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

Choreo

Associate Director, Wealth Advisor

Austin, TX

... to financial planning to translate wealth into fulfillment. With over 200 employees and 40 ... The Associate Director, Wealth Advisor, is an emerging growth and advisory role focused on building ...

New

Choreo

Associate Director, Wealth Advisor

Austin, TX · On-site

... to financial planning to translate wealth into fulfillment. With over 200 employees and 40 ... The Associate Director, Wealth Advisor, is an emerging growth and advisory role focused on building ...

New

Anixter, Inc. Shipboard

Associate Planner

Austin, TX · On-site

As an Associate Planner, you will support the functional Subject Matter Expert (SME) and be the ... Bachelor's Degree - Supply Chain, Business Administration, Finance or related field preferred.

WESCO International

Associate Planner

Austin, TX

As an Associate Planner, you will support the functional Subject Matter Expert (SME) and be the ... Bachelor's Degree - Supply Chain, Business Administration, Finance or related field preferred.

Made In Cookware

Sr. FP&A Analyst

Austin, TX · On-site

$84K - $105K/yr

To support our rapid growth, we are seeking a Senior FP&A Analyst to join our Austin, TX headquarters, reporting to the Associate Director, FP&A. As a key member of the Finance team, you will drive ...

Wesco

Associate Planner

Austin, TX · On-site

As an Associate Planner, you will support the functional Subject Matter Expert (SME) and be the ... Bachelor's Degree - Supply Chain, Business Administration, Finance or related field preferred.

WESCO International

Associate Planner

Austin, TX · On-site

As an Associate Planner, you will support the functional Subject Matter Expert (SME) and be the ... Bachelor's Degree - Supply Chain, Business Administration, Finance or related field preferred.

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 ...

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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 Aug 13, 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 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 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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The most popular types of Financial Planner jobs in Austin, TX are:

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

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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 1% As Needed, 82% Full Time, 14% Part Time, and 3% 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.

Associate Financial Planner

New York Life - Austin, TX

Austin, TX • On-site

Full-time

Posted 15 days ago

Job description

Description
Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!
Qualifications
• Background in sales, business development, leadership, or other performance-driven roles; professional experience preferred
• Strong communication, presentation, and relationship-building skills with the ability to influence and earn trust
• Self-motivated and competitive with a business mindset, capable of managing time, priorities, and client relationships independently
• Demonstrated desire to grow professionally, take on increased responsibility, and pursue leadership and advancement opportunities

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