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Entry-level financial advisor associate jobs in Texas: 27 open roles

27 open entry-level financial advisor associate jobs in Texas, taken from employers’ own career sites and checked to still be open. Listings that state pay show a median of $60,500 a year. A client associate supports a financial advisor: preparing client meetings, processing account paperwork and answering routine client questions. A path toward becoming an advisor.

Open entry-level financial advisor associate jobs in Texas

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Showing the newest 15 of about 27 verified open jobs here. Search all jobs

Search all financial advisor associate jobs in Texas · What a financial advisor associate does and the skills it takes

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The financial advisor associate job in Texas

The job is the same anywhere; what changes is who is hiring.

A typical day

  1. 1. Prepare client meeting materials
  2. 2. Process account forms and transfers
  3. 3. Answer client questions
  4. 4. Maintain records
  5. 5. Study for licenses (e.g., SIE, Series 7)

Skills it uses

  1. 1. Client service
  2. 2. Attention to detail
  3. 3. Financial products basics
  4. 4. Compliance awareness
  5. 5. CRM software
Find training for these skills

Employers hiring in Texas

  • Jackson Hewitt 5
  • Bank of America 2
  • JPMorgan Chase 2
  • PNC Financial Services Group 2
  • Ameriprise Financial 1
  • Charles Schwab 1
  • Farther 1
  • Fisher Investments 1

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