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Associate Wealth Management Advisor Jobs in Texas

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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 Sep 7, 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 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 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 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.

How much does an associate wealth management advisor make?

An associate wealth management advisor typically earns between $50,000 and $70,000 annually, with potential for bonuses and commissions based on client performance. Entry-level positions may start lower, while experienced advisors with certifications like the CFP can earn higher salaries. Compensation often includes base salary, incentives, and benefits, depending on the firm and location.

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, 82% Full Time, 13% Part Time, 3% Contract, and 1% Nights. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $62,567 per year, or $30.1 per hour.

Insurance Advisor | Wealth Management Advisor Pathway

SWMG

Fort Worth, TX • On-site

$150K - $250K/yr

Full-time

Dental, Vision, Life, Retirement, PTO

Posted 9 days ago

Job description

Job SummaryStrittmatter Wealth Management Group (SWMG) is looking for experienced insurance professionals who want to expand from insurance sales into comprehensive wealth management. If you have proven relationship-building and consultative sales skills, SWMG provides the training, technology, planning resources, investment platform, marketing support, and operational infrastructure to help you become the primary financial relationship for your clients.About StrittmatterStrittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high-net-worth clients and business owners. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers.Why This Opportunity Is Different Expand Beyond the Insurance TransactionYour insurance career has already taught you how to prospect, uncover needs, present solutions, earn trust, and close business. SWMG gives you the opportunity to apply those skills across investments, retirement, tax-aware planning, insurance, business-owner planning, and wealth transfer.Warm LeadsSWMG invests in seminars, educational events, digital marketing, referrals, and other campaigns to generate qualified opportunities. You can develop your existing network while also working company-generated leads.Technology and TrainingYou do not need to arrive as an expert in every wealth management system. SWMG provides structured development plus CRM, financial planning, portfolio management, digital onboarding, and workflow technology.Build a $1 Million Wealth Management CareerThe objective is not simply to sell more insurance. The objective is to build a scalable wealth management practice and become a comprehensive advisor.Compensation & Earnings PotentialBase Compensation: $100,000–$150,000Performance-based compensationTarget OTE: $250,000 in Year 1; $500,000 in Year 2; $750,000 in Year 3; $1,000,000 in Year 4Long-term opportunity to build a scalable wealth management practice.What You'll DoMeet with prospective clients generated through SWMG marketing programs.Conduct discovery meetings and uncover financial goals and concerns.Identify opportunities where insurance, investments, retirement, tax, and financial planning intersect.Work with the planning team to develop comprehensive financial plans.Present recommendations in a clear, consultative manner.Help clients implement investment and insurance recommendations.Participate in client acquisition and onboarding.Develop referrals from existing clients and professional relationships.Participate in seminars, educational events, and marketing initiatives.Learn and use SWMG financial planning, CRM, portfolio, and workflow technology.Collaborate with paraplanners, investment professionals, operations, and client service teams.Develop into a comprehensive Wealth Management Advisor.What We're Looking For3+ years of successful experience in insurance sales, financial services, or a related client-facing role.Active Life and Health Insurance license.Demonstrated history of prospecting, presenting, and closing business.Strong relationship-building and consultative sales skillsExcellent verbal and written communication.Ability to explain complex financial concepts clearly.Strong organization and follow-up skills.Bachelor's degree or equivalent experience preferred.Commitment to high ethical and fiduciary standards.Existing high-net-worth or business-owner relationships are preferred.Securities registrations and CFP®, ChFC®, CLU®, CFA®, or similar credentials are preferred.What You'll ReceiveCompany-generated warm leads.Structured wealth management training and Advisor Career Path.Financial planning and paraplanning support.Investment management resources.Modern CRM, workflow, portfolio, and digital onboarding technology.Marketing, operations, and client service supportMedical, dental, vision, disability, and life insurance; PTO; and 401(k) with company match.OTE is performance-based, is not guaranteed, and depends on achievement of defined production and business-development objectives.Who Thrives HereLoves meeting people and uncovering needsHas a proven sales track recordBuilds relationships rather than simply selling productsWants recurring client relationships instead of transactional businessIs curious about investments and financial planningIs excited about learning technologyWants to work with high-net-worth clients and business ownersWants a team supporting planning and operations.Wants a long-term career in wealth managementWork Location & ScheduleFort Worth, TX - In person. Monday–Thursday, 8:00 AM–5:00 PM; Friday, 8:00 AM–4:00 PM.We look forward to your application.
Job Posted by ApplicantPro