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Associate Wealth Management Advisor Jobs in Manvel, TX

TIAA

Wealth Management Advisor - Houston, TX

Houston, TX · On-site

$100 - $125/hr

Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at ... our associates. That's why we offer a comprehensive Total Rewards package designed to make a ...

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 ...

Willis Johnson Wealth

Wealth Manager

Houston, TX · On-site

$120K - $150K/yr

... Associate Wealth Manager. The Wealth Manager will conduct Financial Planning Reviews for clients ... Advisors by Investment News. Essential Responsibilities * Leads the management of client cases ...

Willis Johnson Wealth

Wealth Manager

Houston, TX · On-site

$120K - $150K/yr

... Associate Wealth Manager. The Wealth Manager will conduct Financial Planning Reviews for clients ... Advisors by Investment News. Essential Responsibilities * Leads the management of client cases ...

Ci

Associate Wealth Advisor

Houston, TX · On-site

This position will play a vital role in supporting Wealth Advisors (WAs) by providing ... Relationship/Practice Management * Detail-oriented with excellent analytical and organization ...

Willis Johnson Associates, Inc

Wealth Manager

Houston, TX · On-site

$125 - $150/hr

... Associate Wealth Manager. The Wealth Manager will conduct Financial Planning Reviews for clients ... Advisors by Investment News. Essential Responsibilities * Leads the management of client cases ...

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All JobsAssociate Wealth Management Advisor JobsAssociate Wealth Management Advisor Jobs in Manvel, TX

Associate Wealth Management Advisor information

See Manvel, TX salary details

$36.2K

$63.2K

$105.8K

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 Manvel, TX is $63,180.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,600.00 and $77,600.00 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 cities near Manvel, TX are hiring for Associate Wealth Management Advisor jobs?

Cities near Manvel, TX 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 Manvel, TX as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 20% Part Time, and 2% Contract. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $63,180 per year, or $30.4 per hour.

Associate Wealth Manager

Willis Johnson Wealth

Houston, TX • On-site

$80K - $125K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 29 days ago

Job description

The Associate Wealth Manager works closely with a Senior Wealth Manager in the preparation and implementation of client financial strategies, plans, and analysis. They will be given challenging and exciting responsibilities and are responsible for leading select client cases. The Associate Wealth Manager will be the main point of contact for client correspondence and help develop and maintain client relationships.
Why Willis Johnson Wealth?
Willis Johnson Wealth is a fast growing, award winning, wealth management firm specializing in corporate executives and professionals. We help our clients optimize everything in their personal financial lives from compensation and benefit strategy to tax mitigation, from retirement planning to investments. We also have an in-house CPA team to provide tax preparation for our clients that need it. And with everything we recommend, we put our clients first—all the time, every time. No product sales. No commissions. Straight fee-only financial planning and asset management.
The same way we take care of our clients, we invest in our team. Aside from providing a very competitive benefits package including medical, dental, vision, disability/life insurance, 401(k), and PTO, we pride ourselves in supporting personal and professional growth. We encourage and incentivize continued education for all employees and support their participation in educational conferences and events. WJW is also proud to be one of the Best Places to Work for Financial Advisors by Investment News.
Essential Responsibilities

  • Input data into financial planning software
  • Prepare comprehensive financial plans, reviews, reports and client presentations
  • Prepare Senior Advisor and staff in advance to client meetings
  • Manage assigned client cases, taking full ownership and responsibility for all client contact, including preparation of meeting agendas, client correspondence, quarterbacking all tasks to completion
  • Lead select client meetings, present plans and reviews, take detailed notes, debrief and assign appropriate actions to staff
  • Implement approved financial plans and investment strategies
  • Develop and deepen client and prospect relationships
  • Respond directly to client requests
  • May perform basic investment research and research client’s company benefits
  • Attend weekly Wealth Management meetings and bi-monthly Investment Team meetings.
Qualifications
  • Bachelor’s degree in Finance, Business, Accounting or Financial Planning required
  • Master’s or Graduate degree preferred (Masters in Finance, JD, MBA)
  • Three or more years working experience in similar industry
  • Have attained CFP, CFA, or CPA designation
  • Currently possess or pursuing the Series 65 securities licenses
  • Strong technical and interpersonal skills
  • Confident, poised and professional in appearance
  • Ability to take on creative challenges and manage workload on tight deadlines
  • Ability to collaborate and contribute to a team environment
  • Must be willing to relocate to Houston, TX

What We Offer
  • Collaborative, Positive Teammates
  • Advancement Opportunities
  • Autonomy in Your Role
  • Professional Development Options
  • Rewarding Work That Matters
Compensation & Benefits
  • Salary range: $80,000-$125,000/year, plus quarterly bonuses based on company and personal performance
    • Total Compensation range with Bonus = $115,000 - $170,000.
  • 401(k) plan with opportunity to earn up to 7% the first year and 10% with tenure.
  • Best and brightest leaders will have opportunities to buy into and become owners in the firm over time.
  • 11 paid holidays and 15 PTO days to use at your discretion.
  • Employer covers 80% of Health, Dental, and Vision insurance premiums for individuals and families.
  • Employer HSA contributions
  • Employer paid Life and Long-Term Disability

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