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Wealth Advisory Associate Jobs in Texas (NOW HIRING)

Beacon Pointe

Associate Wealth Advisor

Plano, TX · On-site

$70 - $90/hr

The ideal candidate will be responsible for assisting in client advisory, investment management ... wealth advisors and internal associates. This entails frequent communication with clients and ...

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Robert Half

Associate Wealth Advisor

Fort Worth, TX · On-site

$90K - $135K/yr

We are looking for an Associate Wealth Advisor to join a boutique wealth management firm in Fort ... Self-motivated approach with a strong desire to grow within a boutique advisory environment.

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Wealth Advisory Associate information

What is a wealth advisory associate?

Wealth Advisory Associates are financial professionals who support clients in managing, growing, and protecting their wealth. They typically work with senior advisors to develop tailored investment strategies, provide financial planning advice, and help clients achieve their financial goals. Their responsibilities may include conducting research, preparing financial reports, and maintaining client relationships. Wealth Advisory Associates often serve as a key point of contact for clients and assist with a wide range of financial services.

What are some typical career advancement paths for a wealth advisory associate?

As a Wealth Advisory Associate, you can expect to start by supporting senior advisors in client relationship management, portfolio analysis, and financial planning. With experience and demonstrated success, you may advance to roles such as Wealth Advisor or Senior Associate, taking on your own client base and leading complex financial strategies. Many firms offer mentorship programs, internal training, and opportunities to obtain certifications (such as CFP or CFA) to support your growth. Career progression often depends on your ability to build trust with clients, manage portfolios effectively, and contribute to business development.

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

To thrive as a Wealth Advisory Associate, you need a solid understanding of financial markets, investment strategies, and client relationship management, typically supported by a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and relevant certifications like the Series 7 or CFP is often required. Strong interpersonal skills, attention to detail, and effective communication help build trust and deliver tailored advice to clients. These skills ensure accurate financial guidance, client satisfaction, and long-term business growth in a competitive industry.

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

AspectWealth Advisory AssociateFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires similar certifications; may hold CFP or CFA designations
Work EnvironmentSupports senior advisors in a team setting, often within banks or financial firmsDirectly interacts with clients, providing personalized financial planning
Employer & Industry UsageUsed in wealth management firms, banks, and financial institutionsCommon across independent practices, banks, and advisory firms
Search & Comparison IntentOften compared for entry-level roles supporting financial planningCompared for client-facing financial planning roles

The main difference is that a Wealth Advisory Associate typically supports senior advisors and focuses on research and administrative tasks, while a Financial Advisor directly manages client relationships and provides personalized financial advice. Both roles require similar certifications and work within the wealth management industry, but their responsibilities and client interaction levels differ.

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

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

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

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

What cities in Texas are hiring for Wealth Advisory Associate jobs?

Cities in Texas with the most Wealth Advisory Associate job openings:

Wealth Advisory Associate jobs near you
Infographic showing various Wealth Advisory Associate job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 26% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.

Associate Wealth Manager

Avion Wealth, LLC

The Woodlands, TX • On-site

Other

Medical, Dental, Vision, Retirement, PTO

Posted 16 days ago

Job description

Avion is an established, independent RIA managing nearly $1 billion in assets, with a 20-year history of serving high-net-worth individuals and families. The firm has built its reputation on disciplined investment management, comprehensive financial planning, and long-term client relationships grounded in trust and continuity.

The firm serves an exclusively high-net-worth client base that includes senior executives, successful business owners, and professionals with complex financial needs. Client relationships are national in scope, with a strong presence in Texas and established client bases across major U.S. markets. Relationships are intentionally limited to preserve service quality and depth, allowing advisors to deliver thoughtful, personalized guidance rather than transactional or volume-driven advice. Avion operates under a team-based advisory model designed to provide consistency, continuity, and scalability. Each client relationship is supported by a dedicated advisory team, enabling advisors to focus on strategic planning and informed decision-making while maintaining a consistently high standard of service.

Avion has been recognized as a Best Place to Work, reflecting the firm's continued investment in its people, culture, and workplace experience. The firm's culture is professional, collaborative, and grounded in accountability. Advisors work within a clearly defined framework that values preparation, discretion, and sound judgment. Leadership places a strong emphasis on coaching, development, and long-term alignment, prioritizing sustainable careers and development.

Opportunity

This role has been created to support continued growth while maintaining the firm's service standards. The Associate Wealth Manager will join at a point of meaningful scale and stability, with the opportunity to assume increasing responsibility across client relationships over time. The firm is committed to developing advisors who value structure, teamwork, and long-term careers within an independent RIA environment.

What You'll Do
  • Serve as lead advisor on select client relationships
  • Partner with senior Wealth Managers on complex households
  • Deliver comprehensive financial planning across investments, tax, estate, retirement, and risk management
  • Participate in client meetings, strategy discussions, and long-term relationship development
  • Operate within a highly structured, process-driven advisory environment
  • Grow into primary advisor responsibilities over time
Who This Role Is For
  • Experienced advisors with 3-5+ years in the industry
  • Background working with high-net-worth clients
  • Planning-first mindset with strong technical curiosity
  • High emotional intelligence and strong client presence
  • Team-oriented professionals who value collaboration over autonomy
  • Candidates seeking long-term growth and potential partnership
Credentials
  • Series 65 required (7 + 66 acceptable)
  • CFP preferred; firm support available for candidates in progress
Compensation & Benefits

Competitive compensation and incentive structures aligned with role and responsibility

Comprehensive health benefits, including medical, dental, and vision coverage

Retirement benefits and long-term savings support

Generous paid time off and paid holidays

Hybrid work flexibility aligned with client and business needs

Ongoing professional development, training, and certification support

A supportive, people-first culture that prioritizes work-life balance, flexibility, and well-being

For a more comprehensive list of benefits offered, please visit: https://www.avionwealth.com/career-opportunities/

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