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Wealth Strategy Associate Jobs in Dallas, TX (NOW HIRING)

HUB

Senior Wealth Advisor

Dallas, TX · On-site

$240K/yr

Represent and communicate various investment strategies and solutions to prospective clients and ... Train and mentor associates across the wealth advisory team * Leverage community relations and ...

TIAA

Wealth Advisor

Frisco, TX · On-site

$80K - $95K/yr

Develops and implements strategic and tactical plans with strong considerations to client ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

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Wealth Strategy Associate information

See Dallas, TX salary details

$32.3K

$93.1K

$147K

How much do wealth strategy associate jobs pay per year?

As of Sep 3, 2026, the average yearly pay for wealth strategy associate in Dallas, TX is $93,124.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,500.00 and $124,200.00 per year, depending on experience, location, and employer.

What does a wealth strategy associate do?

A Wealth Strategy Associate assists financial advisors and clients in developing personalized wealth management strategies. Their responsibilities typically include preparing financial plans, conducting investment research, coordinating client meetings, and ensuring that clients' portfolios align with their long-term goals. They also help with administrative tasks and may contribute to business development efforts. Wealth Strategy Associates play a key role in delivering high-quality service and supporting the overall client experience within a wealth management firm.

How does a wealth strategy associate typically support senior advisors and contribute to client relationship management?

Wealth Strategy Associates play a crucial support role by preparing financial plans, conducting research, and ensuring all client documentation is accurate and up-to-date. They often act as a liaison between clients and senior advisors, assisting with meeting preparation and follow-ups to ensure a seamless client experience. This position is highly collaborative, requiring frequent communication with investment specialists, compliance teams, and operations staff. Over time, Wealth Strategy Associates can grow into more client-facing roles, developing their expertise and advancing within the firm.

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

To thrive as a Wealth Strategy Associate, you need a strong background in finance, investment analysis, and financial planning, often supported by a relevant degree such as finance or economics. Familiarity with financial planning software, CRM systems like Salesforce, and certifications such as the CFP or CFA are typically valued. Exceptional interpersonal skills, attention to detail, and analytical thinking help you build trust and tailor strategies for high-net-worth clients. These competencies are vital to delivering personalized financial advice, ensuring regulatory compliance, and fostering long-term client relationships.

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

AspectWealth Strategy AssociateFinancial Advisor
CredentialsBachelor's degree, certifications like CFP or CFA often preferredTypically requires CFP certification, Series 7/66 licenses
Work EnvironmentSupport role within wealth management teams, analytical focusClient-facing, personalized financial planning and advice
Employer & IndustryWealth management firms, banks, financial institutionsIndependent firms, banks, financial planning companies

The Wealth Strategy Associate primarily supports senior advisors with research and planning, focusing on analytical tasks. In contrast, Financial Advisors directly interact with clients to develop personalized financial plans. Both roles often require similar certifications and work within the wealth management industry, but their responsibilities and client engagement levels differ.

What are popular job titles related to Wealth Strategy Associate jobs in Dallas, TX?

For Wealth Strategy Associate jobs in Dallas, TX, the most frequently searched job titles are:

What job categories do people searching Wealth Strategy Associate jobs in Dallas, TX look for?

The top searched job categories for Wealth Strategy Associate jobs in Dallas, TX are:

Wealth Strategy Associate jobs near you
Infographic showing various Wealth Strategy Associate job openings in Dallas, TX as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 24% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $93,124 per year, or $44.8 per hour.

Senior Wealth Advisor

HUB International Limited

Dallas, TX • On-site

$240K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 16 days ago

HUB International rating

8.0

Company rating: 8.0 out of 10

Based on 140 frontline employees who took The Breakroom Quiz

170th of 315 rated insurance

Job description

Job Description
Job Title: Sr. Wealth Advisor
Compensation: $240,000 per year (1-year draw)
Location: DFW, Texas
Department: Private Wealth Sales
Reports To: Vice President Private Wealth Sales Management
Job Type: Full-Time
About Us:
HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
About HUB Retirement & Private Wealth (RPW):
We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.
We are the perfect fit if you:
  • Enjoy team collaboration
  • Thrive in a healthy company culture that recognizes success
  • Want to learn and grow your current skill set
  • Are seeking a progressive work environment at a rapidly growing organization
  • Have a desire to help others protect their future
  • Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
  • Are focused on learning and development to enhance your industry knowledge and expertise
  • Are a self-starter willing to invest time and energy to learn the technical aspects of our business
  • Believe in integrity and building success by developing relationships with others

Job purpose:
As a Senior Wealth Advisor, you will work directly with referral partners, and prospective clients with a focus on developing client leads through HUB Investment Partners (HIP) participation in referral partner programs. Successful senior wealth advisors will create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. The Senior Wealth Advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Come learn and grow with a team that has a consistent year over year growth of 30-40%.
Duties and responsibilities:
  • Communicate the firm's resources, value proposition, solutions and services to representatives from our participating referral programs
  • Generate new business opportunities through prospecting, lead generation and closed sales in the custodial referral programs.
  • Conduct regular presentations of HUB Investment Partners services to referral partner associates in those associates' offices and at various regional events.
  • Engage and communicate prospective client needs to the firm's wealth advisory and partner firms
  • Represent and communicate various investment strategies and solutions to prospective clients and referral partner representatives
  • Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals
  • Commitment to advanced continuing education and team development at all levels
  • Train and mentor associates across the wealth advisory team
  • Leverage community relations and development centers of influence to generate leads and facilitate introductions

Work experience:
  • 7+ years' experience in the financial services industry

Education/Licensing:
  • Bachelor's degree in business or other related field from an accredited college or university.
  • Series 65, or CFP required

Knowledge and Skills:
  • Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
  • Depth of experience working with high net worth or ultra-high net worth clients
  • Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro etc)
  • Highly effective interpersonal, relationship management, and communication skills
  • Proven success selling business to new and existing clients
  • Demonstrated knowledge and facilitation of sales cycle/process
  • Problem-solving, negotiation and persuasive skills
  • Effective written communication skills with ability to adapt to different audiences
  • Effective presentation communication skills with ability to address individuals and groups in formal and informal settings
  • Ability to build and maintain professional relationships with clients, prospective clients and internal and community contacts

Featured Benefits:
  • $240,000 per year (1-year draw)
  • Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave
  • Unlimited PTO
  • Hybrid schedule

Travel:
Local travel to clients
Department Sales
Required Experience: 7-10 years of relevant experience
Required Travel: Up to 50%
Required Education: Bachelor's degree (4-year degree)
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

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