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Wealth Associate Jobs in Dallas, TX (NOW HIRING)

Truist

Wealth Advisor III - Dallas / Fort Worth

Dallas, 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 ...

Truist

Wealth Advisor III - Dallas / Fort Worth

Dallas, 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 ...

HUB International Limited

Senior Wealth Advisor

Dallas, TX · On-site

$240K/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

Senior Wealth Advisor

Dallas, TX · On-site

$240K/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+ ...

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 ...

W3Global Inc.

Wealth Management Associate

Fort Worth, TX · On-site

$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 ...

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All JobsWealth Associate JobsWealth Associate Jobs in Dallas, TX

Wealth Associate information

See Dallas, TX salary details

$10

$19

$32

How much do wealth associate jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for wealth associate in Dallas, TX is $19.39, according to ZipRecruiter salary data. Most workers in this role earn between $14.57 and $20.19 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 Dallas, TX? The most popular types of Wealth jobs in Dallas, TX are:
What cities near Dallas, TX are hiring for Wealth Associate jobs? Cities near Dallas, TX with the most Wealth Associate job openings:
Wealth Associate jobs near you
Infographic showing various Wealth Associate job openings in Dallas, TX as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 24% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $40,339 per year, or $19.4 per hour.

Private Wealth Associate Attorney

Aligned Talent Acquisition

Dallas, TX • On-site

$235K - $375K/yr

Full-time

Re-posted 17 days ago

Job description

Dallas | Hybrid

Private Wealth Associate AttorneyAmLaw 100 OpportunityCompensation

$235,000 – $375,000+

A highly respected national law firm is seeking a Private Wealth Associate Attorney to join its Dallas office.

This opportunity is ideal for an attorney interested in advising high-net-worth individuals, families, family offices, business owners, and fiduciaries on sophisticated estate planning, wealth transfer, and trust administration matters.

Ideal Background

• 4–8 years of trusts & estates, private wealth, estate planning, or related experience gained at a sophisticated law firm

• Experience advising high-net-worth individuals, ultra-high-net-worth families, family offices, business owners, and fiduciaries

• Experience with sophisticated estate planning, wealth transfer planning, trust and estate administration, and business succession planning

• Experience drafting and implementing revocable and irrevocable trusts, wills, family limited partnerships, LLCs, and other estate planning vehicles

• Experience advising clients regarding gift, estate, generation-skipping transfer, and income tax planning strategies

• Experience with charitable planning, closely held business succession planning, and fiduciary representation is preferred

• Experience advising trustees, executors, and beneficiaries regarding trust and estate administration matters is a plus

• Strong drafting, analytical, organizational, and communication skills

• Ability to manage sophisticated matters while working directly with clients and other advisors

• Excellent academic credentials

• J.D. from an ABA-accredited law school required

• Texas bar admission required or ability to become admitted

Why This Opportunity

Sophisticated national private wealth platform

Representation of high-net-worth individuals, families, and family offices

Significant client interaction and responsibility

Exposure to complex wealth transfer and succession planning matters

Strong mentorship and professional development

Collaborative AmLaw 100 environment

Interested?

Aligned Talent Acquisition is currently working with firms seeking talented attorneys with this type of background.

Even if you're not actively looking or aren't sure this opportunity is the right fit, let's connect for a confidential conversation. Many attorneys find it helpful to understand what opportunities are available and how the current market compares before they begin considering a move.

I'm happy to provide additional information regarding compensation, billable expectations, partnership track, and how this opportunity compares to others currently on the market.

Confidential inquiries are always welcome.

Devney Ayers
Director of Legal Recruiting
Aligned Talent Acquisition

devney@alignedtalentacquisition.com
(216) 710-5174