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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Overview

Open roles143+
Top employerBank of America
Top cityDallas, TX
Cities hiring44
Work type88% On-site
Top industryBanking

Showing 5 of 143+ Financial Consultant jobs

Optum
Financial Consultant
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Optum
Added 3d ago
Financial Consultant
Optum
Dallas, Texas
Finance
Accounting
Business Analysis
Data Science & Analytics
Consulting & Professional Services
Account Management
$73k - $130k/yr
Remote (US)
Bachelor's
10,000+

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Optum
Senior Financial Consultant
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Optum
Added 5d ago
Senior Financial Consultant
Optum
Dallas, Texas
Finance
Accounting
Strategy & Corporate Development
Business Analysis
Consulting & Professional Services
Business Strategy
Tax
Account Management
$92k - $164k/yr
Remote (US)
Bachelor's
10,000+

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Charles Schwab
VP, Financial Consultant
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Charles Schwab
Added 1w ago
VP, Financial Consultant
Charles Schwab
Austin, Texas
Partnerships & Business Development
Project & Program Management
Business Operations
Consulting & Professional Services
Account Management
$27 - $32/hr
Hybrid
Bachelor's
10,000+

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Gallagher
Financial Consultant
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Gallagher
Added 1w ago
Financial Consultant
Gallagher
Dallas, Texas
Partnerships & Business Development
Consulting & Professional Services
Finance
Accounting
Account Management
On-Site
Bachelor's
10,000+

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Charles Schwab
Financial Consultant
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Charles Schwab
Added 2w ago
Financial Consultant
Charles Schwab
Westlake, Texas
Sales
Account Management
Customer Success
Finance
Accounting
Consulting & Professional Services
$74k - $114k/yr
On-Site
None
10,000+

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See All 143+ Financial Consultant Jobs in Texas

Find roles in Texas that match your experience and apply in just a few clicks.

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Financial Consultant Jobs by City in Texas

Where Texas roles are concentrated, by current openings.

Dallas
30 jobs
Austin
24 jobs
Houston
21 jobs
Fort Worth
12 jobs
San Antonio
7 jobs
Frisco
4 jobs
Richardson
4 jobs
Amarillo
2 jobs
Pearland
2 jobs

Financial Consultant Job Market in Texas

A snapshot from current Texas openings, updated as new roles post.

Who's Hiring

  • Bank of America
    Bank of America20
  • First Command Financial Services
    First Command Financial Services16
  • State Farm
    State Farm15
  • Kestra Financial
    Kestra Financial13
  • New York Life
    New York Life10

Top Industries Hiring

  • Banking & Financial Services41
  • Insurance30
  • Investment & Asset Management21
  • Consulting & Professional Services12
  • Accounting & Auditing7

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 Bank of America, First Command Financial Services, and State Farm, based on current listings on Migrate Mate as of June 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, Austin, and Houston 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 12% of financial consultant openings tied to Texas are remote or hybrid as of June 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 143+ Financial Consultant Jobs in Texas

Find roles in Texas that match your experience and apply in just a few clicks.

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