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Wealth Associate Jobs in Austin, TX (NOW HIRING)

Truist

Wealth Advisor III - Houston / Austin

Austin, TX · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act as a culture champion that is aligned with Truist's Purpose, Mission and Values * Establish and ...

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 ...

HUB

Senior Wealth Advisor

Austin, TX · Hybrid

$200K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Train and mentor associates across the wealth advisory team * Leverage community relations and development centers of influence to generate leads and facilitate introductions Work experience: * 7+ ...

HUB International Limited

Senior Wealth Advisor

Austin, TX · On-site

$200K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Train and mentor associates across the wealth advisory team * Leverage community relations and development centers of influence to generate leads and facilitate introductions Work experience: * 7+ ...

HUB

Wealth Advisor Services Associate - RPW

Austin, TX · Hybrid

$26 - $30/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Wealth Advisor Services Associate Seniority Level: Associate Comp: $26.00-$30.00 per hour + 6% yearly discretionary bonus Location : 900 S Capital of TX Hwy, Austin, TX Workplace Type: Hybrid ...

New

Choreo

Associate Director, Wealth Advisor

Austin, TX · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

The Associate Director, Wealth Advisor, is an emerging growth and advisory role focused on building client acquisition discipline in the Austin market through CPA partner channels, referrals, and ...

New

Choreo

Associate Director, Wealth Advisor

Austin, TX

The Associate Director, Wealth Advisor, is an emerging growth and advisory role focused on building client acquisition discipline in the Austin market through CPA partner channels, referrals, and ...

New

BOK Financial

Private Wealth Banker

Austin, TX

Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 10/31/2025 BOK ... Your Client Service Associate will be the direct contact to handle your client base and provide a ...

BOK Financial

Private Wealth Banker

Austin, TX · On-site

Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 10/31/2025 BOK ... Your Client Service Associate will be the direct contact to handle your client base and provide a ...

BOK Financial

Private Wealth Banker

Austin, TX · On-site

Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 10/31/2025 BOK ... Your Client Service Associate will be the direct contact to handle your client base and provide a ...

Deloitte

Tax Senior - Private Wealth

Austin, TX · On-site

$80K - $100K/yr

Share this job: Share: Share Tax Senior - Private Wealth with Facebook Share Tax Senior - Private Wealth with LinkedIn Share Tax Senior - Private Wealth with Twitter Caution against fraudulent job ...

EP Wealth Advisors

Vice President, Client Development

Austin, TX · On-site

$90 - $150/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... associates to learn, grow and enhance their skills to take on new challenges and progress in their professional careers. Duties & Responsibilities * Clearly articulate EP Wealth's fiduciary value ...

Deloitte

Tax Senior - Private Wealth

Austin, TX

$80K - $100K/yr

What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and ...

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All JobsWealth Associate JobsWealth Associate Jobs in Austin, TX

Wealth Associate information

See Austin, TX salary details

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How much do wealth associate jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for wealth associate in Austin, TX is $19.69, according to ZipRecruiter salary data. Most workers in this role earn between $14.76 and $20.48 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 Austin, TX? The most popular types of Wealth jobs in Austin, TX are:
What cities near Austin, TX are hiring for Wealth Associate jobs? Cities near Austin, TX with the most Wealth Associate job openings:
Wealth Associate jobs near you
Infographic showing various Wealth Associate job openings in Austin, TX as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $42,845 per year, or $20.6 per hour.

Senior Private Wealth Associate (48 Years) Austin

Direct Counsel

Austin, TX • On-site

Full-time

Medical, Retirement, PTO

Re-posted 24 days ago

Job description

Senior Private Wealth Associate (4–8 Years) – Austin, TX (Onsite)
Full-Time | High-Net-Worth Estate Planning | Top Compensation + Bonus

Direct Counsel represents a well-regarded Am Law firm seeking a Senior Private Wealth Associate to join its Austin office. This is a premier opportunity for an experienced trusts & estates attorney to work with high-net-worth individuals and families on sophisticated wealth planning and transfer strategies.

This role offers significant responsibility, including leading matters, mentoring junior team members, and serving as a key advisor to clients.

What You’ll Do:

  • Design and implement advanced estate planning strategies for high-net-worth clients
  • Draft complex estate planning documents, including revocable trusts, ILITs, SLATs, GRATs, and IDGTs
  • Advise on gift, estate, and generation-skipping transfer tax planning
  • Structure transfers of business interests, QSBS stock, and real estate assets
  • Oversee trust and estate administration, including modifications, decantings, and terminations
  • Conduct sophisticated, multi-jurisdictional estate planning analysis
  • Supervise and mentor junior attorneys and support staff

What We’re Looking For:

  • 4–8 years of trusts & estates or private wealth experience
  • Strong background in high-net-worth estate planning and tax strategy
  • Experience managing complex matters independently
  • Leadership ability and experience mentoring junior team members
  • Excellent research, writing, and communication skills
  • LL.M. in Taxation or Estate Planning strongly preferred
  • Strong academic credentials
  • Active Texas Bar admission (or eligibility) required

Why This Role:

  • Work with high-net-worth clients on sophisticated, high-impact matters
  • Take on leadership responsibility within a growing private wealth practice
  • Join a collaborative, nationally recognized team
  • Competitive compensation + discretionary bonus
  • Comprehensive benefits, including healthcare, 401(k), and PTO