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Wealth Associate Jobs in Houston, TX (NOW HIRING)

Willis Johnson Wealth

Wealth Manager

Houston, TX · On-site

$120K - $150K/yr

... 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 · On-site

$80K - $95K/yr

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

... 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.

Trustmark

Private Wealth Advisor I/II/III

Houston, TX · On-site

$80 - $120/hr

Associates are expected to perform all additional duties as assigned. Qualifications * At least one ... CWS 'Certified Wealth Strategist' preferred Level II Additional Qualifications * At least one of ...

New

Ci

Associate Wealth Advisor

Houston, TX · On-site

Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client relationships. * Advanced capability of all wealth, investment, and financial ...

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Wealth Associate information

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How much do wealth associate jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for wealth associate in Houston, TX is $17.08, according to ZipRecruiter salary data. Most workers in this role earn between $12.79 and $17.79 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 Houston, TX?

The most popular types of Wealth jobs in Houston, TX are:

What cities near Houston, TX are hiring for Wealth Associate jobs?

Cities near Houston, TX with the most Wealth Associate job openings:

Wealth Associate jobs near you
Infographic showing various Wealth Associate job openings in Houston, TX as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 26% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $38,060 per year, or $18.3 per hour.

Wealth Advisor

Leah Yosef International, Inc.

Houston, TX • On-site

Full-time

Re-posted 13 days ago

Job description

Multi-Family Office

Overview

Multi-Family Office in Houston seeks a Wealth Advisor to serve as the primary relationship manager for high net worth and ultra high net worth clientele.

No portable book of business required. Not a commissioned sales role.

The Opportunity

  • Serve as a Wealth Advisor in an ensemble practice with collaborative approach to relationship management and a true Multi-Family Office service model
  • Advise high net worth and ultra high net worth families (25M+ net worth’s) on holistic financial planning, investments, estate, tax, risk, and family culture & legacy needs.
  • Promote teamwork in the office, developing and mentoring associate advisors.
  • Competitive compensation package, including significant base salary, profit and performance-based bonuses, and excellent benefits.

Requirements

  • 10+ years of experience in wealth management
  • Demonstrated success managing UHNW relationships
Leah Yosef International logo

About Leah Yosef International

Sourced by ZipRecruiter

Leah Yosef International, Inc. specializes in executive search for the RIA, High Net Worth Ultra High Net Worth, and Single and Multi Family Office arenas. We partner with growing and boutique firms and attract, secure and retain the highest performing talent in the industry through an efficient sourcing and on boarding process.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Long Beach, NY, US

Year founded

2017

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