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Associate Advisor Jobs in Texas (NOW HIRING)

W3Global Inc.

Executive Wealth Advisor

Dallas, TX

$150K - $225K/yr

Manage & develop Lead and Associate Advisors. * Collaborate on new marketing strategies, programs, segments, and services models to drive new clients to the firm. * Serves on investment management ...

LPL Financial

Associate Wealth Advisor

Bay City, TX

$58K - $70K/yr

Associate Wealth Advisor The primary role of the Associate Wealth Advisor is to provide investment and relationship management support to a senior advisor or team of advisors, including any and all ...

New

LPL Financial

Associate Wealth Advisor

Freeport, TX

$58K - $70K/yr

Associate Wealth Advisor The primary role of the Associate Wealth Advisor is to provide investment and relationship management support to a senior advisor or team of advisors, including any and all ...

New

LPL Financial

Associate Wealth Advisor

Brazoria, TX

$58K - $70K/yr

Associate Wealth Advisor The primary role of the Associate Wealth Advisor is to provide investment and relationship management support to a senior advisor or team of advisors, including any and all ...

New

Stifel

Financial Advisor Associate

Houston, TX · On-site

What You'll Be Doing The Financial Advisor Associate (FAA) works under a Financial Advisor (FA) to provide investment services that will help clients achieve their financial goals. The FAA will ...

Stifel

Financial Advisor Associate

Houston, TX

The Financial Advisor Associate (FAA) works under a Financial Advisor (FA) to provide investment services that will help clients achieve their financial goals. The FAA will assist in prospecting new ...

Stifel

Financial Advisor Associate

Houston, TX · On-site

What You'll Be Doing The Financial Advisor Associate (FAA) works under a Financial Advisor (FA) to provide investment services that will help clients achieve their financial goals. The FAA will ...

Bessemer Trust Inc.

Associate Client Advisor

Dallas, TX · On-site

The Associate Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. This individual will be ...

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Showing results 21-40

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 7, 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 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 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 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 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, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $50,255 per year, or $24.2 per hour.

Executive Wealth Advisor

W3Global Inc.

Dallas, TX

$150K - $225K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 25 days ago

Job description

About Company:

We Found this company to help clients accumulate and protect wealth, and build legacies. We Provide holistic financial planning, tax planning, investment advisory, and Medicare/insurance services.

Our advisors mainly work with professionals in taxes, insurance, estate planning, financial planning and investment management to build a retirement plan for our clients to help them reach their financial goals.

Job Description:

· We are seeking accomplished and well-organized wealth management professionals to help expand our national footprint.

· Executive Wealth Advisors are the most experienced advisors in the firm. They have two primary job functions: work with top 50% of the most profitable and/or complicated clients in the firm and the remaining 50% developing new client relationships.

· They are responsible for overseeing the top tier clients who generate a significant amount of revenue for the firm and identifying markets and other potential clients to bring into the firm.

· A portable book of at least $45M in client assets is needed and comes with accelerated transition support, leadership opportunities, and potential equity participation.

Primary Duties:

  • Conduct all Get to Know meetings

  • Maximize all new business development opportunities

  • Manage top 10% of the team's client reviews.

  • Dedicate at least 20% of time in business development.

  • Work with management team on improving client/prospect experience.

  • Manage & develop Lead and Associate Advisors.

  • Collaborate on new marketing strategies, programs, segments, and services models to drive new clients to the firm.

  • Serves on investment management committee or helps determine firm investment strategies for clients.

Requirements:

  • A bachelor's degree in finance, economics, business administration, or a related field is typically required. Certification such as Certified Financial Planner (CFP) is a plus.

  • 10 years' experience in financial planning, investment management, or a related field.

Key Benefits

  • Generous continuing education support

  • 100% company paid employee only premiums for Health, Dental & Vision Coverage

  • 4% Company 401k match, 100% vested

We are proud to be an equal opportunity employer. We are committed to building an inclusive workplace and consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other legally protected status.

W3Global logo

About W3Global

Sourced by ZipRecruiter

W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Industry

Recruiting and staffing services

Company size

501 - 1,000 Employees

Headquarters location

Frisco, TX, US

Year founded

2006

View All W3Global Jobs