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Wealth Jobs in Texas (NOW HIRING)

Corient Private Wealth LLC

Wealth Advisor

Houston, TX · On-site

Proven experience in Wealth Management or similar role. * CFP, CFA, CPA, JD, or MBA required. * Proficiency in financial analysis tools, advanced Excel skills, and excellent communication abilities.

Boutique Recruiting

Wealth Advisor

Dallas, TX · On-site

Wealth Advisor This role is a great opportunity for a motivated individual to start a private wealth advisory practice in Dallas. The selected candidate will build on existing relationships with ...

Willis Johnson Wealth

Wealth Manager

Houston, TX · On-site

$120K - $150K/yr

The Wealth Manager is the lead advisor on client relationships at Willis Johnson Wealth. This role includes overseeing the preparation and implementation of client financial plans and investment ...

Willis Johnson Wealth

Wealth Manager

Houston, TX · On-site

$120K - $150K/yr

The Wealth Manager is the lead advisor on client relationships at Willis Johnson Wealth. This role includes overseeing the preparation and implementation of client financial plans and investment ...

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All JobsWealth JobsWealth Jobs in Texas

Wealth information

See Texas salary details

$43.8K

$96K

$138.4K

How much do wealth jobs pay per year?

As of Aug 22, 2026, the average yearly pay for wealth in Texas is $96,035.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,800.00 and $115,100.00 per year, depending on experience, location, and employer.

What is a wealth manager?

A wealth manager is a financial professional who provides comprehensive financial services to individuals, families, or businesses with significant assets. They help clients manage, grow, and protect their wealth through investment advice, financial planning, tax strategies, estate planning, and retirement planning. Wealth managers often develop personalized strategies to meet each client's unique goals and needs, coordinating with other professionals such as accountants and attorneys as necessary. Their services are typically tailored for high-net-worth individuals seeking holistic financial guidance.

What are the key skills and qualifications needed to thrive as a wealth manager?

To thrive as a Wealth Manager, you need expertise in financial planning, investment strategies, and a strong understanding of economic markets, often backed by degrees in finance or economics and relevant certifications like CFP or CFA. Proficiency with portfolio management software, financial modeling tools, and CRM systems is typically required. Exceptional interpersonal skills, trustworthiness, and the ability to communicate complex financial concepts clearly help build strong client relationships. These skills are crucial for developing tailored financial strategies that protect and grow clients' wealth while maintaining high levels of client satisfaction.

What are some of the common challenges faced by wealth managers when working with clients?

Wealth managers often face challenges such as navigating complex financial regulations, staying updated on market trends, and managing diverse client expectations. Building trust and maintaining long-term relationships with clients requires clear communication and tailored strategies that align with each client's financial goals. Additionally, wealth managers must work closely with other professionals such as tax advisors, estate planners, and investment analysts to deliver comprehensive financial solutions.

What is the difference between Wealth vs Financial Advisor?

AspectWealthFinancial Advisor
CredentialsVaries; often includes certifications like CFP, CFATypically CFP, Series 7, Series 66
Work EnvironmentPrivate firms, banks, or independentFinancial planning firms, banks, or independent
Industry UsageBroad; includes wealth management, investment, estate planningSpecific; focused on client financial planning and investments
Search/Comparison IntentUnderstanding roles in wealth managementSeeking financial planning services or career info

Wealth professionals often encompass a broad range of services including investment management, estate planning, and financial advising. Financial Advisors are a specific subset focused on providing personalized financial planning and investment advice. While both roles aim to grow and protect client assets, Wealth professionals may have a wider scope, whereas Financial Advisors typically focus on client-specific financial plans.

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

The most popular types of Wealth jobs in Texas are:

What cities in Texas are hiring for Wealth jobs?

Cities in Texas with the most Wealth job openings:

Wealth jobs near you
Infographic showing various Wealth job openings in Texas as of August 2026, with employment types broken down into 73% Full Time, 26% Part Time, and 1% Contract. Highlights an 90% Physical, 5% Hybrid, and 5% Remote job distribution, with an average salary of $96,035 per year, or $46.2 per hour.

Wealth Advisor

Lifetime Wealth Management, P.C.

Rockwall, TX

Full-time

Medical, Dental, Vision, PTO

Posted 8 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.