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Entry Level Financial Planner Jobs in Spring, TX

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Cook

Conroe, TX · On-site

$12/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Cook

Shenandoah, TX · On-site

$12/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

New

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Cook

Conroe, TX · On-site

$12/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Cook

Shenandoah, TX · On-site

$12/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

New

Cook

Conroe, TX · On-site

$12/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Showing results 41-60

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 Aug 15, 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 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.

How to get an entry-level job in financial planning?

To secure an entry-level financial planning position, candidates should obtain relevant education such as a bachelor's degree in finance, economics, or related fields, and consider earning certifications like the Certified Financial Planner (CFP) designation. Gaining experience through internships or related roles helps build practical skills, and strong communication, analytical abilities, and familiarity with financial software are valuable for entry-level applicants.

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 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.

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 best entry-level financial planner job?

An entry-level financial planner position typically involves assisting clients with financial goals, preparing financial plans, and supporting senior planners. These roles often require a relevant degree, strong communication skills, and may lead to certifications like the CFP (Certified Financial Planner). Entry-level jobs are available at financial advisory firms, banks, and insurance companies, with schedules usually full-time during standard business hours.

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:

Infographic showing various Entry Level Financial Planner job openings in Spring, TX as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $86,035 per year, or $41.4 per hour.

Full-time

Medical, Dental, Vision, Retirement

Re-posted 21 days ago


Hays Electrical Services rating

6.7

Company rating: 6.7 out of 10

Based on 6 frontline employees who took The Breakroom Quiz


Job description

Data Analyst I 

Business Intelligence & Strategy  |  Hays Electrical Services  |  Houston, TX  |  On-Site 

Position Summary 

The Data Analyst I is an entry-level position within the Business Intelligence & Strategy department at Hays Electrical Services. This role works across all business functions — Operations, Finance, Project Controls, Supply Chain, Workforce Planning, and Safety — building reports, connecting to data sources, and delivering insights that help teams make better decisions. 

The Analyst I builds reports independently, connects to enterprise data sources including Databricks, and manages their own assigned workload.  

The right candidate is detail-oriented, foundationally strong in Power BI and data modeling concepts, and ready to contribute from day one. 

Key Responsibilities 

Reporting & Dashboard Development 

  • Build and maintain Power BI reports and dashboards across assigned business units 

  • Connect to and query data sources including Databricks, and other enterprise systems 

  • Handle incoming reporting requests independently, managing timelines and delivering accurate outputs 

  • Maintain existing dashboards, updating data connections, refreshing models, and resolving broken visuals 

  • Validate data accuracy before any report is published or distributed 

  • Follow established reporting templates, naming conventions, and team standards 

Data Preparation & Quality 

  • Pull, clean, and shape data from multiple source systems in preparation for reporting 

  • Identify and flag data quality issues or inconsistencies to the appropriate team member 

  • Use Power Query to transform and prepare data for reporting use 

  • Follow documented SOPs for recurring data processes and assist in creating repository documentation 

Stakeholder Engagement 

  • Gather requirements for assigned reporting requests directly from stakeholders 

  • Present reports and findings clearly to both technical and non-technical audiences 

  • Communicate proactively on task status, blockers, and delivery timelines 

  • Escalate complex, multi-layered requests to senior analysts with proper context 

Team Support & Documentation 

  • Assist senior analysts on larger projects as assigned — data prep, validation, and report components 

  • Follow existing process documentation and flag outdated or missing steps 

  • Contribute to team knowledge by documenting recurring processes and report logic 

Minimum Qualifications 

  • Bachelor’s degree in Business, Finance, Economics, Information Systems, or a related field 

  • 0–2 years of professional experience in a data, analytics, or reporting role (internships and co-ops count) 

  • Proficient in Power BI, able to connect to data sources, build and maintain data models, and develop reports and dashboards independently 

  • Demonstrated experience building a report or dashboard that surfaced meaningful KPIs or insights for a stakeholder  

  • Able to manage an assigned workload, track multiple requests, and deliver on time 

  • Clear communicator across technical and non-technical audiences 

  • Foundational understanding of data modeling concepts  

 
 

Preferred Qualifications 

  • Familiarity with DAX for calculated columns or basic measures 

  • Experience with Databricks or cloud-based data platforms 

  • Working knowledge of SQL for basic querying and data exploration 

  • Experience following or referencing SOPs in a data or reporting context 

  • Exposure to construction, trades, or project-based industry data 

  • Experience with Vista by Trimble, ProjectSight, or similar ERP/project management platforms 

Tools & Systems 

Required: Power BI, Microsoft Excel, Power Query 

A plus: DAX, Databricks, SQL, Power Automate, Vista by Trimble, ProjectSight,  

Why Join Hays Electrical 

  • Work with real data across every function of a growing electrical contractor from day one 

  • Clear growth path into Data Analyst II and Senior Analyst roles 

  • Mentorship and collaboration with experienced analysts and systems professionals 

  • Work that directly impacts field operations, project performance, and business decisions 

  • Competitive salary, medical, dental, vision, and 401(k) 

  • Career advancement and leadership development opportunities in a growing organization 


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