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Behavioural 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

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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Behavioural Finance information

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$25K

$92.6K

$135.5K

How much do behavioural finance jobs pay per year?

As of Jul 24, 2026, the average yearly pay for behavioural 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.

Is behavioral finance a good career?

Behavioral finance is a specialized field that combines psychology and finance to understand investor behavior and market trends. Careers in this area often involve research, analysis, and applying psychological principles, requiring strong analytical skills and knowledge of finance or economics. It can be a rewarding career for those interested in understanding decision-making processes and market dynamics.

What are the key skills and qualifications needed to thrive as a Behavioural Finance specialist, and why are they important?

To thrive as a Behavioural Finance specialist, you need a strong background in finance, economics, and psychology, often supported by a relevant degree or certification such as CFA or a master's in behavioral economics. Familiarity with data analysis tools like R, Python, and statistical software, as well as financial modeling systems, is typically required. Critical thinking, communication skills, and the ability to synthesize complex information are standout soft skills in this field. These skills are crucial for understanding and influencing financial decision-making processes, ultimately helping organizations improve financial outcomes and client strategies.

What jobs are there in behavioral finance?

Jobs in behavioral finance include roles such as behavioral finance analyst, research associate, and behavioral finance consultant. These positions involve analyzing investor behavior, developing financial models, and applying psychological insights to investment strategies, often requiring strong analytical skills and knowledge of finance and psychology. Employers include financial institutions, asset management firms, and consulting companies.

What is the difference between Behavioural Finance vs Financial Analyst?

AspectBehavioural FinanceFinancial Analyst
Required credentialsTypically a degree in finance, economics, or psychology; certifications like CFA are commonDegree in finance, accounting, or economics; CFA or CPA certifications often preferred
Work environmentResearch-focused, often in finance firms, consulting, or academiaCorporate finance departments, investment banks, asset management firms
Industry usageUsed to understand investor behavior, market anomalies, and decision-making biasesAnalyzing financial data, creating reports, advising investment decisions

Behavioural Finance and Financial Analysts both operate within the finance industry, but their roles differ. Behavioural Finance focuses on understanding how psychological factors influence market behavior, while Financial Analysts analyze financial data to guide investment decisions. Both roles require finance-related credentials and are integral to financial services, but their daily tasks and objectives vary significantly.

How does a professional in behavioural finance typically collaborate with other departments within a financial organization?

Professionals in behavioural finance often work closely with teams such as investment analysts, portfolio managers, and risk management specialists. Their expertise in understanding client biases and decision-making processes helps inform product development, marketing strategies, and client advisory services. Regular collaboration is essential to interpret market trends and to design financial solutions that account for psychological factors influencing both clients and markets. This interdisciplinary approach not only enhances team performance but also ensures more holistic and client-centric financial strategies.

What is behavioural finance?

Behavioural finance is a field of study that examines how psychological influences and biases affect the financial decisions of individuals and institutions. Unlike traditional finance, which assumes people are rational and markets are efficient, behavioural finance recognizes that emotions and cognitive errors can lead to irrational behavior and market anomalies. This area of finance helps explain why investors might make decisions that deviate from standard economic theories, such as overreacting to news or holding onto losing investments for too long.

What is the highest paid job in finance?

In finance, the highest paid roles are typically investment bankers, private equity managers, and hedge fund managers, especially those managing large funds or working at top firms. These positions often require advanced degrees, strong analytical skills, and extensive experience, with compensation including high base salaries, bonuses, and profit sharing. Executive roles such as Chief Financial Officers (CFOs) also rank among the top earners in finance.

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 may start with moderate pay, while experienced analysts or researchers can earn high salaries, especially with advanced degrees and certifications like CFA. Overall, the field offers competitive compensation relative to other finance specialties.
More about Behavioural Finance jobs
What cities are hiring for Behavioural Finance jobs? Cities with the most Behavioural Finance job openings:
What states have the most Behavioural Finance jobs? States with the most job openings for Behavioural Finance jobs include:
What job categories do people searching Behavioural Finance jobs look for? The top searched job categories for Behavioural Finance jobs are:
Behavioural Finance jobs near you
Infographic showing various Behavioural Finance job openings in the United States as of July 2026, with employment types broken down into 13% Internship, 6% As Needed, 36% Full Time, 6% Part Time, 2% Temporary, and 37% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% 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

$13 - $18/hr

Other

Medical, Retirement, PTO

Posted 13 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