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

Avenue Five Institute

Financial Aid Advisor

Austin, TX · On-site

$19.50 - $25.25/hr

Financial Aid Advisers are responsible for supporting students seeking federal aid and other ... Associate's or Bachelor's Degree Preferred * Experience in financial aid, school administration ...

Avenue Five Institute

Financial Aid Advisor

Austin, TX · On-site

$19.50 - $25.25/hr

Financial Aid Advisers are responsible for supporting students seeking federal aid and other ... Associate's or Bachelor's Degree Preferred * Experience in financial aid, school administration ...

LPL Financial

AVP, Senior Trustee Consultant

Austin, TX · Remote

$88K - $147K/yr

Manage financial advisor and client experience while providing service and support for moderately ... Collaborate with colleagues and associates to enhance best practices, engage appropriate resources ...

Choreo

Wealth Advisor

Austin, TX · On-site

The Associate Director, Wealth Advisor, is an emerging growth and advisory role focused on building ... Working knowledge of financial planning concepts and high-net-worth client needs. * Strong ...

PIMCO

Retirement Sales Associate

Austin, TX · On-site

$14 - $18.75/hr

The Retirement Sales Associate is responsible for making proactive outbound calls to financial advisors to share sales ideas, provide product information, and offer sales support. The Associate also ...

Choreo

Wealth Advisor

Austin, TX · On-site

The Associate Director, Wealth Advisor, is an emerging growth and advisory role focused on building ... Working knowledge of financial planning concepts and high-net-worth client needs. * Strong ...

49 Financial

Concierge Service Associate (63481)

Austin, TX · On-site

$15.50 - $20.75/hr

Our industry, financial services, needs to evolve. While the average advisor in the U.S. is nearing ... About the Role The Concierge Service Associate is the dedicated day-to-day contact for a select ...

PIMCO

Retirement Sales Associate

Austin, TX · On-site

$13.75 - $18.75/hr

The Retirement Sales Associate is responsible for making proactive outbound calls to financial advisors to share sales ideas, provide product information, and offer sales support. The Associate also ...

PIMCO

Retirement Sales Associate

Austin, TX · On-site

$14 - $18.75/hr

The Retirement Sales Associate is responsible for making proactive outbound calls to financial advisors to share sales ideas, provide product information, and offer sales support. The Associate also ...

H&R Block

Tax Advisor

Austin, TX · On-site

Deliver forward-looking advice - Go beyond this year's return by helping clients define financial ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Tax Advisor

Austin, TX · On-site

Deliver forward-looking advice - Go beyond this year's return by helping clients define financial ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Tax Advisor

Austin, TX · On-site

Deliver forward-looking advice - Go beyond this year's return by helping clients define financial ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Tax Advisor

Round Rock, TX · On-site

Deliver forward-looking advice - Go beyond this year's return by helping clients define financial ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Tax Advisor

Austin, TX · On-site

Deliver forward-looking advice - Go beyond this year's return by helping clients define financial ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Tax Advisor

Georgetown, TX · On-site

Deliver forward-looking advice - Go beyond this year's return by helping clients define financial ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

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Showing results 41-60

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

Associate Financial Advisor information

See Austin, TX salary details

$38.2K

$66.6K

$111.5K

How much do associate financial advisor jobs pay per year?

As of Sep 8, 2026, the average yearly pay for associate financial advisor in Austin, TX is $66,551.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,600.00 and $81,800.00 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 Austin, TX?

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

What are popular job titles related to Associate Financial Advisor jobs in Austin, TX?

For Associate Financial Advisor jobs in Austin, TX, the most frequently searched job titles are:

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

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

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

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

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Austin, TX as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $66,551 per year, or $32 per hour.

Business Development Associate

LPL Financial Holdings, Inc.

Austin, TX • On-site

$44K - $60K/yr

Full-time

Medical, Retirement, PTO

Re-posted 25 days ago

LPL Financial rating

7.2

Company rating: 7.2 out of 10

Based on 74 frontline employees who took The Breakroom Quiz

129th of 154 rated financial services

Job description

Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
As the Business Development Associate (BDA), you will be responsible for driving Financial Advisor lead flow to LPL's Advisor Recruiting team in order to increase sales. This will be done through prospecting, lead qualification, and effective reporting. Primary prospecting efforts will be phone based (cold-calling) with supplemental efforts using digital means (email campaigns and social media).
Responsibilities:
  • Prospect financial advisors to gauge/create interest in meeting with a LPL recruiter
  • Use the news cycle, territory makeup and direction of the recruiters/leaders to execute on weekly prospecting campaigns
  • Use independent judgement to qualify a lead, determining if the lead should be introduced to the pipeline by presenting to the Internal Regional Director or field Regional Director
  • 100 outreaches per day - cold calls (primary), individual emails and social media outreaches (LinkedIn)
  • Utilize Salesforce.com to track individual KPIs and understand the impact of lead flow on territory funnel and results
  • Develop skillset, knowledge base and industry experience in order to qualify for next level opportunity as an Internal Regional Director.

What are we looking for?
We want high-energy, strong collaborators who can deliver a world class, sales experience. We are looking for people who thrive in a fast-paced environment, are client focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.
Requirements:
  • Ability to communicate effectively with leadership, field recruiting professionals, and internal recruiters
  • Sales experience or similar related degree

Core Competencies:
  • Highly motivated and resilient by achieving sales targets consistently
  • Ability to quickly build rapport, primarily via phone based communication
  • Comfortable with some travel, two times per year for training
  • Experience with MS Word, MS Excel, MS PowerPoint, Salesforce, MS Outlook
  • Experience or understanding of broker/dealers, advisory, finance or sales principals

Preferences:
  • Must be in office 3 days a week (Tuesday - Thursday)

*Pay does not reflect total Comp/Potential*
Pay Range:
55,150.00 - 91,900.00
The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.
EAC 5.19.26

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