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Associate Advisor Jobs in Texas (NOW HIRING)

Charles Schwab Inc.

Advisor Support Associate

Westlake, TX · On-site

$25 - $27.40/hr

When you join Schwab as an Advisor Services Associate, you become part of a team that puts people first-our clients, our advisors, and each other. You'll support independent advisory firms with the ...

K12 Coalition

Program Advisor Associate

Denton, TX · On-site

$24/hr

The Opportunity As a Program Advisor Associate at iteach, a division of K12 Coalition, you'll work directly with individuals who are enrolled in the iteach program and actively pursuing teacher ...

Charles Schwab

Advisor Support Associate

Westlake, TX · On-site

When you join Schwab as an Advisor Services Associate, you become part of a team that puts people first--our clients, our advisors, and each other. You'll support independent advisory firms with the ...

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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 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?

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.

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:
Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Texas as of July 2026, with employment types broken down into 91% Full Time, 7% Part Time, 1% Contract, and 1% Nights. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $50,255 per year, or $24.2 per hour.
Associate Client Advisor - Houston, TX

Associate Client Advisor - Houston, TX

Texas Regional Bank

Houston, TX • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Position Summary
The Associate Client Advisor will be an integral member of the TRB Trust & Wealth Management team. In this role, the Associate Client Advisor will be a financial planner and holistic advisor that is passionate about helping individuals and families make good financial decisions through comprehensive analysis that leaves no stone unturned. The Associate Client Advisor will work alongside TRB investment professionals and trust officers in delivering excellent client service. Areas of expertise would cover financial planning fintech, cash flow, asset location, spending priority, benefit elections, executive compensation, retirement, healthcare, monte carlo analysis, goals-based planning, etc. The associate will be expected to develop and implement a holistic financial planning process for high-net-worth TRB Trust & Wealth Management clients. Additionally, the associate will be expected to contribute to a wide variety of special projects with functional oversight by the Senior Client Advisor, the Chief Investment Officer, Chief Operating Officer and other senior members of the TRB Trust & Wealth Management team.
Principal Duties and Responsibilities
  • Expected to develop and implement a holistic financial planning process for high-net-worth TRB Trust & Wealth Management clients.
  • Gather information from many different places and organize it into digestible takeaways that help clients of many different backgrounds make informed decisions and help the overall TRB investment team make appropriate asset allocation recommendations.
  • Contribute to the decision-making process on complex fixed income portfolios, particularly for public entity clients.
  • Learn and stay updated on current developments within financial planning, including the income and transfer tax landscape, and how to best scale an advice-driven framework within our division.
  • Expected to support other members of the applicable service team in responding to client requests, preparing for meetings, and conducting research and analysis to ensure our advice across the spectrum is timely, accurate and customized when necessary. Occasionally, this may involve working with clients in TRB regions outside of Houston.
  • Comfortable with taking large amounts of data and synthesizing it into information that can drive decisions, give color to a client's goals and behavior, and integrate with applicable financial planning fintech (eMoney, Right Capital, etc.).
  • Expected to feel comfortable with prospective clients and help develop new business and build the brand for TRB Trust & Wealth Management and Texas Regional Bank generally.
  • Handle sensitive, confidential, proprietary information with discretion
  • Travel to various bank branches on a recurring basis to educate local branches about services available to clients
  • Travel to bank branches and/or client sites to serve existing clients as well as to develop new client relationships

Other Responsibilities
  • Support and promote the Bank vision, mission and core values, organizational structure and policies and procedures.
  • Comply with federal and state regulations as well as all established Bank policies and procedures.
  • Other duties as assigned.

Qualifications, Education and Experience Requirements
  • Bachelor's degree in business, finance concentration preferred, economics or related field. Asset/wealth management experience preferred.
  • At least 2 years of professional experience in financial analysis, accounting, or other advisory tax or wealth management role.
  • Must have or be willing to work towards the Certified Financial Planner (CFP®) designation.
  • CPA preferred.
  • Experience with fixed income markets preferred.
  • Dedicated to continually learning and developing new skills and expertise.
  • Strong organization and time-management skills.
  • Team player with excellent communication skills both written and verbal.
  • Flexibility, professionalism, ability to work under pressure and perform a variety of tasks with numerous interruptions is necessary.
  • Positive attitude, self-motivator, goal-oriented with the ability to foster strong relationships.
  • Enjoys identifying efficiency through technology and innovation.
  • Must have excellent analysis, observation, and decision-making skills.
  • Highly focused, able to rapidly determine key priorities, clearly communicate the priorities and ensure resources are properly aligned.
  • Excellent interpersonal and communication skills are necessary for maintaining effective relationships with clients, board members, officers, employees, and members of the business and civic community.
  • Individual should be able to work and remain composed in stressful circumstances.
  • Provides strong, compassionate, and visible leadership, which fosters positive attitudes and trust among employees, customers, and prospects.
  • Strong interest and knowledge of investment and financial markets.
  • Knowledge of wealth management including investments, trusts and financial planning.
  • Ability to work in a team-based environment.
  • Microsoft Suite of applications proficiency.
  • Must be able to be physically present in the Bank to perform job duties.
  • Texas Regional Bank is an Equal Opportunity Employer.

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