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Wealth Planning Associate Jobs in Texas (NOW HIRING)

Mariner

Senior Wealth Advisor

San Antonio, TX · On-site

$150K - $350K/yr

Train and mentor associates across the wealth advisory team Qualifications * Bachelor's degree required * 10+ years' experience working in a financial planning, accounting, legal or other ...

Mariner

Senior Wealth Advisor

Austin, TX · On-site

$150K - $350K/yr

Train and mentor associates across the wealth advisory team Qualifications * Bachelor's degree required * 10+ years' experience working in a financial planning, accounting, legal or other ...

Mariner

Senior Wealth Advisor

Amarillo, TX · On-site

$150K - $350K/yr

Train and mentor associates across the wealth advisory team Qualifications * Bachelor's degree required * 10+ years' experience working in a financial planning, accounting, legal or other ...

HUB

Senior Wealth Advisor

Dallas, TX · On-site

$240K/yr

The Senior Wealth Advisor will be an experienced planner, thoughtful listener, have a strong team ... Train and mentor associates across the wealth advisory team * Leverage community relations and ...

HUB

Senior Wealth Advisor

Austin, TX · Hybrid

$200K/yr

The Senior Wealth Advisor will be an experienced planner, thoughtful listener, have a strong team ... Train and mentor associates across the wealth advisory team * Leverage community relations and ...

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Wealth Planning Associate information

See Texas salary details

$35.9K

$72.9K

$100.6K

How much do wealth planning associate jobs pay per year?

As of Sep 1, 2026, the average yearly pay for wealth planning associate in Texas is $72,933.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,600.00 and $85,200.00 per year, depending on experience, location, and employer.

What does a wealth planning associate do?

A Wealth Planning Associate supports financial advisors and clients by helping develop, implement, and monitor personalized financial plans. Their responsibilities typically include conducting research, preparing financial reports, analyzing investment options, and assisting with estate and tax planning strategies. They also communicate with clients to gather information, answer questions, and ensure that their financial goals are being met. Wealth Planning Associates often work in banks, investment firms, or wealth management companies, collaborating closely with senior advisors to deliver comprehensive financial solutions.

How does a wealth planning associate typically collaborate with financial advisors and clients to develop comprehensive financial plans?

Wealth Planning Associates work closely with financial advisors by gathering client financial information, analyzing data, and preparing plan recommendations. They often attend client meetings alongside advisors to clarify complex financial concepts and ensure accurate implementation of strategies. This role requires strong teamwork, attention to detail, and the ability to translate technical information into actionable insights for clients. Effective communication and a client-focused approach are essential, as Wealth Planning Associates serve as a key link between clients and the broader advisory team.

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

To thrive as a Wealth Planning Associate, you need a solid understanding of financial planning, investment strategies, and tax regulations, usually supported by a bachelor’s degree in finance or a related field. Proficiency with financial planning software, CRM systems, and, in some cases, certifications like the CFP or Series 7 license is highly valued. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly help set top performers apart. These skills are vital for building trust with clients, ensuring regulatory compliance, and delivering tailored wealth management solutions.

What is the difference between Wealth Planning Associate vs Financial Advisor?

AspectWealth Planning AssociateFinancial Advisor
CertificationsCFP, Series 7/66 (preferred)CFP, Series 7/66, or other licenses
Work EnvironmentSupport role in financial planning teams, often in firms or banksClient-facing, providing personalized financial advice
Primary FocusAssisting in financial plan development and researchAdvising clients on investments, retirement, and estate planning

The main difference is that Wealth Planning Associates typically support financial advisors by preparing plans and conducting research, while Financial Advisors directly interact with clients to provide tailored financial advice. Both roles require relevant certifications and work within the financial services industry, but their responsibilities and client engagement levels differ.

What is a wealth planning associate?

A wealth planning associate is a financial professional who assists clients in developing comprehensive strategies for managing their wealth, including estate planning, investment management, and tax strategies. They often work under the supervision of senior advisors and may use financial planning software to analyze client portfolios and goals.

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

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

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

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

What cities in Texas are hiring for Wealth Planning Associate jobs?

Cities in Texas with the most Wealth Planning Associate job openings:

Wealth Planning Associate jobs near you
Infographic showing various Wealth Planning Associate job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $72,933 per year, or $35.1 per hour.

Vice President, Wealth Planner - Sugar Land, TX

Fidelity Investments

Sugar Land, TX • On-site

Full-time

Re-posted 23 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 273 frontline employees who took The Breakroom Quiz

16th of 152 rated financial services

Job description


Wealth Planner
Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.
The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.
The Expertise We're Looking For
  • Bachelor's Degree highly preferred

  • CFP highly preferred

  • FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire

  • Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.

  • Required: 3-5 years of financial planning experience, 5+ years preferred

  • Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.) Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)

The Purpose of Your Role
As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.
The Skills You Bring
  • Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families

  • Experience with and/or knowledge of behavioral economics and family psychology

  • Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)

  • Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance

  • Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals

  • Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)

  • Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.

  • Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment

  • Ambitious spirit and the ability to work collaboratively across an organization to achieve results

  • Tech savvy, embraces and integrates technology to run a planning practice

  • Excellent team member and leadership skills

Note: Fidelity will not provide immigration sponsorship for this position.
The Value You Deliver
You are helping families grow, manage, and protect their assets by:
  • Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity

  • Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs

  • Using sophisticated planning software to build, analyze, and deliver personalized plans for clients

  • Guiding and implementing financial plans into the appropriate solutions based on client goals

  • Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer

  • Driving loyalty, share of wallet, and referrals from existing customers

  • Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning

How Your Work Impacts the Organization
As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA
Category:
Sales
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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