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 83+ Wealth Management Associate jobs
INTRODUCTION
Join Equitable Advisors: A Pathway to Possibilities and Positive Impact. Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve. We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential!
ROLE HIGHLIGHTS
- Client Engagement: Cultivate and expand your network within established markets
- Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
- Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
- Work-Life Balance: Flexible schedule to maximize productivity and personal time
- Location: Working outside the office in local schools and municipalities
BASIC QUALIFICATIONS
- Education: Bachelor's degree or equivalent skills and work experience
- Licensing: State Life & Health, SIE, Series 7, Series 66
- Personal Attributes: values-driven with a track record of success and accomplishment
- Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
- Mindset: entrepreneurial spirit with a desire to positively impact others' lives
- Collaboration: ability to work with and learn from top performers
- Work Authorization: must be authorized to work in the United States
TRAINING & DEVELOPMENT
- FINRA Sponsorship: provided for required FINRA licensing
- Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
- Virtual University: access to Equitable Advisors' Virtual University for continuous learning
- Mentorship: opportunities for joint work and mentorship
- Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
- Leadership Development: access to Leadership Development School for those with management ambition
- Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program
COMPENSATION & BENEFITS
- Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
- Base Salary: Annual salary for eligible financial professionals, empowering you to establish your career in wealth management
- Commissions and Bonus: In addition to an annual salary, financial professionals are eligible to earn commissions and bonus.
- Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
OUR CULTURE AND COMMUNITY IMPACT
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814452.1(4/25)(Exp.4/29).
INTRODUCTION
Join Equitable Advisors: A Pathway to Possibilities and Positive Impact. Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve. We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential!
ROLE HIGHLIGHTS
- Client Engagement: Cultivate and expand your network within established markets
- Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
- Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
- Work-Life Balance: Flexible schedule to maximize productivity and personal time
- Location: Working outside the office in local schools and municipalities
BASIC QUALIFICATIONS
- Education: Bachelor's degree or equivalent skills and work experience
- Licensing: State Life & Health, SIE, Series 7, Series 66
- Personal Attributes: values-driven with a track record of success and accomplishment
- Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
- Mindset: entrepreneurial spirit with a desire to positively impact others' lives
- Collaboration: ability to work with and learn from top performers
- Work Authorization: must be authorized to work in the United States
TRAINING & DEVELOPMENT
- FINRA Sponsorship: provided for required FINRA licensing
- Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
- Virtual University: access to Equitable Advisors' Virtual University for continuous learning
- Mentorship: opportunities for joint work and mentorship
- Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
- Leadership Development: access to Leadership Development School for those with management ambition
- Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program
COMPENSATION & BENEFITS
- Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
- Base Salary: Annual salary for eligible financial professionals, empowering you to establish your career in wealth management
- Commissions and Bonus: In addition to an annual salary, financial professionals are eligible to earn commissions and bonus.
- Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
OUR CULTURE AND COMMUNITY IMPACT
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814452.1(4/25)(Exp.4/29).
See All 83 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
- CHRISTUS Health14
- Bank of America8
- Oscar Health8
- Baylor Scott & White Health6
- Memorial Hermann Health System6
Top Industries Hiring
- Healthcare & Medical Services29
- Banking & Financial Services9
- Investment & Asset Management8
- Construction & Real Estate6
- Retail4
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 CHRISTUS Health, Bank of America, and Oscar Health, based on current listings on Migrate Mate as of June 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 Irving 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 20% of wealth management associate openings tied to Texas are remote or hybrid as of June 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 83 Wealth Management Associate Jobs in Texas
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