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Wealth Management Associate Jobs in Houston, TX (NOW HIRING)

Inscription Capital

Wealth Management Associate

Houston, TX · On-site

$60K/yr

  • Medical

  • Retirement

  • PTO

Description We are in search of a dynamic Wealth Management Operations Associate/Client Service Associate who excels at juggling multiple tasks, possesses excellent communication skills, and ...

Willis Johnson Wealth

Associate Wealth Manager

Houston, TX · On-site

$80K - $125K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Associate Wealth Manager works closely with a Senior Wealth Manager in the preparation and ... Willis Johnson Wealth is a fast growing, award winning, wealth management firm specializing in ...

Willis Johnson Wealth

Associate Wealth Manager

Houston, TX · On-site

$80K - $125K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Associate Wealth Manager works closely with a Senior Wealth Manager in the preparation and ... Willis Johnson Wealth is a fast growing, award winning, wealth management firm specializing in ...

Willis Johnson Wealth

Wealth Manager

Houston, TX · On-site

$120K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... Associate Wealth Manager. The Wealth Manager will conduct Financial Planning Reviews for clients ... Willis Johnson Wealth is a fast growing, award winning, wealth management firm specializing in ...

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How much do wealth management associate jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for wealth management associate in Houston, TX is $17.98, according to ZipRecruiter salary data. Most workers in this role earn between $13.51 and $18.70 per hour, depending on experience, location, and employer.

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 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?

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.

What are the most commonly searched types of Wealth Management jobs in Houston, TX?

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

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

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

Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Houston, TX as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $39,447 per year, or $19 per hour.

Wealth Management Associate

Inscription Capital

Houston, TX • On-site

$60K/yr

Full-time

Re-posted 15 days ago

Job description

We are in search of a dynamic Wealth Management Operations Associate/Client Service Associate who excels at juggling multiple tasks, possesses excellent communication skills, and approaches challenges with a problem-solving attitude, thriving in a fast-paced and ever-changing environment. The ideal candidate we seek is receptive to feedback, eager to acquire new knowledge, and consistently delivers exceptional performance even when faced with varying work demands. With our company experiencing rapid growth, there are abundant opportunities for internal advancement and professional growth. This is a full-time, in-office position.


Compensation and Benefits include:

  • Base Salary: $60,000 with performance-based bonuses
  • Comprehensive health insurance coverage
  • 401(k) plan with company matching (eligible after one year of employment)
  • Generous three weeks of paid vacation time
Compensation:

$60,000 Base + discretionary bonus


Responsibilities:
  • Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation
  • Partner with team members to accomplish a common goal of providing exceptional service
  • Interact with clients to support all aspects of their servicing needs related to the management of their relationship
  • Interact and network with senior professionals throughout the firm to fuel career success

Qualifications:
  • Excellent client-facing, interpersonal, organizational, and client-service skills
  • Detail-oriented with the ability to prioritize and organize workflow
  • Ability to work in a fast-paced, high-intensity work environment as well as manage multiple tasks effectively with frequent interruptions
  • Strong Microsoft Office skills, including Excel and PowerPoint
  • Experience with eMoney financial planning software is a plus
  • A college degree is preferred

About Company

Inscription Capital is an innovative multi-family office in Houston.

Inspiring permanence is our mandate to help clients optimize the management of every aspect of their financial lives. Inscription has developed a smarter approach to wealth management led by professionals who each bring invaluable experience to every relationship. Our proven investment philosophy has been honed by decades of academic research and backed by just as many years of practical experience.