Personal Financial Advisor Jobs in Texas

A Personal Financial Advisor is a vital professional within the finance industry, providing financial advice to clients on topics including investments, tax laws, and insurance decisions. They help clients plan for short and long-term goals, such as meeting education expenses and saving for retirement. They research investment opportunities, stay current with economic trends, and meet with clients to review financial goals. Personal Financial Advisors also help clients manage debt, plan their estate, and maximize their savings.

Important skills for a Personal Financial Advisor include strong analytical ability, excellent interpersonal and sales skills, and a keen attention to detail. They need to be licensed through the Financial Industry Regulatory Authority (FINRA), and while not required, many advisors also obtain the Certified Financial Planner (CFP) certification to enhance their professional standing. Those interested in this profession often start in related fields such as investment banking, insurance sales, or financial auditing. Prior roles that can lead to a Personal Financial Advisor position include Financial Analyst, Accountant, and Insurance Sales Agent.

1-15 of 30 Jobs

Private Wealth Management Wealth Advisor

  • Houston, TX
  • 9 hours ago
  • Houston, TX
  • 9 hours ago

unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts....

Wealth Advisor III - Houston / Austin

  • Houston, TX
  • 22 hours ago
  • Houston, TX
  • 22 hours ago

Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....

Wealth Advisor III - Dallas / Fort Worth

  • Dallas, TX
  • 22 hours ago
  • Dallas, TX
  • 22 hours ago

Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....

Private Wealth Advisor

  • Bellville, TX
  • 1 day ago
  • Bellville, TX
  • 1 day ago

Job Description To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index...

Wealth Management Advisor

  • Dallas, TX
  • 2 days ago
  • Dallas, TX
  • 2 days ago

If you are looking to expand your scope of impact with the support of a leading wealth management firm; let's connect!...

Wealth Advisors Operations Specialist I - Trust

  • Fort Worth, TX
  • 3 days ago
  • Fort Worth, TX
  • 3 days ago

Its about interactions more than transactions. Do you love serving others and being a helpful hand regardless of the issue? Do people often tell you that you bring them joy just by being you? Are...

Wealth Advisor

  • The Woodlands, TX
  • 3 days ago
  • The Woodlands, TX
  • 3 days ago

Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The Expertise We're...

Wealth Management Consultant

  • San Antonio, TX
  • 3 days ago
  • San Antonio, TX
  • 3 days ago

financial plans, then join a team that is a stable industry leader....

Senior Advisor, Wealth Management

  • Houston, TX
  • 4 days ago
  • Houston, TX
  • 4 days ago

You'll enjoy this role if: You are looking for an opportunity to build your wealth management and leadership career in the rapidly evolving integrated wealth management industry You can see yourself...

Senior Retirement Specialist- San Antonio, TX

  • San Antonio, TX
  • 5 days ago
  • San Antonio, TX
  • 5 days ago

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could...

Remote Work

International Wealth Advisor - Houston / Dallas

  • Dallas, TX
  • 5 days ago
  • Dallas, TX
  • 5 days ago

Serve as a personal financial planning/advisory resource for clients, their attorney's and CPA's Provide mentoring to less experienced Wealth Management staff in support of establishing an extraordinarily...

Wealth Advisor

  • San Antonio, TX
  • 5 days ago
  • San Antonio, TX
  • 5 days ago

Apply Description Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services....

Senior Wealth Advisor

  • Ft Worth, TX
  • 9 days ago
  • Ft Worth, TX
  • 9 days ago

Bachelor’s degree in Accounting or Finance; advanced degree in a relatable field preferred Series 65 required Certified Financial Planner (CFP®) professional designation is required within the first...

Associate Wealth Advisor

  • Ft Worth, TX
  • 9 days ago
  • Ft Worth, TX
  • 9 days ago

Bachelor’s degree in accounting, finance, or related field Certified Financial Planner (CFP®) license or candidate Familiarization with financial concepts, investment products, portfolio analysis, goal...

Wealth Strategy Associate

  • Houston, TX
  • 16 days ago
  • Houston, TX
  • 16 days ago

assist financial advisors in client conversations, providing analytic information and aiming to understand the clients goals - develop customized asset allocation strategies and investment...

Demographic Data for Texas

Moving to Texas? Find some basic demographic data about Texas below.


Local
National
29,144,347
636,376

Personal Financial Advisor Online Courses and Training Opportunities

iHireFinance curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Introduction to Personal Financial Planning
Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...
Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial advisor, youll educate your clients on investments, taxes, savings...
LinkedIn for Financial Advisors
Join me, LinkedIn Consultant Brendan Barca, as I walk you through every step of my proven 5-Step Methodology for getting clients with LinkedIn! From optimizing your brand to efficiently finding...

Salary for Personal Financial Advisor Jobs in Texas

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireFinance research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.



Highest Education Level

Personal Financial Advisors in Texas offer the following education background
Bachelor's Degree
52.5%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.2%
Associate's Degree
4.1%
Doctorate Degree
2.6%
Some College
0.5%
Some High School
0.1%

Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Texas
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%


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Here are some other career titles that require similar skills



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