Associate Advisor
Brownlee Wealth Management · Houston, Texas, US (On-site) · $80–120K / year
FeaturedSave
No Book Required
Wealth management jobs that don't require a book of business.
Find advisor and planning roles where the firm provides the clients. No prospecting quotas, no asset transfers, no production minimums. Just a real career serving clients.
Who this board is for
Every role on NoBookRequired is a seat where you're hired for your skills, not your client list. It's built for:
- Paraplanners
- Associate advisors
- Service advisors
- Financial planners
- Client service associates
- Relationship managers
- Lead advisors with inherited or firm-assigned clients
- Career changers entering financial planning
What "no book required" means
- You won't be asked to bring clients or transfer assets.
- Compensation is a salary or salary plus bonus, not commission-only.
- The firm assigns clients or brings you onto an existing team.
- Your growth comes from serving clients well, not from cold calling.
BW BF Financial Planner (NERD!)
Briaud Financial Advisors · College Station, Texas, US (On-site) · $80–110K / year
FeaturedSaveOI Sales Associate to Financial Advisor
Osaic Institutions · Westminster, Colorado, US (On-site) · $50–78K / year
FeaturedSaveM Wealth Planning Analyst
Mariner · Novi, Michigan, US (On-site) · $58.7–67K / year
AW Planning Lead Advisor
Apollon Wealth Management · Mount Pleasant, South Carolina, US (Hybrid)
FB Wealth Advisor II
Frost Bank · Plano, Texas, US (On-site)
K Private Client Advisor
KeyBank · Norwalk, Ohio, US (On-site)
K Financial Advisory - Financial Advisor
Kestra · Fairfield, New Jersey, US (On-site)
JC
JPMorgan Chase & Co.
JPMorgan Chase & Co. is a global financial services firm, founded in 1799, working across consumer banking, corporate and investment banking, commercial banking, and asset and wealth management in over 100 markets.
34 open jobs
FL
FMR LLC
FMR LLC, parent of Fidelity Investments, provides investment management, retirement planning, brokerage and wealth services to individual and institutional customers across 11 countries.
20 open jobs
7M
711 MS Smith Barney, LLC
A global financial services firm founded in 1935, providing investment banking, capital markets, and technology platforms, with analyst programs and technology roles.
15 open jobs
UB
U.S. Bank
U.S. Bank is the fifth-largest U.S. commercial bank, offering personal and business banking, wealth management, mortgages, credit cards, and digital payments through Elavon.
11 open jobs
RJ
Raymond James Ltd.
Raymond James Ltd. provides wealth management, investment banking and capital markets services, delivering personalized, relationship-driven financial advice from offices worldwide.
8 open jobs
AF
Ameriprise Financial, Inc.
Ameriprise Financial is a financial planning and advice firm offering wealth and asset management, insurance, annuities and estate planning, founded in 1894 and based in Minneapolis.
8 open jobs
Hiring planners, associates, or service advisors? Post your role in front of professionals looking for exactly this kind of seat.
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