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Behavioral Finance Jobs (NOW HIRING)

Morton Wealth

Wealth Advisor

Calabasas, CA · On-site

In addition to our unique investment approach, we also offer comprehensive financial advice that aligns with traditional CFP ® education as well as behavioral finance. At Morton, our Wealth Advisors ...

Hilltop Holdings

Financial Advisor

Austin, TX · On-site

Bachelor's degree in business, finance, accounting, or other business related major * Minimum of ... You will also be able to learn and deliver behavioral financial concepts to clients, forge ...

Kinsale Insurance

Equity Investment Analyst

Richmond, VA · On-site

$100K - $145K/yr

Background in probabilistic decision-making frameworks or behavioral finance * Experience managing or contributing to a concentrated long-only equity portfolio WHAT WE'RE LOOKING FOR Beyond ...

Hilltop Holdings

Financial Advisor

Austin, TX · On-site

You will also be able to learn and deliver behavioral financial concepts to clients, forge relationships with community and business leaders, and learn from experienced financial professionals about ...

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How much do behavioral finance jobs pay per year?

As of Jul 22, 2026, the average yearly pay for behavioral finance in the United States is $92,631.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $109,000.00 per year, depending on experience, location, and employer.

What are some common challenges faced by professionals working in Behavioral Finance?

Professionals in Behavioral Finance often encounter the challenge of integrating psychological insights with quantitative financial data, requiring both strong analytical skills and creativity. Navigating the complexities of human behavior and market sentiment can lead to unpredictable outcomes, making it essential to constantly update research methodologies. Additionally, communicating findings to stakeholders with varying levels of financial literacy can be demanding. However, these challenges also create valuable opportunities for innovative solutions and impactful influence in financial decision-making processes.

What is a Behavioral Finance job?

A Behavioral Finance job involves analyzing how psychological factors influence financial decision-making. Professionals in this field study biases, emotions, and cognitive errors that impact investor behavior and market trends. They work in roles such as financial advising, risk management, and investment strategy to help individuals and organizations make better financial choices. These jobs often require expertise in finance, economics, and psychology to interpret data and improve decision-making processes.

What is behavioral finance?

Behavioral finance is a field that studies how psychological factors and biases influence investors' financial decisions and market outcomes. Professionals in this area analyze cognitive biases, emotions, and social factors to better understand market behavior and improve investment strategies.

What jobs make $1,000,000 a year?

In the field of behavioral finance, high-earning roles such as senior portfolio managers, hedge fund managers, and chief investment officers can reach or exceed $1 million annually, especially with bonuses and profit sharing. These positions typically require advanced degrees, extensive experience, and strong analytical skills, often working in investment firms or financial institutions. Compensation varies based on performance, firm size, and geographic location.

Which job has the highest salary in finance?

In finance, roles such as hedge fund managers, private equity executives, and chief investment officers typically have the highest salaries, often exceeding several million dollars annually. These positions require extensive experience, advanced degrees, and strong analytical skills, and they often involve performance-based bonuses and profit sharing.

Does behavioral finance pay well?

Behavioral finance professionals often work in finance firms, investment banks, or consulting, and their salaries vary based on experience, education, and location. Entry-level roles typically start with moderate pay, while experienced analysts or managers can earn higher salaries, especially with advanced certifications like CFA. Overall, the field offers competitive compensation relative to other finance specialties.

What are the key skills and qualifications needed to thrive in the Behavioral Finance position, and why are they important?

To thrive in Behavioral Finance, you need a strong background in finance, economics, and psychology—often supported by an advanced degree in a related field. Familiarity with data analysis software, behavioral research tools, and financial modeling platforms such as Excel, R, or Python is highly valuable. Analytical thinking, effective communication, and the ability to translate complex research into actionable business strategies are crucial soft skills. These competencies enable professionals to blend financial insights with psychological understanding, leading to more accurate predictions of market behaviors and better client solutions.

More about Behavioral Finance jobs
What cities are hiring for Behavioral Finance jobs? Cities with the most Behavioral Finance job openings:
What are the most commonly searched types of Behavioral Finance jobs? The most popular types of Behavioral Finance jobs are:
What states have the most Behavioral Finance jobs? States with the most job openings for Behavioral Finance jobs include:
What job categories do people searching Behavioral Finance jobs look for? The top searched job categories for Behavioral Finance jobs are:
Behavioral Finance jobs near you
Infographic showing various Behavioral Finance job openings in the United States as of July 2026, with employment types broken down into 2% As Needed, 76% Full Time, 17% Part Time, and 5% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $92,631 per year, or $44.5 per hour.
Client Service Associate (CSA)

Client Service Associate (CSA)

Pax Financial Group

San Antonio, TX • On-site

$13 - $18/hr

Other

Medical, Retirement, PTO

Posted 12 days ago

Job description

Job Title: Client Service Associate (CSA)

Job Description

Summary/Objective:
Provide excellent service to our clients and advisors courteously and efficiently, ensuring that the highest standards of confidentiality and integrity are always met. The Client Service Associate (CSA) is critical in working directly under the COO alongside Financial Advisors.

Essential Job Functions:

  • The CSA is a critical role working directly under the Client Service Director alongside Financial Advisors.
  • CSAs do not make investment decisions related to the account's investment but instead work with the Advisor team to ensure funds are invested according to asset allocation and risk tolerance.
  • CSA is responsible for helping the Financial Advisors manage existing relationships.
  • CSAs are responsible for reaching out to schedule financial checkups and addressing all client transactional needs.

Daily Responsibilities:

  • Responding to clients emails, letters, and phone calls
  • Handling client transactional requests
  • Solving client-related problems
  • Providing trade instructions to trade teams
  • Scheduling existing client meetings

Before Meetings - Case Prep:

  • Scheduling Client Meetings
  • Facilitating Case Prep Meetings
  • Disseminating Necessary Actions
  • Final Oversight of Deliverables

After Client Meetings:

  • Ensuring the Completion of Action Items
  • Processing Data to Provide Deliverables from Meetings
  • Facilitating Paperwork to/from Clients to Custodians
  • Following Up with Clients
  • Collecting Necessary Documents from Clients
  • Updating Salesforce Data Entries
  • Ensuring the Delivery of Promises of Financial Advisors (FAs)

Competencies:

  • Excellent written and verbal communication skills
  • Detail-oriented
  • Critical thinking skills
  • Problem-solving skills
  • High-level confidentiality
  • High-level customer service skills
  • Team player
  • Responsible and trustworthy
  • Integrity
  • Demonstrates analytical ability, good judgment, problem-solving, responsibility, and personal integrity, with the ability to deal with confidential information daily.
  • A self-starter with a strong sense of ownership, upbeat, professional attitude, and demeanor.
  • Must be able to exercise judgment, tact, and diplomacy on behalf of supervisors when dealing with other executives and levels of management.

Technical Skills:

  • Proficient in Microsoft Office (Word, PowerPoint, Excel, Outlook).
  • Experience in Salesforce is highly desired.
  • Excellent customer service and good oral and written communication skills.
  • Professional and articulate with strong attention to detail.
  • Ability to work efficiently, effectively, and independently to see projects through to conclusion.
  • Excellent time management, strong organizational skills, and the ability to prioritize multiple tasks and anticipate potential problems.

Work Environment:
Professional

Required Education and Experience:

  • Must have a high school diploma
  • Must have a minimum of 3-5 years of working in the financial industry and maintaining professional interactions in an Administrative/Client Service role

Preferred Education and Experience:

  • Bachelors Degree

Certificates, Licenses, Registrations:

  • Series 65 (Preferred)

PAX Financial Group Offers:

  • Sponsorship of industry licensing and credentialing
  • Administrative, marketing, trade execution, and financial planning support for advisors
  • Personal office space with shared conference and meeting rooms
  • State-of-the-art tools in CRM, planning software, and behavioral finance
  • Company-sponsored employee events
  • Volunteer Time Off
  • Paid Time Off
  • Comprehensive health benefits package
  • Defined Contribution retirement package
  • A warm, welcoming culture built on teamwork, trust, and encouragement of one another

About PAX Financial Group:

  • Founded in 2007 by three Texas industry veterans
  • Widely recognized by independent companies for rapid growth and employee satisfaction
  • PAX advisors are independent advisors and do not offer clients proprietary products

*Salary is negotiable

Interested in Applying?

If you believe your background and interests align with this role, we invite you to complete a short assessment as part of our application process.

The assessment helps us understand work style and role fit and is required to move forward.

Begin the assessment:

https://assessment.predictiveindex.com/bo/CQ3R/ClientServiceAssociate_Dec2025_53119

We appreciate your interest in PAX Financial Group and look forward to learning more about you.

Apply