23 associate wealth management jobs at 10 companies in Houston, TX
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Detroit or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington, D.C. or West Palm Beach
OnsiteFull Time
2+ YOEBachelor’s degree and 2–4 years of client service or financial industry experience required/preferred. Strong communication, organization, interpersonal skills, integrity, and client-service focus. SIE, Series 7, and Series 63 required.
1w
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Detroit or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
OnsiteFull Time
2+ YOEBachelor's degree and 2–4 years of preferred client service or financial industry experience. Requires SIE, Series 7, and Series 63; strong communication, organization, client service, and analytical skills.
4w
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Wealth Management Client Associate
The Woodlands, Texas, United States
OnsiteFull Time
Provide client service support to financial advisors, ensure accuracy of client materials, promote banking offerings, and use Microsoft and CRM tools; high school diploma/GED required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Registered Wealth Management Client Associate
Houston, Texas, United States
OnsiteFull Time
Requires FINRA SIE, Series 7, and Series 66 licenses; advanced investment product knowledge; client service, communication, judgment, adaptability, and computer application skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Senior Wealth Associate
Houston or Dallas or Chicago
OnsiteFull Time
5+ YOE5+ years client service experience (trust/investment management preferred). Bachelor's degree preferred. CFP in progress preferred. Unrestricted U.S. work authorization required; no visa sponsorship.
4d
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Private Wealth Advisor Associate
Houston, Texas, United States
$65k-$90k/yr OnsiteFull Time
3+ YOEBachelor's degree required; strong communication, analytical, problem-solving, collaboration, leadership, interpersonal, and time-management skills. SIE exam required before joining; Series 7 and 66 licenses required within 1–2 months.
2d
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2027 | Americas | Houston | Wealth Management, Private Wealth Management | New Associate
Houston, Texas, United States
$160k/yr OnsiteFull Time
2+ YOERequires 2–5 years of experience and an advanced degree. Develops product- and function-specific skills while working with senior professionals and clients.
3d
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J.P. Morgan Wealth Management - Private Client Investment Associate Team Leader
Houston, Texas, United States
FieldFull Time
Requires strong communication, stakeholder influence, team-building, motivation, adaptability, and multi-priority management. Active SIE, Series 7, Series 66, insurance, and Series 9/10 or 24 licenses required or obtainable within 60 days.
FAQs
2mo
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Sr. Associate Advisor Consultant, Strategic Wealth
New York City or Austin or Chattanooga or Chicago or Dallas or Houston or Knoxville or Memphis or Midland or Nashville or Plano or Round Rock or Southlake or St. Charles or Sugar Land or Texarkana or The Woodlands or United States
$70k/yr RemoteFull Time
2+ YOERequires FINRA Series 7 & 63, 2+ years in asset management sales or as a financial advisor, ability to reside in market and travel, strong presentation and relationship-building skills, and bachelor’s degree preferred.
CRM
2mo
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Associate Financial Advisor
The Woodlands, Texas, United States
$70k-$90k/yr OnsiteFull Time
2+ YOEFull-time Associate Financial Advisor with 2+ years wealth management, 4-year degree, Series 65, CFP preferred.
5h
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Client Relationship Associate
Houston or New York City or Santa Monica or Dallas
$85k-$100k/yr HybridFull Time
3+ YOEBachelor's degree and 3–7 years of relevant wealth management, private client, RIA operations, or financial services experience. Requires account administration, client service, communication, organization, and Microsoft Office proficiency.
Microsoft Office, Microsoft Outlook, Microsoft Word, Microsoft Excel, CRM, Salesforce, Addepar, Charles Schwab Advisor Services
2w
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Client Experience Associate SAFE ACT - AVP - HOUSTON
Houston, Texas, United States
$87k-$131k/yr HybridFull Time
5+ YOE5+ years experience in financial services or wealth management; strong analytical, interpersonal, communication skills; ability to manage relationships, meet deadlines, and assess risk; FINRA SIE, Series 7 and Series 66/63+65 required or to be obtained within 150 days; bachelor's degree or equivalent.
2mo
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Associate Financial Planning Consultant
Baytown, Texas, United States
$65k-$90k/yr HybridFull Time
3+ YOEBachelor's degree or 3 years related wealth management experience; required Series registrations (7/66 or 63/65); strong MS Office and CRM skills; paraplanning/tax/investment experience preferred; up to 20% travel.
Microsoft Word, Microsoft Excel, CRM Database, Microsoft PowerPoint, Email, Internet
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