Wealth Management Associate Jobs in Texas
Wealth Management Associate jobs in Texas are among the most active in the country, concentrated in private banking, independent registered investment advisors, and wirehouses serving the state's large base of high-net-worth individuals, with openings at every level from entry-level client service roles through senior associate positions. Houston, Dallas, and Austin lead hiring, anchored by major employers such as Wells Fargo, Charles Schwab, and Fidelity Investments, all of which maintain substantial Texas operations. The most in-demand specializations are financial planning, portfolio analysis, and client relationship management for ultra-high-net-worth clients. Find a role that fits below and apply directly.
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Showing 5 of 109+ Wealth Management Associate jobs
Want to be part of a team where your work is valued and your potential matters? Build your career with an established wealth management firm that values professionalism, operational excellence, and long-term team development.
This position offers the opportunity to develop your skills and expand your responsibilities over time, with the potential to advance into an operations-focused role within the firm as your experience, capabilities, and the company's needs evolve. This role offers the opportunity to develop specialized knowledge of the financial services industry while contributing to a professional, team-oriented organization. With comprehensive benefits and opportunities to expand your skills, you can build a meaningful career in an environment focused on sustained performance and professional growth.
About Us
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.
Position Details
Location: Fort Worth, TX
Schedule: Monday through Thursday 8:00 AM to 5:00 PM, Friday 8:00 AM to 4:00 PM
Compensation: $23 to $26 per hour plus performance-based bonus
Status: Full Time, 40 hours per week
Benefits: Medical, Dental, Vision, Disability, Life Insurance, and 401k with match
Dress Code: Business Professional
Job Responsibilities
- Serve as liaison between clients, advisors, custodians, and third-party providers
- Handle administrative duties while keeping the workplace organized and clean
- Manage CRM systems, reporting metrics, NAUM tracking, and post meeting workflows
- Support advisors with licensing, training coordination, and scheduling
- Handle administrative functions including phones, mail, scanning, meeting preparation, and event support
Job Requirements
- Minimum 2 years of administrative experience
- Bachelor's degree preferred
- Strong operational and multitasking capabilities with exceptional attention to detail
- Excellent written and verbal communication skills
- Professional judgment and consistent ethical standards
- Financial services experience preferred
- Proficiency with Microsoft Office applications and Google Workspace
Why Join Us?
Comprehensive benefits package, including medical, dental, vision, disability, and life insurance. 401(k) with company match to support your financial future. A professional, collaborative, and growth-oriented work environment with opportunities for career advancement
Benefits:
- 401(k) matching
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Pay: $23.00 - $26.00 per hour
Expected hours: 40.0 per week
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
Want to be part of a team where your work is valued and your potential matters? Build your career with an established wealth management firm that values professionalism, operational excellence, and long-term team development.
This position offers the opportunity to develop your skills and expand your responsibilities over time, with the potential to advance into an operations-focused role within the firm as your experience, capabilities, and the company's needs evolve. This role offers the opportunity to develop specialized knowledge of the financial services industry while contributing to a professional, team-oriented organization. With comprehensive benefits and opportunities to expand your skills, you can build a meaningful career in an environment focused on sustained performance and professional growth.
About Us
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.
Position Details
Location: Fort Worth, TX
Schedule: Monday through Thursday 8:00 AM to 5:00 PM, Friday 8:00 AM to 4:00 PM
Compensation: $23 to $26 per hour plus performance-based bonus
Status: Full Time, 40 hours per week
Benefits: Medical, Dental, Vision, Disability, Life Insurance, and 401k with match
Dress Code: Business Professional
Job Responsibilities
- Serve as liaison between clients, advisors, custodians, and third-party providers
- Handle administrative duties while keeping the workplace organized and clean
- Manage CRM systems, reporting metrics, NAUM tracking, and post meeting workflows
- Support advisors with licensing, training coordination, and scheduling
- Handle administrative functions including phones, mail, scanning, meeting preparation, and event support
Job Requirements
- Minimum 2 years of administrative experience
- Bachelor's degree preferred
- Strong operational and multitasking capabilities with exceptional attention to detail
- Excellent written and verbal communication skills
- Professional judgment and consistent ethical standards
- Financial services experience preferred
- Proficiency with Microsoft Office applications and Google Workspace
Why Join Us?
Comprehensive benefits package, including medical, dental, vision, disability, and life insurance. 401(k) with company match to support your financial future. A professional, collaborative, and growth-oriented work environment with opportunities for career advancement
Benefits:
- 401(k) matching
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Pay: $23.00 - $26.00 per hour
Expected hours: 40.0 per week
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
See All 109+ Wealth Management Associate Jobs in Texas
Find roles in Texas that match your experience and apply in just a few clicks.
Find JobsWealth Management Associate Jobs by City in Texas
Where Texas roles are concentrated, by current openings.
Wealth Management Associate Job Market in Texas
A snapshot from current Texas openings, updated as new roles post.
Who's Hiring
- JPMorganChase44
- PNC Financial Services11
- Goldman Sachs10
- Bank of America7
- Texas Regional Bank7
Top Industries Hiring
- Banking & Financial Services
- Insurance
- Investment & Asset Management
What Texas Employers Look For
The qualifications that appear most often in wealth management associate jobs across Texas.
- Active FINRA Series 65 or Series 66 registration recognized for Texas investment adviser representatives
- Bachelor's degree in finance, economics, accounting, or a closely related business field
- FINRA Series 7 license or active pursuit of licensure within a set onboarding period
- Proficiency with CRM platforms such as Salesforce and portfolio tools like Orion or Black Diamond
- Two or more years of client-facing experience in financial services, banking, or brokerage
- CFP certification in progress or completed, preferred for client-advisory and planning roles
Wealth Management Associate Jobs in Texas: Frequently Asked Questions
How do you become a wealth management associate in Texas?
Most wealth management associate roles in Texas require a bachelor's degree in finance, economics, or a related field, followed by FINRA licensing. Investment adviser representatives working in Texas must register through the Texas State Securities Board and typically hold a Series 65 or a Series 7 combined with a Series 66. Many candidates start as client service associates or operations analysts before moving into full associate roles, and earning a CFP designation strengthens competitiveness significantly.
How much do wealth management associates make in Texas?
Wealth management associates 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 associates in Texas?
Employers hiring wealth management associates in Texas right now include JPMorganChase, PNC Financial Services, and Goldman Sachs, based on current listings on Migrate Mate as of November 2026. Texas's deep concentration of independent RIA firms and large wirehouse branches across Dallas, Houston, and Austin means hiring is spread across both national brands and regional boutique wealth practices.
Which Texas cities have the most wealth management associate jobs?
Houston, Dallas, and Fort Worth consistently post the most wealth management associate openings in Texas. Dallas and Houston dominate because of their dense concentration of wirehouse branches, independent RIAs, and corporate headquarters serving high-net-worth clients, while Austin's fast-growing technology and venture sector has generated a newer and expanding base of wealth management demand among younger affluent clients.
Are there remote wealth management associate jobs in Texas?
Yes, but they are less common than in purely analytical fields because wealth management associates regularly meet with clients and collaborate with advisors in person. About 28% of wealth management associate openings tied to Texas are remote or hybrid as of November 2026, and those positions tend to concentrate on back-office planning support, portfolio analysis, and client reporting rather than direct relationship-facing roles.
How can I get hired as a wealth management associate in Texas with little or no experience?
The most realistic entry path is applying to client service associate or operations analyst roles at Texas-based wirehouse branches or independent RIAs, which are designed for candidates without direct wealth management experience. Large Texas employers including Fidelity Investments and Charles Schwab run structured associate development programs for new graduates. Passing the Series 65 exam before applying and gaining experience as a bank teller, financial analyst, or client services representative at a credit union or regional bank makes a candidate noticeably more competitive.
Where can I find and apply to wealth management associate jobs in Texas?
You can find and apply to wealth management associate jobs in Texas on Migrate Mate, which lists current Texas openings across Houston, Dallas, Austin, and other hiring markets. Search the available roles, find ones that match your background and target market, and apply directly to the employers posting them.
See All 109+ Wealth Management Associate Jobs in Texas
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