Tax Advisor
Odessa, TX · On-site
Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...
New
Tax Advisor
Odessa, TX · On-site
Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...
New
Tax Advisor
Odessa, TX · On-site
Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...
New
Tax Advisor
Odessa, TX · On-site
Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...
New
Tax Advisor
Midland, TX · On-site
Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...
New
Tax Advisor
Midland, TX · On-site
Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...
New
Tax Advisor
Odessa, TX · On-site
Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...
New
Tax Advisor
Odessa, TX · On-site
Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...
New
Tax Advisor
Midland, TX · On-site
Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...
New
Tax Advisor
Midland, TX · On-site
Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...
New
Tax Advisor
Odessa, TX · On-site
Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...
New
Tax Advisor
Odessa, TX · On-site
Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...
New
Tax Advisor
Midland, TX · On-site
Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...
New
Tax Advisor
Midland, TX · On-site
Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...
New
Does financial data excite you? We're looking for a Wealth Strategy Associate to assist Financial Advisors with client/potential client meetings and provide support for client relationship building ...
Does financial data excite you? We're looking for a Wealth Strategy Associate to assist Financial Advisors with client/potential client meetings and provide support for client relationship building ...
Wealth Strategy Associate
Midland, TX · On-site
Does financial data excite you? We're looking for a Wealth Strategy Associate to assist Financial Advisors with client/potential client meetings and provide support for client relationship building ...
Wealth Strategy Associate
Midland, TX · On-site
Does financial data excite you? We're looking for a Wealth Strategy Associate to assist Financial Advisors with client/potential client meetings and provide support for client relationship building ...
The Associate Wealth Planner is a junior advisor/support position that provides technical support for all Financial Advisors. Responsibilities include data gathering, modeling, case design, scenario ...
The Associate Wealth Planner is a junior advisor/support position that provides technical support for all Financial Advisors. Responsibilities include data gathering, modeling, case design, scenario ...
The Associate Wealth Planner is a junior advisor/support position that provides technical support for all Financial Advisors. Responsibilities include data gathering, modeling, case design, scenario ...
The Associate Wealth Planner is a junior advisor/support position that provides technical support for all Financial Advisors. Responsibilities include data gathering, modeling, case design, scenario ...
Financial Aid Specialist
Odessa, TX · On-site
$42K/yr
Serve as a financial aid advisor by assisting current and prospective students with questions ... Associates degree or college coursework plus experience in personal accounting, high school/higher ...
Financial Aid Specialist
Odessa, TX · On-site
$42K/yr
Serve as a financial aid advisor by assisting current and prospective students with questions ... Associates degree or college coursework plus experience in personal accounting, high school/higher ...
Tax Associate
Odessa, TX · On-site
$59K - $78K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Odessa, TX · On-site
$59K - $78K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Lamesa, TX · On-site
$54K - $72K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Lamesa, TX · On-site
$54K - $72K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Odessa, TX · On-site
$59K - $78K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Odessa, TX · On-site
$59K - $78K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Midland, TX · On-site
$57K - $76K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Midland, TX · On-site
$57K - $76K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Odessa, TX · On-site
$53K - $71K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Odessa, TX · On-site
$53K - $71K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Midland, TX · On-site
$55K - $73K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Midland, TX · On-site
$55K - $73K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Odessa, TX · On-site
$52K - $70K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Odessa, TX · On-site
$52K - $70K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Midland, TX · On-site
$49K - $65K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Midland, TX · On-site
$49K - $65K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Associate Financial Advisor information
See Midland, TX salary details
$42.9K is the 25th percentile. Wages below this are outliers.
$37.8K - $44.4K
33% of jobs
$44.4K - $51K
1% of jobs
$51K - $57.6K
9% of jobs
The median wage is $61.2K / yr.
$57.6K - $64.2K
13% of jobs
$64.2K - $70.8K
7% of jobs
$70.8K - $77.4K
12% of jobs
$77.6K is the 75th percentile. Wages above this are outliers.
$77.4K - $84K
9% of jobs
$84K - $90.6K
6% of jobs
$90.6K - $97.2K
5% of jobs
$97.2K - $103.8K
2% of jobs
$103.8K - $110.5K
2% of jobs
$37.8K
$65.9K
$110.5K
How much do associate financial advisor jobs pay per year?
As of Sep 4, 2026, the average yearly pay for associate financial advisor in Midland, TX is $65,934.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,300.00 and $81,000.00 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?
| Aspect | Associate Financial Advisor | Financial Advisor |
|---|---|---|
| Certifications | Series 7, Series 66, CFP (preferred) | Series 7, Series 66, CFP (required) |
| Work Environment | Support role, assisting senior advisors, client meetings | Client-facing, responsible for managing client portfolios |
| Responsibilities | Research, preparing reports, supporting client service | Developing 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 Midland, TX?
The most popular types of Financial Advisor jobs in Midland, TX are:
What are popular job titles related to Associate Financial Advisor jobs in Midland, TX?
For Associate Financial Advisor jobs in Midland, TX, the most frequently searched job titles are:
What cities near Midland, TX are hiring for Associate Financial Advisor jobs?
Cities near Midland, TX with the most Associate Financial Advisor job openings:
H&R Block rating
5.6
Based on 293 frontline employees who took The Breakroom Quiz
149th of 154 rated financial services
Job description
About the Role
As a seasonal Tax Advisor at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships - backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services, this is the place. This role is in-person at a local H&R Block tax office.
Required Qualifications
Preferred Qualifications
Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
Sponsored Job
Torres-66749-EL PASO TX
As a seasonal Tax Advisor at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships - backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services, this is the place. This role is in-person at a local H&R Block tax office.
- Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns
- Conduct in-depth client interviews to understand financial situations, life changes, and tax implications - then provide clear, personalized recommendations
- Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block products
- Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
- Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment
Required Qualifications
- Successful completion of the H&R Block Tax Knowledge Assessment1
- Minimum 2 years of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
- Experience working in a client facing, consultative, or advisory role
- Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
- Must complete continuing education and meet all other IRS and applicable state requirements
- High school diploma / GED / equivalent required
Preferred Qualifications
- Bachelor's degree in accounting, finance or a related field
- 5+ years of experience in tax preparation, accounting, finance, bookkeeping
- CPA or Enrolled Agent (EA), or other IRS Circular 230 credential
- Experience completing complex returns, tax planning, audit support, or tax notice resolution
- Familiarity with GoSystem or Ultratax software
- Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)
- Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)
Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
Sponsored Job
Torres-66749-EL PASO TX
What H&R Block employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About H&R Block
Sourced by ZipRecruiter
H&R Block's purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We've been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we've grown to have approximately 12,000 offices throughout the United States and around the world. We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it's all those things, and much more.
Industry
Accounting services, it services and finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Kansas City, MO, US