ZipRecruiter

Log In

1

Associate Financial Planner Jobs in Austin, TX (NOW HIRING)

Austinwealthmgmt

Financial Planner

Austin, TX · On-site

$70 - $100/hr

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 ...

LPL Financial

Advisor Licensing Program

Austin, TX · On-site

... an Associate Financial Advisor. TheAdvisor of the Wealth Advisor Groupis a group of corporate ... Financial Planning : Advisors should have a detailed understanding of all aspects of the financial ...

Cetera Financial Group

Financial Advisor

Round Rock, TX · On-site

$43K - $150K/yr

Provides and demonstrates expert-level portfolio planning skills and comprehensive industry and ... Associates in this role have total compensation earning potential of $43,888 - $150,000+. Position ...

Four Hands

Senior Demand Planner

Austin, TX

This individual will also coach and develop planners and associates on forecasting, KPI management ... and financial targets * Drive KPI performance across forecast accuracy, inventory turns, aged ...

Nuveen

Financial Consultant ll

Austin, TX · On-site

$72.70 - $95.50/hr

This job covers institutions aligned to regional structures and offers financial planning advice ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Financial Consultant ll

Austin, TX · On-site

$72K - $95K/yr

This job covers institutions aligned to regional structures and offers financial planning advice ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Four Hands

Senior Demand Planner

Austin, TX

This individual will also coach and develop planners and associates on forecasting, KPI management ... and financial targets * Drive KPI performance across forecast accuracy, inventory turns, aged ...

Four Hands

Senior Demand Planner

Austin, TX · On-site

This individual will also coach and develop planners and associates on forecasting, KPI management ... and financial targets * Drive KPI performance across forecast accuracy, inventory turns, aged ...

Roberthalf

Oracle EPM FCC/FP&A Senior Consultant

Austin, TX · On-site

$115K/yr

... associates. At the direction of Managers, you may accept responsibility for decision-making in ... You enjoy working with Oracle FP&A applications to streamline financial processes and enhance ...

Protiviti

Oracle EPM FCC/FP&A Senior Consultant

Austin, TX · On-site

$115K/yr

... associates. At the direction of Managers, you may accept responsibility for decision-making in ... You enjoy working with Oracle FP&A applications to streamline financial processes and enhance ...

next page

Showing results 1-20

All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Austin, TX

Associate Financial Planner information

See Austin, TX salary details

$44K

$81.1K

$108.7K

How much do associate financial planner jobs pay per year?

As of Sep 5, 2026, the average yearly pay for associate financial planner in Austin, TX is $81,093.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,500.00 and $96,600.00 per year, depending on experience, location, and employer.

What is 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.

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.

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.

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 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.

More about Associate Financial Planner jobs

What are the most commonly searched types of Financial Planner jobs in Austin, TX?

The most popular types of Financial Planner jobs in Austin, TX are:

What are popular job titles related to Associate Financial Planner jobs in Austin, TX?

For Associate Financial Planner jobs in Austin, TX, the most frequently searched job titles are:

What job categories do people searching Associate Financial Planner jobs in Austin, TX look for?

The top searched job categories for Associate Financial Planner jobs in Austin, TX are:

What cities near Austin, TX are hiring for Associate Financial Planner jobs?

Cities near Austin, TX with the most Associate Financial Planner job openings:

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Austin, TX as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $81,093 per year, or $39 per hour.

Financial Planner

Austinwealthmgmt

Austin, TX • On-site

$70 - $100/hr

Other

Medical, Retirement

Posted 4 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
#J-18808-Ljbffr

Apply