Wealth Management Advisor Jobs in Texas
Wealth Management Advisor jobs in Texas are among the most active in the country, concentrated in private banking, independent advisory firms, and the wealth divisions of large regional banks, with demand for candidates from associate level through senior portfolio management. The heaviest hiring is in Houston, Dallas, and Austin, where employers like Frost Bank, Raymond James, and Merrill Lynch maintain deep Texas footprints and consistently recruit advisors. Client relationship management, retirement planning, and high-net-worth portfolio strategy are the most in-demand specialties across the state. Find a role that fits below and apply directly.
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Job Summary
Strittmatter Wealth Management Group (SWMG) is a growing Registered Investment Advisor serving high-net-worth individuals, families, and business owners. We are looking for an accomplished Senior Wealth Advisor who has built an advisory practice and wants a platform that provides qualified leads, modern technology, planning resources, and operational support so the advisor can focus on clients and growth.
About Strittmatter
Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high-net-worth clients and business owners. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers.
Why This Opportunity Is Different
- Warm Leads and a Growth Platform
SWMG invests in marketing and lead generation so advisors can work qualified opportunities instead of relying exclusively on cold prospecting. Advisors can continue developing their existing natural market and referral relationships while receiving company-generated opportunities.
- Technology That Reduces Friction
Our CRM, planning, portfolio, digital onboarding, and workflow systems are designed to make the advisor more productive and provide a consistent client experience.
- Bring Your Relationships. Build Your Future
This role is designed for an advisor with an established practice, preferably, $20 million+ of AUM that could reasonably transition to SWMG. SWMG provides the infrastructure to help you grow beyond the business you already have.
What You'll Do
- Meet with prospective and existing clients to understand goals, priorities, and financial needs.
- Convert qualified company-generated leads and self-generated opportunities into long-term client relationships
- Present comprehensive wealth management recommendations covering investments, retirement, tax, insurance, and long-term planning
- Lead prospective clients through discovery, solutions, and onboarding
- Oversee asset transitions and help clients implement recommendations
- Conduct ongoing client review and planning meetings
- Identify opportunities to deepen existing relationships and generate referrals
- Partner with paraplanners, portfolio management, operations, marketing, and client service
- Use SWMG technology and workflows to manage prospects and client relationships
- Participate in seminars, educational events, and marketing initiatives
What We're Looking For
- 5+ years of client-facing financial advisory experience
- Proven ability to attract, convert, and retain high-net-worth clients
- Demonstrated experience managing an established book of business
- $20 million+ in AUM that could reasonably transition to SWMG is strongly preferred
- Strong financial planning and investment knowledge
- Excellent presentation, communication, and consultative sales skills
- Bachelor's degree or higher
- Life and Health Insurance license
- Appropriate securities registrations/licenses
- Clean compliance record
- Strong organization and time management
- Commitment to fiduciary responsibility and high ethical standards
- CFP® certification and RIA experience are preferred.
What You'll Receive
- Company-generated warm leads through seminars, educational events, digital marketing, referrals, and other campaigns
- Modern CRM, financial planning, portfolio management, digital onboarding, and workflow technology
- Paraplanning, investment, operations, marketing, and client service support
- Structured Advisor Career Path and professional development
- Medical, dental, vision, disability, and life insurance; PTO; and 401(k) with company match.
Compensation & Earnings Potential
- Base Compensation: $100,000–$150,000
- Performance-based compensation
- Target OTE: $250,000 in Year 1; $500,000 in Year 2; $750,000 in Year 3; $1,000,000 in Year 4.
- Defined opportunity to build a high-earning, scalable wealth management practice.
OTE is performance-based, is not guaranteed, and depends on achievement of defined production and business-development objectives.
Who Thrives Here
- Has already built meaningful client relationships and a book of business
- Wants qualified opportunities without giving up entrepreneurial growth
- Enjoys presenting advice and building long-term trust
- Values technology and operational leverage
- Wants to spend more time advising and less time on administrative work
- Is motivated by production and long-term career growth.
Work Location & Schedule
Fort Worth, TX — In person. Monday–Thursday, 8:00 AM–5:00 PM; Friday, 8:00 AM–4:00 PM
We look forward to your application.
Pay: $200,000.00 - $300,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Application Question(s):
- What relevant licenses and professional designations do you currently hold?
- How many years of experience do you have as a Wealth Advisor or similar role?
Work Location: In person
Job Summary
Strittmatter Wealth Management Group (SWMG) is a growing Registered Investment Advisor serving high-net-worth individuals, families, and business owners. We are looking for an accomplished Senior Wealth Advisor who has built an advisory practice and wants a platform that provides qualified leads, modern technology, planning resources, and operational support so the advisor can focus on clients and growth.
About Strittmatter
Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high-net-worth clients and business owners. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers.
Why This Opportunity Is Different
- Warm Leads and a Growth Platform
SWMG invests in marketing and lead generation so advisors can work qualified opportunities instead of relying exclusively on cold prospecting. Advisors can continue developing their existing natural market and referral relationships while receiving company-generated opportunities.
- Technology That Reduces Friction
Our CRM, planning, portfolio, digital onboarding, and workflow systems are designed to make the advisor more productive and provide a consistent client experience.
- Bring Your Relationships. Build Your Future
This role is designed for an advisor with an established practice, preferably, $20 million+ of AUM that could reasonably transition to SWMG. SWMG provides the infrastructure to help you grow beyond the business you already have.
What You'll Do
- Meet with prospective and existing clients to understand goals, priorities, and financial needs.
- Convert qualified company-generated leads and self-generated opportunities into long-term client relationships
- Present comprehensive wealth management recommendations covering investments, retirement, tax, insurance, and long-term planning
- Lead prospective clients through discovery, solutions, and onboarding
- Oversee asset transitions and help clients implement recommendations
- Conduct ongoing client review and planning meetings
- Identify opportunities to deepen existing relationships and generate referrals
- Partner with paraplanners, portfolio management, operations, marketing, and client service
- Use SWMG technology and workflows to manage prospects and client relationships
- Participate in seminars, educational events, and marketing initiatives
What We're Looking For
- 5+ years of client-facing financial advisory experience
- Proven ability to attract, convert, and retain high-net-worth clients
- Demonstrated experience managing an established book of business
- $20 million+ in AUM that could reasonably transition to SWMG is strongly preferred
- Strong financial planning and investment knowledge
- Excellent presentation, communication, and consultative sales skills
- Bachelor's degree or higher
- Life and Health Insurance license
- Appropriate securities registrations/licenses
- Clean compliance record
- Strong organization and time management
- Commitment to fiduciary responsibility and high ethical standards
- CFP® certification and RIA experience are preferred.
What You'll Receive
- Company-generated warm leads through seminars, educational events, digital marketing, referrals, and other campaigns
- Modern CRM, financial planning, portfolio management, digital onboarding, and workflow technology
- Paraplanning, investment, operations, marketing, and client service support
- Structured Advisor Career Path and professional development
- Medical, dental, vision, disability, and life insurance; PTO; and 401(k) with company match.
Compensation & Earnings Potential
- Base Compensation: $100,000–$150,000
- Performance-based compensation
- Target OTE: $250,000 in Year 1; $500,000 in Year 2; $750,000 in Year 3; $1,000,000 in Year 4.
- Defined opportunity to build a high-earning, scalable wealth management practice.
OTE is performance-based, is not guaranteed, and depends on achievement of defined production and business-development objectives.
Who Thrives Here
- Has already built meaningful client relationships and a book of business
- Wants qualified opportunities without giving up entrepreneurial growth
- Enjoys presenting advice and building long-term trust
- Values technology and operational leverage
- Wants to spend more time advising and less time on administrative work
- Is motivated by production and long-term career growth.
Work Location & Schedule
Fort Worth, TX — In person. Monday–Thursday, 8:00 AM–5:00 PM; Friday, 8:00 AM–4:00 PM
We look forward to your application.
Pay: $200,000.00 - $300,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Application Question(s):
- What relevant licenses and professional designations do you currently hold?
- How many years of experience do you have as a Wealth Advisor or similar role?
Work Location: In person
See All 75 Wealth Management Advisor Jobs in Texas
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Find JobsWealth Management Advisor Jobs by City in Texas
Where Texas roles are concentrated, by current openings.
Wealth Management Advisor Job Market in Texas
A snapshot from current Texas openings, updated as new roles post.
Who's Hiring
- JPMorganChase25
- Texas Regional Bank7
- PNC Financial Services5
- Frost4
- Mariner3
Top Industries Hiring
- Investment & Asset Management
- Banking & Financial Services
- Consulting & Professional Services
What Texas Employers Look For
The qualifications that appear most often in wealth management advisor jobs across Texas.
- Active FINRA Series 65 or Series 66 registration recognized by Texas State Securities Board
- Bachelor's degree in finance, economics, business, or a related field required
- Demonstrated ability to build and manage a client book of business
- CFP designation preferred or active pursuit of certification strongly encouraged
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or Salesforce
- Strong written and verbal communication skills for client presentations and proposals
Wealth Management Advisor Jobs in Texas: Frequently Asked Questions
How do you become a wealth management advisor in Texas?
To work as a wealth management advisor in Texas, you typically need to pass FINRA licensing exams and register with the Texas State Securities Board, which oversees investment advisers in the state. Most roles require either a Series 65 license or a combination of the Series 7 and Series 66. A bachelor's degree in finance, business, or economics is the standard entry point, and many Texas employers value candidates working toward the CFP designation.
How much do wealth management advisors make in Texas?
Wealth management advisors 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 wealth management advisors in Texas?
Employers hiring wealth management advisors in Texas right now include JPMorganChase, Texas Regional Bank, and PNC Financial Services, based on current listings on Migrate Mate as of October 2026. Texas's concentration of energy-sector wealth, corporate headquarters, and a large retiree population makes it one of the more active states for private client advisory recruiting year-round.
Which Texas cities have the most wealth management advisor jobs?
Houston, Austin, and San Antonio account for the largest share of wealth management advisor openings in Texas. Houston's energy and corporate wealth base, Dallas's dense concentration of financial services firms and corporate headquarters, and Austin's fast-growing tech and entrepreneurial wealth all drive consistent demand for advisors across the state's three major metros.
Are there remote wealth management advisor jobs in Texas?
Yes, but they're limited, since client relationship roles typically favor in-person interaction. About 37% of wealth management advisor openings tied to Texas are remote or hybrid as of October 2026, with most flexible arrangements found in financial planning, client service, or portfolio analysis roles rather than in front-line advisory positions that require building trust with high-net-worth clients face to face.
How can I get hired as a wealth management advisor in Texas with little or no experience?
The most realistic entry path is a client associate or financial advisor trainee role at a large Texas-based firm such as Frost Bank or a regional Raymond James branch, where structured development programs prepare new hires for full advisory responsibilities. Lateral moves from banking roles like personal banker or financial services representative are common. Passing your Series 65 before applying and demonstrating progress toward a CFP designation significantly strengthens a first application.
Where can I find and apply to wealth management advisor jobs in Texas?
You can find and apply to wealth management advisor jobs in Texas on Migrate Mate, which lists current Texas openings across the state's major metros and smaller markets. Search the available roles, find the ones that fit your experience and target city, and apply directly to each position without needing to create a profile first.
See All 75 Wealth Management Advisor Jobs in Texas
Find roles in Texas that match your experience and apply in just a few clicks.
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