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Private Wealth Management Associate Jobs in Spring, TX

Deloitte

Tax Manager - Private Wealth

Houston, TX

$106K - $138K/yr

... management) * Ability to travel up to 25%, on average, based on the work you do and the clients and ... Learn more about Deloitte Private Wealth Tax Services. Learn more about Deloitte Business Tax ...

BOK Financial

Senior Private Wealth Banker

Houston, TX · On-site

The PRIVATE WEALTH BANKER IV is primarily responsible for making and servicing commercial and ... Your manager will be there for you and help guide your success. Your Client Service Associate will ...

Deloitte

Tax Senior - Private Wealth

Houston, TX

$77K - $96K/yr

What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and ...

Accenture

Wealth Management Consultant

Houston, TX · On-site

Experience in Private Markets, Distribution and/or Wealth Technology & Platform Strategy is ... Previous management consulting and business analysis experience a plus * Entrepreneurial ...

Corient Private Wealth LLC

Wealth Advisor

Houston, TX · On-site

Manage the client service experience and team, coordinate tasks, review deliverables, and spearhead special projects. * Leverages Corient resources and solutions. * Capable of sourcing and closing ...

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Private Wealth Management Associate information

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How much do private wealth management associate jobs pay per hour?

As of Jul 16, 2026, the average hourly pay for private wealth management associate in Spring, TX is $16.82, according to ZipRecruiter salary data. Most workers in this role earn between $12.60 and $17.50 per hour, depending on experience, location, and employer.

What is a Private Wealth Management Associate?

A Private Wealth Management Associate is a financial professional who supports wealth managers and advisors in serving high-net-worth clients. Their responsibilities typically include preparing financial reports, analyzing investment portfolios, researching financial products, and assisting with client communications. They play a critical role in ensuring that clients receive personalized service and tailored investment strategies. This position is often an entry point for those seeking a career in private wealth management or financial advisory. Associates work closely with senior advisors to deliver comprehensive financial planning and investment management solutions.

What is the difference between Private Wealth Management Associate vs Financial Advisor?

AspectPrivate Wealth Management AssociateFinancial Advisor
CredentialsTypically requires a Series 7, Series 66, or 65 license; often a bachelor's degree in finance or related fieldOften holds Series 7, Series 66, or 65 licenses; may also have CFP certification
Work EnvironmentWorks within private banks or wealth management firms, supporting high-net-worth clientsWorks independently or within firms, providing financial planning and investment advice to a broad client base
Employer & Industry UsageCommonly employed by private banks, investment firms, and wealth management companiesEmployed by financial advisory firms, banks, or independently as registered representatives

The main difference is that a Private Wealth Management Associate primarily supports senior staff and manages client data, while a Financial Advisor directly provides personalized financial planning and investment advice to clients. Both roles require similar licenses and certifications, but their responsibilities and work environments differ.

How many financial advisors make $500,000 a year?

Private Wealth Management Associates can earn $500,000 or more annually, especially with extensive experience, high-net-worth clients, and successful performance. Such compensation often includes base salary, bonuses, and commissions, and typically requires strong client relationships and advanced certifications like the CFA or CFP.

What do private wealth associates do?

Private wealth associates support high-net-worth clients by assisting with investment management, financial planning, and estate planning. They analyze client portfolios, prepare reports, and coordinate with financial advisors, often requiring strong analytical skills and knowledge of financial tools. Their work helps ensure clients' financial goals are met efficiently and securely.

What does an associate do in wealth management?

A Private Wealth Management Associate supports financial advisors by preparing client reports, conducting research, and assisting with portfolio management. They often handle administrative tasks, coordinate client meetings, and develop financial plans, requiring strong analytical skills and knowledge of financial tools. The role typically involves working closely with clients and may require relevant certifications such as the Series 7 or Series 66.

What are the key skills and qualifications needed to thrive as a Private Wealth Management Associate, and why are they important?

To thrive as a Private Wealth Management Associate, you need a solid understanding of finance, investment principles, and portfolio management, typically supported by a bachelor’s degree in finance, economics, or a related field. Familiarity with financial planning software, CRM systems, and relevant certifications such as the FINRA Series 7 or CFA Level I is highly valued. Exceptional interpersonal skills, discretion, and attention to detail are essential for building client trust and managing sensitive information. These skills and qualifications are crucial for delivering tailored financial advice, ensuring regulatory compliance, and fostering long-term client relationships.

What are the typical career progression opportunities for a Private Wealth Management Associate?

As a Private Wealth Management Associate, you typically start by supporting senior advisors, managing client relationships, and assisting with portfolio analysis. With demonstrated performance and additional certifications, you may advance to roles such as Wealth Advisor or Portfolio Manager, taking on more direct responsibility for client accounts and strategy. Many firms provide structured mentorship and training programs to facilitate this growth, and progression often depends on both technical expertise and strong interpersonal skills. Career advancement in this field is also closely tied to your ability to develop and retain client relationships.

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

For a Private Wealth Management Associate, having $200,000 in assets can be sufficient to work with a financial advisor, as many advisors set minimum investment thresholds that vary widely, often starting around this amount. However, the suitability depends on the advisor's policies, the complexity of your financial goals, and the services you seek, such as estate planning or tax strategies. It's advisable to consult with potential advisors to understand their minimum requirements and fee structures.
What are the most commonly searched types of Private Wealth Management jobs in Spring, TX? The most popular types of Private Wealth Management jobs in Spring, TX are:
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What job categories do people searching Private Wealth Management Associate jobs in Spring, TX look for? The top searched job categories for Private Wealth Management Associate jobs in Spring, TX are:
What cities near Spring, TX are hiring for Private Wealth Management Associate jobs? Cities near Spring, TX with the most Private Wealth Management Associate job openings:
Private Wealth Management Associate jobs near you
Infographic showing various Private Wealth Management Associate job openings in Spring, TX as of July 2026, with employment types broken down into 1% As Needed, 68% Full Time, 29% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $34,980 per year, or $16.8 per hour.
Senior Wealth Advisor

Senior Wealth Advisor

Hancock Whitney Bank

Houston, TX

Full-time

Re-posted 22 days ago

Hancock Whitney Bank rating

7.7

Company rating: 7.7 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

80th of 149 rated banks

Job description

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.

JOB FUNCTION / SUMMARY:

Senior Wealth Advisors are responsible for developing comprehensive, integrated, multi-generational wealth strategies for high net worth clients to include the placement of wealth management products in order to satisfy identified needs. The role will act as a leader and subject matter expert, trusted adviser and technical expert, in complex individual and family client relationships for high net worth clients.

ESSENTIAL DUTIES & RESPONSIBILITIES:

  • Actively engage in the prospecting, selling, production, and delivery of financial planning services to new and existing Private Wealth Management clients
  • Identifies and pursues the acquisition of qualified Private Wealth Management clients, both new and existing bank clients
  • Recognize financial planning, estate planning, tax planning, and product implementation opportunities and communicate them to the client and appropriate Relationship Team members
  • Collect data necessary to have financial or estate plan prepared
  • Present and execute financial, estate, or tax plans
  • Analyze client financial information and deliver financial advice and appropriate financial products based on client needs
  • Establish and maintain excellent working relationships with members of a Relationship Team designated to support client service and client development
  • Teams with partners throughout the bank to generate and make referrals to align clients with the appropriate channel
  • Provides ongoing relationship servicing with current clients to maintain goodwill and gain additional business
  • Monitor, maintain, and update call planner, pipeline, and closed business report using sales management tool
  • Represent the bank in civic, community, and industry functions to network and develop additional business
  • Obtain and maintain an understanding of the wide range of wealth products offered by the company, wealth issues and product solutions relevant to Private Wealth Management clients as well as investments and risk at a level to discuss needs and propose solutions.

SUPERVISORY RESPONSIBILITIES:

NONE

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

  • Bachelor's degree, with a concentration in Business preferred; a combination of education and experience may be considered
  • 10 years of experience in financial services or planning
  • Demonstrated understanding of estate, investment and financial planning issues for affluent and high net worth clients
  • CFP, JD, MBA or CPA preferred
  • Highly motivated; Self-starter with the ability to work autonomously
  • Excellent sales and interpersonal skills required
  • Series 7, Series 66 (or Series 63 and 65), and Life/Health Licenses for the states where business is conducted are all preferred and will allow for additional incentive potential.

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

  • Ability to travel if required to perform the essential job functions
  • Ability to work under stress and meet deadlines
  • Ability to operate related equipment to perform the essential job functions
  • Ability to read and interpret a document if required to perform the essential job functions
  • Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Equal Opportunity/Affirmative Action Employers.  All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

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