ZipRecruiter

Log In

1

Wealth Management Associate Jobs in Texas (NOW HIRING)

TIAA

Wealth Management Advisor

Dallas, TX · Hybrid

$100K - $110K/yr

As a Wealth Management Advisor , you will develop a high-quality wealth management practice by ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

next page

Showing results 1-20

All JobsWealth Management Associate JobsWealth Management Associate Jobs in Texas

Wealth Management Associate information

See Texas salary details

$10

$18

$30

How much do wealth management associate jobs pay per hour?

As of Jul 19, 2026, the average hourly pay for wealth management 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.

How many financial advisors make $500,000 a year?

In the wealth management field, a small percentage of financial advisors earn $500,000 or more annually, typically those with extensive experience, high-net-worth clients, and strong sales skills. Achieving this level often requires advanced certifications like the CFP or CFA, a robust client base, and a focus on high-value financial planning. Exact numbers vary by region and firm size but represent a minority of advisors in the industry.

What are the typical career advancement opportunities for a Wealth Management Associate within a financial firm?

As a Wealth Management Associate, you often have clear paths for career progression within financial services firms. After gaining experience and demonstrating strong client relationship skills, many associates advance to roles such as Wealth Manager or Financial Advisor, where they manage their own client portfolios. Additional certifications, like the CFP or CFA, can accelerate advancement. Many firms also offer mentorship programs and internal training to prepare associates for leadership or specialist positions in investment strategy, portfolio management, or client acquisition.

What is the role of a wealth management associate?

A wealth management associate supports financial advisors by preparing client reports, conducting research, and assisting with investment strategies. They often have strong analytical skills, knowledge of financial products, and may hold certifications like the Series 7 or Series 66. Their role involves client interaction, data analysis, and ensuring the smooth operation of wealth management services.

What is a Wealth Management Associate?

A Wealth Management Associate is a financial professional who supports wealth managers or financial advisors in providing investment and financial planning services to clients. Their responsibilities often include researching investment options, preparing client reports, assisting with account management, and maintaining client relationships. They work closely with clients to understand their financial goals and help develop strategies to achieve them. Wealth Management Associates typically work at banks, investment firms, or wealth management companies and may be on a path to becoming a full-fledged financial advisor themselves.

What are the key skills and qualifications needed to thrive as a Wealth Management Associate, and why are they important?

To excel as a Wealth Management Associate, you need a strong understanding of financial markets, investment products, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as the Series 7 or Series 66 licenses is highly valued. Outstanding interpersonal skills, attention to detail, and proactive problem-solving abilities help you build trust and deliver personalized client solutions. These competencies are crucial for fostering client loyalty, ensuring regulatory compliance, and driving successful investment outcomes.

Is $200,000 enough to work with a financial advisor?

For a Wealth Management Associate, having $200,000 in assets can be sufficient to work with a financial advisor, as many advisors set minimum investment thresholds around this amount. However, the specific requirements vary by firm and service level, and some advisors may require higher or lower minimums depending on their client base and offerings. It is advisable to consult with individual advisors to understand their minimum investment criteria and fee structures.

What is an associate in wealth management?

A wealth management associate is a professional who supports financial advisors by preparing client reports, conducting research, and assisting with investment strategies. They typically have a background in finance or related fields and may hold certifications such as the Series 7 or Series 66. The role involves client interaction, financial analysis, and using tools like CRM systems to help manage client portfolios.
What are the most commonly searched types of Wealth Management jobs in Texas? The most popular types of Wealth Management jobs in Texas are:
What are popular job titles related to Wealth Management Associate jobs in Texas? For Wealth Management Associate jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Wealth Management Associate jobs in Texas look for? The top searched job categories for Wealth Management Associate jobs in Texas are:
What cities in Texas are hiring for Wealth Management Associate jobs? Cities in Texas with the most Wealth Management Associate job openings:
Wealth Management Associate jobs near you
Wealth Management Associate

Wealth Management Associate

W3Global Inc.

Fort Worth, TX

$75K - $85K/yr

Full-time

Retirement, PTO

Posted 18 hours ago

Job description

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 Management Associate to support its advisory team in delivering exceptional financial planning and investment management services. This individual will play a key role in trading, investment implementation, financial plan preparation, and day-to-day client service.

The ideal candidate will possess a strong understanding of financial markets, portfolio construction, annuities, life insurance products, and client relationship management within a wealth management environment.

Successful candidates typically have at least two years of client-facing experience providing financial guidance, developing and implementing financial plans, reviewing client accounts and strategies, and maintaining long-term client relationships.

Key Responsibilities

  • Conduct 3-5 client review meetings daily.

  • Review and compare life insurance and annuity products.

  • Research and address complex financial planning questions.

  • Execute trades and manage client accounts on behalf of the practice.

  • Manage model portfolios through industry-standard wealth management platforms.

  • Prepare, update, and maintain comprehensive financial plans.

  • Support advisors in developing investment and retirement planning strategies.

  • Assist with annuity, mutual fund, and managed account transactions.

  • Conduct portfolio reviews, performance monitoring, and account rebalancing.

  • Maintain accurate client records and ensure compliance with firm policies and procedures.

  • Prepare meeting materials, reports, and client follow-up documentation.

  • Coordinate with custodians, carriers, and investment partners to facilitate account operations.

  • Contribute to process improvements and operational best practices.

Qualifications

  • 1-3 years of client-facing experience within a registered investment advisory, brokerage, or financial services environment.

  • Series 7 and Series 66 licenses required, or ability to obtain promptly.

  • Ability to obtain a Texas Life and Health Insurance License within 90 days of hire.

  • Bachelor's degree in Finance, Economics, Business, or a related field preferred.

  • Working knowledge of annuities, mutual funds, investment products, and portfolio management principles.

  • Strong analytical, organizational, and problem-solving skills.

  • Excellent communication and interpersonal abilities.

  • Ability to manage multiple priorities in a fast-paced, client-focused environment.

Compensation & Benefits

  • Competitive compensation with additional commission opportunities.

  • 401(k) with company match.

  • Paid time off.

  • Collaborative and professional work environment.

  • Meaningful client interaction and relationship-building opportunities.

  • Career growth and professional development support.

Schedule

  • Full-time

  • Monday through Friday - 8:30am-5:30pm

Work Location

  • In-office

  • Fort Worth, Texas

W3Global logo

About W3Global

Sourced by ZipRecruiter

W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Industry

Recruiting and staffing services

Company size

501 - 1,000 Employees

Headquarters location

Frisco, TX, US

Year founded

2006

View All W3Global Jobs