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Entry Level Wealth Management Jobs in Texas (NOW HIRING)

Bankers Life

Wealth Management Trainee

Austin, TX · On-site

... wealth management. · Income support to get you started on top of your commissions and bonuses ... This is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA ...

Bankers Life

Wealth Management Trainee

Austin, TX · On-site

... wealth management. · Income support to get you started on top of your commissions and bonuses ... This is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA ...

Maslow Wealth Advisors

Analyst 1

Austin, TX · On-site

Wealth Management Analyst I Position Overview The Wealth Management Analyst I is an entry-level role designed to build a broad foundation across Maslow's advisory, operations, and investment ...

Placement Partners Inc.

Be Seen First

Executive Recruiter - Wealth Management

Houston, TX · On-site

$44K - $350K/yr

Pay: $49,920.00 - $350,000.00 per year This is not an entry-level call center role. Our recruiters ... Schedule a 30-minute meeting with a hiring manager Your ammo: The best value proposition in the ...

Vertis Wealth

Estate and Document Attorney

Amarillo, TX · On-site

$250 - $350/hr

We are looking for an attorney to assist our tax and wealth management teams with estate planning ... Must be licensed in the posted state. Entry level attorneys will be considered. * Can conduct ...

HUB

Billing Specialist

Austin, TX · On-site

$25 - $28.85/hr

This is an entry-level role well-suited for a detail-oriented candidate looking to build a career ... Prepare and distribute advisory fee invoices to wealth management clients on a monthly and ...

HUB International Limited

Billing Specialist

Austin, TX · On-site

$19 - $25.75/hr

This is an entry-level role well-suited for a detail-oriented candidate looking to build a career ... Prepare and distribute advisory fee invoices to wealth management clients on a monthly and ...

New York Life- Sugar Land

Financial Advisor

Houston, TX · On-site +1

... our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their financial goals. Successful ...

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All JobsWealth Management JobsEntry Level Wealth Management JobsEntry Level Wealth Management Jobs in Texas

Entry Level Wealth Management information

See Texas salary details

$23.3K

$44.6K

$63.8K

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

As of Sep 8, 2026, the average yearly pay for entry level wealth management in Texas is $44,562.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,700.00 and $48,400.00 per year, depending on experience, location, and employer.

What is an entry level wealth management?

An Entry Level Wealth Management job involves assisting financial advisors and clients with investment strategies, portfolio management, and financial planning. Responsibilities often include researching market trends, preparing reports, and supporting client account management. This role provides foundational experience in finance, helping individuals grow wealth and achieve financial goals. It typically requires strong analytical, communication, and customer service skills. Many positions offer opportunities for mentorship and professional growth within the finance industry.

What does a typical day look like for someone in an entry level wealth management position?

In an entry level wealth management role, your day often involves supporting senior advisors with research, preparing portfolio reports, assisting with client onboarding, and responding to client questions. You may analyze market trends, help organize meetings, and work closely with other team members such as investment analysts and administrative staff. The environment is fast-paced and collaborative, providing regular opportunities to develop both your technical knowledge and client service skills. Over time, you’ll gain experience that can lead to more client-facing responsibilities and career advancement within the firm.

What are the key skills and qualifications needed to thrive in entry level wealth management?

To thrive in Entry Level Wealth Management, you generally need a bachelor's degree in finance, economics, business, or a related field, with strong analytical and numerical skills. Familiarity with financial modeling software, CRM systems, and basic investment analysis tools is often expected, and candidates may work toward certifications such as the Series 7 or Series 66 licenses. Excellent communication, relationship-building, and problem-solving abilities help entry-level professionals engage clients and support senior advisors. These skills are crucial for building client trust, accurately assessing financial needs, and efficiently supporting overall wealth management operations.

How to get into entry level wealth management with no experience?

Entry level wealth management roles often require strong communication skills, basic financial knowledge, and a customer-focused attitude. Gaining relevant certifications such as the Series 7 or Series 66 can improve your chances, and internships or entry-level positions in finance or customer service can provide valuable experience. Networking and demonstrating a willingness to learn are also important for breaking into the field.

What are entry-level positions in wealth management?

Entry-level positions in wealth management typically include roles such as financial advisor assistant, client service associate, or junior financial analyst. These roles often require strong communication skills, basic knowledge of financial products, and may lead to certifications like the Series 7 or Series 66 for advancement.

What are entry-level wealth management jobs?

Entry-level wealth management jobs typically include roles such as financial advisor assistant, client service associate, or junior financial analyst. These positions often require strong communication skills, basic knowledge of financial products, and may involve supporting senior advisors, preparing reports, and learning industry tools like CRM software. Certifications like the Series 7 or Series 66 may be beneficial for advancement.

What are the most commonly searched types of Wealth Management jobs in Texas?

The most popular types of Wealth Management jobs in Texas are:

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

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

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

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

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

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

Entry Level Wealth Management jobs near you
Infographic showing various Entry Level Wealth Management job openings in Texas as of September 2026, with employment types broken down into 1% As Needed, 81% Full Time, 10% Part Time, 2% Temporary, and 6% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $44,562 per year, or $21.4 per hour.

Wealth Management Associate - LCElite Program (Sales & Leadership Track)

Richardson, TX • On-site

Lemnis Capital
See more jobs at Lemnis Capitalexternal

Other

Medical, Dental, Vision, Life, Retirement

Posted 5 days ago

Job description


Entry-Level Wealth Management Associate (LC Elite Program)


Lemnis Capital LLC is a registered investment adviser (RIA) serving individuals, families, and business owners with comprehensive wealth management. Our representatives are dual-registered through Innovation Partners LLC for broker-dealer services when appropriate. We’re hiring an entry-level Wealth Management Associate to join our LC Elite Program—our leadership fast-track designed to develop future advisors and firm leaders through structured training, mentoring, and clear performance milestones.


What You’ll Do


  • Build and grow your own book of business through proactive outreach, referrals, and community/networking activity.
  • Schedule and conduct discovery meetings to understand client goals, cash flow, risk tolerance, and priorities.
  • Support the delivery of financial planning and investment advice under supervision (as licensing/registration permits).
  • Educate prospective clients on our process and the value of holistic wealth management.
  • Partner with senior advisors and leadership on case design, meeting preparation, follow-up, and onboarding.
  • Maintain accurate activity, pipeline, and client notes in CRM and follow firm compliance standards.
  • Participate in ongoing training, role-plays, and coaching to develop consultative sales and advisory skills.


LC Elite Program (Leadership Fast Track)


The LC Elite Program is a structured development path that accelerates high-potential associates into leadership. You’ll receive defined onboarding, weekly coaching, and mentorship while you build your client base. Progression is milestone-based and focuses on consistent activity, mastery of our planning and investment process, and strong client experience.


What We’re Looking For


  • 0–2 years of experience; interest in wealth management, financial planning, and client-facing work.
  • Strong communication skills and comfort initiating conversations by phone, email, and in person.
  • Competitive, self-motivated, and coachable; enjoys goals, accountability, and measurable progress.
  • Organized and detail-oriented with the ability to track follow-ups and manage a pipeline.
  • High integrity and commitment to compliance and client-first standards.
  • Preferred: bachelor’s degree (finance/economics/business helpful) and prior sales, service, or leadership experience.
  • Licensing: ability to obtain/maintain required registrations (for example, Series 7/66 or equivalent, as applicable) and state insurance licenses, based on role needs and supervision.


Why Lemnis Capital


  • Clear growth path through the LC Elite Program with direct access to mentoring and leadership.
  • Hands-on coaching in prospecting, client meetings, financial planning, and practice management.
  • Entrepreneurial environment where performance and client outcomes drive opportunity.
  • Competitive compensation with performance-based incentives (details shared during the interview process).
  • Support for licensing/registration and ongoing professional development.


Lemnis Capital LLC is an Equal Opportunity Employer. We consider applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, or any other protected status.


Job Type: Full-time


Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee discount
  • Flexible schedule
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Professional development assistance
  • Retirement plan
  • Vision insurance

Education:

  • Bachelor's (Required)


Work Location: In person


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