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Assistant Financial Planner Jobs in Texas (NOW HIRING)

Mercer Advisors

Sr. Financial Planner (Dallas, TX)

Dallas, TX · On-site

$75K - $100K/yr

Mentor, coach, and review output of other members of the Financial Planning Group. * Assist with creating and implementing procedures to improve efficiency and enhance client experiences. Required ...

Mercer Advisors

Sr. Financial Planner (Dallas, TX)

Dallas, TX · Hybrid

$75K - $100K/yr

Mentor, coach, and review output of other members of the Financial Planning Group. * Assist with creating and implementing procedures to improve efficiency and enhance client experiences. Required ...

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 ...

New

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 ...

New

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 ...

New

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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 Aug 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 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 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 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 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, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $56,474 per year, or $27.2 per hour.

Associate Financial Planner

Cain Watters & Associates, LLC

Frisco, TX • On-site

$65K - $120K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 23 days ago

Job description

Summary/Objective
Reporting to Financial Planners and Partners, the Associate Financial Planner is responsible for directly supporting the Planning Team with all aspects of the client relationship and implementation of the client's financial plan, which include management of both internal and external workflows.
Essential Functions
  1. In conjunction with the Data Input Specialist, prepare and update all consult files for each client's annual meeting
  2. Assist the Financial Planner with planning opportunities for the client
  3. Assist the Financial Planner and client on implementation items from consult or as needed throughout the year
  4. Promptly respond to client questions through email and phone calls
  5. Review of annual income tax returns and complete year-end tax projections

Responsibilities & Duties
  1. Financial analysis and tax planning for each business unit that the client owns
  2. Participation with the Financial Planner during annual client meetings
  3. Reconciliation of each client's current investment asset allocation
  4. Retirement plan analysis and optimization based on annual objectives of each client
  5. Correspond with internal departments as well as outside vendors to assist the client in implementation of their financial plan
  6. Assist with the Data Input Specialist's training and onboarding needs on an as-needed basis
  7. Review the Data Input Specialist's work for accuracy

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.
Education & Experience
  • A Bachelor's degree or higher in Accounting or Tax required
  • A CPA/CPA Candidate (Certified Public Accountant), CFP/CFP Candidate (Certified Financial Planner), or CFA/CFA Candidate (Certified Financial Analyst) required
  • 2+ years of experience in public accounting or its equivalent preferred
  • Strong communication, interpersonal and organizational skills
  • Proficiency in Microsoft Office with an emphasis in MS Excel

Travel
No travel is required.
Work Environment
This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands
This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.
Position Type & Expected Hours of Work
This is a full-time, exempt position. Days and hours of work are Monday through Friday 8:00 a.m. to 5 p.m., although additional hours may be required in order to complete work timely and accurately. Some flexibility in hours is allowed based on management's approval. Regular in-office presence may be required for the first 6 months or until proficiency in the role is demonstrated. Once training is completed, this is a hybrid role that allows for remote flexibility with an in-office presence at least 3 days per week (typically Monday, Thursday, and Friday) or as business need dictates.
Job Compensation & Benefits
Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change.
Compensation
Minimum: $65,000 - Maximum: $120,000 USD
Benefits
Heavily subsidized medical insurance options
Generous employer HSA contributions
100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health
Dental and Vision plans
Unlimited PTO
Organization-paid holidays, including an extended Winter Break
Safe Harbor 401k Plan
Employer-paid professional dues, licenses, and renewals
Continuing Education resources
Family Planning Assistance Program and Paid Parental Leave
Subsidized fitness programs
CWA has consistently been recognized from rating services and publications such as:
INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024)
Top Workplaces - Financial Services (2024)
Top Workplaces - Culture Excellence (2024)
Accounting Today - Top Firm by AUM (2024)
USA Today - Top Workplaces (2024, 2025)
Accounting Today - Top 100 Firms (2022, 2023, 2026)
Forbes America's Best Tax & Accounting Firms (2022, 2023)
INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)
Dallas Morning News - Top Workplace (2022, 2023)
Accounting Today - Beyond Top 100: Firms to Watch (2020)
Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)
INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)
INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)
Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at hr@cainwatters.com. Your concerns will be handled with the utmost confidentiality and care.

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