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Financial Job Jobs in Texas (NOW HIRING)

Pax Financial Group

Financial Planner

San Antonio, TX

$68K - $92K/yr

About PAX Financial Group PAX Financial Group is a San Antoniobased Registered Investment Adviser committed to helping families and business owners manage wealth with purpose. Our mission is to equip ...

Pax Financial Group

Financial Planner

San Antonio, TX · On-site

$68K - $92K/yr

About PAX Financial Group PAX Financial Group is a San Antonio-based Registered Investment Adviser committed to helping families and business owners manage wealth with purpose. Our mission is to ...

Larson Financial Holdings, LLC

Financial Planner

Houston, TX · On-site

$68K - $92K/yr

At Larson Financial Group, LLC , we help individuals and families build lasting financial security through comprehensive wealth management and personalized advice. As one of the nation's leading ...

LPL Financial

Senior Financial Planner

Austin, TX · Remote

$76K - $127K/yr

This individual will serve as a financial planner supporting several LPL advisors and their end clients. Responsibilities: * Cultivate relationships with advisors ensuring client satisfaction to ...

BOK Financial

Financial Center Leader

Sherman, TX

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque;

BOK Financial

Financial Center Leader

Sherman, TX

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque;

BOK Financial

Financial Center Leader

Sherman, TX · On-site

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque;

BOK Financial

Financial Advisor

Houston, TX · On-site

Financial Advisor; Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc ...

LPL Financial

Financial Advisor

Dallas, TX · Hybrid

$45K - $75K/yr

Financial Advisor - Texas Trust Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union ...

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All JobsFinancial Job JobsFinancial Job Jobs in Texas

Financial Job information

What is the difference between Financial Job vs Bookkeeper?

AspectFinancial JobBookkeeper
Required credentialsFinance degree, certifications (e.g., CFA, CPA)High school diploma, bookkeeping certifications
Work environmentCorporate finance, banks, investment firmsSmall businesses, accounting firms
Employer usageFinancial analysis, planning, managementRecording transactions, maintaining ledgers

Financial jobs typically involve analysis, planning, and decision-making using advanced financial knowledge, while bookkeepers focus on recording and maintaining financial records. Both roles are essential but differ in complexity, credentials, and scope of responsibilities.

What are the key skills and qualifications needed to thrive in a financial job, and why are they important?

Excelling in a financial job requires strong analytical abilities, financial modeling skills, and typically a degree in finance, accounting, or a related field. Proficiency in tools such as Microsoft Excel, financial management software, and familiarity with systems like Bloomberg or QuickBooks is often expected, with certifications like CFA or CPA being advantageous. Attention to detail, problem-solving, and effective communication are crucial soft skills that distinguish top performers. These competencies are essential for accurate financial analysis, informed decision-making, and clear reporting in dynamic business environments.

How do financial professionals typically collaborate with other departments within an organization?

Financial professionals often work closely with departments such as operations, sales, and executive leadership to align financial strategies with business goals. This collaboration can involve budgeting sessions, financial forecasting, and providing analytical support for key decisions. Effective communication and teamwork are essential, as financial insights help guide resource allocation and drive company performance. Regular meetings and cross-functional projects are common, so adaptability and interpersonal skills are highly valued in this role.

What is a financial job?

Financial jobs are roles that involve managing, analyzing, or advising on financial matters for individuals, businesses, or organizations. These jobs can include positions such as financial analysts, accountants, investment bankers, financial advisors, and auditors. People in financial jobs often help clients make decisions about investments, budgeting, and financial planning. These roles typically require strong analytical skills, attention to detail, and knowledge of financial regulations and markets.

What are some jobs in the financial field?

Jobs in the financial field include financial analyst, accountant, financial advisor, investment banker, loan officer, and risk manager. These roles often require strong analytical skills, knowledge of financial software, and relevant certifications such as CFA or CPA. They can be found in banks, investment firms, accounting companies, and corporate finance departments.
What cities in Texas are hiring for Financial Job jobs? Cities in Texas with the most Financial Job job openings:
Financial Job jobs near you
Infographic showing various Financial Job job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 19% Part Time, and 5% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution.

Financial Planner

Briaud Financial Advisors

College Station, TX • On-site

$80K - $110K/yr

Full-time

Life, Retirement

Re-posted 28 days ago

Job description

Job Type
Full-time
Description
We are seeking a Financial Planner to contribute to the development and delivery of comprehensive financial plans while continuing to deepen their planning expertise and client relationship skills.
This role is designed for individuals who have developed a strong foundation in financial planning and are ready to take on increasing responsibility within the planning process. Financial Planners work closely with Senior Financial Planners and Advisors to develop recommendations, strengthen client relationships, and expand their ability to guide clients through complex financial decisions.
This is a role for someone who is intellectually curious, passionate about financial planning, and committed to continuous growth. You enjoy solving complex financial challenges, developing thoughtful recommendations, and helping clients make progress toward their goals. You understand that exceptional planning requires both technical expertise and practical experience, and you are motivated to continually develop both.
You will contribute to the planning process, build meaningful client relationships, and continue developing the expertise necessary to become a trusted advisor.
In this role you will:
  • Client Relationships: Develop and deepen relationships with clients through regular communication and meetings.
  • Financial Planning: Contribute to the development, presentation, and implementation of comprehensive financial plans.
  • Analysis & Recommendations: Develop retirement projections, income tax projections and estimates, risk management analyses, and estate planning recommendations.
  • Collaboration: Work alongside Senior Financial Planners and Advisors to deliver exceptional client outcomes.

If you have the following, we want to talk to you:
  • You Are a Financial Planning Nerd: You are passionate about financial planning and helping clients achieve their goals. You enjoy diving into complex planning situations and continuously expanding your knowledge.
  • You Build Trust Through Relationships: You genuinely enjoy working with people and developing meaningful client relationships. You understand that great planning begins with understanding what matters most to the client.
  • You Combine Analysis with Judgment: You can evaluate multiple options, think critically, and develop thoughtful recommendations while recognizing there is often more than one right answer.
  • You Take Ownership: You follow through on commitments, take responsibility for your work, and proactively move projects and client needs forward.
  • You Communicate Clearly: You can translate complex financial concepts into language clients and team members can understand. You keep others informed and communicate with confidence and professionalism.
  • You Thrive on Continuous Growth: You seek feedback, embrace coaching, and are committed to becoming a better planner today than you were yesterday.
  • You Believe in Team Success: You understand that exceptional client outcomes are the result of collaboration and are willing to do whatever is needed to support the team and the clients we serve.

Requirements
Required Qualifications:
  • CERTIFIED FINANCIAL PLANNER™ designation or Equivalent (CFA, CPA, JD)
  • 2 years of experience working with your CFP in the financial planning industry.
  • Experience within an RIA or fiduciary advisory environment strongly preferred

Briaud Benefits Include:
  • 30 Days of Leave/Paid Office Closures
  • Flexible Work Hours - We know life happens between 8 to 5 too.
  • 401(k) with Safe Harbor employer matching
  • Continuing Education - paid professional dues, conference attendance, and training

Working Conditions:
  • Position type - Full-time
  • Work schedule - 40 hours / week, Monday - Friday 8AM - 5PM
  • Work location - Onsite: Bryan/College Station, Texas
  • Work environment - Business Professional Office

Salary Description
$80,000.00 - $110,000.00

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