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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 ...

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 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

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 ...

Vanguard

Senior Wealth Advisor

Austin, 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 ...

Vanguard

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 ...

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 ...

Mariner

Senior Wealth Advisor

Austin, TX · On-site

$150K - $350K/yr

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 ...

Vangard, Inc.

Senior Wealth Advisor

Houston, 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 Senior ...

Mariner

Senior Wealth Advisor

Amarillo, TX · On-site

$150K - $350K/yr

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 ...

Mariner

Senior Wealth Advisor

San Antonio, TX · On-site

$150K - $350K/yr

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 ...

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 ...

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 ...

Vangard, Inc.

Senior Wealth Advisor

Dallas, TX · Hybrid

Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams in North Carolina, Pennsylvania, Arizona & Texas! This is your opportunity to thrive with competitive compensation ...

Vanguard

Senior Wealth Advisor

Dallas, TX · Hybrid

Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams in North Carolina, Pennsylvania, Arizona & Texas! This is your opportunity to thrive with competitive compensation ...

TIAA

Wealth Advisor

Frisco, TX · On-site

$80K - $95K/yr

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial ...

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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 1, 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

Boutique Recruiting

Dallas, TX • On-site

Full-time

Medical, PTO

Re-posted 7 days ago

Job description

Position Title: 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 insurance producers to grow the book of business. Success in this position requires a proactive approach to client acquisition and a strong foundation in wealth planning. The ideal candidate will be prepared to engage in both warm and cold outreach while navigating the complexities of financial planning. This position offers significant potential for growth and development within a supportive team environment.
Wealth Advisor Responsibilities:
  • Build a book of business from scratch, utilizing marketing resources and cross-selling opportunities
  • Conduct client meetings and presentations to deliver comprehensive financial planning
  • Collaborate with a dedicated team, including a Portfolio Manager and administrative support
  • Engage in proactive outreach to expand client base
  • Maintain a focus on high-value clients, typically ranging from $1 million to $3 million in assets

Wealth Advisor Requirements:
  • 5-7 years of experience as a financial advisor with strong expertise in wealth planning, investments, and tax strategy
  • Proven track record of client acquisition and business development
  • RIA background is required
  • Series 65 certification is mandatory
  • Bachelor's degree is strongly preferred
  • CFP designation is preferred
  • Experience with Moneyguide Pro is preferred

Benefits:
  • Unlimited PTO, referred to as life/balance PTO
  • Opportunities to acquire company stock with initial shares granted upon joining
  • Access to HMO and PPO medical options
  • Comprehensive benefits information can be found at URL_Redacted

If you are a Wealth Advisor looking to take the next step in your career, apply now! #LI-MB1 #LI-SB1 #LI-IR1
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About Boutique Recruiting

Sourced by ZipRecruiter

We are a team with shared goals; mindfully placing candidates in the workforce to successfully fulfill their career ambitions while encouraging a sense of purpose and value. We have created a new kind of placement firm — one that values connection, personalization, commitment, impact, boldness and achievement. At Boutique Recruiting, our clients, candidates and employees are at the heart of our success.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

San Diego, CA, US

Year founded

2014

Social media

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