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Associate Advisor Jobs in Texas (NOW HIRING)

Frost Bank

Associate Advisor

San Antonio, 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 ...

Frost Bank

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 ...

Allworth Financial

Financial Advisor

Houston, TX

$140K - $150K/yr

Associate Advisor Support * Insurance Planning * Tax Planning Allworth is proud to be a recipient of the Circle of Excellence Award from the National Business Research Institute for employee and ...

Allworth Financial

Financial Advisor

Houston, TX · On-site

$140K - $150K/yr

Associate Advisor Support * Insurance Planning * Tax Planning Allworth is proud to be a recipient of the Circle of Excellence Award from the National Business Research Institute for employee and ...

Allworth Financial

Financial Services Intern

Dallas, TX · On-site

$20/hr

Partner closely with an Associate Advisor to develop foundational advisory and planning skills * Assist with the creation and implementation of financial plans for real clients * Support the Client ...

Brighton Jones

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 ...

Brighton Jones

Advisor - Dallas

Dallas, TX

... 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 ...

Brighton Jones

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 ...

Brighton Jones

Advisor - Houston

Houston, TX

... 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 ...

Brighton Jones

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 ...

Brighton Jones

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 ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Texas

Associate Advisor information

See Texas salary details

$11

$24

$42

How much do associate advisor jobs pay per hour?

As of Aug 28, 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 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?

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 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 is the difference between Associate Advisor vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsTypically a bachelor's degree; may need licenses like Series 7 or 66Same as Associate Advisor, often with additional certifications like CFP
Work EnvironmentSupport role within financial firms, assisting senior advisorsClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in financial services firms, banks, and advisory firmsUsed across similar firms, often with more client responsibility
Search & Comparison IntentCommonly compared for entry-level roles or career progressionViewed 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.

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:

Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 25% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $50,255 per year, or $24.2 per hour.

Associate Advisor

San Antonio, TX • On-site

Frost Bank
Finance and Insurance • 1 - 5K employees

8.7

Company rating: 8.7 out of 10

Based on 30 frontline employees who took The Breakroom Quiz

23rd of 172 rated banks

People enjoy working here

Good employer

Recommended by students

Learn more about Frost Bankexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 2 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:

  • 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.

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