ZipRecruiter

Log In

1

Wealth Associate Jobs in Texas (NOW HIRING)

BOK Financial

Private Wealth Associate

Plano, TX · On-site

The Private Wealth Associate is an "apprentice" role within Private Wealth and can be located within Private Banking. The role is designed to teach the specific policies and operating procedures ...

BOK Financial

Private Wealth Associate

Fort Worth, TX · On-site

The Private Wealth Associate is an "apprentice" role within Private Wealth and can be located within Private Banking. The role is designed to teach the specific policies and operating procedures ...

New

Westwood

Senior Wealth Associate

Houston, TX · On-site

The Senior Wealth Associate supports Advisors in delivering exceptional client experience across all service areas. This role is responsible for preparing high-quality client materials, supporting ...

AllianceBernstein

Private Wealth Associate

Dallas, TX

$15.50 - $20.75/hr

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with ...

Willis Johnson Wealth

Associate Wealth Manager

Houston, TX · On-site

$80K - $125K/yr

The Associate Wealth Manager works closely with a Senior Wealth Manager in the preparation and implementation of client financial strategies, plans, and analysis. They will be given challenging and ...

Apply Early

next page

Showing results 1-20

All JobsWealth Associate JobsWealth Associate Jobs in Texas

Wealth Associate information

See Texas salary details

$10

$18

$30

How much do wealth associate jobs pay per hour?

As of Jul 3, 2026, the average hourly pay for wealth associate in Texas is $18.51, according to ZipRecruiter salary data. Most workers in this role earn between $13.89 and $19.28 per hour, depending on experience, location, and employer.

What does a Wealth Associate do?

A Wealth Associate supports financial advisors and wealth management teams in serving clients' investment and financial planning needs. Their responsibilities often include preparing client reports, assisting with account administration, researching investment options, and ensuring compliance with regulatory requirements. Wealth Associates also help facilitate client communications and may participate in developing financial strategies under the guidance of senior advisors. They play a critical role in delivering high-quality service and enhancing the client experience within wealth management firms.

What are the typical growth opportunities for a Wealth Associate within a financial advisory firm?

Wealth Associates often start by supporting senior advisors with client management, financial planning, and administrative tasks. As they gain experience and demonstrate strong client relationship skills, they may progress to roles such as Associate Wealth Advisor or Wealth Advisor, eventually managing their own client portfolios. Many firms also offer structured training, mentorship, and licensing support to help Wealth Associates advance. Career growth is typically linked to developing technical expertise, building trust with clients, and contributing to the firm's overall success.

What is the difference between Wealth Associate vs Financial Advisor?

AspectWealth AssociateFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires a bachelor's degree; certifications such as CFP, Series 7, or 66 are standard
Work EnvironmentWorks in financial firms, supporting senior staff and client service teamsWorks directly with clients to provide financial planning and investment advice
Employer & Industry UsageUsed by wealth management firms, banks, and financial institutionsUsed across independent firms, banks, and advisory practices

While both roles involve finance and client interaction, a Wealth Associate typically supports senior staff and handles administrative tasks, whereas a Financial Advisor works directly with clients to develop personalized financial plans and investment strategies.

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

To thrive as a Wealth Associate, you need a solid understanding of financial products, investment strategies, and regulatory compliance, often supported by a degree in finance or economics and relevant certifications such as FINRA Series 7 and 66. Proficiency in portfolio management software, CRM systems, and financial planning tools is typically required. Strong interpersonal skills, attention to detail, and a client-focused mindset distinguish top performers in this role. These skills and qualities are essential for building trust, managing client portfolios effectively, and ensuring compliance in a highly regulated industry.
What are the most commonly searched types of Wealth jobs in Texas? The most popular types of Wealth jobs in Texas are:
What cities in Texas are hiring for Wealth Associate jobs? Cities in Texas with the most Wealth Associate job openings:
Wealth Associate jobs near you
Infographic showing various Wealth Associate job openings in Texas as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $38,502 per year, or $18.5 per hour.
Private Wealth Associate

Private Wealth Associate

BOK Financial

Plano, TX • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Req ID: 77733
Location: Plano -PLAN
Areas of Interest: Wealth Management
Pay Transparency Salary Range: Not Available
Application Deadline: 07/31/2026
BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.
Bonus Type
BOKF Performance Plan (D02)
Summary
We're building a culture at BOK Financial where amazing people like you can bring their best, be their best and work for the best. You've come to the right place to grow your career.
Job Description
The Private Wealth Associate is an "apprentice" role within Private Wealth and can be located within Private Banking. The role is designed to teach the specific policies and operating procedures within the department (banking, fiduciary administration, investment management, in addition to project management) to the incumbent. Typically, within 24-36 months, the incumbent will transition into a role of Private Banker.
Team Culture
Everyone on the team proudly leans in to mold talent and build an internal bench for the private wealth organization. Team members are celebrated and recognized regularly, and the Private Wealth Associates have a forum to meet with those in other markets and share best practices. Learning from one another is central to your success.
How You'll Spend Your Time
  • You'll partner with Private Wealth Advisors, Private Wealth Bankers, Trust Officers and Investment Managers to complete analysis, client assessments, client requests, and projects, as well as review and analyze complex client and sales information and provide recommendations.
  • You'll complete advanced departmental projects for the Market Executive, Private Banking, Investment or Trust Managers which will require you to synthesize data and perform complex analysis.
  • You'll develop both external and internal relationships, including specialty areas of the bank such as Tax, Real Estate Management, Mineral Management, Investment Management and Operations departments.

Education & Experience Requirements
This level of knowledge is normally acquired through completion of Bachelor's Degree in Business or related field of study or 3-4 years of experience in finance, accounting or investments or equivalent combination of education and experience.
  • Basic knowledge of various securities and investment-related products and services.
  • Basic knowledge of trust concepts and application to Personal Trust.
  • Basic understanding of lending practices and policies, loan documentation requirements and regulations.
  • Ability to assess specific customer needs, recommend and offer appropriate products and prepare client and new business presentation material
  • Proficient computer skills including word processing and strong working knowledge of spreadsheet and presentation software.
  • Extremely strong oral and written communication skills, including interpersonal skills

Working Conditions & Physical Requirements
Office
BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
Apply today and take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.
Please contact recruiting_coordinators@bokf.com with any questions.
Top 3 reasons to apply
Investing in our talent and building a great workplace is a top priority for us.
  • Empowered employees
  • Award-winning culture
  • Community commitment

BOK Financial Corporation Group adheres to state specific pay transparency requirements.
In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline.
Base salary range explanation:
The base salary range represents an average range for this position. Actual offers to be determined based on the candidate's qualifications, skills, experience and education. See job details for salary range and bonus type.
Benefits:
BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health.Click here to see our benefits.
About BOK Financial Corporation
For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we've grown into a diversified financial services company that serves consumers, small businesses and international corporations-and everything in between.
Facts:
  • Operations focused in an eight-state footprint
  • 5,000 team members
  • $53.8 billion in assets*
  • $123.6 billion in assets under management and administration*
  • $9.3 million donated to local nonprofits in 2025
  • 56,000 volunteer hours by our employees in 2025

    • *At March 31, 2026

Apply