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Associate Financial Planner Jobs in Texas (NOW HIRING)

Lemnis Capital

Associate Financial Planner

Dallas, TX · On-site

As an Associate Financial Planner , you'll learn how to acquire clients, deliver comprehensive financial planning strategies, and build your own book of business while developing the leadership ...

Cain Watters & Associates, LLC

Financial Planner

Frisco, TX · On-site

$71K - $95K/yr

... Associates clients. This role serves as a primary advisor to clients, providing integrated guidance across financial planning, investment management, tax strategy, business planning, and long-term ...

TIAA

Financial Planner - Central Advice Group

Dallas, TX · On-site

$74K - $90K/yr

Financial Planner The Financial Planner job within the TIAA Central Advice Group (CAG) writes and ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

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All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Texas

Associate Financial Planner information

See Texas salary details

$42.4K

$78.2K

$104.8K

How much do associate financial planner jobs pay per year?

As of Jul 26, 2026, the average yearly pay for associate financial planner in Texas is $78,170.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,900.00 and $93,200.00 per year, depending on experience, location, and employer.

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

AspectAssociate Financial PlannerFinancial Advisor
CertificationsCFP® coursework, licensingCFP®, Series 7, 66/65
Work EnvironmentSupport role, entry-level, team-basedClient-facing, independent or firm-based
Employer & Industry UsageFinancial planning firms, banks, wealth managementIndependent practices, firms, banks

The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.

What does an Associate Financial Planner do?

An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.

What are the key skills and qualifications needed to thrive as an Associate Financial Planner, and why are they important?

To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.

What Is the Job Description of an Associate Financial Planner?

The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

How does an Associate Financial Planner typically collaborate with senior advisors and clients?

Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.
More about Associate Financial Planner jobs
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What cities in Texas are hiring for Associate Financial Planner jobs? Cities in Texas with the most Associate Financial Planner job openings:
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Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Texas as of July 2026, with employment types broken down into 1% As Needed, 72% Full Time, 25% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $78,170 per year, or $37.6 per hour.

Associate Financial Planner

Briaud Financial Planning Inc

College Station, TX • On-site

$50K - $70K/yr

Full-time

Life, Retirement

Posted 13 days ago

Job description

Description:

We are seeking an Associate Financial Planner to support the development and delivery of comprehensive financial planning advice while continuing to grow toward becoming a Financial Planner at Briaud.


This role is designed for individuals who have passed the CFP® examination and are committed to building a long-term career in financial planning. Associate Financial Planners work alongside our Financial Planners, Senior Financial Planners, and Advisors while developing the experience, judgment, and client-facing skills necessary to advance into a Financial Planner role.


This is a role for someone who is intellectually curious, eager to learn, and motivated by continuous growth. You enjoy solving problems, asking thoughtful questions, and understanding the "why" behind planning recommendations. You recognize that becoming a great Financial Planner requires both technical knowledge and practical experience, and you are committed to developing both.


You will contribute to the planning process, support client relationships, and continue building the skills necessary to become a trusted Financial Planner and advisor.


Key Responsibilities:

  • Contribute to the development and implementation of financial plans for clients.
  • Develop retirement projections, income tax projections and estimates, risk management analyses, and estate planning analyses with support and guidance from Financial Planners, Senior Financial Planners, and Advisors.
  • Support Financial Planners and Advisors through financial planning research unique to each client.
  • Serve clients by assisting with account establishment, money movement, and other client requests.
  • Participate in client meetings and planning discussions to continue developing technical knowledge, planning judgment, and client-facing skills.

You Might Be a Fit If You:

  • Have a genuine passion for financial planning and serving clients.
  • Are eager to learn from experienced planners and advisors.
  • Enjoy research, problem-solving, and understanding the details behind recommendations.
  • Communicate clearly and professionally with clients and team members.
  • Are highly detail-oriented and committed to producing accurate work.
  • Embrace coaching, feedback, and continuous improvement.
  • Aspire to grow into a Financial Planner role.
Requirements:
  • CFP® examination passed.
  • Bachelor’s degree required.
  • Experience in financial planning, client service, operations, or wealth management preferred.

Briaud Benefits Include:

  • 30 Days of Leave/Paid Office Closures
  • Flexible Work Hours – We know life happens between 8 to 5 too.
  • 401(k) with Safe Harbor employer matching
  • Continuing Education – paid professional dues, conference attendance, and training

Working Conditions:

  • Position type – Full-time
  • Work schedule – 40 hours / week, Monday – Friday 8AM – 5PM
  • Work location – Onsite: Bryan/College Station, Texas
  • Work environment – Business Professional Office