Client Service Associate
$12.75 - $17.75/hr
Client Service Associates help shape the future of service by modernizing the client experience ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...
Client Service Associate
$12.75 - $17.75/hr
Client Service Associates help shape the future of service by modernizing the client experience ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...
Client Service Associate
Waco, TX · On-site
$12.75 - $17.75/hr
Client Service Associates help shape the future of service by modernizing the client experience ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...
Client Service Associate
Waco, TX · On-site
$12.75 - $17.75/hr
Client Service Associates help shape the future of service by modernizing the client experience ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...
Client Service Associate
Waco, TX · On-site
$12.75 - $17.75/hr
Client Service Associates help shape the future of service by modernizing the client experience ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...
Client Service Associate
Waco, TX · On-site
$12.75 - $17.75/hr
Client Service Associates help shape the future of service by modernizing the client experience ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...
Program Advisor
Waco, TX · On-site
$41K - $45K/yr
Associate degree from an accredited college or university. Preferred: Bachelor's degree in ... Required: 1-3 years of experience in educational outreach, academic advising, financial aid ...
Program Advisor
Waco, TX · On-site
$41K - $45K/yr
Associate degree from an accredited college or university. Preferred: Bachelor's degree in ... Required: 1-3 years of experience in educational outreach, academic advising, financial aid ...
Tax Associate
Killeen, 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
Killeen, 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
Temple, 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
Temple, 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
Copperas Cove, TX · On-site
$47K - $62K/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
Copperas Cove, TX · On-site
$47K - $62K/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
Belton, TX · On-site
$50K - $67K/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
Belton, TX · On-site
$50K - $67K/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
Killeen, TX · On-site
$52K - $69K/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
Killeen, TX · On-site
$52K - $69K/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
Harker Heights, 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
Harker Heights, 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
Temple, TX · On-site
$47K - $63K/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
Temple, TX · On-site
$47K - $63K/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 ...
Director, Enrollment Advising
Temple, TX · On-site
This position reports directly to the Associate Vice President, Student Services and Enrollment ... Coordinate the assignment of Enrollment Advisor Caseloads of prospective and current students.
Director, Enrollment Advising
Temple, TX · On-site
This position reports directly to the Associate Vice President, Student Services and Enrollment ... Coordinate the assignment of Enrollment Advisor Caseloads of prospective and current students.
Office Assistant II, Advising
Temple, TX · On-site
$31K/yr
Associates Degree and one (1) year directly related experience or any combination of verifiable ... advisor with basic data input as needed. * Assist internal staff such as financial aid and ...
Office Assistant II, Advising
Temple, TX · On-site
$31K/yr
Associates Degree and one (1) year directly related experience or any combination of verifiable ... advisor with basic data input as needed. * Assist internal staff such as financial aid and ...
ProSales Associate (Early Career Program)
Temple, TX · On-site
$26 - $29/hr
... be advised that the actual salary offered for any position is subject to the company's sole ... Your Financial Future 401(k) plan with company match Employee Stock Purchase Program Life & Work ...
ProSales Associate (Early Career Program)
Temple, TX · On-site
$26 - $29/hr
... be advised that the actual salary offered for any position is subject to the company's sole ... Your Financial Future 401(k) plan with company match Employee Stock Purchase Program Life & Work ...
Senior Tax Associate
Temple, TX · On-site
$65K - $81K/yr
... trusted advisor to our clients, a mentor to staff, and a valued member of a team that thrives on collaboration, integrity, and innovation. What You'll Do: * Lead monthly financial reporting ...
Quick apply
Senior Tax Associate
Temple, TX · On-site
$65K - $81K/yr
... trusted advisor to our clients, a mentor to staff, and a valued member of a team that thrives on collaboration, integrity, and innovation. What You'll Do: * Lead monthly financial reporting ...
College Pathways Advisor
Waco, TX · On-site
$20.20/hr
... enrollment, financial aid, and student progression. Collaborate with internal departments to ... Some College or Associate's Degree preferred. Equivalent combination of education, training, and ...
College Pathways Advisor
Waco, TX · On-site
$20.20/hr
... enrollment, financial aid, and student progression. Collaborate with internal departments to ... Some College or Associate's Degree preferred. Equivalent combination of education, training, and ...
Senior Tax Associate
Temple, TX · On-site
$75K - $90K/yr
... trusted advisor to our clients, a mentor to staff, and a valued member of a team that thrives on collaboration, integrity, and innovation. What You'll Do: * Lead monthly financial reporting ...
Senior Tax Associate
Temple, TX · On-site
$75K - $90K/yr
... trusted advisor to our clients, a mentor to staff, and a valued member of a team that thrives on collaboration, integrity, and innovation. What You'll Do: * Lead monthly financial reporting ...
Maintain accessibility to students for advisement and consultation. * Seek feedback to improve ... Makes referrals to Financial Aid and the Circle of Support for non-academic barriers to success.
Maintain accessibility to students for advisement and consultation. * Seek feedback to improve ... Makes referrals to Financial Aid and the Circle of Support for non-academic barriers to success.
Whether you have experience as a customer service associate, retail team member, cashier ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Whether you have experience as a customer service associate, retail team member, cashier ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Restaurant Crewmember - Dinner/Close Shift
Copperas Cove, TX · On-site
$12/hr
Whether you have experience as a customer service associate, retail team member, cashier ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Restaurant Crewmember - Dinner/Close Shift
Copperas Cove, TX · On-site
$12/hr
Whether you have experience as a customer service associate, retail team member, cashier ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Associate Financial Advisor information
See Temple, TX salary details
$40.6K is the 25th percentile. Wages below this are outliers.
$35.8K - $42K
33% of jobs
$42K - $48.3K
1% of jobs
$48.3K - $54.5K
9% of jobs
The median wage is $57.9K / yr.
$54.5K - $60.8K
13% of jobs
$60.8K - $67K
7% of jobs
$67K - $73.3K
12% of jobs
$73.4K is the 75th percentile. Wages above this are outliers.
$73.3K - $79.5K
9% of jobs
$79.5K - $85.8K
6% of jobs
$85.8K - $92K
5% of jobs
$92K - $98.3K
2% of jobs
$98.3K - $104.5K
2% of jobs
$35.8K
$62.4K
$104.5K
How much do associate financial advisor jobs pay per year?
As of Aug 29, 2026, the average yearly pay for associate financial advisor in Temple, TX is $62,391.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,200.00 and $76,600.00 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 Temple, TX?
The most popular types of Financial Advisor jobs in Temple, TX are:
What are popular job titles related to Associate Financial Advisor jobs in Temple, TX?
For Associate Financial Advisor jobs in Temple, TX, the most frequently searched job titles are:
What job categories do people searching Associate Financial Advisor jobs in Temple, TX look for?
The top searched job categories for Associate Financial Advisor jobs in Temple, TX are:
What cities near Temple, TX are hiring for Associate Financial Advisor jobs?
Cities near Temple, TX with the most Associate Financial Advisor job openings:
Client Service Associate
Waco, TX
Morgan Stanley •
Finance and Insurance • 10K+ employees10,000+ employees
8.3
Based on 157 frontline employees who took The Breakroom Quiz
37th of 152 rated financial services
People enjoy working here
Good employer
Recommended by students
Paid breaks
Recommended by parents
$12.75 - $17.75/hr
Full-time
Posted 18 days ago
Job description
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
Confirm authorization and authenticate client when processing requests
Onboard and maintain client accounts, including collecting client information and require documentation, processing money movement transactions as an example
Review and take appropriate action on client account alerts
OTHER
Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
Proactively participate in firm initiatives directed by local management
Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
High School Diploma/Equivalency
College degree preferred
Industry experience is a plus
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Knowledge/Skills
Strong computer skills and knowledge of Microsoft Office products
Exceptional writing, interpersonal and client service skills
Detail orientated with superior organizational skills and ability to prioritize tasks
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Goal oriented, self-motivated and results driven
Reports to:
Business Service Manager
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
About Morgan Stanley
Sourced by ZipRecruiter
Since our founding in 1935, Morgan Stanley has been committed to serving local and global communities by being a market leader in Investment Banking, Securities, Investment Management and Wealth Management services. Our belief that capital can work to benefit all of society inspires us to put our clients first, lead with exceptional ideas, hold our business to high ethical standards, and give back to communities around the world through philanthropy and public works. We have a smart casual dress code and operate under a philosophy that balances work with your personal life. Our people's talent, passion, and expertise is the fuel on which our organization runs, therefore, our people are our greatest asset. Diversity and inclusiveness is a critical component for our success and it is our priority to continue building a firm that values the unique background and identity of every one of our employees, thus enabling our people to bring their full, and best selves to work each day. Teamwork is the essence of our approach, and so are the values of integrity, excellence, and enabling our people to achieve at the highest levels. We invite you to learn more about our commitment to diversity and serving our community.
Industry
Finance and insurance and software development
Company size
10,000+ Employees
Headquarters location
New York, NY, US
Website
What Morgan Stanley employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom