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Private Wealth Associate Jobs in Texas (NOW HIRING)

Westwood

Senior Wealth Associate

Houston, TX · On-site

... private wealth clients and financial intermediaries. The firm specializes in several distinct ... The Senior Wealth Associate supports Advisors in delivering exceptional client experience across ...

BOK Financial

Private Wealth Banker

Austin, TX · On-site

The Private Wealth Banker is primarily responsible for making and servicing a wide variety of ... Your Client Service Associate will be the direct contact to handle your client base and provide a ...

BOK Financial

Private Wealth Banker

Austin, TX

The Private Wealth Banker is primarily responsible for making and servicing a wide variety of ... Your Client Service Associate will be the direct contact to handle your client base and provide a ...

BOK Financial

Private Wealth Banker

Austin, TX

The Private Wealth Banker is primarily responsible for making and servicing a wide variety of ... Your Client Service Associate will be the direct contact to handle your client base and provide a ...

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How much do private wealth associate jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for private wealth associate in Texas is $18.51, according to ZipRecruiter salary data. Most workers in this role earn between $13.89 and $19.28 per hour, depending on experience, location, and employer.

What is a private wealth associate?

Private Wealth Associates are professionals who support private wealth advisors in managing the financial affairs of high-net-worth clients. Their responsibilities typically include preparing financial reports, coordinating client meetings, assisting with investment research, and ensuring compliance with regulatory requirements. They play a key role in maintaining client relationships and ensuring that clients receive high-quality service. Private Wealth Associates often work in private banks, wealth management firms, or investment advisory companies.

What does a private wealth associate do?

Private Wealth Associates work closely with financial advisors to prepare client presentations, handle account administration, and ensure a seamless client experience. They frequently interact with clients to address service requests, gather documentation, and provide updates on account activities. This role acts as a liaison between the client and the wealth management team, requiring strong communication and organizational skills to manage multiple priorities efficiently. Collaboration is key, as associates often coordinate with portfolio managers, compliance teams, and other specialists to deliver tailored solutions for high-net-worth individuals.

What are the key skills and qualifications needed to thrive as a private wealth associate?

To thrive as a Private Wealth Associate, you need a strong understanding of financial markets, investment products, and client relationship management, often supported by a degree in finance or a related field. Familiarity with portfolio management systems, CRM software, and relevant certifications such as the Series 7 or 66 is typically required. Excellent interpersonal skills, discretion, and attention to detail help build client trust and deliver tailored solutions. These competencies are vital for supporting high-net-worth clients, ensuring compliance, and contributing to the growth and reputation of the wealth management team.

Is a private wealth associate a good career?

A private wealth associate is a professional who manages high-net-worth clients' financial portfolios, requiring strong interpersonal skills, financial knowledge, and certifications such as the CFP. The role offers opportunities for career growth, high earning potential, and exposure to complex financial strategies, making it a desirable career path for those interested in finance and client service.

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Private Wealth Associate jobs near you
Infographic showing various Private Wealth Associate job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 25% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $38,502 per year, or $18.5 per hour.

Senior Private Wealth Associate (48 Years) Austin

Direct Counsel

Austin, TX • On-site

Full-time

Medical, Retirement, PTO

Re-posted 4 days ago

Job description

Senior Private Wealth Associate (4–8 Years) – Austin, TX (Onsite)
Full-Time | High-Net-Worth Estate Planning | Top Compensation + Bonus

Direct Counsel represents a well-regarded Am Law firm seeking a Senior Private Wealth Associate to join its Austin office. This is a premier opportunity for an experienced trusts & estates attorney to work with high-net-worth individuals and families on sophisticated wealth planning and transfer strategies.

This role offers significant responsibility, including leading matters, mentoring junior team members, and serving as a key advisor to clients.

What You’ll Do:

  • Design and implement advanced estate planning strategies for high-net-worth clients
  • Draft complex estate planning documents, including revocable trusts, ILITs, SLATs, GRATs, and IDGTs
  • Advise on gift, estate, and generation-skipping transfer tax planning
  • Structure transfers of business interests, QSBS stock, and real estate assets
  • Oversee trust and estate administration, including modifications, decantings, and terminations
  • Conduct sophisticated, multi-jurisdictional estate planning analysis
  • Supervise and mentor junior attorneys and support staff

What We’re Looking For:

  • 4–8 years of trusts & estates or private wealth experience
  • Strong background in high-net-worth estate planning and tax strategy
  • Experience managing complex matters independently
  • Leadership ability and experience mentoring junior team members
  • Excellent research, writing, and communication skills
  • LL.M. in Taxation or Estate Planning strongly preferred
  • Strong academic credentials
  • Active Texas Bar admission (or eligibility) required

Why This Role:

  • Work with high-net-worth clients on sophisticated, high-impact matters
  • Take on leadership responsibility within a growing private wealth practice
  • Join a collaborative, nationally recognized team
  • Competitive compensation + discretionary bonus
  • Comprehensive benefits, including healthcare, 401(k), and PTO