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

Corebridge Financial

Client Support Advisor

Houston, TX · On-site

Ability to collaborate and drive results This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other ...

Corebridge Financial

Client Support Advisor

Houston, TX · On-site

Ability to collaborate and drive results This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other ...

Corebridgefinancial

Client Support Advisor

Houston, TX · On-site +1

Ability to collaborate and drive results This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5, Political contributions by certain investment advisers, and other ...

Corebridge Financial

Client Support Advisor

Houston, TX · On-site +1

Ability to collaborate and drive results This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5, Political contributions by certain investment advisers, and other ...

Corebridge Financial

Client Support Advisor

Houston, TX · On-site +1

Ability to collaborate and drive results This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5, Political contributions by certain investment advisers, and other ...

Corebridgefinancial

Client Support Advisor

Houston, TX · On-site +1

Ability to collaborate and drive results This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5, Political contributions by certain investment advisers, and other ...

Ci

Associate Wealth Advisor

Houston, TX

Advanced capability of all wealth, investment, and financial planning processes * Begins to prepare ... Primary role is as secondary advisor * Begins to progress to greater independence related to client ...

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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 17, 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
Investment Banking - Technical Transaction Team, Energy - Associate Engineer

Investment Banking - Technical Transaction Team, Energy - Associate Engineer

JPMorgan Chase & Co.

Houston, TX • On-site

Full-time

Medical, Retirement

Posted 23 days ago

JPMorgan Chase & Co. rating

8.1

Company rating: 8.1 out of 10

Based on 470 frontline employees who took The Breakroom Quiz

46th of 141 rated banks

Job description

Job Description
As an Associate Engineer, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing, and formulating financial analysis through engineering software, preparing, and presenting internal committee memoranda and client presentations. You will play a role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who can generate and execute their own transactions. Working with a broader team in the region, you will be provided opportunities to be involved real-time in transactions that may include travel.
Job Responsibilities:
  • Advise oil & gas clients on a variety of projects including M&A, A&D, and capital markets transactions
  • Perform technical analysis and resource / valuation assessment for oil & gas assets across North America
  • Perform economic modelling including production forecasting, type curve creation, inventory assessment, LOS analysis, review of commercial assumptions, etc.
  • Be able to independently construct and maintain economic modeling software such as ARIES or PHDwin
  • Perform a variety of technical analyses on completion trends, rig activity, depletion risk, well decline analysis, etc.
  • Conduct market research from various platforms including Enverus, Woomdac, and Factset
  • Maintain and update petroleum economics and reserves softwares and databases

Required capabilities, and skills
  • Experience in technical evaluations of oil and gas assets across lower 48 conventional and unconventional play types
  • Perform full field economic analysis leveraging prior experiences with cash flow analysis software (ARIES)
  • Strong understanding of commonly used software programs such as Spotfire, Tableau, Excel, ArcGIS, QGIS and Microsoft Access
  • Experience with fundamental reservoir engineering analysis such as decline curve analysis, LOE & commercial marketing analysis, type curve creation and competitor analysis
  • Ability to generate and manage economic evaluation databases
  • Perform technical data reviews unassisted (e.g. PDP forecasting, inventory assessment, type curves, LOS evaluations, geologic assessments)
  • Working knowledge of sub-surface geologic characteristics and showcase the ability to perform geologic assessments alongside the A&D team's geologists
  • Assist and guide the development of key marketing materials and execution of mandates
  • Design, prepare and administer data room presentations and exhibit the ability to manage virtual data rooms
  • Consistently be a team player and can work alongside motivated colleagues that express a willingness to be successful and are driven to win

Required qualifications
  • 3-7 years of Petroleum Engineering experience conducting A&D evaluations
  • Lower 48 unconventional reservoir evaluation experience is preferred
  • Petroleum Engineering undergraduate degree is required
  • Deep level of economic understanding of development field economics:
    • Type Curve & production forecasting, commercial LOS analysis, economic inputs and resulting outputs
  • ARIES experience required, working understanding of PHDwin welcomed
  • Spotfire experience required, working understanding of Tableau welcomed

Investment Banking (GIB)
Within Investment Banking, the firm works with a broad range of issuer clients, including corporations, institutions and governments, to provide comprehensive strategic advice, capital raising and risk management expertise. In-depth, industry-specific expertise and regional market acumen enable our industry coverage teams to serve the evolving needs of clients around the world. Our first-class business in a first-class way approach to serving clients motivates everything we do. We strive to build trusted, long-term relationships by taking a holistic and forward-looking view on our relationships, and identifying ways to help clients achieve their most important business objectives.
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

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