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

Willis Johnson Wealth

Wealth Manager

Houston, TX · On-site

$120K - $150K/yr

The Wealth Manager is the lead advisor on client relationships at Willis Johnson Wealth. This role ... Associate Wealth Manager. The Wealth Manager will conduct Financial Planning Reviews for clients ...

Mariner

Client Service Associate

Houston, TX · On-site

$65K - $80K/yr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

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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.
What are popular job titles related to Wealth Advisor Associate jobs in Spring, TX? For Wealth Advisor Associate jobs in Spring, TX, the most frequently searched job titles are:
What job categories do people searching Wealth Advisor Associate jobs in Spring, TX look for? The top searched job categories for Wealth Advisor Associate jobs in Spring, TX are:
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
Private Wealth Advisor I/II/III

Private Wealth Advisor I/II/III

Trustmark Bank

Houston, TX • On-site, Remote

Full-time

Posted 20 days ago

Trustmark National Bank rating

8.2

Company rating: 8.2 out of 10

Based on 19 frontline employees who took The Breakroom Quiz

38th of 141 rated banks

Job description

Overview
This position is responsible for designing and delivering tailored wealth strategies for high-net-worth individuals and families. Success is measured by new client acquisition, retention, and growth of an existing portfolio. The advisor ensures each client receives a personalized Trustmark experience that reflects their goals and preferences.
**This position may be filled as a Level I, II or III. Additional responsibilities and qualifications apply.
Responsibilities
  • Serve as the primary relationship lead for high-net-worth clients ensuring they can access the firm's full suite of solutions.
  • Partner with Portfolio Managers, Private Wealth Client Executives, and Financial Planners to evaluate a client's financial picture and develop comprehensive short and long term plans.
  • Drive business development by creating and executing strategies to expand the client base and promote the bank's full capabilities.
  • Identify opportunities to deepen relationships by reviewing client holdings-including those outside the firm-to consolidate assets or introduce additional services such as credit, fiduciary support, or financial planning.
  • Manage a robust sales pipeline, ensuring consistent movement through the sales cycle and achievement of revenue targets.
  • Lead ongoing relationship reviews with internal partners to ensure client objectives remain on track.
  • Coordinate communication and activities across the advisory team, recommending wealth solutions as needed.
  • Build strong internal and external partnerships to generate new business and address client or prospect needs.
  • Associates are expected to perform all additional duties as assigned.

Qualifications
  • At least one of the following:
    • High School Diploma or GED and a Graduate of Trust School plus 3 years of experience in the administration of the type of accounts and clients related to the organizational unit; or
    • Bachelor's Degree in Business or related field, plus 5 years of experience in the administration of the type of accounts and clients related to the organizational unit; or
    • Graduate Degree with 3 years of experience in the administration of the type of accounts and clients related to the organizational unit or in a field related to the graduate degree.
  • The associate must be able to demonstrate at least a moderate level of knowledge of the types, complexity, respective governance, transactions and industry practices of the clients and accounts administered by the organizational unit.
  • Excellent client communication and interpersonal skills (oral and written)
  • Certified Trust and Financial Advisor ("CTFA") or other Certification within the field of the organizational unit preferred
  • Juris Doctor preferred
  • CPA preferred
  • CFP "Certified Financial Planner" preferred
  • CWS "Certified Wealth Strategist" preferred

Level II Additional Qualifications:
  • At least one of the following:
    • High School Diploma or GED and a Graduate of Trust School plus 6 years of experience in the administration of the type of accounts and clients related to the organizational unit; or
    • Bachelor's Degree in Business or related field, plus 10 years of experience in the administration of the type of accounts and clients related to the organizational unit; or
    • Graduate Degree with 7 years of experience in the administration of the type of accounts and clients related to the organizational unit or in a field related to the graduate degree.
  • 7 years in the private practice of law or professional accounting; or
  • 3 years of financial planning and/or proven sales experience in a Wealth Management firm.

Level III Additional Qualifications:
  • At least one of the following:
    • High School Diploma or GED and a Graduate of Trust School plus 8 years of experience in the administration of the type of accounts and clients related to the organizational unit; or
    • Bachelor's Degree in Business or related field, plus 12 years of experience in the administration of the type of accounts and clients related to the organizational unit; or
    • Graduate Degree with 10 years of experience in the administration of the type of accounts and clients related to the organizational unit or in a field related to the graduate degree.
  • 10 years in the private practice of law or professional accounting; or
  • 5 years of financial planning and/or proven sales experience in a Wealth Management firm.

Physical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse requiring hand and wrist manipulation, while viewing computer screens.
Disclaimer: Management retains the right to add, delete or modify the responsibilities and qualifications of the position at any time.
Trustmark Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Trustmark Bank employee by a third-party agency and/or search firm without a valid, written search agreement signed by Trustmark, will become the sole property of Trustmark Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.

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