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Associate Advisor Jobs in Houston, TX (NOW HIRING)

Northern Trust

Associate Portfolio Advisor

Houston, TX · On-site

... Investment Advisors to understand the overall investment strategy and may provide input for ... Provides guidance and mentoring to Investment Associates. 7. Accountable for personal adherence to ...

Northern Trust

Associate Portfolio Advisor

Houston, TX · On-site

... Investment Advisors to understand the overall investment strategy and may provide input for ... Provides guidance and mentoring to Investment Associates. 7. Accountable for personal adherence to ...

Northern Trust

Associate Portfolio Advisor

Houston, TX · On-site

... Investment Advisors to understand the overall investment strategy and may provide input for ... Provides guidance and mentoring to Investment Associates. 7. Accountable for personal adherence to ...

CHCP

Admissions Advisor

Houston, TX · On-site

$17.25 - $23/hr

Admissions Advisor Employment Type: Full-Time Location: 7322 Southwest Freeway, Suite 110, Houston ... Minimum of 2 years of college education and/or an Associate degree required * 0-1 year of ...

CHCP

Admissions Advisor

Houston, TX · On-site

$17.25 - $23/hr

Admissions Advisor Employment Type: Full-Time Location: 7322 Southwest Freeway, Suite 110, Houston ... Minimum of 2 years of college education and/or an Associate degree required * 0-1 year of ...

Don McGill Toyota

Service Advisor

Houston, TX · On-site

Service Advisor - Don McGill Toyota We need a Service Advisor who is an expert in the art and ... We are looking for an associate with a CUSTOMER FIRST attitude! Must be able to greet guests ...

LPL Financial

Advisor Licensing Program

Houston, TX · On-site

... Associate Financial Advisor. The Advisor of the Wealth Advisor Group is a group of corporate ... employee advisors who provide investment solutions to mass affluent investors virtually and over ...

Don McGill Toyota

SERVICE ADVISOR

Katy, TX · On-site

Service Advisor - Don McGill Toyota We need a Service Advisor who is an expert in the art and ... We are looking for an associate with a CUSTOMER FIRST attitude! Must be able to greet guests ...

LPL Financial

Advisor Licensing Program

Houston, TX · On-site

... an Associate Financial Advisor. TheAdvisor of the Wealth Advisor Groupis a group of corporate ... employee advisors who provide investment solutions to mass affluent investors virtually and over ...

San Jacinto College

PT Admissions Advisor

Pasadena, TX · On-site

$16.25 - $22/hr

The PT Admissions Advisor provides assistance with supporting students with all admissions ... Associate degree or three years of related experience Preferred Education and Experience:

TIAA

Wealth Advisor

Houston, TX · On-site

$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 ...

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Showing results 21-40

All JobsAssociate Advisor JobsAssociate Advisor Jobs in Houston, TX

Associate Advisor information

See Houston, TX salary details

$11

$24

$43

How much do associate advisor jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for associate advisor in Houston, TX is $24.77, according to ZipRecruiter salary data. Most workers in this role earn between $17.69 and $28.46 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 Houston, TX? The most popular types of Advisor jobs in Houston, TX are:
What are popular job titles related to Associate Advisor jobs in Houston, TX? For Associate Advisor jobs in Houston, TX, the most frequently searched job titles are:
What job categories do people searching Associate Advisor jobs in Houston, TX look for? The top searched job categories for Associate Advisor jobs in Houston, TX are:
What cities near Houston, TX are hiring for Associate Advisor jobs? Cities near Houston, TX with the most Associate Advisor job openings:
Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Houston, TX as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 22% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $51,513 per year, or $24.8 per hour.

Advisor Mastery Program, Foundations-Houston, TX

Raymond James

Houston, TX • On-site

$55K/mo

Full-time

Re-posted 7 days ago

Raymond James rating

7.5

Company rating: 7.5 out of 10

Based on 71 frontline employees who took The Breakroom Quiz

114th of 150 rated financial services

Job description

!*!

Job Summary
The AMP Foundations is a development program designed to create a pipeline for associates interested in beginning or expanding a career in the investment industry through the opportunity to explore different branch roles and activities. Wealth Management Associate participants partner with Financial Advisors in a branch or complex to present financial plans with advisor's clients. They also provide support to Financial Advisors and other branch stakeholders in a number of ways including leveraging Client Relationship Management Systems, on-boarding clients, opening accounts, and financial planning tools for client portfolios. Associates will provide technology training, support, and assistance with business development activities. The goal of the AMP Foundations is to prepare associates in all facets of financial advising with a focus on financial planning, leveraging technology tools, and business development. Wealth Management Associates will be trained on how to create and present financial plans to clients, use of technology solutions designed for advisor efficiency, and building client portfolios. Wealth Management Associate participants will also focus on obtaining designations and licenses to include the Securities Industry Essentials (SIE), Series 7, Series 66, and Wealth Management Specialist (WMS) designation. The AMP Foundations program offers comprehensive education, training and mentorship in both technical and sales skills. The approach of the program fully positions the participant for success and long-term development. At the conclusion of the program, associates will transition either into a branch team or stand alone AMP Advisor role.

Essential Duties and Responsibilities
•    Assist with onboarding new clients including opening accounts and updating Client Relationship Management systems.
•    Develop financial plans leveraging MoneyGuidePro financial planning software.
•    Partner with Financial Advisors in branch or complex to present financial plans with advisor's clients.
•    Leverage financial advisor technology resources and brand and brand utilization of the resources in the branch or complex.
•    Learn and practice client relationship foundations by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them identify their investment objectives.
•    Practice business development strategies, in conjunction with coaching and mentorship to prepare for developing a book of business as a Financial Advisor in the AMP program.
•    Seeks expertise of internal resources to identify investment opportunities and solutions for clients.
•    Completes required program training and assignments, obtaining mandatory industry licenses within prescribed timeframes, mastering assessments and meeting minimum performance and production standards.
•    Performs other duties and responsibilities as assigned.

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