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Wealth Associate Jobs in Texas (NOW HIRING)

LPL Financial

Associate Wealth Advisor

Bay City, TX · On-site

$58K - $70K/yr

Associate Wealth Advisor The primary role of the Associate Wealth Advisor is to provide investment and relationship management support to a senior advisor or team of advisors, including any and all ...

LPL Financial

Associate Wealth Advisor

Brazoria, TX

$58K - $70K/yr

Associate Wealth Advisor The primary role of the Associate Wealth Advisor is to provide investment and relationship management support to a senior advisor or team of advisors, including any and all ...

LPL Financial

Associate Wealth Advisor

Freeport, TX · On-site

$58K - $70K/yr

Associate Wealth Advisor The primary role of the Associate Wealth Advisor is to provide investment and relationship management support to a senior advisor or team of advisors, including any and all ...

Mariner

Senior Wealth Advisor

San Antonio, TX · On-site

$150K - $350K/yr

Train and mentor associates across the wealth advisory team Qualifications * Bachelor's degree required * 10+ years' experience working in a financial planning, accounting, legal or other ...

Mariner

Senior Wealth Advisor

Austin, TX · On-site

$150K - $350K/yr

Train and mentor associates across the wealth advisory team Qualifications * Bachelor's degree required * 10+ years' experience working in a financial planning, accounting, legal or other ...

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Wealth Associate information

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How much do wealth associate jobs pay per hour?

As of Aug 21, 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 key skills and qualifications needed to thrive as a wealth associate?

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 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 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 August 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.

Associate Wealth Manager

Willis Johnson Associates, Inc

Houston, TX • On-site

$80 - $125/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 days ago

New

Job description

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 exciting responsibilities and are responsible for leading select client cases. The Associate Wealth Manager will be the main point of contact for client correspondence and help develop and maintain client relationships.

Why Willis Johnson Wealth?

Willis Johnson Wealth is a fast growing, award winning, wealth management firm specializing in corporate executives and professionals. We help our clients optimize everything in their personal financial lives from compensation and benefit strategy to tax mitigation, from retirement planning to investments. We also have an in-house CPA team to provide tax preparation for our clients that need it. And with everything we recommend, we put our clients first—all the time, every time. No product sales. No commissions. Straight fee-only financial planning and asset management.

The same way we take care of our clients, we invest in our team. Aside from providing a very competitive benefits package including medical, dental, vision, disability/life insurance, 401(k), and PTO, we pride ourselves in supporting personal and professional growth. We encourage and incentivize continued education for all employees and support their participation in educational conferences and events. WJW is also proud to be one of the Best Places to Work for Financial Advisors by Investment News.

Essential Responsibilities
  • Input data into financial planning software
  • Prepare comprehensive financial plans, reviews, reports and client presentations
  • Prepare Senior Advisor and staff in advance to client meetings
  • Manage assigned client cases, taking full ownership and responsibility for all client contact, including preparation of meeting agendas, client correspondence, quarterbacking all tasks to completion
  • Lead select client meetings, present plans and reviews, take detailed notes, debrief and assign appropriate actions to staff
  • Implement approved financial plans and investment strategies
  • Develop and deepen client and prospect relationships
  • Respond directly to client requests
  • May perform basic investment research and research client’s company benefits
  • Attend weekly Wealth Management meetings and bi-monthly Investment Team meetings.
Qualifications
  • Bachelor’s degree in Finance, Business, Accounting or Financial Planning required
  • Master’s or Graduate degree preferred (Masters in Finance, JD, MBA)
  • Three or more years working experience in similar industry
  • Have attained CFP, CFA, or CPA designation
  • Currently possess or pursuing the Series 65 securities licenses
  • Strong technical and interpersonal skills
  • Confident, poised and professional in appearance
  • Ability to take on creative challenges and manage workload on tight deadlines
  • Ability to collaborate and contribute to a team environment
  • Must be willing to relocate to Houston, TX
What We Offer
  • Collaborative, Positive Teammates
  • Advancement Opportunities
  • Autonomy in Your Role
  • Professional Development Options
  • Rewarding Work That Matters
Compensation & Benefits
  • Salary range: $80,000-$125,000/year, plus quarterly bonuses basedon company and personal performance
    • Total Compensation range with Bonus = $115,000 - $170,000.
  • 401(k) plan with opportunity to earn up to 7% the first year and 10% with tenure.
  • Best and brightest leaders will have opportunities to buy into and become owners in the firm over time.
  • 11paid holidays and 15 PTO days to use at your discretion.
  • Employer paid Health/Dental/Vision insurance premiums for individuals and families.
  • Employer HSA contributions
  • Employer paid Life and Long-Term Disability
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