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Associate Advisor Jobs in Azle, TX (NOW HIRING)

Sally Beauty

Beauty Advisor Sally Beauty 02725

Watauga, TX

$14.50 - $18/hr

The Sales Associate/Beauty Advisor will focus on one primary objective - creating a memorable shopping experience for our customers. We are continually searching for passionate beauty lovers that ...

Hiley Mazda of Hurst

Service Advisor

Hurst, TX · On-site

We strive to provide our associates with meaningful and challenging work, an engaging and ... automotive service advisor experience**** We are an equal opportunity employer and prohibit ...

Hiley Mazda of Hurst

Service Advisor

Hurst, TX

We strive to provide our associates with meaningful and challenging work, an engaging and ... automotive service advisor experience**** We are an equal opportunity employer and prohibit ...

C2 GPS-Tarrant County

Career Advisor I

Fort Worth, TX · On-site

$20 - $26.75/hr

The Career Advisor I (CA) is a pivotal role on the team. The CA provides career counseling and ... Associates or undergraduate degree preferred. * Previous related workforce experience strongly ...

C2 GPS-Tarrant County

Career Advisor I

Fort Worth, TX

$20 - $26.75/hr

The Career Advisor I (CA) is a pivotal role on the team. The CA provides career counseling and ... Associates or undergraduate degree preferred. * Previous related workforce experience strongly ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Azle, TX

Associate Advisor information

See Azle, TX salary details

$10

$22

$39

How much do associate advisor jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for associate advisor in Azle, TX is $22.60, according to ZipRecruiter salary data. Most workers in this role earn between $16.15 and $25.96 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 cities near Azle, TX are hiring for Associate Advisor jobs? Cities near Azle, TX with the most Associate Advisor job openings:
Associate Advisor jobs near you

Client Experience Associate

Fidelity TalentSource

Roanoke, TX • On-site

$14 - $19.25/hr

Other

Re-posted 2 days ago

Job description

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Client Experience Associate to work in Westlake, TX!
Got personality? Like to talk? Have a desire to problem tackle, help others? Then keep reading. Fidelity Charitable is looking for top notch customer service professionals to work on the Advisor Experience team. As an Advisor Experience Specialist, you will be the primary point of contact for any service-related activities for professional financial advisors working on behalf of Fidelity Charitable Giving Account Holders. We are looking for 'customer obsessed' individuals that want to make a difference in helping our donors achieve their philanthropic goals. Still interested? Read on.
The work shift for this role is 9:30 AM - 6:00 PM CST, Monday - Friday. (Flexible start and end times during training period as needed by team are requested)
The Role
The Advisor Experience Specialist is a part of the Premium Service group, working to provide an outstanding service experience to, and fosters relationships with, ultra-high net worth strategic advisor firms (the most complex relationships within Fidelity Charitable) and select donors. The AXS will be part of a team dedicated to answering strategic advisor and high net worth donor calls and responding to emails. The AXS optimizes the client experience as it relates to Operations and Service Delivery to drive high satisfaction, quality and efficiency for the donors/advisors and Fidelity Charitable.
The Expertise We're Looking For

  • Bachelor's degree preferred
  • Minimum 1-2 years of telephone customer service experience; preferably in a contact center environment preferred
  • 2-3 years Customer Service, Sales, Service Operations or UHNW background preferred
The Skills You Bring
  • Your proficient verbal and written communication skills required
  • Your very best problem- solving skills with excellent follow through
  • Your strong organizational skills, planning and time management
  • You are able to proficiently multi-task in a Windows based environment
  • You are proficient in MS products including Word/Excel. Applications used in this role include: FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, MS Outlook, MS Teams, RepApp, and Xelerate. (ability to learn these systems requested)
  • Your flexibility for overtime as requested (especially December - Giving Season) Various shifts are available.
The Value You Deliver
  • Providing outstanding customer service via phones and email communication
  • Collaborating with internal Charitable business partners to fulfill special handling
  • Employing good sound judgment in decision making or problem resolution
  • Coordinate with management to implement expedited delivery requests
  • Ensure daily work meets accuracy standards and is completed in a timely manner
  • Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization
  • Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Compliance, Program, Legal, Risk, and Deliveries
  • Maintain up-to-date procedures for those functions for which responsible
  • Effectively case manage advisor relationships through escalated situations while working across Fidelity cross functionally when applicable
Note: Fidelity is not providing immigration sponsorship for this position
How Your Work Impacts the Organization
The Fidelity Charitable Gift Fund ("Fidelity Charitable") is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits - and increased charitable impact - of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Company Overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.
Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity's Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity's regional and investor center locations. Our mission is to help you experience Fidelity's diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity's long-term strategy.
For information about working at Fidelity TalentSource, visit FTSJobs.com.
Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at HR@ftsjobs.com if you would like to request an accommodation.

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