ZipRecruiter

Log In

1

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 ...

Mammoet

SHEQ Advisor

Rosharon, TX

SUMMARY OF THE ROLE Health and Safety Advisor for heavylift and transport projects Working at ... Associate degree in Health, Safety & Environment discipline WHAT YOU'LL GET * Quick autonomy in ...

Mammoet

SHEQ Advisor

Rosharon, TX · On-site

SUMMARY OF THE ROLE Health and Safety Advisor for heavylift and transport projects Working at ... Associate degree in Health, Safety & Environment discipline WHAT YOU'LL GET * Quick autonomy in ...

Mammoet

SHEQ Advisor

Rosharon, TX · On-site

SUMMARY OF THE ROLE Health and Safety Advisor for heavylift and transport projects Working at ... Associate degree in Health, Safety & Environment discipline WHAT YOU'LL GET * Quick autonomy in ...

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

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 ...

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 ...

previous pagenext page

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 Sep 1, 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 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 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 100% Full Time. Highlights an 91% In-person, and 9% Remote job distribution, with an average salary of $51,513 per year, or $24.8 per hour.

Associate Wealth Advisor

Corient Private Wealth LLC

Houston, TX • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 29 days ago

Job description

Join a team that values your ambition and empowers your growth
At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
This position will play a vital role in supporting Wealth Advisors (WAs) by providing administrative, financial, technical, and organizational services. This position will report to the Wealth Advisor.
Responsibilities:
  • Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client relationships.
  • Advanced capability of all wealth, investment, and financial planning processes
  • Begins to prepare and make recommendations for client financial plans and investments and portfolio allocations
  • Assist in preparation for client meetings, documenting discussions, and drives client follow-up.
  • Mentoring others and providing oversight of work
  • Primary role is as secondary advisor
  • Begins to progress to greater independence related to client execution items and ultimately client relationship management and independent decisions
  • Business process - understanding of client contracts, fee schedules and the onboarding process
  • Solid/active relationships with COI peers; provides critical support to client team revenue

Qualifications & Requirements
  • Bachelor's degree
  • 4-8 years' experience
  • CFP, CFA, CPA, JD, or MBA required
  • Advanced knowledge of financial planning concepts and processes
  • Experience with the following technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software

Competencies
  • Developing others
  • Relationship/Practice Management
  • Detail-oriented with excellent analytical and organization skills
  • Communicate effectively, both orally and in writing
  • High emotional intelligence and situational awareness
  • A proactive approach to work, with the ability to take ownership of projects and see them through to completion

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Physical Requirements
  • This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
  • This position may require the ability to lift up to 15 pounds.
  • This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements
  • Must be 18 years of age or older.
  • Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
  • Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
  • Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

What You Can Expect from Us
Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
  • 401(k) Plan with Employer Matching
  • Four Medical Plan options that is generously subsidized by Corient
  • Employer paid Dental, Vision & Life and AD&D Insurance
  • Employer paid Short-term & Long-term Disability
  • Paid Maternity & Parental Leave
  • Flexible Spending Accounts & Health Savings Accounts
  • Dependent Care FSA
  • Commuter & Transit FSA
  • Corporate Discount Program - Perkspot
  • Training Reimbursement
  • Paid Professional Designations
  • Giving back to the community - Volunteer days

Corient is one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.
Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.
We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.

Apply