ZipRecruiter

Log In

1

Associate Financial Advisor Jobs in Addison, TX (NOW HIRING)

previous pagenext page

Showing results 21-40

All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Addison, TX

Associate Financial Advisor information

See Addison, TX salary details

$37.3K

$65K

$108.9K

How much do associate financial advisor jobs pay per year?

As of Aug 22, 2026, the average yearly pay for associate financial advisor in Addison, TX is $65,012.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,700.00 and $79,900.00 per year, depending on experience, location, and employer.

What does an associate financial advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

What are some typical challenges an associate financial advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.

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

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

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

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

What are the most commonly searched types of Financial Advisor jobs in Addison, TX?

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

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

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

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

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

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Addison, TX as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $65,012 per year, or $31.3 per hour.

Guided Solutions Financial Advisor

Allworth Financial

Dallas, TX • On-site

Full-time

Posted 8 days ago

Job description

KEY RESPONSIBILITIES

Client Leadership & Relationship Management

  • Serve as a primary advisor to a high-volume client base, leading discovery conversations, planning discussions, and ongoing relationship management.
  • Demonstrate sound judgment and confidence in guiding clients through complex financial decisions.
  • Bring a forward-thinking, technology-driven mindset to client engagement, using Allworth's tools and platforms to serve a larger client base without sacrificing quality or personalization.

Financial Planning & Advisory Delivery

  • Deliver comprehensive financial planning using Allworth's 7 Personal Decision Points framework.
  • Partner with the Wealth Planning Team and Associate Advisors to develop and present thoughtful, customized financial plans.
  • Leverage integrated services-including Estate Planning, Insurance Planning, and Tax Planning-to support holistic client outcomes.
  • Conduct regular reviews to ensure plans remain aligned with client goals and fiduciary standards.

Office Leadership & Culture Contribution

  • Maintain a strong in-office presence and serve as a collaborative, engaged member of the team.
  • Lead by example in professionalism, preparation, and client experience.
  • Actively contributes to office culture, collaboration, and shared accountability.
  • Support team initiatives, mentoring, and knowledge sharing as appropriate.

Performance & Technology Standards

  • Use CRM-driven cadence and prioritization tools to determine which clients to engage, and when, based on an engagement scoring model rather than instinct alone.
  • Maintain a high daily activity standard, consistently meeting call, meeting, and outreach expectations required to effectively manage a high-volume book of business.
  • Continuously seek out and adopt new technology, tools, and workflows that improve efficiency, scalability, and the client experience.
  • Participate actively in daily huddles and weekly goal-setting sessions to align on priorities, share best practices, and track progress.
  • Engage with visual management tools, including whiteboards and KPI dashboards, to track individual and team performance against activity and outcome goals.
  • Contribute ideas and feedback that help refine team processes, engagement strategies, and the use of technology across the office.

Communication & Documentation

  • Communicate planning strategies, recommendations, and investment updates clearly and confidently.
  • Maintain accurate documentation and follow-up in Allworth's CRM system.
  • Provide thoughtful feedback to leadership to support continuous improvement.

REQUIREMENTS

  • CFP or ChFC designation is a plus but not required.
  • Must have Series 65 or 66 (Series 7 and Insurance licenses not required).
  • Minimum one to three years of client-facing wealth management or financial planning experience.
  • Demonstrated ability to operate independently while collaborating effectively within a team.
  • Strong leadership presence with the ability to influence, mentor, and model best practices.
  • High emotional intelligence, professionalism, and discretion.
  • Thrives in an in-office, team-oriented environment.
  • Comfortable managing a high-volume client caseload, with a demonstrated ability to prioritize and stay organized using technology and data.
  • Embraces a data-driven, technology-forward approach to client engagement and daily activity management.
  • Proficiency with financial planning tools and CRM systems (MoneyGuidePro and Salesforce preferred).

Apply