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Wealth Manager Jobs in Texas (NOW HIRING)

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Wealth Manager information

See Texas salary details

$22.8K

$55.5K

$108.1K

How much do wealth manager jobs pay per year?

As of Sep 6, 2026, the average yearly pay for wealth manager in Texas is $55,457.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,100.00 and $63,800.00 per year, depending on experience, location, and employer.

What is a wealth manager?

A wealth manager is a financial professional who provides comprehensive financial planning and investment management services to individuals, families, or businesses. They help clients grow, protect, and transfer their wealth by offering tailored advice on investments, retirement planning, tax strategies, estate planning, and more. Wealth managers often coordinate with other professionals, such as accountants and attorneys, to deliver holistic financial solutions. Their goal is to help clients achieve long-term financial goals and maintain financial security.

What does a wealth manager do?

The job duties of a wealth manager include working to advise clients about investment opportunities and strategies. In this career, your responsibilities may involve providing retirement advice for a client, explaining and helping facilitate investments in a variety of different investment products, and providing information about issues related to taxes and estate planning. A wealth management consultant may work independently or as a member of a financial services company or bank. Some wealth managers help clients plan investments and gain access to complicated or exclusive investment vehicles that are not available to retail investors.

How do wealth managers typically collaborate with other financial professionals to serve their clients?

Wealth Managers often work closely with a team of financial professionals, including tax advisors, estate planners, and investment analysts, to provide comprehensive financial solutions for their clients. Collaboration is key, as clients’ needs are multifaceted and may require coordinated expertise in areas like tax optimization, retirement planning, or risk management. Regular meetings and open communication channels ensure that all professionals are aligned on the client’s goals and strategies. This team-based approach not only enhances the quality of service but also allows Wealth Managers to offer more tailored and effective advice.

What are the key skills and qualifications needed to thrive as a wealth manager, and why are they important?

To thrive as a Wealth Manager, you need a deep understanding of investment strategies, financial planning, and regulatory compliance, typically supported by a degree in finance or economics and relevant certifications like CFP or CFA. Familiarity with portfolio management software, financial modeling tools, and CRM systems is essential for analyzing client portfolios and managing relationships. Exceptional interpersonal skills, trustworthiness, and strong communication abilities help build lasting client relationships and provide tailored advice. These skills are crucial for successfully growing client assets, retaining clients, and navigating complex financial markets.

What is the difference between Wealth Manager vs Financial Advisor?

AspectWealth ManagerFinancial Advisor
CredentialsCFP, CFA, or equivalent certifications often preferredCFP, Series 7, Series 66, or similar licenses
Work EnvironmentTypically works with high-net-worth clients, offering comprehensive wealth managementWorks with a broad client base, providing investment and financial planning advice
Employer & IndustryPrivate banks, wealth management firms, financial institutionsIndependent firms, banks, insurance companies, financial planning firms

Wealth Managers and Financial Advisors both assist clients with financial planning and investments. However, Wealth Managers usually focus on high-net-worth clients with comprehensive services, while Financial Advisors serve a wider range of clients with investment and planning advice. The roles often overlap, but the scope and client base differ.

Is wealth management a high paying career?

Wealth management can be a high-paying career, especially for experienced professionals who manage large client portfolios and hold relevant certifications like the Certified Financial Planner (CFP). Salaries often include a base salary plus commissions or fees based on assets under management, with top earners making six figures or more annually.
More about Wealth Manager jobs

What are the most commonly searched types of Wealth jobs in Texas?

The most popular types of Wealth jobs in Texas are:

What are popular job titles related to Wealth Manager jobs in Texas?

For Wealth Manager jobs in Texas, the most frequently searched job titles are:

What job categories do people searching Wealth Manager jobs in Texas look for?

The top searched job categories for Wealth Manager jobs in Texas are:

What cities in Texas are hiring for Wealth Manager jobs?

Cities in Texas with the most Wealth Manager job openings:

Wealth Manager jobs near you
Infographic showing various Wealth Manager job openings in Texas as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $55,457 per year, or $26.7 per hour.

Wealth Advisor

Lifetime Wealth Management, P.C.

Rowlett, TX • On-site

Full-time

Medical, Dental, Vision, PTO

Posted 24 days ago

Job description

Experienced Financial Advisor

Lifetime Wealth Management

Rockwall, TX (DFW) | Hybrid Flexibility | Full-Time | Exempt

Reports To: COO / Practice Leadership

Compensation: Competitive Base Salary + Revenue Sharing + Performance Incentives

Build Something Bigger Than a Book of Business

Lifetime Wealth Management is seeking an experienced Financial Advisor to join our growing boutique, fee-only Registered Investment Advisor (RIA) serving high-net-worth individuals, families, executives, and business owners throughout the Dallas-Fort Worth area.

This is an opportunity for an established advisor who values long-term relationships over transactions, fiduciary advice over product sales, and wants to help grow a collaborative wealth management practice built on exceptional client service.

Unlike many firms, our investment committee manages portfolio strategy and security selection, allowing advisors to focus on financial planning, relationship management, and helping clients achieve their long-term goals.

What You'll Do:

  • Serve as the trusted advisor for high-net-worth individuals, families, executives, and business owners.
  • Build and maintain long-term client relationships through exceptional service.
  • Lead comprehensive financial planning and ongoing client reviews.
  • Transition an existing portable book of business, when applicable.
  • Grow your practice through referrals, relationship development, and professional networking.
  • Collaborate with Wealth, Tax, and Insurance professionals to deliver integrated planning solutions.
  • Guide clients through major financial decisions with confidence and professionalism.
  • Help expand Lifetime Wealth Management while contributing to a collaborative, growth-oriented culture.

What We're Looking For:

Required Qualifications:

  • 5+ years of experience as a Financial Advisor, Wealth Advisor, or Private Wealth Advisor (8+ years preferred).
  • Experience serving high-net-worth individuals, families, executives, and business owners with approximately $1M+ investable assets.
  • A portable book of business with demonstrated client relationships is highly desirable and will significantly strengthen your candidacy.
  • Proven ability to build and maintain long-term client relationships.
  • Series 65 or Series 66 (or ability to obtain).
  • Strong executive presence and consultative communication skills.
  • Passion for fiduciary, planning-focused financial advice.

Preferred Qualifications:

  • Fee-only RIA experience.
  • Experience transitioning client relationships.
  • Experience working with business owners and affluent families.
  • CFP®, CFA®, or other advanced planning credentials.
  • Familiarity with Schwab, Interactive Brokers, or Advyzon.

Why Join Lifetime Wealth Management?

  • Fee-only RIA with no broker-dealer affiliation, proprietary product quotas, or commission-driven sales pressure.
  • Dedicated investment committee so advisors can focus on relationships and planning.
  • Integrated Wealth, Tax, and Insurance teams delivering comprehensive client solutions.
  • Support for advisors transitioning from broker-dealer environments to a fee-only fiduciary model.
  • Entrepreneurial Operating System (EOS) culture focused on accountability, collaboration, and continuous improvement.
  • Leadership opportunities as the practice continues to grow.

Compensation & Benefits:

  • Competitive base salary
  • Revenue-sharing compensation model
  • Performance incentives
  • Health, Dental & Vision Insurance
  • 25+ Days PTO including company holidays
  • Early office closure at 3:00 PM on Fridays
  • Professional development and continuing education support
  • Collaborative, family-oriented culture

Our Core Values:

Everything we do is guided by our core values:

  • Loyal – Relationships first.
  • Attitude – Enthusiastic. Caring. Go-getter.
  • Results Oriented – Committed. Goal focused. Service driven.
  • Authentic – Genuine. Trusted. Professional.
  • Strategic – Big-picture thinker. Adaptable.
  • Loves to Be an Advisor – Passionate about helping others.
  • Seeks to Improve the Status Quo – Committed to continuous growth.
  • Own Your Outcomes – Accountable. Responsible. Results focused.

Why This Opportunity?

If you're an experienced advisor looking to leave a product-driven environment and join a growing fee-only RIA where relationships, planning, and client success come first, we'd love to connect.

We're looking for someone who can bring credibility, build lasting client relationships, and help grow an exceptional wealth management practice while delivering the boutique service our clients expect.

EEOC Statement: We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.