Associate Advisor
Alamo Heights, TX · On-site
If so, the Associate Advisor role might be for you! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're ...
Associate Advisor
Alamo Heights, TX · On-site
If so, the Associate Advisor role might be for you! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're ...
If so, the Associate Advisor role might be for you! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're ...
If so, the Associate Advisor role might be for you! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're ...
Associate Advisor
San Antonio, TX · On-site
This position works directly with clients and advisors assisting them with reviews, trading, and other areas such as Financial, Estate & Retirement Planning. As a member of an advisory team, each ...
Associate Advisor
San Antonio, TX · On-site
This position works directly with clients and advisors assisting them with reviews, trading, and other areas such as Financial, Estate & Retirement Planning. As a member of an advisory team, each ...
In this role, the Associate Advisor will work alongside our Financial Advisors learning from them and engaging in several key functions. There are no prospecting responsibilities and no requirement ...
In this role, the Associate Advisor will work alongside our Financial Advisors learning from them and engaging in several key functions. There are no prospecting responsibilities and no requirement ...
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Associate Advisor - Financial Services
Bryan, TX · On-site
$65K - $75K/yr
In this role, the Associate Advisor will work alongside our Financial Advisors learning from them and engaging in several key functions. There are no prospecting responsibilities and no requirement ...
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Be Seen First
Associate Advisor - Financial Services
Bryan, TX · On-site
$65K - $75K/yr
In this role, the Associate Advisor will work alongside our Financial Advisors learning from them and engaging in several key functions. There are no prospecting responsibilities and no requirement ...
Associate, Advisor Marketing
Dallas, TX · On-site +1
We're looking for a Marketing Associate who thrives on building relationships and managing multiple stakeholders. You'll work directly with our advisors as their marketing partner - understanding ...
Associate, Advisor Marketing
Dallas, TX · On-site +1
We're looking for a Marketing Associate who thrives on building relationships and managing multiple stakeholders. You'll work directly with our advisors as their marketing partner - understanding ...
We're looking for a Marketing Associate who thrives on building relationships and managing multiple stakeholders. You'll work directly with our advisors as their marketing partner - understanding ...
We're looking for a Marketing Associate who thrives on building relationships and managing multiple stakeholders. You'll work directly with our advisors as their marketing partner - understanding ...
We're looking for a Marketing Associate who thrives on building relationships and managing multiple stakeholders. You'll work directly with our advisors as their marketing partner - understanding ...
We're looking for a Marketing Associate who thrives on building relationships and managing multiple stakeholders. You'll work directly with our advisors as their marketing partner - understanding ...
Associate Advisor / Wealth Planner EMPLOYER: Signature Estate and Investment Advisors Inc DEPARTMENT: Advisory Team REPORTS TO: Lead Advisor EFFECTIVE DATE: 8/7/2025 SUMMARY: This position works ...
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Associate Advisor / Wealth Planner EMPLOYER: Signature Estate and Investment Advisors Inc DEPARTMENT: Advisory Team REPORTS TO: Lead Advisor EFFECTIVE DATE: 8/7/2025 SUMMARY: This position works ...
Associate Client Advisor What can you expect : * Becoming a member of Marsh's best in class Power & Energy team who delivers expert broking & strategy solutions to help manage risk with confidence.
Associate Client Advisor What can you expect : * Becoming a member of Marsh's best in class Power & Energy team who delivers expert broking & strategy solutions to help manage risk with confidence.
Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Junior Financial Professional to join our team in the ...
Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Junior Financial Professional to join our team in the ...
Voya Financial Advisors ® , Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Junior Financial Professional to join our team in ...
Voya Financial Advisors ® , Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Junior Financial Professional to join our team in ...
... Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and ...
Quick apply
... Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and ...
Advisor - Houston
Houston, TX · On-site
... Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and ...
Advisor - Houston
Houston, TX · On-site
... Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and ...
Advisor - Dallas
Dallas, TX · On-site
... Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and ...
Advisor - Dallas
Dallas, TX · On-site
... Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and ...
Advisor - Dallas
Dallas, TX · On-site
... Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and ...
Advisor - Dallas
Dallas, TX · On-site
... Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and ...
Advisor - Houston
Houston, TX · On-site
... Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and ...
Quick apply
Advisor - Houston
Houston, TX · On-site
... Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and ...
Advisor - Houston
Houston, TX · On-site
... Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and ...
Advisor - Houston
Houston, TX · On-site
... Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and ...
Promote teamwork in the office, developing and mentoring associate advisors. * Competitive compensation package, including significant base salary, profit and performance-based bonuses, and excellent ...
Promote teamwork in the office, developing and mentoring associate advisors. * Competitive compensation package, including significant base salary, profit and performance-based bonuses, and excellent ...
Associate Wealth Advisor
Plano, TX · On-site
$75K - $85K/yr
We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Plano, TX office. The ideal candidate will be responsible for assisting in client ...
Associate Wealth Advisor
Plano, TX · On-site
$75K - $85K/yr
We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Plano, TX office. The ideal candidate will be responsible for assisting in client ...
Associate Advisor information
See Texas salary details
$11.20 - $14.03
6% of jobs
$14.03 - $16.86
15% of jobs
$17.45 is the 25th percentile. Wages below this are outliers.
$16.86 - $19.69
19% of jobs
The median wage is $21.48 / hr.
$19.69 - $22.52
16% of jobs
$22.52 - $25.35
15% of jobs
$26.55 is the 75th percentile. Wages above this are outliers.
$25.35 - $28.18
11% of jobs
$28.18 - $31.01
7% of jobs
$31.01 - $33.84
5% of jobs
$33.84 - $36.67
2% of jobs
$36.67 - $39.50
2% of jobs
$39.50 - $42.33
2% of jobs
$11
$24
$42
How much do associate advisor jobs pay per hour?
As of Jul 17, 2026, the average hourly pay for associate advisor in Texas is $24.16, according to ZipRecruiter salary data. Most workers in this role earn between $17.26 and $27.79 per hour, depending on experience, location, and employer.
What is an associate adviser?
An associate adviser is a professional who supports senior advisers by assisting with client consultations, research, and financial planning tasks. They often hold relevant certifications and work under supervision to develop their skills and knowledge in advising clients or customers.
Can financial advisors make $500,000 a year?
Financial advisors, including associate advisors, can potentially earn $500,000 annually, especially with extensive experience, a strong client base, and high-value assets under management. However, such earnings are typically achieved by top performers in the industry, often with additional certifications like the CFP or CFA, and may involve commissions, bonuses, or profit sharing. Most entry-level or mid-level advisors earn significantly less than this amount.
What is the difference between Associate Advisor vs Financial Advisor?
| Aspect | Associate Advisor | Financial Advisor |
|---|---|---|
| Required Credentials | Typically a bachelor's degree; may need licenses like Series 7 or 66 | Same as Associate Advisor, often with additional certifications like CFP |
| Work Environment | Support role within financial firms, assisting senior advisors | Client-facing role providing personalized financial planning |
| Employer & Industry Usage | Used in financial services firms, banks, and advisory firms | Used across similar firms, often with more client responsibility |
| Search & Comparison Intent | Commonly compared for entry-level roles or career progression | Viewed as a more senior or independent role |
In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.
Is $200,000 enough to work with a financial advisor?
For an Associate Advisor, a $200,000 investment can be sufficient to start working with a financial advisor, depending on the advisor's fee structure and the complexity of your financial goals. Many advisors require minimum investments that can range from $25,000 to $100,000 or more, but some offer services for lower amounts or on a fee-only basis. It's important to discuss fees and services directly with the advisor to determine if your investment aligns with their requirements.
What are some common challenges Associate Advisors face when transitioning into client-facing responsibilities?
Associate Advisors often encounter challenges when moving into more client-facing roles, such as building trust with clients, navigating complex financial questions, and balancing administrative tasks with relationship management. Gaining confidence in presenting financial strategies and effectively communicating with diverse client personalities can take time. Many firms provide mentorship and ongoing training to help Associate Advisors develop these skills, and successful candidates proactively seek feedback and learning opportunities from senior advisors.
What does an associate advisor do?
An associate advisor supports financial advisors or clients by preparing reports, analyzing data, and assisting with client communications. They often handle administrative tasks, maintain client records, and may use financial planning software. This role typically requires strong organizational skills and relevant certifications or training.
What is an Associate Advisor?
An Associate Advisor is an entry- to mid-level professional who assists senior financial advisors or planners in providing financial advice and services to clients. Their responsibilities often include preparing financial plans, conducting research, gathering client information, and supporting client meetings. Associate Advisors typically work toward building their own client base while gaining experience and professional certifications. This role is a common stepping stone to becoming a lead financial advisor or planner.
What are the key skills and qualifications needed to thrive as an Associate Advisor, and why are they important?
To thrive as an Associate Advisor, you need a solid understanding of financial planning, investment principles, and regulatory compliance, typically supported by a relevant degree and licenses such as Series 7 or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Strong interpersonal skills, active listening, and attention to detail help build trust with clients and support collaborative team environments. These skills and qualities are vital for delivering sound financial advice, ensuring compliance, and fostering lasting client relationships.
What are the most commonly searched types of Advisor jobs in Texas? The most popular types of Advisor jobs in Texas are:
What are popular job titles related to Associate Advisor jobs in Texas? For Associate Advisor jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Associate Advisor jobs in Texas look for? The top searched job categories for Associate Advisor jobs in Texas are:
What cities in Texas are hiring for Associate Advisor jobs? Cities in Texas with the most Associate Advisor job openings:
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 21 days ago
Job description
Job Description
It's about helping others establish a financial foundation and build their dreams.
Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers' complex problems and delivering next-level customer experience to everyone you meet? If so, the Associate Advisor role might be for you!
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As an Associate Advisor, you will be responsible for performing functions of a Registered Associate but with significantly greater independence and responsibility; and having the knowledge required to make investment recommendations to our customers. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind.
What you'll do:
What you'll need:
Our Benefits
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader is banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
It's about helping others establish a financial foundation and build their dreams.
Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers' complex problems and delivering next-level customer experience to everyone you meet? If so, the Associate Advisor role might be for you!
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As an Associate Advisor, you will be responsible for performing functions of a Registered Associate but with significantly greater independence and responsibility; and having the knowledge required to make investment recommendations to our customers. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind.
What you'll do:
- Assist Wealth Advisor on marketing, business development, seminar preparation and presentation
- Prepare and conduct educational seminars for branch personnel in order to enhance referral sources
- Assist Wealth Advisor with implementation of financial planning services for Investment customers
- Conduct appointments with customer for purposes of selling appropriate mutual funds or other investments
- Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you'll need:
- FINRA Series 7, 63, and 65 licenses; or, FINRA Series 7 and 66 licenses; or, the ability to obtain necessary licenses within 90 days
- Texas Group 1 Insurance License (Life, Accident, Health, and HMO) or, the ability to obtain necessary licenses within 90 days
- Current or past experience selling investment products and services with 2+ years Investment Services experience
- Excellent written and verbal communication skills
- Proficient in Microsoft computer applications
Our Benefits
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
- Medical, dental, vision, long-term, and life insurance
- 401(k) matching
- Generous holiday and paid time off schedule
- Tuition reimbursement
- Extensive health and wellness programs, including our Employee Assistance Program
- Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader is banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.