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Financial Builders Jobs in Spring, TX (NOW HIRING)

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As a Financial Professional, you'll learn how to educate individuals, families and business owners ... Build and maintain strong client relationships * Participate in ongoing training, mentorship and ...

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We are on a mission to change lives, change families and change communities through financial education and implementing financial planning solutions that build guaranteed wealth, retirement ...

Financial Analyst Location: Houston, TX (Hybrid) Contract Role and Responsibilities of the Resource ... Build, monitor, and perform audits on asset management database software. * Ensure data accuracy ...

Financial Analyst Location: Houston, TX (Hybrid) Contract Role and Responsibilities of the Resource ... Build, monitor, and perform audits on asset management database software. * Ensure data accuracy ...

Financial Analyst Location: Houston, TX (Hybrid) Contract Role and Responsibilities of the Resource ... Build, monitor, and perform audits on asset management database software. * Ensure data accuracy ...

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Financial Builders information

See Spring, TX salary details

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How much do financial builders jobs pay per hour?

As of Jun 26, 2026, the average hourly pay for financial builders in Spring, TX is $20.78, according to ZipRecruiter salary data. Most workers in this role earn between $16.25 and $23.32 per hour, depending on experience, location, and employer.

What are Financial Builders?

Financial Builders are professionals or organizations that help individuals or businesses improve their financial health. They offer services such as budgeting advice, credit repair, debt management, and investment planning to help clients achieve their financial goals. Financial Builders may work as financial advisors, credit counselors, or within institutions like credit unions. Their main objective is to educate clients on smart financial practices and guide them towards long-term financial stability.

What are some common challenges faced by Financial Builders when working with clients to develop customized financial plans?

Financial Builders often encounter challenges such as gathering accurate and complete client information, addressing clients' unique financial goals, and managing changing market conditions that can affect recommendations. They must also build trust and communicate complex financial concepts in an easy-to-understand way. Additionally, keeping up with regulatory changes and ensuring compliance are ongoing aspects of the role. Successfully navigating these challenges requires strong interpersonal skills, adaptability, and a commitment to ongoing professional development.

What are the key skills and qualifications needed to thrive as a Financial Advisor, and why are they important?

To thrive as a Financial Advisor, you need strong analytical skills, financial acumen, and typically a bachelor's degree in finance or a related field, often accompanied by certifications like CFP or Series 7/63 licenses. Proficiency with financial planning software, CRM systems, and portfolio management tools is essential for client service and compliance. Excellent interpersonal communication, active listening, and trust-building skills help advisors connect with clients and understand their unique needs. These competencies ensure that financial advisors can provide sound guidance, build lasting client relationships, and navigate complex financial environments.
What are popular job titles related to Financial Builders jobs in Spring, TX? For Financial Builders jobs in Spring, TX, the most frequently searched job titles are:
What job categories do people searching Financial Builders jobs in Spring, TX look for? The top searched job categories for Financial Builders jobs in Spring, TX are:
Infographic showing various Financial Builders job openings in Spring, TX as of June 2026, with employment types broken down into 3% As Needed, 44% Full Time, 45% Part Time, 3% Temporary, and 5% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $43,227 per year, or $20.8 per hour.

Senior Financial Planner

Larson Financial Holdings, LLC

Houston, TX โ€ข On-site

$68K - $92K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago


Job description

Description:

At Larson Financial Group, LLC, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and weโ€™re looking for a dedicated Senior Financial Planner to join our growing Houston office. This is an exciting opportunity for a motivated individual who is passionate about financial planning, delivering exceptional client service, and building long-term relationships.


About the Role

As a Senior Financial Planner, youโ€™ll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, youโ€™ll be a key player in delivering a high-touch, concierge-style experience. Youโ€™ll collaborate with advisors and internal teams to ensure client satisfaction while growing your own expertise and career in a fast-paced and supportive environment.

Requirements:
  • Prepare for and lead client meetings
  • Collect and organize client data to build financial plans
  • Construct insurance illustrations and financial scenarios
  • Communicate investment recommendations in collaboration with the advisory team
  • Track planning process milestones and follow up on action items
  • Deliver proactive, high-quality service to retain top clients
  • Maintain accurate data in CRM and financial planning software
  • Create thoughtful client "touches" to cultivate referrals
  • Manage onboarding and ongoing client service processes
  • Resolve client inquiries and provide trusted support

Qualifications:

  • Minimum 2 years of experience in financial planning or a related field
  • Series 7 and 66 licenses required
  • CFP designation is a plus
  • Bachelorโ€™s degree or equivalent work experience
  • Familiarity with the insurance and financial services industry
  • Experience using Salesforce and financial planning software (e.g., eMoney, MoneyGuidePro)

Skills & Attributes

  • Exceptional interpersonal skills, with the ability to build trust in-person, virtually, and by phone
  • Strong written and verbal communication skills with high attention to detail
  • Proficiency in Microsoft Office and Outlook
  • Professionalism in appearance, attitude, and work ethic
  • Adaptable, proactive, and comfortable working in a dynamic environment
  • Strong organizational skills with the ability to prioritize and follow through
  • Commitment to maintaining confidentiality and upholding regulatory standards

Why Join Larson Financial Group? We offer a competitive benefits package and an engaging work culture that supports personal and professional growth:

  • Profit Sharing Bonus Program
  • 401(k) with Employer Match (up to 4%)
  • Comprehensive Medical, Dental, and Vision Insurance
  • Company-paid Long-term Disability, Life Insurance, and EAP
  • Voluntary Short-term Disability and Supplemental Insurance
  • Generous PTO (112 hours after 90 days) + 12 Paid Holidays
  • Training, Development, and Educational Opportunities
  • Company Events, Recognition Awards, and Team Activities

Ready to take the next step in your financial planning career? Apply now and become part of a team that values integrity, service, and meaningful client relationships.