - Licensed

Houston, TX

$50K - $125K/yr

As a Financial Advisor you'll be part of our entrepreneurial system with the freedom to provide ... Services Professionals including medical, dental vision, life and disability insurance, 100 ...

previous pagenext page

Showing results 21-40

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

Financial Services Professional information

See Spring, TX salary details

$34.3K

$85K

$129.9K

How much do financial services professional jobs pay per year?

As of Aug 17, 2026, the average yearly pay for financial services professional in Spring, TX is $84,989.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,200.00 and $98,800.00 per year, depending on experience, location, and employer.

What is a financial services professional?

A financial services professional is a person who works with clients on financial planning and investment strategies to help them better manage wealth. Your job duties include acting as a financial advisor, providing investment management, and evaluating tax strategies. A career as a financial services professional requires you have some formal qualifications and education, including a bachelor’s degree in business, finance, accounting or a related field. You may supplement any relevant job experience by earning certification with the Financial Industry Regulatory Authority (FINRA). Depending on your state, you may also be required to obtain licensure for the buying and selling of stocks, bonds, and other securities.

What are the key skills and qualifications needed to thrive as a financial services professional?

To thrive as a Financial Services Professional, you need strong analytical abilities, financial acumen, and a relevant degree in finance, business, or economics, often supported by certifications such as CFP or Series 7. Familiarity with financial planning software, CRM systems, and investment platforms is typically required. Exceptional interpersonal skills, trustworthiness, and effective communication help build strong client relationships and deliver tailored financial advice. These skills and qualities are essential for earning clients' trust, providing accurate guidance, and achieving success in a highly regulated and client-focused industry.

What are some common challenges financial services professionals face when working with clients, and how can they be managed?

Financial services professionals often encounter challenges such as building trust with new clients, effectively communicating complex financial concepts, and navigating changing regulatory requirements. To manage these challenges, professionals should prioritize clear, transparent communication, stay updated on industry regulations, and focus on ongoing relationship-building. Regular training and mentorship can also help professionals develop the skills needed to address client concerns and foster long-term loyalty.

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

AspectFinancial Services ProfessionalFinancial Advisor
CredentialsVaries; often includes licenses like Series 6, 7, 63Typically requires certifications such as CFP, CFA, or Series 7
Work EnvironmentFinancial institutions, banks, insurance companiesIndependent or firm-based, client-facing
Employer & Industry UsageUsed broadly across financial services sectorsPrimarily in wealth management and investment advising
Search & Comparison IntentUnderstanding roles, licensing, and career pathsSeeking personalized financial planning and investment advice

While both roles operate within the financial industry, a Financial Services Professional has a broader scope, often working in various financial sectors with different licenses. A Financial Advisor typically focuses on providing personalized investment and financial planning services, often holding specialized certifications. The choice depends on whether you're seeking a general financial role or dedicated financial planning expertise.

More about Financial Services Professional 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 are popular job titles related to Financial Services Professional jobs in Spring, TX?

For Financial Services Professional jobs in Spring, TX, the most frequently searched job titles are:

What job categories do people searching Financial Services Professional jobs in Spring, TX look for?

The top searched job categories for Financial Services Professional jobs in Spring, TX are:

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

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

Financial Services Professional jobs near you
Infographic showing various Financial Services Professional job openings in Spring, TX as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 22% Part Time, and 4% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $84,989 per year, or $40.9 per hour.

Financial Services Representative (Bilingual)

World Acceptance Corporation

Pasadena, TX • On-site

$15 - $17/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago

Job description

The Financial Services Representative (FSR) is responsible for driving loan sales, managing past-due accounts, preparing tax returns, and working directly with customers to meet financial needs. This role requires daily outbound calling, including high-volume collection activity, meeting with customers in person, and closing loans. The FSR is accountable for keeping accounts current while consistently generating new business. Success in this role requires the ability to manage a fast-paced workload, handle challenging conversations, and meet performance goals across sales, collections, tax services, and branch operations, with opportunities for performance-based earnings and advancement.
Compensation
$15-$17 per hour, based on experience and location, plus performance-based bonus opportunities. Total earnings increase with strong individual and branch performance.
Bilingual in English and Spanish required
Why Join World:
  • Strong growth opportunities - Many of our leaders, including executives, started in this role

  • Promote-from-within culture - A large percentage of team members advance into leadership roles

  • Performance-based earnings - Bonus opportunities tied to branch results

  • Comprehensive benefits for all stages of life - Including major medical, dental, vision, life insurance, long-term disability, and free mental health support

  • Retirement and time off - 401(k) with company match, paid holidays, and vacation time

  • Community focus - Paid volunteer time and a strong commitment to giving back

  • Work-life balance - Predictable schedules with a focus on time outside of work

About World Finance:
World Finance has been recognized as a Top Workplace USA for six consecutive years and a Newsweek Most Trustworthy Company. Since 1962, we have helped millions of customers meet their financial needs through personal loans, tax services, and credit-building solutions. With over 1,000 branches across 16 states, we are committed to serving the communities where we live and work.
Essential Duties and Responsibilities:
  • Drive and close loan sales by taking applications, explaining terms, and asking for the business

  • Conduct substantial daily outbound customer outreach for collections, application follow-up, tax services, and new business generation; thrive in a high-volume, phone-intensive environment

  • Manage delinquent accounts by securing payments and setting payment arrangements

  • Contact approved, pending, and former borrowers to drive loan volume and identify opportunities for additional financial products and services

  • Prepare individual tax returns, gather and review required documentation, and assist customers with tax-related questions in compliance with company policies and applicable regulations

  • Assist customers in person with loan applications, tax preparation services, payments, account questions, and issue resolution

  • Process payments, account updates, tax-related documentation, and document all activity in company systems

  • Maintain accurate and compliant records, including timely credit denial letters and required tax documentation

  • Handle and balance cash, and complete required bank runs to deliver deposits

  • Follow company policies, procedures, and regulatory requirements

  • Complete required training and meet performance expectations for sales, collections, tax preparation, and account management

Basic Requirements:
  • High school diploma or equivalent

  • Valid driver's license, reliable transportation, and current insurance

  • Must be able to independently perform all required bank runs, including transporting deposits, without relying on non-employees for transportation

  • Ability to obtain required insurance licensing

Experience & Skills:
  • Experience in sales, customer service, collections, or account management with measurable results

  • Proven ability to handle high-volume calls and difficult customer conversations

  • Track record of meeting or exceeding goals in a fast-paced environment

  • Strong communication, problem-solving, and organizational skills

  • Basic computer skills with accurate and consistent data entry

Preferred Backgrounds:
Experience inbanking, retail, restaurants, hospitality, collections, call centers, insurance, healthcare front office, or similar customer-facing rolesis preferred.
Physical and Environmental Requirements:
  • Office based role with standard lighting and noise levels

  • Regular in-person attendance during scheduled work hours is essential; occasional extended hours or weekend work may be required based on business needs

  • Combination of stationary work and regular movement throughout the office, including occasional walking, standing, bending, reaching, and similar activities

  • Occasional light lifting, pushing, or pulling of office materials (generally up to 30 pounds)

  • Ability to perform computer work, handle documents, and communicate information effectively

  • Fast paced environment with shifting priorities and deadlines; requires professionalism, adaptability, collaboration, and multitasking

  • Frequent interaction with customers and coworkers; must communicate clearly and professionally in person, by phone, and electronically

  • May assist with general office upkeep to maintain a professional environment

  • Occasional local travel to offsite locations and banks as required for business purposes

Disclaimers:
World Finance is an Equal Opportunity Employer and provides reasonable accommodation(s) to qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local laws. Applicants or employees who believe they need reasonable accommodation(s) should contact Human Resources or their manager.
The duties and responsibilities listed above present the essential functions of the position. Reasonable accommodation(s) may be made to enable individuals with disabilities to perform these essential functions, unless doing so would cause undue hardship to the Company.
The physical and environmental demands described above are representative of those that must be met to successfully perform the essential functions of the job. Reasonable accommodation(s) may be made to enable individuals with disabilities to perform these functions.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. The duties listed are the essential functions of this position. Reasonable accommodations may be made unless they create an undue hardship to the Company. Physical and environmental requirements are representative of those needed to successfully perform the job.

Apply