Financial Advisor Jobs in Texas
Financial Advisor jobs in Texas are among the most active in the country, concentrated in wealth management, retirement planning, and insurance-linked financial services, with openings at every level from junior associate through senior advisor and branch manager. Houston, Dallas, and Austin anchor the market, where large firms including Edward Jones, Ameriprise Financial, and Fidelity Investments maintain deep regional footprints and consistent hiring pipelines. The most in-demand specialties are fee-based financial planning, estate and retirement strategy, and investment advisory services for high-net-worth clients. Find a role that fits below and apply directly.
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We’re looking for experienced financial professionals to join our team. Whether you’re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new market opportunities, expanding your products and services, or giving your clients the service that they deserve, we can help.
Job description
New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, investments, annuities, and mutual funds.
As a financial professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures. We’re looking for people who possess the following characteristics:
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Highly self-motivated and self-disciplined with the ability to work effectively and independently
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Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others
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Fearless, positive attitude and willingness to be accountable for results
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Organized, detail-oriented and excellent time-management skills
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Desire for continuous learning
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Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner
Why New York Life?
From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Office and the corporate office support our agents and help them impact their customers and communities.
Our extensive, agent-focused resources include:
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Our NYLIC University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path
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The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other professionals by being able to share commissions on client referrals that lead to sales
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Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly-skilled teams providing advanced markets support
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Dedicated underwriters who work diligently on cases
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Committed managers who don’t sell; instead they’re dedicated to helping you succeed
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A team of highly-trained, experienced product consultants to support your client acquisition needs
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Significant income potential
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Competitive benefits, including a defined benefit pension plan and 401k
About New York Life
We are among the strongest and most respected financial companies in America today, ranking #73 on the 2020 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the major ratings agencies such as Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). *Source: Independent Third Party Ratings Reports as of 9/12/2019. For over 66 consecutive years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.
Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life companies.
New York Life is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity SMRU 1708927 (Exp. 9/1/21)
The company reserves the right to amend or terminate the Agents Progress-Sharing Investment Plan (401k) and the New York Life Insurance Company Retirement Plan (and other benefit plans) at any time. Please refer to the applicable summary plan descriptions and plan documents for more information about these plans.
See All 74 Financial Advisor Jobs in Texas
Find roles in Texas that match your experience and apply in just a few clicks.
Find Financial Advisor JobsFinancial Advisor Jobs by City in Texas
Where Texas roles are concentrated, by current openings.
Financial Advisor Job Market in Texas
A snapshot from current Texas openings, updated as new roles post.
Who's Hiring
- Bank of America20

- First Command Financial Services14

- New York Life9

- Equitable Advisors5

- Kestra Financial5

Top Industries Hiring
- Banking & Financial Services27
- Investment & Asset Management12
- Insurance9
- Accounting & Auditing5
- Consulting & Professional Services3
What Texas Employers Look For
The qualifications that appear most often in financial advisor jobs across Texas.
- Active FINRA Series 65 or Series 66 registration recognized by the Texas State Securities Board
- Bachelor's degree in finance, economics, business, or a closely related field
- Series 7 license or ability to obtain sponsorship through a registered broker-dealer
- Proven experience building and maintaining a client book in a financial services environment
- CFP designation or active progress toward Certified Financial Planner certification
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or Salesforce CRM
Financial Advisor Jobs in Texas: Frequently Asked Questions
How do you become a financial advisor in Texas?
Becoming a financial advisor in Texas typically requires a bachelor's degree followed by passing the FINRA Series 65 exam, which registers you as an Investment Adviser Representative under the Texas State Securities Board. Advisors joining a broker-dealer firm also pursue a Series 7. The Texas State Securities Board oversees adviser registration, so candidates must either file directly or register through their sponsoring firm before advising clients for compensation.
Which companies hire financial advisors in Texas?
Employers hiring financial advisors in Texas right now include Bank of America, First Command Financial Services, and New York Life, based on current listings on Migrate Mate as of June 2026. Texas's large population of retirees, high-net-worth residents in major metros, and a strong independent business community make it one of the more active states for sustained financial advisor recruitment.
Which Texas cities have the most financial advisor jobs?
Austin, Houston, and Dallas have the most financial advisor openings in Texas. Houston's concentration of energy industry wealth and corporate headquarters drives strong demand there, while Dallas attracts major financial services firms and wealth management offices, and Austin's rapid tech-sector growth has created a growing base of high-income clients seeking financial planning services.
Are there remote financial advisor jobs in Texas?
Yes, though they're less common than in purely analytical roles because financial advising relies heavily on client relationships and trust built through in-person meetings. About 5% of financial advisor openings tied to Texas are remote or hybrid as of June 2026, with remote arrangements most prevalent in financial planning support, paraplanner, and virtual advisory roles serving established client books.
How can I get hired as a financial advisor in Texas with little or no experience?
The most realistic entry path is through a financial advisor associate or trainee program at a large Texas-based firm, where you support senior advisors while working toward your Series 65 and Series 7 licenses. Edward Jones and Ameriprise run structured new-advisor development programs with Texas offices. Candidates coming from banking, insurance sales, or client relationship management roles have a strong lateral advantage, and sitting for the Series 65 before applying demonstrates seriousness to hiring managers.
Where can I find and apply to financial advisor jobs in Texas?
You can find and apply to financial advisor jobs in Texas on Migrate Mate, which lists current Texas openings from employers actively hiring right now. Search the listings for roles that match your experience level and specialty, and apply directly to the ones that fit.
See All 74 Financial Advisor Jobs in Texas
Find roles in Texas that match your experience and apply in just a few clicks.
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