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Wealth Associate Jobs in Texas (NOW HIRING)

Willis Johnson Wealth

Wealth Manager

Houston, TX · On-site

$120K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... Analyst or Associate Wealth Manager. The Wealth Manager will conduct Financial Planning Reviews for clients, as well as provide ongoing guidance and advice to clients throughout the year.

TIAA

Wealth Advisor

Frisco, TX

$80K - $95K/yr

  • Medical

  • Life

  • Retirement

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Willis Johnson Wealth

Wealth Manager

Houston, TX · On-site

$120K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... Analyst or Associate Wealth Manager. The Wealth Manager will conduct Financial Planning Reviews for clients, as well as provide ongoing guidance and advice to clients throughout the year.

TIAA

Wealth Advisor

Houston, TX

$80K - $95K/yr

  • Medical

  • Life

  • Retirement

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

W3Global Inc.

Wealth Management Associate

Fort Worth, TX

$75K - $85K/yr

  • Retirement

  • PTO

Wealth Management Associate Location: Fort Worth, TX Reports To: Managing Director / Lead Advisor Position Summary One of our clients is seeking a highly motivated and detail-oriented Wealth ...

TIAA

Wealth Advisor

Frisco, TX · On-site

$80K - $95K/yr

  • Medical

  • Life

  • Retirement

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

EmploYou, LLC

Wealth Operations Associate

San Antonio, TX · On-site

$55K - $65K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Wealth Operations Associate supports the firm's day-to-day operational functions and serves as a critical partner in delivering an exceptional client experience. Acting as the operational ...

Ceritypartners

Associate Wealth Planner - June 2026

Midland, TX · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Associate Wealth Planner is a junior advisor/support position that provides technical support for all Financial Advisors. Responsibilities include data gathering, modeling, case design, scenario ...

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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 Aug 15, 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?

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 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.

Wealth Strategy Associate

UBS - Experienced professionals - job boards

Midland, TX

Full-time

Posted 9 days ago

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

16th of 171 rated banks

Job description

Are you skilled at developing wealth management strategies. Does financial data excite you?
We're looking for a Wealth Strategy Associate to assist Financial Advisors with client/potential client meetings and provide support for client relationship building and business development activities by performing the following functions:
Prepare financial plans for clients and potential clients
Prepare performance reports for client review meetings
Prepare investment portfolio proposals for client and potential client meetings
Research, interpret and monitor investment performance and develop investment recommendations
Implement investment strategies

What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

UBS logo

About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH

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