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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Last year our HCA Healthcare colleagues invested over 156,000 hours volunteering in our communities. As a Financial Aid Advisor with Medical City Dallas you can be a part of an organization that is devoted to giving back!
Job Summary and Qualifications
Provides guidance and support to students and families throughout the financial aid process by developing and finalizing financial aid plans in compliance with state, federal, accreditation, and company policies and regulations. Assists new, continuing, and re-entry students in understanding available financial aid options and helps ensure funding plans align with their educational needs and best interests.
Maintains a high level of professionalism, ethical standards, and student-focused service while counseling students on financial aid eligibility, packaging, and related processes.
CHCP Core Values
This position also requires adherence to CHCP’s core values, which are the basic elements of how we go about our work. They are the practices we use (or should be using) every day in everything we do. Our core values are a small set of timeless guiding principles which we live by and include:
- Innovation: We embrace organizational goals and drive positive change.
- Compassion: We care about our students, their future employers, and the communities that they serve.
- Accountability: We are committed to responsibly upholding and reinforcing our values.
- Respect: We are accepting and considerate of others, regardless of background, abilities, or beliefs.
- Excellence: We execute our goals with passion and purpose and strive for the highest quality in our results.
Essential Duties and Responsibilities
- Provide financial aid counseling and guidance to prospective, current, and returning students and their families regarding available funding options, eligibility requirements, and the financial aid process.
- Assist students in completing financial aid applications and related documentation while ensuring compliance with applicable federal, state, accreditation, and institutional requirements.
- Review financial aid records and documentation to identify eligibility requirements, resolve
- discrepancies, and support accurate award determination and processing.
- Coordinate the collection, review, and maintenance of financial aid documentation to ensure timely processing and compliance with regulatory standards.
- Develop and communicate student financial aid packages and monitor aid activity to support accurate and timely funding.
- Maintain accurate and compliant student financial aid records in accordance with institutional policies and regulatory requirements.
- Prepare, analyze, and distribute financial aid reports to support operational effectiveness,
- compliance monitoring, and departmental decision-making.
- Serve as a resource to students by addressing questions and concerns related to financial aid programs, processes, and policies in a professional and service-oriented manner.
- Support departmental compliance efforts by adhering to established policies, procedures, and applicable federal, state, accreditation, and institutional regulations.
- Collaborate with internal departments and external stakeholders to support student success and effective financial aid administration.
- Participate in training, process improvement initiatives, and other departmental projects as assigned.
- Perform other duties and responsibilities as assigned.
Education
- High School Diploma required.
Experience
- Experience in a higher education setting preferred.
- Experience working with and technical knowledge of student financial aid programs preferred.
- Basic knowledge of federal and state regulations which may impact Title IV funding.
Computer Skills
- Must be proficient in Microsoft Office (i.e. Excel, Outlook, and Word) and data entry.
- Basic knowledge of CampusVue database (preferred)
The College of Health Care Professions offers a total rewards package that supports the health, life, career and retirement of our colleagues. The available plans and programs include:
- Comprehensive benefits for medical, prescription drug, dental, vision, behavioral health and telemedicine services
- Wellbeing support, including free counseling and referral services
- Time away from work programs for paid time off, paid family leave, long- and short-term disability coverage and leaves of absence
- Savings and retirement resources, including a 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service), Employee Stock Purchase Plan, flexible spending accounts, preferred banking partnerships, retirement readiness tools, rollover support and financial wellbeing counseling
- Education support through tuition assistance, student loan assistance, certification support, dependent scholarships and a partnership with Galen College of Nursing
- Additional benefits for fertility and family building, adoption assistance, life insurance, supplemental health protection plans, auto and home insurance, legal counseling, identity theft protection and consumer discounts
Learn more about Employee Benefits
Note: Eligibility for benefits may vary by location.
"There is so much good to do in the world and so many different ways to do it."- Dr. Thomas Frist, Sr.
HCA Healthcare Co-Founder
Be a part of an organization that invests in you! We are reviewing applications for our Financial Aid Advisor opening. Qualified candidates will be contacted for interviews. Submit your application and help us raise the bar in patient care!
We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
See All 141+ 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 America24

- First Command Financial Services15

- United Placement10U
- Fifth Third Bank9

- Northwestern Mutual9

Top Industries Hiring
- Banking & Financial Services22
- Investment & Asset Management16
- Insurance3
- Education1
- Science & Research1
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 United Placement, based on current listings on Migrate Mate as of September 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?
Dallas, Houston, and Fort Worth 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 56% of financial advisor openings tied to Texas are remote or hybrid as of September 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 141+ Financial Advisor Jobs in Texas
Find roles in Texas that match your experience and apply in just a few clicks.
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