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

Northern Trust

Senior Wealth Advisor

Houston, TX

Serve as a mentor to Associate Wealth Advisors and Wealth Advisors. * Operate independently with indepth knowledge of the business unit and function. * Provide comprehensive, highlevel consulting and ...

TIAA

Wealth Advisor

Houston, TX · On-site

$80K - $95K/yr

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Northern Trust

Senior Wealth Advisor

Houston, TX · On-site

Serve as a mentor to Associate Wealth Advisors and Wealth Advisors. * Operate independently with in-depth knowledge of the business unit and function. * Provide comprehensive, high-level consulting ...

Ci

Associate Wealth Advisor

Houston, TX

Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client relationships. * Advanced capability of all wealth, investment, and financial ...

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

Wealth Advisor Associate information

See Spring, TX salary details

$34.3K

$59.8K

$100.1K

How much do wealth advisor associate jobs pay per year?

As of Jun 11, 2026, the average yearly pay for wealth 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 are the key skills and qualifications needed to thrive as a Wealth Advisor Associate, and why are they important?

To thrive as a Wealth Advisor Associate, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (like eMoney or MoneyGuidePro), CRM systems, and, in some cases, certifications such as Series 7 or 66 licenses are typically required. Strong interpersonal skills, active listening, and the ability to build trust with clients help you stand out in this role. These skills and qualities are essential for effectively managing client portfolios, fostering long-term relationships, and ensuring tailored financial advice.

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

AspectWealth Advisor AssociateFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses; bachelor's degree often preferredSeries 7, 66, or 65 licenses; CFP certification beneficial
Work EnvironmentSupport team in financial firms, assisting senior advisorsClient-facing roles, providing personalized financial planning
Employer & IndustryFinancial services firms, banks, wealth management companiesIndependent or firm-based, financial planning and investment firms

Wealth Advisor Associates typically support senior advisors and focus on client service and administrative tasks, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles require similar licenses and often work within the same industry, but their responsibilities and client interaction levels differ.

What are the typical career advancement paths for a Wealth Advisor Associate?

As a Wealth Advisor Associate, you typically begin by supporting senior advisors with client relationship management, financial planning, and investment research. Over time, you may develop your own client portfolio and take on more direct advisory responsibilities. With experience and strong performance, you can progress to roles such as Wealth Advisor, Senior Wealth Advisor, or even team leadership positions. Many firms offer mentorship and training programs to help associates gain industry certifications and advance their careers.

What is a Wealth Advisor Associate?

A Wealth Advisor Associate is a financial professional who supports senior wealth advisors in managing client relationships and developing financial strategies. They assist with tasks such as preparing financial plans, conducting market research, and helping clients with account management. Wealth Advisor Associates often serve as a point of contact for clients and may help with investment recommendations under the supervision of licensed advisors. This role is typically an entry-level or early-career position in wealth management, with opportunities for growth and advancement.
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What cities near Spring, TX are hiring for Wealth Advisor Associate jobs? Cities near Spring, TX with the most Wealth Advisor Associate job openings:
Wealth Advisor Associate jobs near you
Wealth Advisor

Wealth Advisor

Leah Yosef International, Inc.

Houston, TX

Other

Posted 19 days ago

Job description

Multi-Family Office

Overview

Multi-Family Office in Houston seeks a Wealth Advisor to serve as the primary relationship manager for high net worth and ultra high net worth clientele.

No portable book of business required. Not a commissioned sales role.

The Opportunity

  • Serve as a Wealth Advisor in an ensemble practice with collaborative approach to relationship management and a true Multi-Family Office service model
  • Advise high net worth and ultra high net worth families (25M+ net worth’s) on holistic financial planning, investments, estate, tax, risk, and family culture & legacy needs.
  • Promote teamwork in the office, developing and mentoring associate advisors.
  • Competitive compensation package, including significant base salary, profit and performance-based bonuses, and excellent benefits.

Requirements

  • 10+ years of experience in wealth management
  • Demonstrated success managing UHNW relationships
Leah Yosef International logo

About Leah Yosef International

Sourced by ZipRecruiter

Leah Yosef International, Inc. specializes in executive search for the RIA, High Net Worth Ultra High Net Worth, and Single and Multi Family Office arenas. We partner with growing and boutique firms and attract, secure and retain the highest performing talent in the industry through an efficient sourcing and on boarding process.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Long Beach, NY, US

Year founded

2017

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