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Professional Advisor Jobs in Spring, TX (NOW HIRING)

Wealth Enhancement Group

Financial Advisor

Houston, TX · On-site

Our West Houston, TX office is looking for a Financial Advisor working as part of an advisory team ... Training and professional development * Medical and dental coverage * 401k - with match and profit ...

Terra Labor Consulting Group

Career Advisor

Houston, TX · On-site

$20/hr

Talent Advisor Position Summary The Talent Advisor is responsible for attracting, engaging, and ... Excellent verbal and written communication skills with the ability to interact professionally with ...

Meineke

Service Advisor

Katy, TX · On-site

$60K - $80K/yr

Work-Life Balance Job Summary We are looking for a Service Advisor to join our team. The ideal ... Manage a team of automotive service professionals to ensure a high level of employee morale and ...

Corebridgefinancial

Client Support Advisor

Houston, TX · On-site +1

That's why every day we partner with financial professionals and institutions to make it possible ... A team of Telephone Financial Advisors based in Houston, Texas, make up the Corebridge Financial ...

Corebridge Financial

Client Support Advisor

Houston, TX · On-site

That's why every day we partner with financial professionals and institutions to make it possible ... A team of Telephone Financial Advisors based in Houston, Texas, make up the Corebridge Financial ...

Corebridgefinancial

Client Support Advisor

Houston, TX · On-site +1

That's why every day we partner with financial professionals and institutions to make it possible ... A team of Telephone Financial Advisors based in Houston, Texas, make up the Corebridge Financial ...

Corebridge Financial

Client Support Advisor

Houston, TX · On-site

That's why every day we partner with financial professionals and institutions to make it possible ... A team of Telephone Financial Advisors based in Houston, Texas, make up the Corebridge Financial ...

Corebridge Financial

Client Support Advisor

Houston, TX · On-site +1

That's why every day we partner with financial professionals and institutions to make it possible ... A team of Telephone Financial Advisors based in Houston, Texas, make up the Corebridge Financial ...

Corebridge Financial

Client Support Advisor

Houston, TX · On-site +1

That's why every day we partner with financial professionals and institutions to make it possible ... A team of Telephone Financial Advisors based in Houston, Texas, make up the Corebridge Financial ...

Corebridge Financial

Client Support Advisor

Houston, TX · On-site

That's why every day we partner with financial professionals and institutions to make it possible ... A team of Telephone Financial Advisors based in Houston, Texas, make up the Corebridge Financial ...

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Showing results 41-60

All JobsProfessional Advisor JobsProfessional Advisor Jobs in Spring, TX

Professional Advisor information

See Spring, TX salary details

$14

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How much do professional advisor jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for professional advisor in Spring, TX is $16.83, according to ZipRecruiter salary data. Most workers in this role earn between $16.06 and $17.12 per hour, depending on experience, location, and employer.

How does a professional advisor typically collaborate with clients and other specialists to provide comprehensive guidance?

Professional Advisors often work closely with clients to understand their unique needs and objectives, whether in finance, education, or career development. Collaboration with other specialists—such as accountants, lawyers, or subject-matter experts—is common to ensure clients receive well-rounded advice. Regular meetings, both one-on-one and in team settings, are typical, and Advisors must be skilled at translating complex information into actionable plans. This collaborative approach not only enhances the quality of service but also helps Advisors build a strong professional network.

What is a professional advisor?

Professional advisors are experts who provide guidance, support, and recommendations in specific fields such as finance, education, law, or business. They use their specialized knowledge to help individuals or organizations make informed decisions, solve problems, and achieve goals. Their role often involves analyzing situations, developing strategies, and ensuring clients understand their options and obligations.

Do you need a degree to be a professional advisor?

A degree is not always required to become a professional advisor, but many employers prefer candidates with a relevant bachelor's degree or higher in fields such as finance, law, or counseling. Relevant certifications, experience, and strong interpersonal skills can also be important for success in this role.

What degree do you need to be a professional advisor?

A professional advisor typically needs at least a bachelor's degree in a relevant field such as business, finance, law, or counseling. Advanced roles may require a master's degree or professional certifications, depending on the industry and specific responsibilities.

What is the difference between Professional Advisor vs Financial Advisor?

AspectProfessional AdvisorFinancial Advisor
Required CredentialsVaries by industry, often includes certifications like CPA, CFP, or industry-specific licensesTypically requires CFP, Series 7, or other financial planning licenses
Work EnvironmentConsulting firms, corporate settings, or independent practiceFinancial institutions, banks, or independent practice
Employer & Industry UsageUsed across various industries including finance, consulting, and corporate sectorsPrimarily in finance and investment sectors
Common Search & Comparison IntentUnderstanding roles, credentials, and services offeredSeeking financial planning, investment advice, or wealth management

The main difference between a Professional Advisor and a Financial Advisor lies in their industry focus and credentials. Professional Advisors often have industry-specific certifications and work across various sectors, while Financial Advisors specialize in financial planning and investment management. Both roles require relevant licenses and serve clients by providing expert advice, but their scope and industry context differ.

What are the key skills and qualifications needed to thrive as a professional advisor, and why are they important?

To thrive as a Professional Advisor, you need expertise in your advisory field, strong analytical abilities, and relevant educational credentials—often a bachelor’s or master’s degree in a related discipline. Familiarity with industry-specific software (such as CRM systems), data analysis tools, and, in some cases, professional certifications like CFP or CFA is typically required. Exceptional interpersonal skills, active listening, and the ability to build trust help advisors connect with clients and tailor effective solutions. These competencies ensure advisors provide credible, personalized guidance that effectively addresses client needs and fosters long-term relationships.
What are the most commonly searched types of Advisor jobs in Spring, TX? The most popular types of Advisor jobs in Spring, TX are:
What cities near Spring, TX are hiring for Professional Advisor jobs? Cities near Spring, TX with the most Professional Advisor job openings:
Professional Advisor jobs near you

Financial Advisor

Wealth Enhancement Group

Houston, TX • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 23 days ago

Job description

About Wealth Enhancement Group
Wealth Enhancement Group is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 55,000 households from our over 100 offices - and growing - nationwide.
Since 1997, Wealth Enhancement Group has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Our West Houston, TX office is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the client's expectations. Our team members work together to meet company objectives for customer service quality, client retention and sales growth.
Primary Job Functions
Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identity
  • Facilitate the financial planning process
  • Discover a prospect or client's values, goals and objectives
  • Understand their current financial situation
  • Engage them in the financial planning process
  • Prepare and conduct annual reviews, including both planning and investment topics

Source and close prospective clients
  • Proactively follow up with clients who have not implemented financial plan
  • Close leads provided by various WEG channels (Marketing, CRP, etc.)
  • Create opportunities within your network
  • Drive referrals from existing clients

Manage client relationships and client service as needed
  • Assist the Financial Advisor during client meetings and with follow-up
  • Take meeting notes and promptly enter into the CRM
  • Present financial advice or plan to client with the Financial Advisor
  • Meet with client to obtain additional planning information, or to clarify/confirm information provided
  • Analyze client's current investments and insurance policies
  • Placing trades and account management

Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology
Adherence to the Wealth Enhancement Group's Corporate Communication Strategy and in good compliance standing
Education/Qualifications
  • Requires a 4-year degree; business, finance, economics preferred
  • Advanced designation required (CFP, CPA, MBA, etc.)
  • Series 7, 66 (BD/RIA)
  • Series 65 (RIA Only)
  • Insurance Licenses
  • 4+ years of experience within the wealth management industry
  • Ability to source and convert prospects to clients and provide high-level planning-oriented service
  • Possess excellent analytical, organizational, and communication skills (both oral & written)
  • Ability to manage multiple projects at once
  • Engagement in WEG, broader community and active participation in financial planning community

Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:
  • Training and professional development
  • Medical and dental coverage
  • 401k - with match and profit sharing
  • Health care spending and savings accounts
  • Dependent care spending account
  • Vision coverage
  • Wellness programs and resources
  • Life insurance - employer paid
  • Short-term and long-term disability - employer paid
  • Paid Time Off
  • 10 paid holidays each year
  • Paid parental leave
  • Tuition reimbursement

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

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