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Associate Fintech Sales Jobs in Texas (NOW HIRING)

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Associate Fintech Sales information

What is the difference between Associate Fintech Sales vs Sales Development Representative?

AspectAssociate Fintech SalesSales Development Representative
Primary RoleEngages with potential clients, presents fintech solutions, and closes salesGenerates leads, qualifies prospects, and sets appointments
Required SkillsFinancial knowledge, sales techniques, client communicationLead generation, outreach skills, CRM proficiency
Work EnvironmentClient-facing, sales meetings, fintech industryOutbound calls, email outreach, prospecting

While both roles involve sales activities within the fintech industry, the Associate Fintech Sales focuses on closing deals and managing client relationships, whereas the Sales Development Representative primarily generates leads and qualifies prospects to support the sales pipeline.

What are popular job titles related to Associate Fintech Sales jobs in Texas?

For Associate Fintech Sales jobs in Texas, the most frequently searched job titles are:

What job categories do people searching Associate Fintech Sales jobs in Texas look for?

The top searched job categories for Associate Fintech Sales jobs in Texas are:

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Cities in Texas with the most Associate Fintech Sales job openings:

Associate Fintech Sales jobs near you
Infographic showing various Associate Fintech Sales job openings in Texas as of August 2026, with employment types broken down into 100% Full Time. Highlights an 33% In-person, 34% Hybrid, and 33% Remote job distribution.

Client Experience Associate, Advisor Dedicated

Farther

Irving, TX

Full-time

Medical, Retirement, PTO

Posted 19 days ago

Job description

Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

The Role

This is a high-trust, high-autonomy role built to give one of our advisors a true right hand. You'll serve as the dedicated point of continuity for a thriving, boutique advisory practice — owning the full client service lifecycle (everything except the client meetings themselves) so the advisor can stay focused on planning and relationships instead of day-to-day execution. This isn't a stepping stone to becoming an advisor or a people manager, and it isn't a sales or prospecting role — it's built for someone who wants to own this seat and get really good at managing the client relationship process. 

Your Impact

  • Serve as the primary point of contact for day-to-day client needs — monitoring the advisor's email and voicemail daily and responding with professionalism, clarity, and calm judgment
  • Facilitate money movement, distributions, trades, and rebalancing actions, escalating when tax or planning judgment is required
  • Proactively monitor custodian alerts and action-needed items (including NIGOs and money movement issues) and drive them to resolution
  • Own meeting prep and follow-up — maintaining meeting planners as living documents and making sure nothing falls through the cracks
  • Coordinate paperwork and workflows across custodian platforms, DocuSign, or paper processes, based on what each client prefers
  • Ensure Required Minimum Distributions and other deadline-driven items are completed well ahead of schedule
  • Handle the majority of client matters independently when the advisor is out of office

The Ideal Match

  • 4+ years of client-facing experience in wealth management, including ownership of the full client lifecycle within a boutique or independent advisory practice
  • Strong communication skills paired with calm, sound judgment under pressure
  • Experience with custodial platforms, trading/rebalancing tools, and CRM systems
  • Highly organized, with exceptional attention to detail and follow-through
  • Comfortable operating with autonomy and trusted to make day-to-day judgment calls
  • Genuinely looking for a long-term home in this seat — not a stepping stone toward becoming an advisor or a people manager

Bonus Points

  • Former CFP-track professional who's realized they're happiest owning execution and client care rather than prospecting or advising
  • Hands-on experience with tools like 55ip, Ramp, or similar portfolio, trading, or expense platforms
  • A genuine passion for building efficient, repeatable operational processes

Why Join Us

  • Competitive comp package that rewards impact
  • Work alongside some of the brightest minds in fintech
  • Ground-floor opportunity at a fast-scaling startup
  • Chart your own growth path as we expand
  • Full health benefits + 401(k) matching & Roth IRA options
  • Unlimited PTO

Ready to disrupt wealth management? Let's talk!

Farther logo

About Farther

Sourced by ZipRecruiter

Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Farther empowers advisors to deliver exceptional value to their clients -- on their own terms. We're here to help established advisors scale, providing everything they need to succeed from technology to client support and from marketing to mentoring. To deliver on that goal, we've reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills. In other words, we help our clients go Farther. Farther's founders are leaders and innovators from the private wealth industry and possess a unique mix of traditional wealth management, fintech, and technology production expertise. We're backed by top tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs and builders who are passionate about helping our clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to go farther with you.

Industry

Finance and insurance

Company size

51 - 200 Employees

Headquarters location

New York, NY, US

Year founded

2019

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