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Associate Wealth Management Advisor Jobs in Texas

Robert Half

Associate Wealth Advisor

Fort Worth, TX · On-site

$90K - $125K/yr

We are looking for an Associate Wealth Advisor to join a boutique wealth management firm in Fort Worth, Texas. In this role, you will collaborate closely with senior leadership to support ...

LPL Financial

Associate Wealth Advisor

Freeport, TX · On-site

$58K - $70K/yr

The Associate Wealth Advisor will also be responsible for managing and growing their own assigned book of business. The ideal candidate will have a strong attention to detail, excellent customer ...

LPL Financial

Associate Wealth Advisor

Brazoria, TX · On-site

$58K - $70K/yr

The Associate Wealth Advisor will also be responsible for managing and growing their own assigned book of business. The ideal candidate will have a strong attention to detail, excellent customer ...

LPL Financial

Associate Wealth Advisor

Bay City, TX

$58K - $70K/yr

The Associate Wealth Advisor will also be responsible for managing and growing their own assigned book of business. The ideal candidate will have a strong attention to detail, excellent customer ...

Fifth Third

Wealth Management Advisor II

Houston, TX · On-site

Wealth Management Advisor II At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our ...

Fifth Third

Wealth Management Advisor II

Dallas, TX

Wealth Management Advisor II At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our ...

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Showing results 1-20

All JobsAssociate Wealth Management Advisor JobsAssociate Wealth Management Advisor Jobs in Texas

Associate Wealth Management Advisor information

See Texas salary details

$35.9K

$62.6K

$104.8K

How much do associate wealth management advisor jobs pay per year?

As of Aug 17, 2026, the average yearly pay for associate wealth management advisor in Texas is $62,567.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,300.00 and $76,900.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an associate wealth management advisor, and why are they important?

To thrive as an Associate Wealth Management Advisor, you need a solid understanding of financial planning, investment strategies, and regulatory requirements, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM platforms, and certifications like the Series 7 or CFP are typically required. Exceptional interpersonal skills, attention to detail, and the ability to build trust with clients help you stand out in this role. These skills and qualifications are crucial for delivering tailored financial advice, maintaining compliance, and fostering long-term client relationships.

What is the difference between Associate Wealth Management Advisor vs Financial Advisor?

AspectAssociate Wealth Management AdvisorFinancial Advisor
CredentialsTypically requires a Series 7 and 66 licenses, sometimes a CFP designationOften holds Series 7, 66, and CFP or CFA certifications
Work EnvironmentSupports senior advisors, works in banks, investment firms, or financial planning companiesProvides comprehensive financial planning and investment advice directly to clients
Employer & Industry UsageCommonly employed by wealth management firms, banks, and financial institutionsUsed across independent firms, banks, and financial planning practices

While both roles involve client financial services, an Associate Wealth Management Advisor primarily supports senior advisors and handles client onboarding and administrative tasks. A Financial Advisor offers direct, personalized financial planning and investment advice to clients, often with more client-facing responsibilities. The Associate role is often a stepping stone toward becoming a full Financial Advisor.

What are the typical responsibilities of an associate wealth management advisor in supporting senior advisors and clients?

As an Associate Wealth Management Advisor, you will often assist senior advisors by preparing financial plans, conducting research on investment options, and managing client communications. Your day-to-day tasks may include scheduling client meetings, gathering and analyzing financial data, and ensuring all documentation is compliant with regulatory standards. This role also involves collaborating closely with team members to deliver a high level of service and support for clients, which helps you gain hands-on experience and develop the skills necessary for advancement within the firm.

What does an associate wealth management advisor do?

An Associate Wealth Management Advisor assists clients with managing their financial assets and developing strategies to help them achieve their financial goals. They typically work under the supervision of senior advisors, helping with client onboarding, portfolio analysis, research, and preparing financial plans. Their duties often include communicating with clients, researching investment opportunities, and ensuring compliance with financial regulations. This role is a key stepping stone for those looking to advance in the wealth management industry.

What are the most commonly searched types of Wealth Management Advisor jobs in Texas?

The most popular types of Wealth Management Advisor jobs in Texas are:

What cities in Texas are hiring for Associate Wealth Management Advisor jobs?

Cities in Texas with the most Associate Wealth Management Advisor job openings:

Associate Wealth Management Advisor jobs near you
Infographic showing various Associate Wealth Management Advisor job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $62,567 per year, or $30.1 per hour.

Associate Wealth Advisor

Robert Half

Fort Worth, TX • On-site

$90K - $125K/yr

Full-time

Medical, Retirement, PTO

Posted 4 days ago

Job description

We are looking for an Associate Wealth Advisor to join a boutique wealth management firm in Fort Worth, Texas. In this role, you will collaborate closely with senior leadership to support sophisticated financial planning needs for professionals, families, and institutional clients. This opportunity is ideal for someone who wants meaningful client exposure, hands-on planning experience, and a long-term path toward increased leadership and ownership responsibility.



My Fort Worth Client is seeking an Associate Wealth Advisor.


This is a boutique Fort Worth Firm looking for someone who WANTS to grow and put them on a track to partnership


Associate Wealth Advisor — Fort Worth, TX (76104)

A private wealth management firm serving high-performing professionals, families, and institutions.

This isn't a seat you sit in for a decade. You'll work shoulder-to-shoulder with a senior advisor on real client work from day one — research, deliverables, planning — on a genuine track to partner. We want someone here to build something.


You bring:

  • CFP with 3+ years of practice experience
  • A track record creating retirement plans, implementing risk mitigation strategies, and managing long-term relationships for mass affluent and high net-worth families
  • Hunger, presence, and a habit of outperforming
  • On site - Fort Worth, TX 76104

Competitive base, incentives, 401(k) match, health insurance, PTO

Interested candidates should send over an updated resume for confidential consideration.


Joe.Faradie at roberthalf com

• At least 3 years of experience in wealth management, private wealth advising, or financial planning.
• Demonstrated ability to build retirement plans and recommend strategies that address financial risk and long-term wealth objectives.
• Experience supporting or managing relationships with mass affluent and high-net-worth individuals or families.
• Strong understanding of wealth management principles, including investment planning, financial planning, and client service delivery.
• Detail-oriented communication style with the ability to communicate clearly and confidently with clients and internal stakeholders.
• Self-motivated approach with a strong desire to grow within a boutique advisory environment.
• Ability to work on site in Fort Worth, Texas.
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About Robert Half

Sourced by ZipRecruiter

Founded in 1948, Robert Half pioneered the idea of professional talent solutions to connect opportunities at great companies with highly skilled job seekers. As business needs changed, we evolved to offer specialized talent solutions for finance and accounting, technology, administrative and customer support, creative and marketing, and legal fields. In 2002, we introduced our subsidiary, Protiviti, a global independent risk consulting and internal audit service, to support companies as they faced more strategic business challenges.

Industry

Recruiting and staffing services

Company size

10,000+ Employees

Headquarters location

San Ramon, CA, US

Year founded

1948

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