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Entry Level Financial Planner Jobs in Spring, TX

Hayes Financial Talent Group

Be Seen First

Entry Level Financial Professional

Houston, TX · Remote

$95K - $575K/yr

... financial planning solutions that build guaranteed wealth, retirement certainty and increased net ... We are looking for a few Entry Level (not currently licensed) to Experienced (licensed) individuals ...

USHA

Entry Level Account Rep - Sales

Jersey Village, TX

$65K - $95K/yr

Our trusted advisors planning and guidance can impact, and protect, families for generations. We ... Business Manager Finance Marketing Banking Regional and Territory Sales Office Appointment Setter ...

USHA

Entry Level Account Rep - Sales

Jersey Village, TX

$65K - $95K/yr

Our trusted advisors planning and guidance can impact, and protect, families for generations. We ... Business Manager Finance Marketing Banking Regional and Territory Sales Office Appointment Setter ...

InsuraTec

Sales Representative (Remote)

Spring, TX · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Katy, TX · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Cloverleaf, TX · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Houston, TX · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

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Entry Level Financial Planner information

See Spring, TX salary details

$44.9K

$86K

$124.1K

How much do entry level financial planner jobs pay per year?

As of May 31, 2026, the average yearly pay for entry level financial planner in Spring, TX is $86,035.00, according to ZipRecruiter salary data. Most workers in this role earn between $67,600.00 and $90,800.00 per year, depending on experience, location, and employer.

What Does an Entry Level Financial Planner Do?

As an entry-level financial planner, your duties are to assist your clients to plan and meet their financial goals. Your responsibilities are to understand their current financial situation and recommend particular investments or other opportunities that can provide short-term and long-term financial stability. In an entry-level position, you may also perform administrative, sales, and marketing work in addition to advising clients. Some financial planners work exclusively with individuals, while others may specialize in small business planning or other fields. Typically, as an entry-level financial planner, you get a chance to work in different areas in order to choose a career path.

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

To thrive as an Entry Level Financial Planner, you need a foundational understanding of financial concepts, personal finance, and investment strategies, usually supported by a relevant degree such as finance, accounting, or economics. Familiarity with financial planning software, Microsoft Excel, and pursuit or possession of certifications like CFP or Series 7 is typical. Strong interpersonal skills, active listening, and ethical judgment are essential for building trust and understanding client needs. These skills and qualities are crucial for providing sound financial advice and establishing lasting client relationships in a competitive industry.

What are some common challenges faced by entry level financial planners during their first year on the job?

Entry level financial planners often face challenges such as building a client base from scratch, learning to effectively communicate complex financial concepts to clients, and staying updated on constantly changing financial regulations. They also need to adapt quickly to using a variety of financial planning software and tools. Navigating these challenges requires strong organizational skills, persistence, and a willingness to seek guidance from more experienced colleagues.

What is the difference between Entry Level Financial Planner vs Financial Advisor?

AspectEntry Level Financial PlannerFinancial Advisor
CertificationsTypically requires CFP or similarOften holds CFP, CFA, or other certifications
Work EnvironmentEntry-level roles in financial firms, banks, or planning firmsVaries from independent to corporate firms, client-facing
Job ResponsibilitiesAssisting with financial plans, research, client supportProviding financial advice, managing client portfolios

While both roles involve financial planning and may require similar certifications, an Entry Level Financial Planner primarily supports senior staff and handles foundational tasks. A Financial Advisor typically offers direct advice to clients and manages their investments. The entry-level position is ideal for gaining experience before advancing to a full advisory role.

More about Entry Level Financial Planner jobs
What are the most commonly searched types of Financial Planner jobs in Spring, TX? The most popular types of Financial Planner jobs in Spring, TX are:
What are popular job titles related to Entry Level Financial Planner jobs in Spring, TX? For Entry Level Financial Planner jobs in Spring, TX, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Planner jobs in Spring, TX look for? The top searched job categories for Entry Level Financial Planner jobs in Spring, TX are:
What cities near Spring, TX are hiring for Entry Level Financial Planner jobs? Cities near Spring, TX with the most Entry Level Financial Planner job openings:
Entry Level Financial Planner jobs near you
Infographic showing various Entry Level Financial Planner job openings in Spring, TX as of May 2026, with employment types broken down into 90% Full Time, 6% Part Time, and 4% Contract. Highlights an 94% Physical, and 6% Remote job distribution, with an average salary of $86,035 per year, or $41.4 per hour.

Associate Financial Planner

New York Life- Sugar Land

Houston, TX • On-site, Remote

$65K - $106K/yr

Full-time

Posted 9 days ago

Job description

Description
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!
Responsibilities
• Serve as a collaborative team player willing to further development through continued training opportunities
• Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
Qualifications
• Must be based out of the greater Houston area
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• A Bachelor's degree in finance, business administration, or alternate related analytical field is required

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