Financial Professional Jobs in Texas
Financial Professional jobs in Texas are among the most active in the country, with strong demand in banking, wealth management, insurance, and corporate finance and openings from entry-level analyst positions through senior portfolio managers and directors. Houston, Dallas, and Austin lead hiring, with major employers like JPMorgan Chase, Fidelity Investments, and USAA maintaining large Texas operations. The most in-demand specialties right now are financial planning, risk analysis, and investment advisory services. Find a role that fits below and apply directly.
Find Financial Professional JobsOverview
Showing 5 of 154+ Financial Professional jobs
Join our dependable team.
As an Insurance Agent with New York Life, you will help clients achieve their financial goals, while building a great career for yourself in the process. Utilizing our expansive product lines, our Agents work to guide individuals, families, and businesses towards the financial strategy that is right for them. That is no easy task, but for the right person it can be a truly rewarding career.
We have confidence in our products but more importantly, we have confidence in our Agents to thoughtfully recommend and implement which financial vehicle is right for every client they support. Just as our Managers in the field work to provide one-on-one support and guidance to every Agent they hire.
Qualities that we look for in our Agents:
- Sales experience preferred – entrepreneurial mindset
- Strong communication skills
- Desire to help others
- Strong business acumen
- Perseverance in the face of a challenge
- Ability to engage your community and leverage personal networks/contacts
We’ve built a strong company, one that puts its clients first. We have confidence in our products but more importantly, we have confidence in our Agents to thoughtfully recommend and implement which financial vehicle is right for every client they support. Just as our Managers in the field work to provide one-on-one support and guidance to every Agent they hire.
Training, Development & Benefits
Our new, blended training and development program is designed to work with your schedule, and in this type of role, that can make all the difference. The multifaceted system includes:
In conjunction with in office trainings, we’ve created a comprehensive and user-friendly learning experience within New York Life’s online portal system that is accessible anytime, anywhere and from any device. Learn when and how you want!
You can read in full about all benefits for our Financial Professional role here: https://www.nylbenefits.com/agents
We have Fast Track to Management opportunities for qualified professionals once established in the career.
About New York Life
We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). For over 60 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.
New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity
SMRU 1827546 7/1/2020
IND123
Join our dependable team.
As an Insurance Agent with New York Life, you will help clients achieve their financial goals, while building a great career for yourself in the process. Utilizing our expansive product lines, our Agents work to guide individuals, families, and businesses towards the financial strategy that is right for them. That is no easy task, but for the right person it can be a truly rewarding career.
We have confidence in our products but more importantly, we have confidence in our Agents to thoughtfully recommend and implement which financial vehicle is right for every client they support. Just as our Managers in the field work to provide one-on-one support and guidance to every Agent they hire.
Qualities that we look for in our Agents:
- Sales experience preferred – entrepreneurial mindset
- Strong communication skills
- Desire to help others
- Strong business acumen
- Perseverance in the face of a challenge
- Ability to engage your community and leverage personal networks/contacts
We’ve built a strong company, one that puts its clients first. We have confidence in our products but more importantly, we have confidence in our Agents to thoughtfully recommend and implement which financial vehicle is right for every client they support. Just as our Managers in the field work to provide one-on-one support and guidance to every Agent they hire.
Training, Development & Benefits
Our new, blended training and development program is designed to work with your schedule, and in this type of role, that can make all the difference. The multifaceted system includes:
In conjunction with in office trainings, we’ve created a comprehensive and user-friendly learning experience within New York Life’s online portal system that is accessible anytime, anywhere and from any device. Learn when and how you want!
You can read in full about all benefits for our Financial Professional role here: https://www.nylbenefits.com/agents
We have Fast Track to Management opportunities for qualified professionals once established in the career.
About New York Life
We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). For over 60 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.
New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity
SMRU 1827546 7/1/2020
IND123
See All 154+ Financial Professional Jobs in Texas
Find roles in Texas that match your experience and apply in just a few clicks.
Find Financial Professional JobsFinancial Professional Jobs by City in Texas
Where Texas roles are concentrated, by current openings.
Financial Professional Job Market in Texas
A snapshot from current Texas openings, updated as new roles post.
Who's Hiring
- Bank of America20
- New York Life17
- First Command Financial Services16
- State Farm15
- Kestra Financial13
Top Industries Hiring
- Banking & Financial Services41
- Insurance34
- Investment & Asset Management29
- Consulting & Professional Services11
- Accounting & Auditing7
What Texas Employers Look For
The qualifications that appear most often in financial professional jobs across Texas.
- Active FINRA registration (Series 6, 7, or 63) or eligibility to obtain within 90 days
- Bachelor's degree in finance, accounting, economics, or a closely related field
- Proficiency in financial modeling, Excel, and reporting platforms such as Bloomberg or Morningstar
- Two or more years of client-facing experience in financial services or wealth management
- CFP, CFA, or CPA designation preferred for advisory and analytical roles
- Knowledge of Texas regulatory requirements and state securities laws
Financial Professional Jobs in Texas: Frequently Asked Questions
How do you become a financial professional in Texas?
Most financial professional roles in Texas require passing FINRA licensing exams, typically the Series 6 or Series 7, and registering through a FINRA-member broker-dealer before you can conduct business. The Texas State Securities Board oversees investment adviser registration in the state. Most employers expect a bachelor's degree in finance, accounting, or economics. Pursuing a CFP or CFA credential significantly strengthens your candidacy for planning and advisory roles.
How much do financial professionals make in Texas?
Financial professionals in Texas earn a median of about $99,160 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $46,450 for the lowest 10% to over $359,040 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire financial professionals in Texas?
Employers hiring financial professionals in Texas right now include Bank of America, New York Life, and First Command Financial Services, based on current listings on Migrate Mate as of June 2026. Texas's concentration of corporate headquarters, regional bank branches, and large insurance carriers means consistent openings across a wide range of firm types and specialties.
Which Texas cities have the most financial professional jobs?
Dallas, Austin, and Houston have the most financial professional openings in Texas. Houston's energy sector and large banking presence drive high demand there, while Dallas is home to numerous corporate headquarters and regional financial services firms, and Austin's fast-growing tech economy has fueled demand for financial analysts and CFOs at both startups and established companies.
Are there remote financial professional jobs in Texas?
Yes, and more than many fields. About 11% of financial professional openings tied to Texas are remote or hybrid as of June 2026, reflecting how much of the work involves analysis, modeling, and client communication that translates well to remote settings. Financial planning, investment analysis, and corporate finance roles tend to offer the most remote flexibility, while client-facing advisory and branch-based roles typically require in-person presence.
How can I get hired as a financial professional in Texas with little or no experience?
The most realistic entry path is applying to rotational analyst or associate programs at large Texas-based financial institutions, where structured training replaces prior experience. JPMorgan Chase, Fidelity Investments, and USAA all run formal new-graduate programs in Texas. Lateral moves from roles like bank teller, loan processor, or accounting assistant are common entry points. Earning your Series 6 or 7 license before applying, or completing a CFP coursework program, gives early-career candidates a measurable edge.
Where can I find and apply to financial professional jobs in Texas?
You can find and apply to financial professional jobs in Texas on Migrate Mate, which lists current openings across the state. Find roles that fit your experience and specialty, then apply directly to the employers posting them.
See All 154+ Financial Professional Jobs in Texas
Find roles in Texas that match your experience and apply in just a few clicks.
Find Financial Professional Jobs