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Financial Advisor Manager Jobs in Texas (NOW HIRING)

Vanguard Group

Financial Advisor Manager

Dallas, TX · On-site

As a High-Net-Worth Financial Advisor Manager at Vanguard, you will lead a team of seasoned financial advisors who serve the firm's more sophisticated and affluent clients. These clients typically ...

Vanguard

Financial Advisor Manager

Dallas, TX

As a High-Net-Worth Financial Advisor Manager at Vanguard, you will lead a team of seasoned financial advisors who serve the firm's more sophisticated and affluent clients. These clients typically ...

Vangard, Inc.

Financial Advisor Manager

Dallas, TX

As a High-Net-Worth Financial Advisor Manager at Vanguard, you will lead a team of seasoned financial advisors who serve the firm's more sophisticated and affluent clients. These clients typically ...

Ameriprise Financial

Financial Advisor

Plano, TX · On-site

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each ... With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and ...

Ameriprise Financial

Financial Advisor

Plano, TX · On-site

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each ... With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and ...

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All JobsFinancial Advisor JobsFinancial Advisor Manager JobsFinancial Advisor Manager Jobs in Texas

Financial Advisor Manager information

See Texas salary details

$33.5K

$95.2K

$134.2K

How much do financial advisor manager jobs pay per year?

As of Aug 8, 2026, the average yearly pay for financial advisor manager in Texas is $95,154.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,900.00 and $122,000.00 per year, depending on experience, location, and employer.

What are some common challenges financial advisor managers face when leading a team of advisors?

Financial Advisor Managers often encounter challenges such as balancing individual advisor development with team performance goals, managing diverse client portfolios, and keeping up with changing financial regulations. They must provide mentorship and ongoing training to help advisors achieve sales targets while maintaining ethical standards. Additionally, fostering a collaborative team environment and effectively implementing firm-wide strategies are crucial for both advisor satisfaction and client retention.

What are the key skills and qualifications needed to thrive as a financial advisor manager?

To thrive as a Financial Advisor Manager, you need a solid background in finance, investment strategies, and team leadership, typically supported by a bachelor’s degree in finance or a related field and relevant certifications such as the CFP or Series 7/66 licenses. Familiarity with financial planning software, CRM platforms, and portfolio management tools is essential. Exceptional communication, coaching, and relationship-building skills set standout managers apart in guiding advisors and fostering client trust. These competencies are crucial for effectively leading advisory teams, ensuring regulatory compliance, and delivering superior client outcomes.

What is the difference between Financial Advisor Manager vs Financial Advisor?

AspectFinancial Advisor ManagerFinancial Advisor
CertificationsCFP, Series 7, Series 66CFP, Series 7, Series 66
Work EnvironmentOversees teams, manages client portfolios, strategic planningWorks directly with clients, provides financial planning and investment advice
Employer & Industry UsageFinancial firms, banks, wealth management companiesFinancial firms, banks, independent practices

The main difference is that a Financial Advisor Manager oversees a team of advisors and handles managerial responsibilities, while a Financial Advisor works directly with clients to develop financial plans. Both roles require similar certifications and often operate within the same industry environments.

What is a financial advisor manager?

Financial Advisor Managers are professionals who oversee a team of financial advisors, guiding them in providing financial planning, investment advice, and portfolio management services to clients. They are responsible for setting sales goals, ensuring compliance with regulations, mentoring advisors, and helping to develop client relationships. These managers also play a key role in training new advisors and implementing strategies to improve team performance. By combining leadership skills with a deep understanding of financial products and markets, they help ensure that both clients and advisors achieve their financial objectives.
What are the most commonly searched types of Financial Advisor jobs in Texas? The most popular types of Financial Advisor jobs in Texas are:
What cities in Texas are hiring for Financial Advisor Manager jobs? Cities in Texas with the most Financial Advisor Manager job openings:
Financial Advisor Manager jobs near you
Infographic showing various Financial Advisor Manager job openings in Texas as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $95,154 per year, or $45.7 per hour.

Financial Advisor Manager

Vanguard Group

Dallas, TX • On-site

Full-time

Re-posted 18 days ago

Vanguard rating

8.7

Company rating: 8.7 out of 10

Based on 64 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services

Job description

As a High-Net-Worth Financial Advisor Manager at Vanguard, you will lead a team of seasoned financial advisors who serve the firm's more sophisticated and affluent clients. These clients typically hold advised assets ranging up to $5 million, and require highly personalized, strategic investment guidance.
In this leadership role, you will:
  • Develop and mentor a team of financial professionals, fostering a culture of excellence, integrity, and client-first service.
  • Oversee client engagement strategies, ensuring that each advisor delivers tailored financial solutions aligned with the unique goals and legacy aspirations of high-net-worth individuals and families.
  • Collaborate cross-functionally with internal partners across investment management, estate planning, tax strategy, and trust services to deliver a seamless and holistic client experience.
  • Drive business growth by identifying opportunities to deepen client relationships, expand wallet share, and enhance loyalty through proactive service and value-added insights.
  • Ensure regulatory compliance and uphold Vanguard's fiduciary standards in all client interactions and advisory practices.

This role is ideal for a dynamic leader with deep expertise in wealth management, a passion for developing talent, and a commitment to delivering exceptional outcomes for clients with complex financial needs.
Responsibilities
  • Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.
  • Participates in business planning. Analyzes departmental statistics and prepares management reports. Uses data to monitor problems and measure success of the team and the business. Identifies opportunities and executes solutions.
  • Manages a shared book of business with an emphasis on client enrollment, client satisfaction, and retention.
  • Supports advisors in analyzing and resolving client planning issues and developing solutions.
  • Regularly provides feedback and coaching to advisors. Identifies opportunities for process improvement and recommends changes to procedures at the departmental level to meet changing business needs.
  • Communicates internal and industry developments to crew within department quickly and accurately.
  • Supports management in staffing implementation and operational plans and changes to policies and procedures.
  • Serves as a resource for internal partners regarding all topics of financial planning. Develops extensive knowledge of Vanguard funds, products, and services to help educate and guide clients. Maintains extensive understanding of financial planning, capital markets, and the Financial Services industry.
  • Participates in special projects and performs other duties as assigned.

Qualifications
  • Five years related work experience in financial services. Supervisory experience preferred.
  • Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
  • CFP preferred.
  • This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

What Vanguard employees say

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