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Junior Financial Advisor Jobs in Addison, TX (NOW HIRING)

Professions Inc

Financial Advisor

Dallas, TX · On-site

Financial Advisor Confidential RIA | Dallas, TX A growing independent wealth management firm is ... Partner with internal specialists and junior team members to deliver coordinated, high quality ...

Farther

Advisor Marketing Manager

Irving, TX · On-site

Mentor and guide junior marketing team members today, with the opportunity to formally build and ... Sharp copywriter who can turn complex financial concepts into clear, compelling content

Farther

Advisor Marketing Manager

Irving, TX · On-site

Mentor and guide junior marketing team members today, with the opportunity to formally build and ... Sharp copywriter who can turn complex financial concepts into clear, compelling content

Farther

Advisor Marketing Manager

Dallas, TX · On-site

Mentor and guide junior marketing team members today, with the opportunity to formally build and ... Sharp copywriter who can turn complex financial concepts into clear, compelling content

Farther

Advisor Marketing Manager

Irving, TX · On-site +1

Mentor and guide junior marketing team members today, with the opportunity to formally build and ... Sharp copywriter who can turn complex financial concepts into clear, compelling content

Socket.dev

Advisor Marketing Manager

Irving, TX · On-site

$100 - $160/hr

Mentor and guide junior marketing team members today, with the opportunity to formally build and ... Sharp copywriter who can turn complex financial concepts into clear, compelling content

New

USAA

Junior Software Engineer

Plano, TX · On-site +1

$63K - $121K/yr

The Opportunity As a dedicated Junior Software Engineer, you will join a dynamic, startup-minded ... financial advisors with seamless, intelligent, and scalable tools. Provides support to the ...

MassMutual Ventures

Advisor Marketing Manager

Irving, TX · On-site

$120 - $190/hr

Mentor and guide junior marketing team members today, with the opportunity to formally build and ... Sharp copywriter who can turn complex financial concepts into clear, compelling content

New

USAA

Junior Software Engineer

Plano, TX · On-site +1

$63K - $121K/yr

The Opportunity As a dedicated Junior Software Engineer, you will join a dynamic, startup-minded ... financial advisors with seamless, intelligent, and scalable tools. Provides support to the ...

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Junior Financial Advisor information

See Addison, TX salary details

$31K

$63.3K

$95.8K

How much do junior financial advisor jobs pay per year?

As of Sep 4, 2026, the average yearly pay for junior financial advisor in Addison, TX is $63,344.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,800.00 and $72,100.00 per year, depending on experience, location, and employer.

What is a junior financial advisor?

A Junior Financial Advisor assists senior advisors in providing financial guidance to clients. They help conduct market research, analyze financial data, and develop investment strategies. Their responsibilities may also include preparing client reports, managing administrative tasks, and maintaining client relationships. This role is an entry-level position designed to provide hands-on experience and training in financial planning and investment management. Over time, Junior Financial Advisors work toward building their own client base and advancing in their careers.

What does a junior financial advisor do?

A typical day for a Junior Financial Advisor involves meeting with clients to discuss their financial goals, assisting in the creation of personalized investment or savings plans, and conducting market research to support senior advisors' recommendations. You’ll spend time updating client records, preparing reports, and responding to client emails or phone calls. Collaboration is key, as you'll often work under the guidance of senior advisors and participate in team meetings to review strategies and growth opportunities. This dynamic environment provides continuous learning and a clear pathway for advancement to more senior advisory roles.

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

To thrive as a Junior Financial Advisor, you typically need a strong background in finance or a related field, analytical skills, and familiarity with financial products and regulations. Knowledge of financial planning software, CRM systems, and progress toward industry certifications such as FINRA Series 7 or 65 is often expected. Excellent communication, active listening, and relationship-building abilities distinguish high performers in this role. These skills are crucial for accurately assessing client needs, providing sound advice, and building long-term client trust and satisfaction.

How much does a junior financial advisor earn?

A junior financial advisor typically earns between $40,000 and $60,000 annually, depending on experience, location, and the firm. Entry-level roles may also include bonuses and commissions, especially if they involve client sales or asset management. Certifications like the CFP can enhance earning potential.

How to become a junior financial advisor?

To become a junior financial advisor, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining relevant skills such as financial analysis and client communication, and obtaining certifications like the Series 7 or Series 66 license, can improve job prospects. Entry-level roles often require some internship experience and a strong understanding of financial products and regulations.

What are the most commonly searched types of Financial Advisor jobs in Addison, TX?

The most popular types of Financial Advisor jobs in Addison, TX are:

What are popular job titles related to Junior Financial Advisor jobs in Addison, TX?

For Junior Financial Advisor jobs in Addison, TX, the most frequently searched job titles are:

What job categories do people searching Junior Financial Advisor jobs in Addison, TX look for?

The top searched job categories for Junior Financial Advisor jobs in Addison, TX are:

What cities near Addison, TX are hiring for Junior Financial Advisor jobs?

Cities near Addison, TX with the most Junior Financial Advisor job openings:

Junior Financial Advisor jobs near you
Infographic showing various Junior Financial Advisor job openings in Addison, TX as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $63,344 per year, or $30.5 per hour.

Financial Advisor

Professions Inc

Dallas, TX • On-site

Full-time

Medical, Retirement, PTO

Re-posted 12 days ago

Job description

Financial Advisor

Confidential RIA | Dallas, TX

A growing independent wealth management firm is seeking an experienced Financial Advisor to join its Dallas office. This role is ideal for an advisor who enjoys comprehensive planning, client service, investment analysis, and working in a collaborative team environment.

Responsibilities

  • Serve as a key point of contact for client communications and partner with Lead Advisors to deliver timely, thoughtful responses.
  • Support client relationships through financial planning, investment analysis, portfolio reviews, and ongoing service.
  • Prepare client meeting materials, including cash flow analysis, asset allocation reviews, retirement planning, and other planning deliverables.
  • Evaluate planning opportunities across investments, tax planning, estate planning, risk management, stock options, restricted stock, and wealth transfer.
  • Review and help execute trades, rebalances, wire requests, journals, and other time sensitive client requests.
  • Attend and contribute to client meetings, present planning topics, and ensure follow up items are completed.
  • Partner with internal specialists and junior team members to deliver coordinated, high quality client advice.
  • Maintain accurate client records, meeting notes, planning updates, and action items within firm systems.

Qualifications

  • 4+ years of experience in financial planning, wealth management, investment advisory, or a related field preferred.
  • Undergraduate degree required.
  • CFP, CPA, CFA, or JD strongly preferred or required.
  • Experience supporting affluent or high net worth client relationships preferred.
  • Strong Excel, communication, organization, and analytical skills.
  • Ability to manage multiple client relationships and competing priorities in a team based environment.

Ideal Candidate

The ideal candidate is planning oriented, detail focused, client centric, and comfortable working with sophisticated client relationships. This person should be proactive, collaborative, professional, and interested in growing within a high quality RIA platform.

Compensation and Benefits

The firm offers competitive base compensation, potential bonus or profit sharing, ownership or equity related opportunities, 401(k) match, health benefits, paid time off, professional development support, and long term career growth.

This is a full time, exempt role based in the Dallas, TX area with an in office culture and flexibility.