Financial Advisor Assistant

Job Description

Job Description

Benefits:

• Bonus based on performance
• Company parties
• Opportunity for advancement
• Training & development

About the Role
We're looking for a sharp, personable, and highly organized Assistant to be the engine behind a busy financial advisory practice. This isn't a background role — you'll be the first voice many clients hear, the person who keeps the calendar running, and a key reason clients feel informed and well cared for. If you're a natural communicator who thrives on staying organized and following things through to completion, this role was built for you.

A Day in This Role
Think of this office like a doctor's practice — the advisor is the doctor, and this role is everything else that makes the practice run. When it works, the advisor walks in, sees clients back-to-back, delivers advice, and ends the day knowing everything was handled...when it doesn't, nothing works.

On any given day: outbound calls in the morning, confirming tomorrow's schedule by midday, chasing down a missing document in the afternoon, updating the CRM before the day ends — all while fielding calls from clients who need help with a form or have a quick question. No two days are identical, but the goal never changes: keep the advisor productive and clients taken care of.

What You'll Do

• Own the advisor's calendar — keeping it full, organized, and running smoothly
• Reach out to referrals and leads to schedule initial appointments
• Call existing clients to schedule account reviews and follow-up meetings
• Confirm appointments and ensure clients know the time, location, and what to bring
• Follow up on time-sensitive action items: underwriting requirements, transfer paperwork, outstanding documents, and open case next steps
• Provide customer service to existing clients — forms, contact updates, and general support
• Track appointments, leads, and case statuses in CRM and scheduling systems
• Support Spanish-speaking clients in their preferred language
• Handle confidential client information with professionalism and discretion

What We're Looking For

• Fully bilingual in English and Spanish — required
• Strong phone presence — you're comfortable calling people you've never met
• Organized, detail-oriented, and proactive — you notice what needs doing before being asked
• Professional and warm — clients should feel genuinely taken care of
• Able to juggle multiple open tasks without losing anything
• Tech savvy - you'll be handling multiple systems at once
• Experience in insurance, financial services, or scheduling is a plus — but attitude and work ethic matter more
• These licenses aren't required, but would be a real advantage: Texas Life & Health insurance License, FINRA Series 6/63

Compensation & Schedule

• 30–35 hours per week, with more hours as the practice grows
• $15–$20 per hour, based on experience
• Quarterly performance bonuses
• Currently work-from-home; will transition to in-office over time
• If licensed - additional income opportunities are available.

About Us & Where We're Headed
Our agency is part of Allstate Financial Services network. We have been a trusted name in the Rio Grande Valley for over a decade. We're not a startup — but we are in growth mode. This advisor is building out the support team, and the person in this role is getting in early on something with real momentum. As the practice grows, so grows the opportunity.

How to Apply
Apply above, but a short note to us on why this role interests you goes a long way. Email: View email address on ziprecruiter.com.

Flexible work from home options available.