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Entry Level Financial Planning Jobs in Texas (NOW HIRING)

chemelex

Finance - FP&A Analyst I

Houston, TX · On-site

This is an excellent entry-level opportunity for an early-career finance professional looking to build a strong foundation in Financial Planning & Analysis. You will gain hands-on experience with ...

New York Life- Sugar Land

Financial Advisor

Houston, TX · On-site +1

... our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes ... Successful financial planning is rooted in excellent communication, superb math and analytical ...

New

New York Life- Sugar Land

Financial Advisor

Houston, TX · On-site

$106K/yr

... our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes ... Successful financial planning is rooted in excellent communication, superb math and analytical ...

New

New York Life - San Antonio

Be Seen First

Financial Professional - Entry Level

San Antonio, TX · On-site

$60K - $150K/yr

Financial Professional - Entry Level (Training Provided) We are looking for individuals who are ... You will help clients make important financial decisions such as retirement planning, protection ...

Exchange

Buyer I

Dallas, TX

Assists buyer at the entry level in merchandising functions, including assortment planning/execution, financial planning/execution, merchandise allocation and replenishment. Has limited ...

The Exchange

Buyer I

Dallas, TX

Assists buyer at the entry level in merchandising functions, including assortment planning/execution, financial planning/execution, merchandise allocation and replenishment. Has limited ...

The Exchange

Buyer I

Dallas, TX

Assists buyer at the entry level in merchandising functions, including assortment planning/execution, financial planning/execution, merchandise allocation and replenishment. Has limited ...

Exchange

Buyer I

Dallas, TX

Assists buyer at the entry level in merchandising functions, including assortment planning/execution, financial planning/execution, merchandise allocation and replenishment. Has limited ...

The Exchange

Buyer I

Dallas, TX

Assists buyer at the entry level in merchandising functions, including assortment planning/execution, financial planning/execution, merchandise allocation and replenishment. Has limited ...

Exchange Careers

Buyer I

Dallas, TX · On-site

Assists buyer at the entry level in merchandising functions, including assortment planning/execution, financial planning/execution, merchandise allocation and replenishment. Has limited ...

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Showing results 1-20

All JobsFinancial Planning JobsEntry Level Financial Planning JobsEntry Level Financial Planning Jobs in Texas

Entry Level Financial Planning information

See Texas salary details

$33.1K

$56.5K

$97.4K

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

As of Aug 6, 2026, the average yearly pay for entry level financial planning in Texas is $56,474.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,300.00 and $63,800.00 per year, depending on experience, location, and employer.

What are some common challenges faced by entry level financial planners, and how can they overcome them?

Entry-level financial planners often face challenges such as building a client base, gaining trust, and staying updated with evolving financial regulations. It can be intimidating to establish relationships with clients who may prefer more experienced advisors. To overcome these hurdles, new planners can focus on continuous learning, seek mentorship, and leverage networking opportunities within their firm or industry groups. Regularly attending training sessions and collaborating with senior team members can also accelerate skill development and confidence.

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

AspectEntry Level Financial PlanningFinancial Advisor
CertificationsBasic certifications (e.g., CFP® exam prep, FINRA licenses)Typically holds CFP®, Series 7, 66, or 65 licenses
Work EnvironmentInternships, entry-level firms, financial planning firmsIndependent or firm-based, client-facing roles
Job FocusAssisting with financial plans, research, data gatheringProviding personalized financial advice, client management
Experience Level0-2 years2+ years experience often required

Entry Level Financial Planning roles typically involve supporting financial advisors and gaining foundational knowledge, while Financial Advisors actively manage client portfolios and provide tailored financial advice. The entry-level position is a stepping stone toward becoming a licensed and experienced financial advisor.

What is the best entry-level financial planning job?

An entry-level financial planning job typically involves assisting with client financial analysis, preparing reports, and supporting financial advisors. Common roles include financial planning assistant or paraplanner, often requiring knowledge of financial software and certifications like the CFP exam. These positions provide foundational experience for a career in financial planning.

How to start a career in entry level financial planning?

To start a career in entry level financial planning, obtain a relevant bachelor's degree such as finance, accounting, or economics, and develop strong analytical and communication skills. Gaining industry certifications like the Series 7 or Certified Financial Planner (CFP) can improve job prospects, and entry-level roles often require familiarity with financial software and client service experience.

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, accounting, or related fields, and develop skills in financial analysis and client communication. Gaining certifications like the Series 7 or Certified Financial Planner (CFP) can improve job prospects, and internships or entry-level roles in financial services provide valuable experience. Strong interpersonal skills and proficiency with financial planning software are also beneficial.

What are the key skills and qualifications needed to thrive as an entry level financial planner?

To thrive as an Entry Level Financial Planner, you need a solid understanding of financial principles, analytical skills, and a bachelor's degree in finance, accounting, or a related field. Familiarity with financial planning software, spreadsheets, and pursuing certifications like CFP or Series 7/63 is often expected. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly are vital soft skills. These competencies help ensure accurate planning, regulatory compliance, and client trust, which are essential for long-term success in financial services.

What is entry level financial planning?

Entry level financial planning refers to roles where professionals help individuals or businesses manage their finances, such as budgeting, saving, investing, and planning for retirement. People in these positions typically work under the supervision of experienced financial planners and may assist with preparing client reports, researching investment options, and learning the basics of financial advising. These roles are ideal for recent graduates or those new to the finance industry who want to gain experience and work toward certifications like CFP (Certified Financial Planner). Entry level financial planners often develop strong analytical, communication, and client service skills, which are essential for career growth in the financial planning field.
What are the most commonly searched types of Financial Planning jobs in Texas? The most popular types of Financial Planning jobs in Texas are:
What are popular job titles related to Entry Level Financial Planning jobs in Texas? For Entry Level Financial Planning jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Planning jobs in Texas look for? The top searched job categories for Entry Level Financial Planning jobs in Texas are:
What cities in Texas are hiring for Entry Level Financial Planning jobs? Cities in Texas with the most Entry Level Financial Planning job openings:
Entry Level Financial Planning jobs near you
Infographic showing various Entry Level Financial Planning job openings in Texas as of August 2026, with employment types broken down into 83% Full Time, and 17% Part Time. Highlights an 100% In-person job distribution, with an average salary of $56,474 per year, or $27.2 per hour.

Entry-Level Financial Planning Counselor (Remote) - Atlanta

Traction Forge Financial

Houston, TX

$18.25 - $23.75/hr

Part-time

Retirement

Re-posted 22 days ago

Job description

Here at Traction Forge Financial, leveraging the strength of GFI, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational vs transactional approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the Top A Rated Fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.

This is an opportunity for someone who isn't afraid of hard-work, has good communication & customer service skills, loves to help people, and is willing to start a training program as an entry-level financial professional with potentially to develop into management and leadership positions long-term.

There is no experience needed for this position, but a life insurance license is welcomed. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and aspirations, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (includes but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available.


Qualifications

Minimum 18 years of age

Legal U.S. Resident, Citizen, or Work Permit with SSN

Soft background check required

Able to complete licensing requirements within 14 - 21 days

Employment Type: PART_TIME

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