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Associate Client Advisor Jobs in Texas (NOW HIRING)

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Associate Client Advisor information

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How much do associate client advisor jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for associate client advisor in Texas is $24.16, according to ZipRecruiter salary data. Most workers in this role earn between $17.26 and $27.79 per hour, depending on experience, location, and employer.

What is an associate client advisor?

An Associate Client Advisor is an entry- to mid-level professional who supports senior client advisors or relationship managers in financial institutions, such as banks or wealth management firms. Their main responsibilities include assisting with client account management, preparing presentations or reports, handling client inquiries, and ensuring high levels of customer satisfaction. They often serve as a liaison between clients and the organization, helping to address client needs and maintain positive relationships. This role is a stepping stone to more senior advisory positions and provides valuable experience in client management and financial services.

What is the difference between Associate Client Advisor vs Client Advisor?

AspectAssociate Client AdvisorClient Advisor
Required CredentialsTypically a bachelor's degree; some certifications like CFP may be preferredSame as Associate Client Advisor, often with more experience or certifications
Work EnvironmentEntry-level or junior role within financial services firmsMore senior position with increased client interaction and responsibilities
Employer & Industry UsageCommonly used in banking, wealth management, and financial advisory firmsUsed across similar financial sectors, often as a step up from Associate

The main difference between an Associate Client Advisor and a Client Advisor lies in experience and responsibility level. The Associate role is typically entry-level, focusing on supporting client service tasks, while the Client Advisor handles more direct client interactions and decision-making. Both roles require similar credentials, but the Client Advisor usually has more experience and a broader scope of responsibilities.

What are the key skills and qualifications needed to thrive as an associate client advisor, and why are they important?

To thrive as an Associate Client Advisor, you typically need a bachelor's degree in business or finance, strong analytical abilities, and a foundational understanding of wealth management principles. Familiarity with CRM systems, financial planning software, and regulatory compliance tools is often required. Excellent interpersonal skills, attention to detail, and effective communication set top performers apart in client interactions. These skills ensure high-quality client service, accurate financial advice, and the ability to build lasting client relationships in a competitive industry.

Is an associate client advisor a good career?

An associate client advisor role is a entry-level position in financial services that offers opportunities to develop client management, sales, and financial analysis skills. It can lead to advanced roles such as client advisor or financial planner with experience and certifications like the Series 7 or Series 63. The career is suitable for individuals interested in finance, customer service, and building long-term client relationships.

How does an associate client advisor typically collaborate with senior advisors and other team members to support client relationships?

As an Associate Client Advisor, you will work closely with senior advisors, portfolio managers, and support staff to ensure seamless client service. Your role often involves preparing client meeting materials, conducting research, and following up on action items to support senior advisors in delivering tailored financial solutions. Collaboration is key, as you'll communicate regularly with various team members to coordinate client onboarding, resolve issues, and help implement investment strategies. This teamwork not only enhances client satisfaction but also provides valuable learning opportunities for your own professional growth.
What are the most commonly searched types of Client Advisor jobs in Texas? The most popular types of Client Advisor jobs in Texas are:
What cities in Texas are hiring for Associate Client Advisor jobs? Cities in Texas with the most Associate Client Advisor job openings:
Associate Client Advisor jobs near you
Infographic showing various Associate Client Advisor job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $50,255 per year, or $24.2 per hour.

Senior Audit Associate (Client Service)

Doeren Mayhew CPAs and Advisors

Houston, TX • On-site

$71K - $87K/yr

Full-time

Posted 27 days ago

Job description

Financial Institutions Group (FIG) – Financial Statement Audit Professional

Doeren Mayhew is a tax, assurance and advisory firm headquartered in Troy, Michigan with 25 offices across the country and abroad. Founded in 1932, Doeren Mayhew is recognized as the 36th largest CPA firm in the U.S. and is positioned fr successful future growth. If you want to join a rising firm that is consistently named among the 50 best-managed firms in the nation, this is the firm for you.

Summary

Under the direction of the FIG Practice Leader and in alignment with the organization’s mission, values, and professional standards, this position is responsible for planning, executing, reviewing, and managing financial statement audit engagements for financial institution clients. The role serves as a trusted advisor to clients, exercises professional judgment on accounting and assurance matters, supports engagement quality and profitability objectives, and contributes to employee development through coaching, mentoring, and leadership.

Key Responsibilities

  • Work as a member of an audit engagement team serving clients in the financial institutions industry including credit unions and community banks.
  • Plan and manage smaller engagements or sections of the audit; ensuring that projects are at or below budget (i.e. communicating with associates on scheduling issues or delays, mitigating excessive billable hours posted to WIP.
  • Evaluate internal controls, audit programs, risk assessments, and engagement documentation.
  • Review audit workpapers, analytical procedures, financial statements, management letters, and client deliverables.
  • Research, analyze, and resolve accounting, auditing, and assurance matters.
  • Maintain proactive communication with clients and engagement team members.
  • Build and maintain strong client relationships and identify opportunities to add value.
  • Participate in client meetings, presentations, and business development activities as appropriate.
  • Maintain in-depth knowledge and application of relevant professional standards, emerging laws and regulations, and corporate governance requirements
  • Develop technical expertise on accounting standards, audit standards, and regulations.
  • Participate in firm activities such as recruiting, in-house training, the firm’s Buddy or Mentor programs and through leadership opportunities.
  • Contribute to and support the development of team staff members by creating a learning environment. Continually build and share knowledge with colleagues. Supervise, train and mentor less experienced associates and interns.
  • Contribute to engagement quality, productivity, and profitability goals.
  • Achieve 1,600 – 1,650 Annual Billable Hour Goal

Knowledge, Skills, and Abilities

  • Strong accounting, auditing, and assurance knowledge.
  • Excellent analytical, critical-thinking, and problem-solving skills.
  • Strong written, verbal, and interpersonal communication skills.
  • Leadership and team development capabilities.
  • Proficient knowledge of tax and accounting research techniques.
  • Proficient in MS office, Engagement, and Knowledge Coach.
  • Ability to manage multiple priorities and deadlines.
  • Proficiency in Microsoft Office and audit engagement software.

Qualifications

  • Bachelor’s degree in accounting or related field required.
  • Minimum 2+ years of relevant audit experience in public accounting
  • CPA License preferred, CPA-eligible or has a progressive plan in place toward passing the CPA exam
  • Financial institution audit experience is preferred.

Core Competencies

  • Client Service
  • Technical Expertise
  • Business Acumen
  • Relationship Management
  • Communication
  • Leadership
  • People Development
  • Critical Evaluation
  • Collaboration

Physical Demands and Work Environment

Work is primarily performed in an office environment and may require extended periods of computer use, sitting, and occasional travel. Employees may be required to lift up to 20 pounds.

This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications. Responsibilities may change based on business needs.