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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About Us
WealthBridge Financial Group helps individuals, families, and business owners build, protect, and grow their wealth. We don’t do one-size-fits-all. Every strategy is personalized and forward-thinking, and it’s grounded in innovation, collaboration, and education. We aim to be the advisors clients trust for life, not just for one transaction.
www.wealthbridgefg.com
The Opportunity
We’re growing, and we’re looking for driven, entrepreneurial people to join us as Financial Professionals in our Long Island offices in Garden City and Melville. You’ll sit across the table from clients, help them map out their financial future, and build a practice that’s truly yours. You’ll have an experienced, collaborative team behind you every step of the way.
What You’ll Do
- Build lasting relationships. You’ll earn clients’ trust with a consultative, client-first approach that keeps them with you for years.
- Design custom strategies. You’ll dig into each client’s goals and create personalized plans covering retirement, investments, insurance, and estate planning.
- Educate and empower. You’ll break down complex topics so clients can make confident, informed decisions.
- Bring in the experts. You’ll partner with internal specialists, CPAs, and other professionals to deliver holistic solutions.
- Grow your book. You’ll expand your client base through networking, referrals, and marketing, with our support behind you.
- Stay sharp. You’ll keep up with market trends, new products, and evolving planning strategies so your clients stay ahead.
Requirements
Who Thrives Here
- You think like an entrepreneur and want to build something of your own
- People enjoy talking to you, and you’re good at earning trust
- You want a career and a business you own, not just a paycheck
- You set goals and push yourself to hit them without someone looking over your shoulder
- You’re curious about money: how it grows, how it’s protected, and how it changes lives
- Sales, finance, or client-service experience helps, but hunger and coachability matter more
Who You’ll Help
Your clients will include:
- Individuals and families building security and planning for the future
- Business owners protecting what they’ve built and planning their next move
- Institutions and organizations that need a trusted financial partner
Why WealthBridge?
- No ceiling. Your growth is tied to your effort, not to a salary band or a seniority list.
- Real mentorship. You’ll learn from experienced leaders who want you to win.
- A team culture. We collaborate, share what works, and celebrate each other’s success.
- Meaningful work. You’ll help people make some of the biggest financial decisions of their lives with clarity and confidence.
- A firm built on people. Impact and outcomes come first, for our clients and for our agents.
Benefits
What Sets Us Apart
- You’re never on your own. You’ll work alongside a network of experienced professionals and mentors, and you’ll have consultants through Integrated Wealth Resources to help with complex client cases.
- Tools that do the heavy lifting. We provide advanced planning resources, digital marketing support, and business development systems so you can focus on clients.
- Your career, your way. The path is flexible and built for entrepreneurs, so you can grow at your own pace and shape what you build.
- We invest in you from day one. That includes licensing support, ongoing training, and continued professional development as you advance.
- Modern technology. Our platforms streamline client engagement and planning, so you spend less time on paperwork and more time making an impact.
- Integrity comes first. Our culture is built on doing right by clients, embracing innovation, and earning trust over the long term.
See All 112+ 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 America22

- First Command Financial Services15

- Northwestern Mutual7

- PNC Financial Services7

- New York Life6

Top Industries Hiring
- Banking & Financial Services19
- Investment & Asset Management15
- Education1
- Insurance1
- 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 Northwestern Mutual, based on current listings on Migrate Mate as of November 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?
Houston, Austin, 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 50% of financial advisor openings tied to Texas are remote or hybrid as of November 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 112+ Financial Advisor Jobs in Texas
Find roles in Texas that match your experience and apply in just a few clicks.
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