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Develop customized asset allocation strategies and investment solutions for clients; including risk management/insurance and tax/estate planning and develop customized investment solutions and asset allocation strategies for clients. The primary role of the Associate Wealth Advisor is to provide investment and relationship management support to a senior advisor or team of advisors, including any and all daily, monthly, and annual research & reporting tasks to support the end-client's needs.

YEAR

LPL Financial Services

Associate Wealth Advisor

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The firm specializes in several distinct investment capabilities: U.S. Value Equity, Multi-Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return and Managed Investment Solutions, which are available through separate accounts, The Westwood Funds family of mutual funds, exchange-traded funds (ETFs) and other pooled vehicles. 10+ years of experience as an advisor to UHNW families including holistic wealth planning & coordination across financial planning, investment strategy, risk management, estate and tax planning, and facilitating family meetings and communication.

Westwood Holdings Group Inc

Wealth Advisor (Vice President)

2+ years of experience in trust account administration, operations, personal banking account management, or institutional trust and custody account management. Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas.

Frost Bank

Wealth Advisors Operations Specialist II

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A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.

LPL Financial

Wealth Advisor - Educational Employees Credit Union

Skyline Wealth Strategies (SWS), a growing family office platform serving 200+ high-net-worth families (HNWFs) with $5–$50M balance sheets, is seeking a licensed RIA Operator / Senior Wealth Advisor to install, operate, and serve as the responsible person for the firm's new Registered Investment Advisor entity. This is a key leadership hire with long-term ownership potential who will integrate the RIA offering into Skyline's overall wealth platform and serve our families with fiduciary excellence.

Skyline Wealth Strategies, LLC

RIA Operator/Senior Wealth Advisor

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Wealth Advisors have the responsibility of creating networks and establishing relationships with centers of influence within the high net worth and closely-held business space in order to establish a consistent flow of introductions and referrals. Responsible for growing the book of business by identifying value-added products and services for clients, identifying client assets held outside of SWBC and developing additional business through referrals and centers of influence.

SWBC

Wealth Advisor (Austin)

Wealth Advisor

Wealth Advisor (Dallas)

Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Meet with clients and CPAs as needed to present proposed solutions, gather information, complete paperwork, and provide timely and accurate follow-up.

Are you a forward-thinker? Are you energized by a challenge? Do you want to make a difference? If you are looking for a dynamic company where you can build the future of independent financial advice with inspiring teammates—and have fun along the way—we think you’ll like it here. At Cetera, our Guiding Principles reflect what matters most to us. We seek to: 

measure success by our advisors' success

 
recognize the strength of our team

 
execute with purpose & efficiency

 
empower & inspire each other

Cetera Financial Group

Wealth Advisor - Hybrid

What you'll do: Retain and grow Frost Wealth Management relationships by serving as a primary point of contact for a portfolio of clients, with annual revenue from production expected to range between $350,000 and $750,000. You will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Wealth Management products and services.

Cullen/Frost Bankers Inc

Wealth Advisor II

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What you'll do: Retain and grow Frost Wealth Management relationships by serving as a primary point of contact for a portfolio of clients, with annual revenue from production expected to range between $750,000 and $1.5 million. You will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Wealth Management products and services.

Wealth Advisor III

Who you are: As a Wealth Advisor I, you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Wealth Management products and services. What you'll do: Retain and grow Frost Wealth Management relationships by serving as a primary point of contact for a portfolio of clients, with annual revenue from production expected to range between $150,000 and $350,000.

Wealth Advisor I

Establish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs.

Truist Financial Corporation

Wealth Advisor III - Dallas / Fort Worth

Wealth Advisor III - Houston / Austin

The Principal Wealth Advisor leads client meetings, collaborates across departments to meet client needs, mentors colleagues, and ensures a superior client experience. The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies.

Cerity Partners

If you're passionate about helping families navigate retirement, wealth preservation, income planning, and legacy planning, and you're looking for an opportunity to step into an established platform, learn a proven client experience, assume meaningful relationship leadership, and build a rewarding long-term career, we'd like to hear from you. This is an opportunity for an advisor who wants to focus on helping families navigate retirement, wealth preservation, income planning, legacy planning, and long-term financial decision-making while leveraging an established platform, proven client experience, strong operational support, and a consistent flow of qualified opportunities.

Skyline Wealth Strategies

Senior Wealth Advisor

Supports the delivery of financial advice and services to clients, including handling all administrative functions with Financial Advisors and the firm with the goal of client retention, client satisfaction, and reaching business objectives. This role offers an opportunity for growth into roles with expanded responsibilities with a firm committed to high-touch/high-tech comprehensive wealth management solutions for individuals with complex financial situations.

Kestra Financial Independent Advisor

Client Services Associate - Waterworth Wealth Advisors

Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change. Reporting to a Partner and the Director of Wealth Management, the Wealth Advisor is responsible for managing a group book of client relationships, delivering comprehensive financial planning and investment advisory services.

Cain Watters & Associates

The Wealth Advisor, Guided Investing, focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario.

Mercer Advisors

Wealth Advisor (Dallas: Park Cities/Rockwall, TX)

Ability to speak effectively, present information, and respond to questions from groups of clients, customers, employees, managers, top management, boards of directors, and the general public. Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and SFIG written procedures related to the securities industry, including completion of required compliance training.

Wealth Advisor Jobs in Texas

Associate Wealth Advisor LPL Financial Services

Wealth Advisor (Vice President) Westwood Holdings Group Inc

Wealth Advisors Operations Specialist II Frost Bank

Wealth Advisor - Educational Employees Credit Union LPL Financial

RIA Operator/Senior Wealth Advisor Skyline Wealth Strategies, LLC

Wealth Advisor (Austin) SWBC

Wealth Advisor SWBC

Wealth Advisor (Dallas) SWBC

Wealth Advisor - Hybrid Cetera Financial Group

Wealth Advisor II Cullen/Frost Bankers Inc

Wealth Advisor III Cullen/Frost Bankers Inc

Wealth Advisor I Cullen/Frost Bankers Inc

Wealth Advisor III - Dallas / Fort Worth Truist Financial Corporation

Wealth Advisor III - Houston / Austin Truist Financial Corporation

Wealth Advisor Cerity Partners

Senior Wealth Advisor Skyline Wealth Strategies

Client Services Associate - Waterworth Wealth Advisors Kestra Financial Independent Advisor

Wealth Advisor Cain Watters & Associates

Wealth Advisor (Dallas: Park Cities/Rockwall, TX) Mercer Advisors

Wealth Advisor Simmons Bank

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