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Wealth Management Jobs in Texas (NOW HIRING)

HSBC

Wealth Management Center Manager

Houston, TX · On-site

$90 - $130/hr

The Opportunity As Wealth Management Center Manager you'll be accountable for the performance of a Wealth office, bringing together Premier customer acquisition, deposit growth, wealth penetration ...

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Wealth Management information

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$69.9K

$91K

$109K

How much do wealth management jobs pay per year?

As of Sep 5, 2026, the average yearly pay for wealth management in Texas is $91,048.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,600.00 and $101,600.00 per year, depending on experience, location, and employer.

What is wealth management?

Wealth management is a discipline within the financial industry that focuses on advising clients about how to manage and increase their wealth. Wealth management services may include estate planning, advising on banking services and investments, assessing a client’s legal obligations and taxes, and planning for retirement and family obligations, such as setting up trusts and college funds. Wealth management clients include individuals, small businesses, and large corporations.

What is wealth management?

Wealth management is a professional service that combines financial and investment advice, accounting and tax services, retirement planning, and legal or estate planning for individuals, typically with high net worth. The goal is to help clients grow, protect, and manage their wealth over time. Wealth managers create customized strategies tailored to each client's specific financial goals and circumstances. These services often involve a long-term relationship, with regular reviews and adjustments as a client's needs change.

What are the key skills and qualifications needed to thrive in wealth management, and why are they important?

To thrive in Wealth Management, you need a solid understanding of financial markets, investment strategies, and portfolio management, typically supported by a degree in finance, economics, or a related field, and often a CFA or CFP certification. Expertise in financial planning software, risk assessment tools, and CRM systems is essential for managing client portfolios and relationships. Strong interpersonal skills, trustworthiness, and effective communication set top wealth managers apart in building long-term client trust. These skills and qualifications are crucial for delivering tailored financial advice, growing client assets, and maintaining compliance in a competitive industry.

What are some common challenges faced by professionals in wealth management and how can they be addressed?

Professionals in Wealth Management often encounter challenges such as managing diverse client expectations, staying updated with complex financial regulations, and adapting to shifting market conditions. Building strong client relationships and clear communication can help in understanding client goals and addressing concerns proactively. Continuous learning, leveraging technology, and collaborating with specialists like tax advisors and portfolio managers are essential strategies to navigate these challenges and provide comprehensive financial solutions.

What is the difference between Wealth Management vs Financial Advisor?

AspectWealth ManagementFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, Series 7, Series 66 often required
Work EnvironmentHigh-net-worth client focus, comprehensive servicesGeneral client financial planning, investment advice
Employer & IndustryPrivate banks, wealth management firmsIndependent, banks, financial planning firms

Wealth management typically involves providing comprehensive financial services to high-net-worth clients, including estate planning and tax strategies, often requiring advanced certifications. Financial advisors generally offer investment advice and financial planning to a broader client base. While overlapping in client interaction and certifications, wealth management emphasizes a holistic approach for affluent clients, whereas financial advisors serve a wider audience with more focused services.

Is wealth management a high paying career?

Wealth management is generally considered a high-paying career, with salaries often exceeding those of many other financial roles. Compensation can include base salary, bonuses, and commissions, and is influenced by experience, client portfolio size, and certifications such as the CFP or CFA. Successful wealth managers in senior positions can earn six-figure incomes or higher.

What does a wealth management do?

A wealth management professional provides financial planning and investment advice to high-net-worth clients, helping them grow and protect their assets. They analyze clients' financial situations, develop tailored strategies, and often use tools like financial software; certifications such as CFP or CFA are common in this field.
More about Wealth Management jobs

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Wealth Management jobs near you
Infographic showing various Wealth Management job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $91,048 per year, or $43.8 per hour.

Wealth Management Advisor

Strittmatter Wealth Management Group, LLC.

Fort Worth, TX • On-site

$100 - $150/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago

Job description

Job Summary

Strittmatter Wealth Management Group (SWMG) is a growing, technology-forward Registered Investment Advisor serving high-net-worth individuals, families, and business owners. We are looking for an accomplished Wealth Management Advisor who has built an advisory practice and wants a platform that provides qualified leads, modern technology, planning resources, and operational support so the advisor can focus on clients and growth.

About Strittmatter

Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high-net-worth clients and business owners. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers.

Why This Opportunity Is Different
  • Warm Leads and a Growth Platform

SWMG invests in marketing and lead generation so advisors can work qualified opportunities instead of relying exclusively on cold prospecting. Advisors can continue developing their existing natural market and referral relationships while receiving company-generated opportunities.

  • Technology That Reduces Friction

Our CRM, planning, portfolio, digital onboarding, and workflow systems are designed to make the advisor more productive and provide a consistent client experience.

  • Bring Your Relationships. Build Your Future

This role is designed for an advisor with an established practice. $20 million+ of AUM that could reasonably transition to SWMG is strongly preferred. SWMG provides the infrastructure to help you grow beyond the business you already have.

What You'll Do

Meet with prospective and existing clients to understand goals, priorities, and financial needs.

Convert qualified company-generated leads and self-generated opportunities into long-term client relationships

Present comprehensive wealth management recommendations covering investments, retirement, tax, insurance, and long-term planning

Lead prospective clients through discovery, solutions, and onboarding

Oversee asset transitions and help clients implement recommendations

Conduct ongoing client review and planning meetings

Identify opportunities to deepen existing relationships and generate referrals

Partner with paraplanners, portfolio management, operations, marketing, and client service

Use SWMG technology and workflows to manage prospects and client relationships

Participate in seminars, educational events, and marketing initiatives

What We're Looking For

5+ years of client-facing financial advisory experience

Proven ability to attract, convert, and retain high-net-worth clients

Demonstrated experience managing an established book of business

$20 million+ in AUM that could reasonably transition to SWMG is strongly preferred

Strong financial planning and investment knowledge

Excellent presentation, communication, and consultative sales skills

Bachelor's degree or higher

Life and Health Insurance license

Appropriate securities registrations/licenses

Clean compliance record

Strong organization and time management

Commitment to fiduciary responsibility and high ethical standards

CFP® certification and RIA experience are preferred.

What You'll Receive

Company-generated warm leads through seminars, educational events, digital marketing, referrals, and other campaigns

Modern CRM, financial planning, portfolio management, digital onboarding, and workflow technology

Paraplanning, investment, operations, marketing, and client service support

Structured Advisor Career Path and professional development

Medical, dental, vision, disability, and life insurance; PTO; and 401(k) with company match.

Compensation & Earnings Potential

Base Compensation: $100,000–$150,000

Performance-based compensation

Target OTE: $250,000 in Year 1; $500,000 in Year 2; $750,000 in Year 3; $1,000,000 in Year 4.

Defined opportunity to build a high-earning, scalable wealth management practice.

OTE is performance-based, is not guaranteed, and depends on achievement of defined production and business-development objectives.

Who Thrives Here

Has already built meaningful client relationships and a book of business

Wants qualified opportunities without giving up entrepreneurial growth

Enjoys presenting advice and building long-term trust

Values technology and operational leverage

Wants to spend more time advising and less time on administrative work

Is motivated by production and long-term career growth.

Work Location & Schedule
  • Fort Worth, TX - In person. Monday–Thursday, 8:00 AM–5:00 PM; Friday, 8:00 AM–4:00 PM
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