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Financial Advisor Assistant
Job Location:
Job Location:
McAllen, TX - USA
Hourly Salary:
$ 15 - 20
Hourly Salary:
Posted:
19 June 2026 (30+ days ago)
Posted:
Application Deadline:
16 September 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Benefits:
- Bonus based on performance
- Company parties
- Opportunity for advancement
- Training & development
About the Role
Were looking for a sharp personable and highly organized Assistant to be the engine behind a busy financial advisory practice. This isnt a background role youll 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 youre a natural communicator who thrives on staying organized and following things through to completion this role was built for you.
Were looking for a sharp personable and highly organized Assistant to be the engine behind a busy financial advisory practice. This isnt a background role youll 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 youre 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 doctors 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 it doesnt nothing works.
Think of this office like a doctors 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 it doesnt nothing works.
On any given day: outbound calls in the morning confirming tomorrows 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 Youll Do
- Own the advisors calendar keeping it full organized and running smoothly
- Reach out to referrals and leads to schedule initial appointments
- Call existing clients to schedule annual 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 Were Looking For
- Fully bilingual in English and Spanish required
- Strong phone presence youre comfortable calling people youve 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 - youll 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 arent required but would be a real advantage: Texas Life & Health insurance License FINRA Series 6/63
Compensation & Schedule
- 3035 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 as the practice grows
- If licensed - additional income opportunities are available.
About Us & Where Were 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. Were 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 do the hours compensation and opportunity.
Our agency is part of Allstate Financial Services network. We have been a trusted name in the Rio Grande Valley for over a decade. Were 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 do the hours compensation and opportunity.
How to Apply
Apply above but a short note to us on why this role interests you goes a long way. Email:
Apply above but a short note to us on why this role interests you goes a long way. Email:
Flexible work from home options available.
Compensation: $15.00 - $20.00 per hour
For more than 60 years Allstate has been meeting customers life and retirement needs with a broad portfolio of financial solutions.
As an Allstate Exclusive Financial Associate youll be the professional that customers turn to for a holistic financial wellness plan
with access to over 20 fund families and a full suite of retirement and investment products.
If you have at least two years life sales experience you can also grow your career with access to top-rated life insurance products.
The agency staff opportunity is not an employment opportunity directly with Allstate Insurance Co.; but rather employment as a staff member with Allstate Financial Services who are independent contractors. 2021 Allstate Insurance Co.
Required Experience:
Unclear Seniority
