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Associate Advisor Jobs in Dallas, TX (NOW HIRING)

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 ...

New

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 - 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 ...

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 ...

New

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 ...

W3Global Inc.

Executive Wealth Advisor

Dallas, TX · On-site

$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 ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Dallas, TX

Associate Advisor information

See Dallas, TX salary details

$11

$25

$44

How much do associate advisor jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for associate advisor in Dallas, TX is $25.66, according to ZipRecruiter salary data. Most workers in this role earn between $18.32 and $29.52 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 Dallas, TX?

The most popular types of Advisor jobs in Dallas, TX are:

What are popular job titles related to Associate Advisor jobs in Dallas, TX?

For Associate Advisor jobs in Dallas, TX, the most frequently searched job titles are:

What job categories do people searching Associate Advisor jobs in Dallas, TX look for?

The top searched job categories for Associate Advisor jobs in Dallas, TX are:

What cities near Dallas, TX are hiring for Associate Advisor jobs?

Cities near Dallas, TX with the most Associate Advisor job openings:

Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Dallas, TX as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $53,383 per year, or $25.7 per hour.

Client Experience Associate, Advisor Dedicated

Farther LLC

Irving, TX • On-site

Other

Medical, Retirement, PTO

Posted 7 days ago

Job description

Client Experience Associate, Advisor Dedicated

Hybrid - Irving, TX

Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

The Role

This is a high-trust, high-autonomy role built to give one of our advisors a true right hand. You'll serve as the dedicated point of continuity for a thriving, boutique advisory practice — owning the full client service lifecycle (everything except the client meetings themselves) so the advisor can stay focused on planning and relationships instead of day-to-day execution. This isn't a stepping stone to becoming an advisor or a people manager, and it isn't a sales or prospecting role — it's built for someone who wants to own this seat and get really good at managing the client relationship process.

Your Impact

  • Serve as the primary point of contact for day-to-day client needs — monitoring the advisor's email and voicemail daily and responding with professionalism, clarity, and calm judgment
  • Facilitate money movement, distributions, trades, and rebalancing actions, escalating when tax or planning judgment is required
  • Proactively monitor custodian alerts and action-needed items (including NIGOs and money movement issues) and drive them to resolution
  • Own meeting prep and follow-up — maintaining meeting planners as living documents and making sure nothing falls through the cracks
  • Coordinate paperwork and workflows across custodian platforms, DocuSign, or paper processes, based on what each client prefers
  • Ensure Required Minimum Distributions and other deadline-driven items are completed well ahead of schedule
  • Handle the majority of client matters independently when the advisor is out of office

The Ideal Match

  • 4+ years of client-facing experience in wealth management, including ownership of the full client lifecycle within a boutique or independent advisory practice
  • Strong communication skills paired with calm, sound judgment under pressure
  • Experience with custodial platforms, trading/rebalancing tools, and CRM systems
  • Highly organized, with exceptional attention to detail and follow-through
  • Comfortable operating with autonomy and trusted to make day-to-day judgment calls
  • Genuinely looking for a long-term home in this seat — not a stepping stone toward becoming an advisor or a people manager

Bonus Points

  • Former CFP-track professional who's realized they're happiest owning execution and client care rather than prospecting or advising
  • Hands-on experience with tools like 55ip, Ramp, or similar portfolio, trading, or expense platforms
  • A genuine passion for building efficient, repeatable operational processes

Why Join Us

  • Competitive comp package that rewards impact
  • Work alongside some of the brightest minds in fintech
  • Ground-floor opportunity at a fast-scaling startup
  • Chart your own growth path as we expand
  • Full health benefits + 401(k) matching & Roth IRA options
  • Unlimited PTO

Ready to disrupt wealth management? Let's talk!

Farther logo

About Farther

Sourced by ZipRecruiter

Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Farther empowers advisors to deliver exceptional value to their clients -- on their own terms. We're here to help established advisors scale, providing everything they need to succeed from technology to client support and from marketing to mentoring. To deliver on that goal, we've reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills. In other words, we help our clients go Farther. Farther's founders are leaders and innovators from the private wealth industry and possess a unique mix of traditional wealth management, fintech, and technology production expertise. We're backed by top tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs and builders who are passionate about helping our clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to go farther with you.

Industry

Finance and insurance

Company size

51 - 200 Employees

Headquarters location

New York, NY, US

Year founded

2019

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