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

SupplyHouse

Associate Merchandise Planner

Houston, TX

$75K/yr

The Associate Merchandise Planner will provide insights to management on financial planning, inventory forecasting, and merchandise strategy, helping inform decisions across seasonal and longer-term ...

LPL Financial

Advisor Licensing Program

Houston, TX · On-site

... Associate Financial Advisor. The Advisor of the Wealth Advisor Group is a group of corporate ... Financial Planning : Advisors should have a detailed understanding of all aspects of the financial ...

LPL Financial

Advisor Licensing Program

Houston, 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 ...

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

Associate Financial Planner information

See Houston, TX salary details

$43.5K

$80.1K

$107.4K

How much do associate financial planner jobs pay per year?

As of Sep 4, 2026, the average yearly pay for associate financial planner in Houston, TX is $80,127.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,600.00 and $95,500.00 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 Houston, TX?

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

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

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

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

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

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Houston, TX as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $80,127 per year, or $38.5 per hour.

Associate Financial Analyst

Continuum Solutions

Houston, TX • On-site

Other

Posted 4 days ago

Job description

Associate Financial Analyst

Location: Houston, TX 77092

Type: Full-Time / Exempt

Department: Financial Operations


About the Role

Our client, a fast-growing fiber internet provider expanding across Texas, is hiring an Associate Financial Analyst to support its Financial Operations team. This is an entry-level role for someone early in their finance or accounting career who wants exposure to accounting, FP&A, forecasting, and reporting inside a high-growth, private equity-backed company.


What You'll Do

  • Support month-end close: journal entries, account reconciliations, and variance analysis.
  • Assist with AP, AR, and treasury functions.
  • Help build and maintain financial models for budgeting, forecasting, and capital projects.
  • Partner with Operations and Construction teams to analyze build-cost and unit economics.
  • Produce monthly and quarterly reports and dashboards (NetSuite and other tools).
  • Support audits, PE sponsor reporting, and process improvement initiatives.


What You'll Bring

  • Bachelor's degree in accounting, finance, business, or economics.
  • 1+ year of accounting or FP&A experience (relevant experience/education may substitute year-for-year).
  • Working knowledge of GAAP; advanced Excel skills.
  • Strong analytical skills and comfort working independently under general guidance.
  • CPA/CFA, or telecom/ISP/fiber industry experience, a plus.


Why Apply

Join a company in rapid growth mode with real mentorship, room to develop, and direct exposure to how a PE-backed business scales its finance function.

Apply