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 94+ Wealth Management Associate jobs
The Wealth Client Management Associate uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) in providing excellent client service. The candidate for this role provides day-to-day support, project management assistance, and partners with the CMC to research and resolve issues. The candidate also recommends solutions to moderately complex problems. Primary responsibilities may include the following, among others:
- Deliver exceptional, proactive service to the Wealth Client Service team, which includes resolving client questions, processing transactions, and responding to ad hoc requests
- Work closely with CMCs to prepare quarterly reviews, proposals, and other client-related materials; this includes preparing the documents, printing, binding, and mailing
- Maintain updated client contact information within the CRM system (CAPCONNECT); assist with ongoing CAPCONNECT maintenance including gathering and uploading documents to SharePoint records
- Handles Client Service functions including new account paperwork, mailing correspondence, reports, and contracts
- Assists CMC with various client onboarding tasks and recurring tasks
- Partners with associates from various offices firm-wide
- Greet office guests in a professional, friendly, and hospitable manner
- Answer phone calls with a welcoming and positive demeaner; ensure phone calls are directed to the appropriate team member
- Assist in scheduling, calendaring, and confirming tasks, activities, and appointments
- Perform other duties and special projects as required, including firm-wide initiatives
-
Some additional responsibilities may include:
- Maintain office, kitchen/breakroom area (keep area always stocked and clean) including office supplies
- Open and distribute mail as needed
- Completion of a four-year degree from an accredited university or equivalent work experience
- Investment industry experience a plus
- Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF
- Excellent math skills and the ability to quickly grasp financial and investment concepts
- Positive attitude and a team player.
- Energized by change and ability to think “outside the box” regarding process
- Flexibility to handle changing priorities, pressure, and short deadlines
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
- Company discretionary bonus.
- Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
- Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
- Paid time off (PTO) or Paid Sick Leave (PSL)
114 East Highland Drive | Boerne, TX 78006
Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
- Ability to build successful, collaborative, and trusting relationships
- Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
- A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
- Inherent desire to give back to our communities and enrich the lives of those around us
- An other-centered mindset
- Integrity through maintaining objectivity
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws.#associate
This position will remain open until filled.
The Wealth Client Management Associate uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) in providing excellent client service. The candidate for this role provides day-to-day support, project management assistance, and partners with the CMC to research and resolve issues. The candidate also recommends solutions to moderately complex problems. Primary responsibilities may include the following, among others:
- Deliver exceptional, proactive service to the Wealth Client Service team, which includes resolving client questions, processing transactions, and responding to ad hoc requests
- Work closely with CMCs to prepare quarterly reviews, proposals, and other client-related materials; this includes preparing the documents, printing, binding, and mailing
- Maintain updated client contact information within the CRM system (CAPCONNECT); assist with ongoing CAPCONNECT maintenance including gathering and uploading documents to SharePoint records
- Handles Client Service functions including new account paperwork, mailing correspondence, reports, and contracts
- Assists CMC with various client onboarding tasks and recurring tasks
- Partners with associates from various offices firm-wide
- Greet office guests in a professional, friendly, and hospitable manner
- Answer phone calls with a welcoming and positive demeaner; ensure phone calls are directed to the appropriate team member
- Assist in scheduling, calendaring, and confirming tasks, activities, and appointments
- Perform other duties and special projects as required, including firm-wide initiatives
-
Some additional responsibilities may include:
- Maintain office, kitchen/breakroom area (keep area always stocked and clean) including office supplies
- Open and distribute mail as needed
- Completion of a four-year degree from an accredited university or equivalent work experience
- Investment industry experience a plus
- Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF
- Excellent math skills and the ability to quickly grasp financial and investment concepts
- Positive attitude and a team player.
- Energized by change and ability to think “outside the box” regarding process
- Flexibility to handle changing priorities, pressure, and short deadlines
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
- Company discretionary bonus.
- Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
- Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
- Paid time off (PTO) or Paid Sick Leave (PSL)
114 East Highland Drive | Boerne, TX 78006
Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
- Ability to build successful, collaborative, and trusting relationships
- Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
- A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
- Inherent desire to give back to our communities and enrich the lives of those around us
- An other-centered mindset
- Integrity through maintaining objectivity
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws.#associate
This position will remain open until filled.
See All 94 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
- JPMorganChase24
- Goldman Sachs15
- PNC Financial Services8
- Texas Regional Bank7
- Bank of America5
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
- Insurance
- Human Resources
- Technology & Software
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, Goldman Sachs, and PNC Financial Services, based on current listings on Migrate Mate as of September 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?
Dallas, Houston, 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 25% of wealth management associate openings tied to Texas are remote or hybrid as of September 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 94 Wealth Management Associate Jobs in Texas
Find roles in Texas that match your experience and apply in just a few clicks.
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