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Investment Advisor Associate Jobs in Spring, TX (NOW HIRING)

Cetera

Financial Support Associate II

Houston, TX · Hybrid

$27.40 - $34.60/hr

Financial Support Associate II Description Avantax Planning Partners, a community within Cetera ... and registered investment adviser, while serving advisors and institutions in a way that is ...

Cetera

Financial Support Associate II

Houston, TX · Hybrid

$27.40 - $34.60/hr

Financial Support Associate II Description Avantax Planning Partners, a community within Cetera ... and registered investment adviser, while serving advisors and institutions in a way that is ...

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All JobsInvestment Advisor Associate JobsInvestment Advisor Associate Jobs in Spring, TX

Investment Advisor Associate information

See Spring, TX salary details

$34.3K

$59.8K

$100.1K

How much do investment advisor associate jobs pay per year?

As of Jun 12, 2026, the average yearly pay for investment advisor associate in Spring, TX is $59,762.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,600.00 and $73,400.00 per year, depending on experience, location, and employer.

What does an investment associate do?

An investment associate supports financial advisors or portfolio managers by conducting research, analyzing investment options, preparing client reports, and assisting with portfolio management. They often use financial software and may need relevant certifications such as the Series 7 or Series 63, working in a fast-paced environment to help clients achieve their financial goals.

What are Investment Advisor Associates?

Investment Advisor Associates are financial professionals who support investment advisors or financial advisors in managing client portfolios, conducting research, and providing financial planning services. They often help with preparing reports, communicating with clients, and implementing investment strategies under the supervision of a senior advisor. This role is typically an entry- to mid-level position and can serve as a stepping stone to becoming a fully licensed investment advisor. Investment Advisor Associates may also assist in client onboarding, compliance, and administrative duties. Their goal is to help clients achieve their financial objectives while gaining experience in the wealth management industry.

What does an associate Investment Advisor do?

An associate Investment Advisor supports senior advisors by conducting research, preparing client reports, and assisting with investment strategies. They often handle client communications, maintain account records, and use financial planning tools. This role typically requires relevant certifications and strong analytical skills within a financial services environment.

Is 200,000 enough to work with a financial advisor?

As an Investment Advisor Associate, working with a client who has $200,000 in assets is common, and many advisors set minimum investment thresholds around this amount. The suitability depends on the advisor's policies, client needs, and the services offered, such as financial planning or portfolio management. Having relevant certifications like the Series 7 or 66 can also influence the types of clients and assets managed.

What is the difference between Investment Advisor Associate vs Financial Advisor?

AspectInvestment Advisor AssociateFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses; relevant FINRA certificationsSeries 7, 66, or 65 licenses; CFP or other certifications often preferred
Work EnvironmentSupport role within investment firms, assisting advisors and clientsClient-facing role providing personalized financial planning and investment advice
Employer & Industry UsageFinancial services firms, investment advisory firmsIndependent or firm-based financial planning practices, banks, wealth management

While both roles require similar licenses and work within the financial industry, Investment Advisor Associates primarily support senior advisors and handle administrative tasks, whereas Financial Advisors directly engage with clients to develop personalized financial plans and investment strategies.

Can financial advisors make $500,000 a year?

Investment Advisor Associates typically do not earn $500,000 annually, as this level of income is more common among experienced financial advisors with established client bases, high-net-worth clients, and advanced certifications like the CFA or CFP. Most earn salaries combined with commissions or bonuses, which can vary widely based on performance and firm size.

How do Investment Advisor Associates typically collaborate with senior advisors and clients?

Investment Advisor Associates often work closely with senior advisors by preparing client presentations, conducting market research, and assisting in the development of tailored investment strategies. They frequently participate in client meetings, helping to address client questions and support relationship management. This collaborative environment provides valuable exposure to client-facing responsibilities and mentorship from experienced advisors, enabling associates to build their skills and advance within the firm.

What are the key skills and qualifications needed to thrive as an Investment Advisor Associate, and why are they important?

To thrive as an Investment Advisor Associate, you need a solid understanding of financial markets, investment strategies, and regulatory compliance, often supported by a bachelor’s degree in finance or a related field. Familiarity with portfolio management software, financial planning tools, and relevant certifications such as the Series 7 or Series 66 licenses is typically required. Strong interpersonal skills, attention to detail, and effective communication help build client trust and support team collaboration. These competencies are crucial for delivering sound financial advice, maintaining compliance, and fostering long-term client relationships.
What are popular job titles related to Investment Advisor Associate jobs in Spring, TX? For Investment Advisor Associate jobs in Spring, TX, the most frequently searched job titles are:
What job categories do people searching Investment Advisor Associate jobs in Spring, TX look for? The top searched job categories for Investment Advisor Associate jobs in Spring, TX are:
Investment Advisor Associate jobs near you
GBM - Private - Investment Banking Associate, Natural Resources - Houston

GBM - Private - Investment Banking Associate, Natural Resources - Houston

Goldman Sachs, Inc.

Houston, TX • On-site

Full-time, Part-time

Posted 24 days ago

Goldman Sachs rating

8.3

Company rating: 8.3 out of 10

Based on 25 frontline employees who took The Breakroom Quiz

29th of 141 rated banks

Job description

Job Description
OUR IMPACT
Investment Banking Division
Our division works on some of the most complex financial challenges and transactions in the market today. Whether advising on a merger, providing financial solutions for an acquisition, or structuring an initial public offering, we handle projects that help clients at major milestones. We work with corporations, pension funds, financial sponsors, and governments and are team of strong analytical thinkers, who have a passion for producing out-of-the-box ideas.
Team Overview
The Natural Resources Group is a global team with bankers around the world. The group has a significant presence with offices in New York, Houston, Toronto, Calgary, London, Hong Kong and Buenos Aires, among others. The group covers Metals & Mining, Chemicals, Power & Utilities, and Energy (including Alternative and Renewable Energy). The team in Houston covers primarily Energy transactions.
Role Responsibilities
HOW YOU WILL FULFILL YOUR POTENTIAL
Our Associates play an important role in developing and strengthening our client relationships, participating on our advisory teams and in structuring and executing a full range of financial transactions. Their responsibilities include creating and analyzing financial models, organizing and preparing client presentations, helping manage transaction processes, and assisting in structuring transactions. They will gain exposure to the firm's businesses and expand their knowledge of the investment banking industry, as they develop key analytical, communications and marketing skills.
Associates develop financial models, perform customized company valuation analysis, and are actively involved in mergers and acquisitions (M&A) transactions and fixed income and equity issuances. They organize and prepare presentations, which explain industry trends, assess clients' situations to provide the necessary financial advice, and recommend strategies to meet client goals. Additionally, Associates coordinate teams of tax advisors, attorneys, and bankers for various transactions; lead due diligence processes and actively participate in the negotiations of legal documentation. From maintaining client communication to helping Goldman Sachs structure client transactions, our Associates are a vital part of Goldman Sachs' banking team's investments.
Skills And Experiences We Are Looking For
  • Minimum 3 years' investment banking or equivalent experience
  • History of outstanding academic and professional achievement
  • Strong team orientation and a demonstrated ability to work effectively with team members in multiple groups and regions
  • Ability to work under pressure and to meet deadlines
  • Ability to juggle changing priorities and a varied workload
  • Natural Resources banking and transaction experience preferred

ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers .
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: www.goldmansachs.com/careers/footer/disability-statement.html
© The Goldman Sachs Group, Inc., 2026. All rights reserved.
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.

What Goldman Sachs employees say

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About Goldman Sachs

Sourced by ZipRecruiter

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1869

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