Top 38 Wealth management associate Jobs in Plano, Tx

Wealth Management Associate
Legacy Lab Financial LLC —Irving, TX
- $75,000 - $250,000 a year
- Part-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
- Health insurance
- Work from home
Quick Apply
Financial Advisor - Associate
Lemnis Capital —Richardson, TX
- $45,000 - $85,000 a year
- Full-time
- Background check
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Associate Wealth Advisor
Beacon Pointe Advisors LLC —Plano, TX
- $75,000 - $85,000 a year
- Microsoft Excel
- Writing skills
- Research
Wealth Management Client Associate
Bank of America —Dallas, TX
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Asset & Wealth Management-Dallas-Associate, Asset Servicing-10190615
Goldman Sachs —Dallas, TX
- Mid-level
- Office
- Finance
- Disability insurance
- Health insurance
Asset & Wealth Management, Operational Risk, Issues Management, Associate - Richardson
Goldman Sachs —Richardson, TX
- Mid-level
- Office
- 3 years
- Disability insurance
- Health insurance
Asset & Wealth Management, Product Management, Associate - Dallas
Goldman Sachs —Dallas, TX
- Mid-level
- Office
- Continuous improvement
- Disability insurance
- Health insurance
Wealth Management Associate
Allworth Financial —Dallas, TX
- Full-time
- Word processing
- Mid-level
- Office
- Health savings account
- Paid holidays
Internal Audit, Asset Wealth Management - Senior Associate - Data Scientist
JPMorganChase —Plano, TX
- $123,500 - $170,000 a year
- Full-time
- Computer science
- Computer Science
- Mid-level
- Health insurance
- Tuition reimbursement
4d
Asset & Wealth Management, Operational Risk, Associate - Irving
Goldman Sachs —Irving, TX
- Microsoft Excel
- Research
- Mid-level
- Disability insurance
- Health insurance
Quant Analytics-Senior Associate
JPMorganChase —Plano, TX
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Tuition reimbursement
Wealth Management Associate – LCElite Program (Sales & Leadership Track)
Lemnis Capital —Richardson, TX
- $30,000 - $100,000 a year
- Full-time
- Office
- Business development
- Bachelor's degree
Quick Apply
Asset & Wealth Management, Private, Real Estate Divisional CFO, Associate - Dallas
Goldman Sachs —Dallas, TX
- Mid-level
- Office
- 3 years
- Disability insurance
- Health insurance
Asset & Wealth Management Operations-Portfolio Control Reconciliations-Dallas-Associate
Goldman Sachs —Dallas, TX
- Microsoft Word
- Mid-level
- Office
- Disability insurance
- Health insurance
11d
Asset & Wealth Management, Marcus US Deposits Business Controls & Risk Management, Associate - Richardson
Goldman Sachs —Richardson, TX
- Microsoft Word
- Microsoft Excel
- Mid-level
- Disability insurance
- Health insurance
Asset & Wealth Management, Private Investing, Divisional CFO, Associate - Dallas
Goldman Sachs —Dallas, TX
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
13d
J.P. Morgan Wealth Management - Private Client Investment Associate - Dallas, TX
JPMorganChase —Dallas, TX
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
2d
Wealth Planning Associate
Royal Bank of Canada —Dallas, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- CPA
Asset & Wealth Management - AI Solutions Engineer - Associate - Dallas
Goldman Sachs —Dallas, TX
- Mid-level
- Office
- 3 years
- Disability insurance
- Health insurance
Asset & Wealth Management - Business Risk & Controls - Associate - Richardson
Goldman Sachs —Richardson, TX
- 5 years
- Office
- Finance
- Disability insurance
- Health insurance

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wealth management associate jobs near plano, tx

Wealth Management Associate

Legacy Lab Financial LLC
Irving, TX

Quick Apply

Job Details

Part-time | Full-time | Contract | Internship
$75,000 - $250,000 a year

Benefits

Health insurance
Work from home
Flexible schedule
Referral program

Qualifications

Life Insurance License
Financial sales
High school diploma or GED
Business development
Insurance sales

Full Job Description

Wealth Management Associate

Date Posted: June 4, 2026 Pay: $75,000 – $250,000 Annually (Commission-Based) Type: Full-Time / Part-Time

About Legacy Lab Financial

Legacy Lab Financial LLC is the advanced markets division of Max Life Agency LLC — our wealth management space where high-level, creative financial planning takes place. We serve higher net worth individuals, accredited investors and professionals actively building toward that milestone.

Within our ecosystem — spanning insurance, real estate, and financial services — our advisors deploy sophisticated strategies designed to accelerate client portfolios, reduce or eliminate tax liabilities, and outpace inflation. This is not entry-level insurance sales. This is wealth architecture.

Position Overview

We are seeking driven, coachable professionals to join the Wealth Management Department of Max Life Agency as Wealth Management Associates. In this role, you will work directly with individuals, families, and business owners to identify financial needs, design tailored wealth strategies, and help clients make decisions that build lasting financial legacies.

As part of a nationally recognized FMO representing carriers such as Pac Life, AIG, Mutual of Omaha, and Nationwide, you will have access to industry-leading products, a proven sales system, and a structured leadership development path.

We do not cold call, door knock, or purchase leads.

Key Responsibilities

Meet with clients to assess financial protection, accumulation, and legacy planning needs Design and present advanced wealth strategies utilizing life insurance, annuities, and alternative financial vehicles Educate clients on tax-advantaged solutions and portfolio acceleration strategies Build and maintain long-term client relationships through consistent follow-up and referral systems Develop your book of business through agent and client acquisition systems Build and collaborate with cross-industry teams — including professionals from real estate, tax, legal, mortgage, and family office ecosystems — to ensure clients always have the best options at the table Participate in team training, workshops, and leadership development initiatives

What We Offer

Licensing support and exam preparation resources World-class sales training and advanced markets education A clear leadership development path from Associate to Managing Director Flexible, hybrid schedule with the ability to work from home Uncapped commission structure with annual earning potential of $75K–$250K+ Access to a national network of 680+ licensed agents and proven systems Health insurance benefits available

What We Are Looking For

Current life insurance license or strong willingness to obtain one Self-motivated professionals with strong communication skills and a professional presence Coachable, growth-minded individuals with high follow-through Ability to work independently and manage activity within a hybrid environment A collaborative mindset and the ability to network across industries to build a team around your clients Genuine interest in wealth-building, financial literacy, and client transformation

Backgrounds That Translate Well

Sales Real Estate Mortgage Financial Services Tax/Accounting Business Development Hospitality Customer Service Athletics / Coaching HR / Recruiting Legal

Qualifications

Ability to obtain (or currently hold) a state life insurance license Dedicated home office with reliable internet High school diploma or equivalent required; Associate’s or Bachelor’s degree preferred Strong communication skills and a professional presence

Job Types: Full-time, Part-time, Internship, Contract, Commission

Pay: $75,000.00 - $250,000.00 per year

Benefits:

Flexible schedule
Health insurance
Referral program

Application Question(s):

In 1–2 sentences, tell us why your background makes you a good fit for a wealth management, leadership-track role.
Do you currently hold an active life insurance license?
If not licensed, are you able to invest $199–$400 to obtain your state license and complete licensing coursework?
Are you aware that this is a commission-based role with uncapped earning potential?

Education:

High school or equivalent (Preferred)

Ability to Commute:

Irving, TX 75038 (Preferred)

Work Location: Hybrid remote in Irving, TX 75038

Quick Apply

Refine Your Search

wealth management associate jobs in plano, tx

Wealth Management Associate

Financial Advisor - Associate

Associate Wealth Advisor

Wealth Management Client Associate

Asset & Wealth Management-Dallas-Associate, Asset Servicing-10190615

Asset & Wealth Management, Operational Risk, Issues Management, Associate - Richardson

Asset & Wealth Management, Product Management, Associate - Dallas

Wealth Management Associate

Internal Audit, Asset Wealth Management - Senior Associate - Data Scientist

Asset & Wealth Management, Operational Risk, Associate - Irving

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Wealth Management Associate – LCElite Program (Sales & Leadership Track)

Asset & Wealth Management, Private, Real Estate Divisional CFO, Associate - Dallas

Asset & Wealth Management Operations-Portfolio Control Reconciliations-Dallas-Associate

Asset & Wealth Management, Marcus US Deposits Business Controls & Risk Management, Associate - Richardson

Asset & Wealth Management, Private Investing, Divisional CFO, Associate - Dallas

J.P. Morgan Wealth Management - Private Client Investment Associate - Dallas, TX

Wealth Planning Associate

Asset & Wealth Management - AI Solutions Engineer - Associate - Dallas

Asset & Wealth Management - Business Risk & Controls - Associate - Richardson

I want to receive the latest job alert for wealth management associate in plano, tx

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