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Associate Advisor Jobs in Dallas, TX (NOW HIRING)

Acosta

Associate Experience Advisor I

Lewisville, TX · On-site

$14.75 - $19.50/hr

The Associate Experience Advisor is a critical role in help shaping the associate experience at the Acosta Group. You will provide exceptional high-volume associate support while applying superior ...

Geico

HR Advisor

Richardson, TX · On-site

Role Overview The Associate Relations Advisor serves as a trusted advisor to managers and leaders, providing consultation and guidance on employee relations matters, including performance management ...

American Career College

Admissions Advisor ACC

Richardson, TX · On-site

$17.25 - $23.25/hr

Job Posting Title Admissions Advisor ACC Choose To Make A Difference As an Admissions Advisor for a ... Our associates are united behind that purpose and share a deep commitment to our values of teamwork ...

Texas Wesleyan University

Academic Advisor

Fort Worth, TX · On-site

$40K - $49K/yr

Education, Certifications and/or Licenses Associate's required; Bachelor's preferred. Experience * At least 1 year of advising or "related" experience in higher education required. * Experience with ...

GDS Wealth Management

Financial Advisor

Flower Mound, TX · On-site

We expect our associates at all levels to: * Grow professionally and inspire others to do the same ... Our advisers take ownership -- of their results, their client relationships, and their professional ...

GDS Wealth Management

Financial Advisor

Flower Mound, TX · On-site

We expect our associates at all levels to: * Grow professionally and inspire others to do the same ... Our advisers take ownership -- of their results, their client relationships, and their professional ...

American Career College

Admissions Advisor ACC

Richardson, TX · On-site

$17.25 - $23.25/hr

Job Posting TitleAdmissions Advisor ACCChoose To Make A Difference As anAdmissionsAdvisorfor a ... Our associates are united behind that purpose and share a deep commitment to our values of teamwork ...

The Body Shop

Service Advisor

Mckinney, TX · On-site

$75K - $90K/yr

The Service Advisor's primary responsibility and accountability is to provide an exceptional and ... We are looking for a reliable and detail-oriented Parts Associate to join our team and support ...

Micro Center

SERVICE EXPERIENCE ADVISOR

Dallas, TX

It is Micro Center's core promise to take care of our associates and customers which has led to our success over the last 40+ years! The Service Experience Advisor is the customer's first point of ...

TIAA

Wealth Advisor

Frisco, TX

$80K - $95K/yr

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Acosta

Associate Experience Advisor I

Lewisville, TX · On-site

$14.75 - $19.50/hr

The Associate Experience Advisor is a critical role in help shaping the associate experience at the Acosta Group. You will provide exceptional high-volume associate support while applying superior ...

TIAA

Financial Planning Advisor-Lexington, KY

Frisco, TX · On-site

$84K - $110K/yr

Financial Planning Advisor Supported with a robust array of resources and solutions, the Financial ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Dallas, TX

Associate Advisor information

See Dallas, TX salary details

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How much do associate advisor jobs pay per hour?

As of Aug 18, 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 Service Associate - Symphony Wealth Group

Kestra Financial Independent Advisor

Plano, TX

Full-time

Re-posted 26 days ago

Job description

The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires excellent customer service skills, problem solving, attention to detail, multi-tasking, and time management skills.  This position is full-time and in the office.

Essential Duties and Responsibilities

      Support Advisors of a growing book of business, requiring the handling of all administrative functions for the office.

      Assist in client meeting preparation and follow-up, to include preparing requisite paperwork, and post-meeting documentation.

      Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available.

      Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards.

      Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance

      Maintain CRM database; define and ensure adherence to appropriate client service models.

      Manage multiple and competing priorities daily in pursuit of business objectives.

      Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages.

      Other duties as assigned.

      This is a Full Time position in the office

Supervisory Responsibilities: None Knowledge, Skills, and/or Abilities

     Basic computer skills (Outlook, Word, Excel. Adobe)

     Strong administrative and time management skills with superior attention to detail.

     Able to work independently and effectively manage multiple tasks at once.

     Excellent communication skills, both verbally and in writing.

     CRM knowledge a plus.

Education and/or Experience

      The ideal candidate will have 2+ years of experience in administrative support in a professional environment.

      High School Diploma or Associate's degree required

      Previous experience in financial services a plus

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