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Entry Level Wealth Management Advisor Jobs in Texas

SWMG

Wealth Management Advisor

Fort Worth, TX · On-site

$500K/yr

We are looking for an accomplished Wealth Management Advisor who has built an advisory practice and wants a platform that provides qualified leads, modern technology, planning resources, and ...

New

Fifth Third

Wealth Management Advisor II

Houston, 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 ...

Corient Private Wealth LLC

Wealth Advisor

Houston, TX · On-site

... wealth for future generations, and provide for the people, causes and communities they care about ... Collaborate with lead advisors to manage the client service experience, oversee task lists and ...

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Entry Level Wealth Management Advisor information

See Texas salary details

$43.8K

$96K

$138.4K

How much do entry level wealth management advisor jobs pay per year?

As of Sep 1, 2026, the average yearly pay for entry level wealth management advisor in Texas is $96,035.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,800.00 and $115,100.00 per year, depending on experience, location, and employer.

What does an entry level wealth management advisor do?

An Entry Level Wealth Management Advisor helps clients understand and manage their finances by offering advice on investments, retirement planning, and other financial goals. They typically work under the guidance of more experienced advisors at the beginning of their careers, learning how to analyze financial information, recommend suitable products, and build client relationships. Entry level advisors focus on developing their skills, gaining certifications, and building a client base while providing support for more senior team members.

What are the key skills and qualifications needed to thrive as an entry level wealth management advisor?

To thrive as an Entry Level Wealth Management Advisor, you need a solid understanding of financial principles, investment strategies, and at least a bachelor's degree in finance or a related field. Familiarity with CRM systems, financial planning software, and obtaining relevant certifications like the Series 7 or Series 66 licenses are typically required. Strong interpersonal skills, active listening, and the ability to build trust with clients make someone stand out in this role. These skills and qualifications are crucial for providing sound financial advice, fostering lasting client relationships, and achieving business growth.

What are some common challenges faced by entry level wealth management advisors during their first year, and how can they overcome them?

Entry level wealth management advisors often face challenges such as building a client base from scratch, learning to effectively communicate complex financial concepts, and adapting to a fast-paced, performance-driven environment. To overcome these obstacles, new advisors should actively seek mentorship from senior colleagues, participate in ongoing training programs, and focus on building trust and rapport with potential clients. Emphasizing strong organizational skills and a willingness to continuously learn will help advisors navigate their first year and lay the groundwork for long-term success.

What is the difference between Entry Level Wealth Management Advisor vs Financial Planning Assistant?

AspectEntry Level Wealth Management AdvisorFinancial Planning Assistant
Required CredentialsSeries 7, Series 66/65, CFP (preferred but not always required)Typically no licensing required; may assist with CFP candidates
Work EnvironmentClient-facing, financial advisory firms, banksSupport role within financial planning teams, administrative setting
Employer & Industry UsageFinancial advisory firms, banks, wealth management companiesFinancial planning firms, advisory teams, insurance companies

The Entry Level Wealth Management Advisor primarily interacts directly with clients, providing investment and financial advice, often requiring licensing and certifications. In contrast, a Financial Planning Assistant supports advisors with administrative tasks and research, usually without licensing. Both roles are essential in the wealth management industry but differ in responsibilities and client engagement levels.

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 are popular job titles related to Entry Level Wealth Management Advisor jobs in Texas?

For Entry Level Wealth Management Advisor jobs in Texas, the most frequently searched job titles are:

What job categories do people searching Entry Level Wealth Management Advisor jobs in Texas look for?

The top searched job categories for Entry Level Wealth Management Advisor jobs in Texas are:

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

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

Entry Level Wealth Management Advisor jobs near you
Infographic showing various Entry Level Wealth Management Advisor job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $96,035 per year, or $46.2 per hour.

Wealth Management Advisor

Fort Worth, TX • On-site

SWMG
See more jobs at SWMGexternal

$500K/yr

Full-time

Dental, Vision, Life, Retirement, PTO

Posted 2 days ago

New

Job description

Job SummaryStrittmatter Wealth Management Group (SWMG) is a growing, technology-forward Registered Investment Advisor serving high-net-worth individuals, families, and business owners. We are looking for an accomplished Wealth Management Advisor who has built an advisory practice and wants a platform that provides qualified leads, modern technology, planning resources, and operational support so the advisor can focus on clients and growth.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 DifferentWarm Leads and a Growth PlatformSWMG invests in marketing and lead generation so advisors can work qualified opportunities instead of relying exclusively on cold prospecting. Advisors can continue developing their existing natural market and referral relationships while receiving company-generated opportunities.Technology That Reduces FrictionOur CRM, planning, portfolio, digital onboarding, and workflow systems are designed to make the advisor more productive and provide a consistent client experience.Bring Your Relationships. Build Your FutureThis role is designed for an advisor with an established practice. $20 million+ of AUM that could reasonably transition to SWMG is strongly preferred. SWMG provides the infrastructure to help you grow beyond the business you already have.What You'll DoMeet with prospective and existing clients to understand goals, priorities, and financial needs.Convert qualified company-generated leads and self-generated opportunities into long-term client relationshipsPresent comprehensive wealth management recommendations covering investments, retirement, tax, insurance, and long-term planningLead prospective clients through discovery, solutions, and onboardingOversee asset transitions and help clients implement recommendationsConduct ongoing client review and planning meetingsIdentify opportunities to deepen existing relationships and generate referralsPartner with paraplanners, portfolio management, operations, marketing, and client serviceUse SWMG technology and workflows to manage prospects and client relationshipsParticipate in seminars, educational events, and marketing initiativesWhat We're Looking For5+ years of client-facing financial advisory experienceProven ability to attract, convert, and retain high-net-worth clientsDemonstrated experience managing an established book of business$20 million+ in AUM that could reasonably transition to SWMG is strongly preferredStrong financial planning and investment knowledgeExcellent presentation, communication, and consultative sales skillsBachelor's degree or higherLife and Health Insurance licenseAppropriate securities registrations/licensesClean compliance recordStrong organization and time managementCommitment to fiduciary responsibility and high ethical standardsCFP® certification and RIA experience are preferred.What You'll ReceiveCompany-generated warm leads through seminars, educational events, digital marketing, referrals, and other campaignsModern CRM, financial planning, portfolio management, digital onboarding, and workflow technologyParaplanning, investment, operations, marketing, and client service supportStructured Advisor Career Path and professional developmentMedical, dental, vision, disability, and life insurance; PTO; and 401(k) with company match.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 4.Defined opportunity to build a high-earning, scalable wealth management practice.OTE is performance-based, is not guaranteed, and depends on achievement of defined production and business-development objectives.Who Thrives HereHas already built meaningful client relationships and a book of businessWants qualified opportunities without giving up entrepreneurial growthEnjoys presenting advice and building long-term trustValues technology and operational leverageWants to spend more time advising and less time on administrative workIs motivated by production and long-term career growth.Work Location & ScheduleFort Worth, TX - In person. Monday–Thursday, 8:00 AM–5:00 PM; Friday, 8:00 AM–4:00 PMWe look forward to your application. 
Job Posted by ApplicantPro