ZipRecruiter

Log In

1

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

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 ...

SOCOTEC

Associate Financial Systems Analyst

Dallas, TX · On-site

$85K - $115K/yr

The Associate Financial Systems Analyst supports the day-to-day administration and operation of ... Experience supporting one or more ERP, HRIS, or expense management platforms. * Strong analytical ...

next page

Showing results 1-20

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

Associate Financial Planner information

See Dallas, TX salary details

$45K

$83K

$111.3K

How much do associate financial planner jobs pay per year?

As of Aug 14, 2026, the average yearly pay for associate financial planner in Dallas, TX is $83,002.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,200.00 and $98,900.00 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

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

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

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

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

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

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

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

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

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Dallas, 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 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $83,355 per year, or $40.1 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 29 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.

Apply