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Financial Services Professional Jobs in Spring, TX

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 ...

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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 Sep 7, 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.

Is a financial services professional a good career?

A financial services professional is a career that involves providing financial advice, managing investments, and offering banking or insurance services. It often requires strong analytical skills, certifications such as the Series 7 or CFP, and the ability to work in a client-focused environment. The field can offer good earning potential and job stability, especially with experience and ongoing education.
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:

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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, 78% Full Time, 17% Part Time, and 4% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $84,989 per year, or $40.9 per hour.

Entry-Level - Experienced Financial Representative

Texas National Financial Group

Cypress, TX

$125K/yr (+ commission)

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 13 days ago

Job description

Full-Time Opportunity - Cypress/Houston Area

We are a premier Wealth Advisory firm committed to helping clients achieve their financial goals. Join our dynamic team where you will experience a great work-life balance, comprehensive benefits, professional training, mentorship, advancement opportunities, and the chance to make a real impact on clients' lives.

About the Role:

As a Financial Representative or Advisor, your primary responsibility will be to provide personalized financial strategies, helping clients plan for long-term success while also offering insurance services. You’ll be involved in the entire financial planning process, ensuring that clients receive the most accurate and comprehensive solutions tailored to their needs.

Benefits: (Discussed upon offer and may vary depending on experience level)

  • State Licensing Sponsorship: We’ll cover the cost of required licensing.

  • Marketing Support: Collaborate with our Marketing Department to build your practice through social media, networking, and more.

  • Practice Branding: Receive customized marketing materials (business cards, stationery) and align with a Fortune 500 brand.

  • Upside Earning Potential: Income based on commissions and performance incentives.

  • Comprehensive Benefits: Medical, dental, vision, disability, accidental death, and dismemberment insurance.

  • Retirement Plans: Access to pension, 401(k), and retiree medical plans.

  • Ongoing Professional Development: Continued training and opportunities for career growth.

  • Flexibility: Control your schedule to maintain a healthy work-life balance.

  • Community Engagement: Access to exclusive membership programs and award-winning workshops to engage with clients and create meaningful connections.

Additional Benefits:

  • 401(k) & Defined Benefit Program

  • Dental, Health, Vision

Compensation:

$78,000 - $125,000 at plan commission


Responsibilities:
  • Develop personalized financial strategies that empower clients to achieve their long-term goals.
  • Guide clients through the financial planning process, ensuring comprehensive and tailored solutions.
  • Collaborate with clients to assess their financial needs and recommend appropriate insurance services.
  • Maintain up-to-date knowledge of financial products and market trends to provide informed advice.
  • Build and nurture strong client relationships, fostering trust and long-term partnerships.
  • Work closely with the marketing team to enhance your practice through innovative strategies.
  • Participate in ongoing professional development to refine your skills and advance your career growth opportunities.

Qualifications:
  • Experience in developing personalized financial strategies that align with clients' long-term goals.
  • Ability to guide clients through the financial planning process with a focus on tailored solutions.
  • Proven track record of building and nurturing strong client relationships, fostering trust and long-term partnerships.
  • Knowledge of financial products and market trends to provide informed and up-to-date advice.
  • Strong collaboration skills to work effectively with the marketing team to enhance practice growth.
  • Commitment to ongoing professional development to refine skills and advance career opportunities.
  • Excellent communication skills to clearly convey financial concepts and strategies to clients.

About Company

At Texas National Financial Group, we’re more than a financial services firm. We’re a community built on gratitude, communication, and transparency. Our mission is to empower agents to build meaningful, purpose-driven careers while helping families protect what matters most. We combine personalized mentorship, innovative tools, and industry-leading training to give our professionals the support they need to grow successful, sustainable businesses.