Financial Consultant Jobs in Texas
Financial Consultant jobs in Texas are among the most active in the country, with consistent demand across wealth management, corporate finance, insurance, and retirement planning at every level from entry-level associate through senior advisor. Houston, Dallas, and Austin anchor the market, where major employers such as Charles Schwab, Fidelity Investments, and Merrill Lynch maintain large Texas operations. The most in-demand specialties include investment planning, tax and estate strategy, and small-business financial consulting. Find a role that fits below and apply directly.
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Showing 5 of 39+ Financial Consultant jobs
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Expertise and Skills You Bring
- Proven success in building relationships, uncovering needs, and recommending solutions
- FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
- Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
- Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one
- Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
- Coachable, collaborative, and curious are key attributes
- Committed to delivering an outstanding customer experience with a passion for seeing others thrive
- Motivated by results and finding solutions, takes initiative and exceeds customer expectations
- Extensive knowledge of investment solutions
The Team
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.
Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:
SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Expertise and Skills You Bring
- Proven success in building relationships, uncovering needs, and recommending solutions
- FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
- Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
- Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one
- Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
- Coachable, collaborative, and curious are key attributes
- Committed to delivering an outstanding customer experience with a passion for seeing others thrive
- Motivated by results and finding solutions, takes initiative and exceeds customer expectations
- Extensive knowledge of investment solutions
The Team
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.
Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:
SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
See All 39 Financial Consultant Jobs in Texas
Find roles in Texas that match your experience and apply in just a few clicks.
Find Financial Consultant JobsFinancial Consultant Jobs by City in Texas
Where Texas roles are concentrated, by current openings.
Financial Consultant Job Market in Texas
A snapshot from current Texas openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Insurance
What Texas Employers Look For
The qualifications that appear most often in financial consultant jobs across Texas.
- Active FINRA Series 65 or Series 66 registration required or expected at hire
- Bachelor's degree in finance, accounting, economics, or a closely related field
- CFP, CFA, or ChFC designation preferred for client-facing advisory positions
- Two or more years of experience in financial planning, banking, or wealth management
- Demonstrated ability to build and manage a book of client relationships
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or Salesforce
Financial Consultant Jobs in Texas: Frequently Asked Questions
How do you become a financial consultant in Texas?
Most financial consultant roles in Texas require passing FINRA licensing exams, typically the Series 65 for investment adviser representatives or the Series 66 combined with a Series 7 for broker-dealer settings. You register through FINRA and, where applicable, through the Texas State Securities Board. A bachelor's degree in finance, accounting, or economics is the standard education baseline, and earning a CFP or CFA credential strengthens your candidacy significantly with Texas employers.
Which companies hire financial consultants in Texas?
Employers hiring financial consultants in Texas right now include Texas Capital Bank, TIAA, and Fidelity Investments, based on current listings on Migrate Mate as of September 2026. Texas's concentration of corporate headquarters, regional bank branches, and independent registered investment adviser firms creates steady demand for financial consultants at all experience levels.
Which Texas cities have the most financial consultant jobs?
Dallas, Houston, and Austin have the most financial consultant openings in Texas. Houston's energy sector and international business activity drive heavy demand for corporate and private wealth consultants, while Dallas's concentration of financial services headquarters and Austin's fast-growing tech and startup economy create consistent openings for both institutional and individual advisory roles.
Are there remote financial consultant jobs in Texas?
Yes, and more than many client-facing roles. About 85% of financial consultant openings tied to Texas are remote or hybrid as of September 2026, reflecting how much planning and advisory work can be done through video and digital platforms. Financial planning, analysis, and portfolio review work translates well to remote settings, while roles focused on new client acquisition or in-person relationship management tend to require an office or field presence.
How can I get hired as a financial consultant in Texas with little or no experience?
The most realistic entry path is through a paraplanner, financial analyst associate, or client service associate role at a Texas-based registered investment adviser, regional bank, or insurance company. Large Texas employers such as Charles Schwab and Fidelity run structured new-associate programs that train candidates without prior advisory experience. Passing the Series 65 exam before applying makes a strong impression, and completing coursework toward a CFP designation demonstrates commitment that many Texas hiring managers weigh heavily for early-career candidates.
Where can I find and apply to financial consultant jobs in Texas?
You can find and apply to financial consultant jobs in Texas on Migrate Mate, which lists current Texas openings from employers actively hiring. Search the available roles, find the ones that fit your experience and location, and apply directly.
See All 39 Financial Consultant Jobs in Texas
Find roles in Texas that match your experience and apply in just a few clicks.
Find Financial Consultant Jobs