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Assistant Financial Planner Jobs in Texas (NOW HIRING)

Austinwealthmgmt

Financial Planner

Austin, TX · On-site

$80 - $100/hr

Working closely with lead advisors and the financial planning team, you will assist in preparing and maintaining comprehensive financial plans, and ensuring a seamless client experience. This is a ...

SLSCO

Assistant Financial Controller

Galveston, TX · On-site

The Assistant Financial Controller will work directly with the Financial Controller, Division ... Assists in ERP conversion/implementation testing and participation in training sessions. * Support ...

SLSCO Ltd.

Assistant Financial Controller

Galveston, TX · On-site

The Assistant Financial Controller will work directly with the Financial Controller, Division ... Assists in ERP conversion/implementation testing and participation in training sessions. * Support ...

LPL Financial

Associate Wealth Advisor

Freeport, TX

$58K - $70K/yr

... to assist Financial Advisors in presenting total wealth management solutions including investment research, selection of investments and overall financial planning * Develop customized asset ...

LPL Financial

Associate Wealth Advisor

Brazoria, TX

$58K - $70K/yr

... to assist Financial Advisors in presenting total wealth management solutions including investment research, selection of investments and overall financial planning * Develop customized asset ...

LPL Financial

Associate Wealth Advisor

Bay City, TX

$58K - $70K/yr

... to assist Financial Advisors in presenting total wealth management solutions including investment research, selection of investments and overall financial planning * Develop customized asset ...

the City of Azle, TX

Assistant Finance Director

Azle, TX · On-site

$114K - $123K/yr

As Assistant Finance Director, you will play a key leadership role in helping guide the City ... Support long-range financial planning and provide recommendations regarding budgetary controls and ...

Gfoat

Assistant Finance Director

Azle, TX · On-site

$100 - $125/hr

As Assistant Finance Director, you will play a key leadership role in helping guide the City ... Support long-range financial planning and provide recommendations regarding budgetary controls and ...

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All JobsFinancial Planner JobsAssistant Financial Planner JobsAssistant Financial Planner Jobs in Texas

Assistant Financial Planner information

See Texas salary details

$33.1K

$56.5K

$97.4K

How much do assistant financial planner jobs pay per year?

As of Sep 8, 2026, the average yearly pay for assistant financial planner in Texas is $56,474.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,300.00 and $63,800.00 per year, depending on experience, location, and employer.

What is an assistant financial planner?

Assistant Financial Planners are professionals who support financial planners or advisors in managing clients' financial portfolios. Their responsibilities typically include preparing financial reports, analyzing data, conducting research, and assisting in developing financial plans for clients. They often interact with clients to gather information, process paperwork, and ensure compliance with regulations. This role is an entry-level position that provides valuable experience for those looking to become certified financial planners in the future.

What are the typical responsibilities of an assistant financial planner, and how do they support senior advisors and clients?

As an Assistant Financial Planner, your daily tasks often include preparing financial documents, conducting research on investment options, and assisting with the development of financial plans. You will collaborate closely with senior advisors to ensure client meetings run smoothly, often participating in note-taking, follow-ups, and maintaining client records. This role provides valuable exposure to both client interactions and the technical aspects of financial planning, making it an excellent stepping stone for those aiming to advance to a full Financial Planner position.

What are the key skills and qualifications needed to thrive as an assistant financial planner, and why are they important?

To thrive as an Assistant Financial Planner, you need foundational knowledge in finance, strong analytical abilities, and a relevant degree such as finance, accounting, or business. Familiarity with financial planning software like eMoney or MoneyGuidePro, and progress toward certifications such as CFP or Series 65, is highly valued. Excellent communication, organizational skills, and attention to detail help you build trust with clients and support senior planners effectively. These skills and qualities are crucial for delivering accurate financial advice, ensuring compliance, and fostering strong client relationships.

What is the difference between Assistant Financial Planner vs Financial Advisor?

AspectAssistant Financial PlannerFinancial Advisor
CertificationsCFP coursework, licensingCFP certification, licensing
Work EnvironmentSupport role, assisting plannersClient-facing, providing advice
ResponsibilitiesResearch, preparing plans, administrative tasksDeveloping financial plans, advising clients
Experience LevelEntry to mid-levelMid to senior-level

The main difference is that an Assistant Financial Planner supports and assists Financial Advisors with research and administrative tasks, while a Financial Advisor directly interacts with clients, providing personalized financial advice and planning. The Assistant role is often a stepping stone toward becoming a Financial Advisor.

What are the most commonly searched types of Financial Planner jobs in Texas?

The most popular types of Financial Planner jobs in Texas are:

What cities in Texas are hiring for Assistant Financial Planner jobs?

Cities in Texas with the most Assistant Financial Planner job openings:

Assistant Financial Planner jobs near you
Infographic showing various Assistant Financial Planner job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $56,474 per year, or $27.2 per hour.

Financial Planner

Austin, TX • On-site

Austinwealthmgmt
See more jobs at Austinwealthmgmtexternal

$80 - $100/hr

Other

Medical, Retirement

Posted 7 days ago

Job description

We are currently seeking a Financial Planner to join our collaborative team. This is an excellent opportunity for someone looking to build a career in financial planning within a supportive and professional environment.

As a Financial Planner, you will play a critical supporting role in the financial planning process for new clients. Working closely with lead advisors and the financial planning team, you will assist in preparing and maintaining comprehensive financial plans, and ensuring a seamless client experience. This is a hybrid position that offers the flexibility to work remotely for part of the week.

This position is ideal for a motivated professional who takes pride in delivering exceptional work with high attention to detail. The ideal candidate thrives on setting a higher standard of excellence—continually refining their craft, embracing innovative planning strategies, and demonstrating a deep commitment to helping clients achieve their goals.

Key Responsibilities
  • Gather, organize and maintain client financial information, using our financial planning software and CRM.
  • Develop and present comprehensive financial plans to clients in alignment with AWM standard, including: liquidity management, cash flow planning, risk management, tax strategy, investment strategy, estate planning, and business exit planning.
  • Support advisors in client meetings by scheduling meetings, taking notes, and preparing materials. Following client meetings, provide support by documenting and completing tasks.
  • Provide ongoing support to Advisors and Clients by responding to service requests as needed and by monitoring client planning milestones. Proactively update the client's financial plans as needed.
  • Collaborate with the investment and operations teams to gather necessary details and keep clients and advisors informed.
  • Research and maintain updated information on regulatory changes.
  • Contribute to the overall quality and efficiency of service at AWM by providing suggestions for improvement and greater efficiency throughout workflows.
  • Support special projects as needed.
Required Qualifications
  • Bachelor's degree in Financial Planning, Finance, Accounting, or related field.
  • 3+ years of experience in a financial planning associate or financial planning role with at least 1 year of experience in a client facing role.
  • Progress toward the CFP® certification.
  • In-depth knowledge of financial planning software (e.g., eMoney, MoneyGuidePro, RightCapital) and CRM systems (e.g., Redtail, Salesforce).
  • Working knowledge of Google Sheets and Google Docs.
  • Demonstrated strong analytical skills and attention to detail.
  • Excellent communication skills with emphasis on clarity.
  • Ability to manage multiple tasks and deadlines in a fast-paced environment.
  • Ability to work independently and in collaboration with team members.
Preferred Qualifications
  • Experience working with business owners.
  • Experience using Asana.
  • 5+ years of experience in a financial planning role with at least 3+ years in a client facing role.
  • Completion of the CFP® certification.

This role offers substantial opportunities for professional growth and career advancement. High-performing team members will have various pathways to progress their careers. Financial Planners can advance into elevated financial planning support roles (Senior Financial Planner, Financial Planning Manager) or develop into lead client roles (Financial Advisor, Senior Financial Advisor).

What We Offer
  • Competitive salary based on experience and qualifications
  • Ongoing support for professional development and CFP® certification
  • Collaborative, team-oriented culture
  • Health benefits and retirement plan options
  • A modern, centrally located office in Austin, TX with amenities including garage parking and an office gym
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