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

Customer Service Associate

Tyler, TX ยท On-site

$12.50/hr

We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Customer Service Associate

Tyler, TX ยท On-site

$12.50/hr

We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Customer Service Associate

Tyler, TX ยท On-site

$12.50/hr

We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Relationship Banker II

Chandler, TX ยท On-site

$15 - $19.50/hr

... financial capabilities to meet the unique needs of our customers. We believe in empowering our associates to be a trusted advisor while providing them with the resources of a traditional bank ...

Relationship Banker II

Chandler, TX ยท On-site

$15 - $19.50/hr

... financial capabilities to meet the unique needs of our customers. We believe in empowering our associates to be a trusted advisor while providing them with the resources of a traditional bank ...

Restaurant Crewmember

Tyler, TX ยท On-site

$12.50/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

Tyler, TX ยท On-site

$12.50/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

Cashier

Tyler, TX ยท On-site

$12.50/hr

Whether you have previous 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 previous experience as a customer service associate, retail team member, cashier ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Restaurant Crewmember

Tyler, TX ยท On-site

$12.50/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

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

Tyler, TX ยท On-site

$12.50/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

Cashier

Tyler, TX ยท On-site

$12.50/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

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Showing results 1-20

Associate Financial Advisor information

See Tyler, TX salary details

$36.3K

$63.3K

$106K

How much do associate financial advisor jobs pay per year?

As of Aug 11, 2026, the average yearly pay for associate financial advisor in Tyler, TX is $63,284.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,700.00 and $77,700.00 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 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 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 most commonly searched types of Financial Advisor jobs in Tyler, TX? The most popular types of Financial Advisor jobs in Tyler, TX are:
What are popular job titles related to Associate Financial Advisor jobs in Tyler, TX? For Associate Financial Advisor jobs in Tyler, TX, the most frequently searched job titles are:
What job categories do people searching Associate Financial Advisor jobs in Tyler, TX look for? The top searched job categories for Associate Financial Advisor jobs in Tyler, TX are:
What cities near Tyler, TX are hiring for Associate Financial Advisor jobs? Cities near Tyler, TX with the most Associate Financial Advisor job openings:
Infographic showing various Associate Financial Advisor job openings in Tyler, TX as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $63,284 per year, or $30.4 per hour.

Financial Advisor (Tyler)

Spectrum Financial Group

Tyler, TX โ€ข Remote

$75K - $150K/yr

Full-time

Re-posted 28 days ago


Job description

Job Title: Financial Advisor (Early Career / Entry-Level)

Location: Flexible / Hybrid / Remote Options Available

Compensation: Activity-Based Stipend + Performance Bonuses + Long-Term Income Potential

Overview

Are you early in your career and looking for a path with real income potential, professional growth, and meaningful impact? This opportunity is designed specifically for individuals who may not have a large personal network or prior industry experience—but are motivated, coachable, and ready to build a career.

As a Financial Advisor, you’ll help individuals and families improve their financial well-being while building your own book of business—with structured support, provided leads, and income stability as you get started.

What Makes This Role Different

  • No large network required: You’ll receive up to 80 qualified leads per day and marketing support to help you build your client base.
  • Own your Book of Business: From Day 1, you'll own your book of business!
  • Team Effort: A Managing Associate/Team Lead will help you close deals.
  • Get paid while you build: An activity-based stipend rewards consistent effort and progress—not just results.
  • Clear path to growth: Structured training and mentorship help you develop into a top-performing advisor.
  • Purpose-driven work: Help clients reduce financial stress, plan for the future, and achieve their goals.

Key Responsibilities

  • Meet with prospective clients (provided leads + self-generated opportunities)
  • Conduct financial needs assessments and identify appropriate solutions
  • Educate clients on financial strategies (retirement, protection, savings, etc.)
  • Build and maintain long-term client relationships
  • Participate in training, coaching, and team development activities
  • Track daily activity and progress toward personal goals

Compensation Structure

  • Activity-Based Stipend: Earn consistent income based on key activities
  • Performance Bonuses: Additional earnings tied to production milestones
  • Commission Potential: Unlimited income based on client solutions implemented
  • Long-Term Residual Income: Build a sustainable income stream over time

Training & Support

  • Comprehensive onboarding program (no prior experience required)
  • Ongoing mentorship from experienced professionals
  • Access to proven scripts, systems, and marketing tools
  • Licensing support (where applicable)
  • Weekly coaching and development sessions
  • Earn required licensing (Life, SIE, Series 7 and Series 66)

Who This Role is Perfect For

  • Early-career professionals or career changers
  • Individuals without a large natural market or network
  • Highly motivated, coachable, and goal-oriented individuals
  • Strong communicators who enjoy helping others
  • Self-starters who thrive in a flexible, performance-based environment

Career Path

This role is designed as a launchpad into a long-term career in financial services. With consistent effort and development, you can advance into:

  • Managing Associate
  • Team Leader / Managing Director
  • Specialist Roles (retirement, wealth strategies, etc.)

Why Join Us

We believe talent and work ethic matter more than who you already know. If you’re willing to learn, put in the activity, and stay consistent, we provide the structure, support, and opportunity to help you succeed.

Apply today to start building a career with purpose, flexibility, and unlimited growth potential!!!
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