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Wealth Advisor Jobs in Texas (NOW HIRING)

Boutique Recruiting

Wealth Advisor

Dallas, TX · On-site

Wealth Advisor This role is a great opportunity for a motivated individual to start a private wealth advisory practice in Dallas. The selected candidate will build on existing relationships with ...

Mariner

Senior Wealth Advisor

Austin, TX · On-site

$100 - $130/hr

The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client ...

Vanguard Group, Inc.

Senior Wealth Advisor

Houston, TX · On-site

Join Vanguard as a Wealth Advisor Are you a Certified Financial Planner (CFP ® ) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Wealth Advisors and ...

Beacon Pointe

Senior Wealth Advisor

Plano, TX · On-site

$80 - $120/hr

Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth ...

Vanguard

Senior Wealth Advisor

Austin, TX

Join Vanguard as a Wealth Advisor Are you a Certified Financial Planner (CFP ® ) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Wealth Advisors and ...

Beacon Pointe

Senior Wealth Advisor

Fort Worth, TX · On-site

$100 - $150/hr

Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth ...

Swbc

Wealth Advisor

San Antonio, TX · On-site

SWBC is seeking a talented Wealth Advisor to work with individuals and businesses to develop an overall comprehensive plan. Once goals have been identified and a plan is developed, the Wealth Advisor ...

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All JobsWealth Advisor JobsWealth Advisor Jobs in Texas

Wealth Advisor information

See Texas salary details

$43.8K

$96K

$138.4K

How much do wealth advisor jobs pay per year?

As of Sep 2, 2026, the average yearly pay for wealth advisor in Texas is $96,035.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,800.00 and $115,100.00 per year, depending on experience, location, and employer.

What is a wealth advisor?

A wealth advisor is a financial professional who provides comprehensive advice on managing and growing an individual’s or family’s wealth. They offer services such as investment management, estate planning, tax strategies, retirement planning, and risk management. Wealth advisors typically work with high-net-worth clients to create personalized financial plans tailored to their unique goals and needs. Their role often involves coordinating with other financial specialists, such as accountants and attorneys, to deliver holistic financial guidance.

What are the key skills and qualifications needed to thrive as a wealth advisor, and why are they important?

To thrive as a Wealth Advisor, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial analysis software, portfolio management tools, and certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) is highly beneficial. Exceptional interpersonal skills, trustworthiness, and strong communication abilities set top advisors apart. These skills are crucial for building client relationships, providing tailored financial solutions, and ensuring long-term client satisfaction and retention.

What are some common challenges wealth advisors face when building and maintaining client relationships?

Wealth Advisors often encounter challenges such as understanding diverse client goals, managing expectations during market volatility, and establishing trust with new clients. Regular communication and personalized financial planning are key to overcoming these hurdles. Additionally, staying up-to-date with regulatory changes and investment products helps advisors provide relevant advice and maintain long-term client satisfaction.

What is the difference between Wealth Advisor vs Financial Planner?

AspectWealth AdvisorFinancial Planner
CertificationsCFP, CFA, or similarCFP, ChFC, or similar
Work EnvironmentPrivate banks, wealth management firms, independent practiceIndependent, advisory firms, or financial planning firms
Primary FocusManaging high-net-worth clients' investments and assetsComprehensive financial planning including retirement, estate, and tax strategies
Client InteractionInvestment management and personalized wealth strategiesHolistic financial advice covering all financial aspects

While both Wealth Advisors and Financial Planners provide financial guidance, Wealth Advisors primarily focus on investment management and wealth preservation for high-net-worth clients. Financial Planners offer broader financial planning services, including retirement, estate, and tax planning. The roles often overlap, but the main distinction lies in the scope of services and client focus.

How much money do wealth advisors make?

Wealth advisors typically earn a median annual salary of around $89,000, with total compensation often including commissions and bonuses that can significantly increase earnings. Experienced advisors with a strong client base and certifications like the CFP can earn over $200,000 annually.

What do you do as a wealth advisor?

A wealth advisor helps clients manage their financial assets by providing investment advice, estate planning, and financial strategies. They analyze clients' financial situations, develop personalized plans, and often hold certifications such as CFP or CFA to ensure expertise. The role involves regular client meetings and staying informed about market trends.

What qualifications do you need to be a wealth advisor?

To become a wealth advisor, individuals typically need a bachelor's degree in finance, economics, or a related field. Professional certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are highly valued and often required by employers. Strong analytical skills, knowledge of financial planning software, and compliance with industry regulations are also important.

What are the most commonly searched types of Wealth Advisor jobs in Texas?

The most popular types of Wealth Advisor jobs in Texas are:

What are popular job titles related to Wealth Advisor jobs in Texas?

For Wealth Advisor jobs in Texas, the most frequently searched job titles are:

What job categories do people searching Wealth Advisor jobs in Texas look for?

The top searched job categories for Wealth Advisor jobs in Texas are:

What cities in Texas are hiring for Wealth Advisor jobs?

Cities in Texas with the most Wealth Advisor job openings:

What are popular job titles related to Wealth Advisor jobs in TX?

For Wealth Advisor jobs in TX, the most frequently searched job titles are:

Wealth Advisor jobs near you
Infographic showing various Wealth Advisor job openings in Texas as of August 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 76% Physical, 3% Hybrid, and 21% Remote job distribution, with an average salary of $96,035 per year, or $46.2 per hour.

Wealth Advisor

Lifetime Wealth Management, P.C.

Rockwall, TX

Full-time

Medical, Dental, Vision, PTO

Posted 19 days ago

Job description

Experienced Financial Advisor

Lifetime Wealth Management

Rockwall, TX (DFW) | Hybrid Flexibility | Full-Time | Exempt

Reports To: COO / Practice Leadership

Compensation: Competitive Base Salary + Revenue Sharing + Performance Incentives

Build Something Bigger Than a Book of Business

Lifetime Wealth Management is seeking an experienced Financial Advisor to join our growing boutique, fee-only Registered Investment Advisor (RIA) serving high-net-worth individuals, families, executives, and business owners throughout the Dallas-Fort Worth area.

This is an opportunity for an established advisor who values long-term relationships over transactions, fiduciary advice over product sales, and wants to help grow a collaborative wealth management practice built on exceptional client service.

Unlike many firms, our investment committee manages portfolio strategy and security selection, allowing advisors to focus on financial planning, relationship management, and helping clients achieve their long-term goals.

What You'll Do:

  • Serve as the trusted advisor for high-net-worth individuals, families, executives, and business owners.
  • Build and maintain long-term client relationships through exceptional service.
  • Lead comprehensive financial planning and ongoing client reviews.
  • Transition an existing portable book of business, when applicable.
  • Grow your practice through referrals, relationship development, and professional networking.
  • Collaborate with Wealth, Tax, and Insurance professionals to deliver integrated planning solutions.
  • Guide clients through major financial decisions with confidence and professionalism.
  • Help expand Lifetime Wealth Management while contributing to a collaborative, growth-oriented culture.

What We're Looking For:

Required Qualifications:

  • 5+ years of experience as a Financial Advisor, Wealth Advisor, or Private Wealth Advisor (8+ years preferred).
  • Experience serving high-net-worth individuals, families, executives, and business owners with approximately $1M+ investable assets.
  • A portable book of business with demonstrated client relationships is highly desirable and will significantly strengthen your candidacy.
  • Proven ability to build and maintain long-term client relationships.
  • Series 65 or Series 66 (or ability to obtain).
  • Strong executive presence and consultative communication skills.
  • Passion for fiduciary, planning-focused financial advice.

Preferred Qualifications:

  • Fee-only RIA experience.
  • Experience transitioning client relationships.
  • Experience working with business owners and affluent families.
  • CFP®, CFA®, or other advanced planning credentials.
  • Familiarity with Schwab, Interactive Brokers, or Advyzon.

Why Join Lifetime Wealth Management?

  • Fee-only RIA with no broker-dealer affiliation, proprietary product quotas, or commission-driven sales pressure.
  • Dedicated investment committee so advisors can focus on relationships and planning.
  • Integrated Wealth, Tax, and Insurance teams delivering comprehensive client solutions.
  • Support for advisors transitioning from broker-dealer environments to a fee-only fiduciary model.
  • Entrepreneurial Operating System (EOS) culture focused on accountability, collaboration, and continuous improvement.
  • Leadership opportunities as the practice continues to grow.

Compensation & Benefits:

  • Competitive base salary
  • Revenue-sharing compensation model
  • Performance incentives
  • Health, Dental & Vision Insurance
  • 25+ Days PTO including company holidays
  • Early office closure at 3:00 PM on Fridays
  • Professional development and continuing education support
  • Collaborative, family-oriented culture

Our Core Values:

Everything we do is guided by our core values:

  • Loyal – Relationships first.
  • Attitude – Enthusiastic. Caring. Go-getter.
  • Results Oriented – Committed. Goal focused. Service driven.
  • Authentic – Genuine. Trusted. Professional.
  • Strategic – Big-picture thinker. Adaptable.
  • Loves to Be an Advisor – Passionate about helping others.
  • Seeks to Improve the Status Quo – Committed to continuous growth.
  • Own Your Outcomes – Accountable. Responsible. Results focused.

Why This Opportunity?

If you're an experienced advisor looking to leave a product-driven environment and join a growing fee-only RIA where relationships, planning, and client success come first, we'd love to connect.

We're looking for someone who can bring credibility, build lasting client relationships, and help grow an exceptional wealth management practice while delivering the boutique service our clients expect.

EEOC Statement: We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.