1

Financial Planner Trainee Jobs in Texas (NOW HIRING)

Manager Trainee

Gunter, TX · On-site

$13.75 - $15.50/hr

... ensure the accurate planning, routing, monitoring, and delivery of freight and loads. Key ... financial analysis through face-to-face interactions at customer location * Gain knowledge on how ...

Manager Trainee

Haslet, TX · On-site

$16 - $18/hr

... ensure the accurate planning, routing, monitoring, and delivery of freight and loads. Key ... financial analysis through face-to-face interactions at customer location * Gain knowledge on how ...

Manager Trainee

San Antonio, TX

$15.25 - $17.25/hr

... ensure the accurate planning, routing, monitoring, and delivery of freight and loads. Key ... financial analysis through face-to-face interactions at customer location * Gain knowledge on how ...

Manager Trainee

Haslet, TX · On-site

$16 - $18/hr

... ensure the accurate planning, routing, monitoring, and delivery of freight and loads. Key ... reporting and financial analysis through face-to-face interactions at customer location Gain ...

Manager Trainee

San Antonio, TX

$15.25 - $17.25/hr

... ensure the accurate planning, routing, monitoring, and delivery of freight and loads. Key ... financial analysis through face-to-face interactions at customer location * Gain knowledge on how ...

Manager Trainee

Haslet, TX · On-site

$16 - $18/hr

... ensure the accurate planning, routing, monitoring, and delivery of freight and loads. Key ... financial analysis through face-to-face interactions at customer location • Gain knowledge on how ...

Manager Trainee

Dallas, TX

$16.75 - $18.75/hr

... ensure the accurate planning, routing, monitoring, and delivery of freight and loads. Key ... financial analysis through face-to-face interactions at customer location * Gain knowledge on how ...

Manager Trainee

Fort Worth, TX · On-site

$16.25 - $18.25/hr

... ensure the accurate planning, routing, monitoring, and delivery of freight and loads. Key ... financial analysis through face-to-face interactions at customer location * Gain knowledge on how ...

Travel may be planned or unplanned and is subject to change without notice Preferred * Associate ... Financial Acumen (understands profit drivers; utilizes metrics to manage; builds the financial ...

Manager Trainee

Dallas, TX · On-site

$52 - $78/hr

... ensure the accurate planning, routing, monitoring, and delivery of freight and loads. Key ... financial analysis through face‑to‑face interactions at customer location * Gain knowledge on ...

Manager Trainee

Dallas, TX · On-site

$16.75 - $18.75/hr

... ensure the accurate planning, routing, monitoring, and delivery of freight and loads. Key ... financial analysis through face-to-face interactions at customer location * Gain knowledge on how ...

Showing results 41-60

Financial Planner Trainee information

See Texas salary details

$31.2K

$81K

$128K

How much do financial planner trainee jobs pay per year?

As of Sep 4, 2026, the average yearly pay for financial planner trainee in Texas is $80,990.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,800.00 and $91,300.00 per year, depending on experience, location, and employer.

What is a financial planner trainee?

Financial Planner Trainees are entry-level professionals who assist experienced financial planners and advisors in helping clients manage their finances, investments, and long-term financial goals. They typically undergo training programs to learn about financial products, client relationship management, and regulatory requirements. Their responsibilities may include conducting research, preparing financial plans, and supporting client meetings. Over time, trainees gain the experience and certifications needed to become licensed financial planners or advisors themselves.

What are the key skills and qualifications needed to thrive as a financial planner trainee?

To thrive as a Financial Planner Trainee, you need a solid grasp of financial principles, analytical skills, and a relevant degree in finance, accounting, or a related field. Familiarity with financial planning software (like eMoney Advisor or MoneyGuidePro), CRM systems, and pursuing certifications such as CFP® are highly valued. Outstanding interpersonal, communication, and active listening skills help build trust and understand clients’ needs. These skills and qualities are crucial for delivering tailored financial advice, fostering client relationships, and building a successful planning practice.

What are some common challenges financial planner trainees face during their first year, and how can they overcome them?

Financial Planner Trainees often encounter challenges such as building a client base from scratch, mastering a wide range of financial products, and staying current with regulatory requirements. To overcome these obstacles, successful trainees frequently leverage mentorship programs, participate in ongoing training, and actively seek networking opportunities within and outside their organization. Open communication with experienced team members and a proactive approach to professional development can significantly ease the transition and set the foundation for long-term growth in the field.

What is the difference between Financial Planner Trainee vs Financial Advisor?

AspectFinancial Planner TraineeFinancial Advisor
CertificationsOften pursuing certifications like CFP or similarTypically holds CFP, Series 7, or other licenses
Work EnvironmentEntry-level, training-focused roles in financial firmsClient-facing, providing financial advice and planning
Employer & Industry UsageUsed in firms training future plannersUsed across banks, independent firms, and financial institutions

The main difference is that a Financial Planner Trainee is an entry-level role focused on training and gaining experience, often working towards certifications like CFP. A Financial Advisor is a more experienced professional who provides direct financial advice to clients, often holding relevant licenses and certifications. The trainee role is a stepping stone toward becoming a fully licensed Financial Advisor.

What are the most commonly searched types of Financial Planner jobs in Texas?

The most popular types of Financial Planner jobs in Texas are:

What cities in Texas are hiring for Financial Planner Trainee jobs?

Cities in Texas with the most Financial Planner Trainee job openings:

Infographic showing various Financial Planner Trainee job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $80,990 per year, or $38.9 per hour.

Associate Inventory Planner - Men's DSG

Dick's Sporting Goods

Center, TX

Full-time

Posted 27 days ago


Dick's Sporting Goods rating

6.5

Company rating: 6.5 out of 10

Based on 1,156 frontline employees who took The Breakroom Quiz

15th of 39 rated national retailers


Job description

At DICK'S Sporting Goods, we believe in how positively sports can change lives. On our team, everyone plays a critical role in creating confidence and excitement by personally equipping all athletes to achieve their dreams. We are committed to creating an inclusive and diverse workforce, reflecting the communities we serve.

If you are ready to make a difference as part of the world's greatest sports team, apply to join our team today!

OVERVIEW:

In collaboration with the A/R Managers, Merchandise Planners and Buyers, the Associate Inventory Planner facilitate and implement Allocation and/or Replenishment strategies for the mid-level businesses that they support. These strategies will determine how to most effectively utilize our inventory to support the merchandise plan, advertising, regional, and competitive initiatives. Build new store plans and ensure that new stores open with the correct assortments and appropriate inventory levels.

Job Duties and Responsibilities:

  • Allocate bulk purchase orders using the Allocations system. Place replenishment purchase orders.

  • Maintain proper inventory levels by store location to support sales, margin and turn goals.

  • Partner with the AR Manager and Buyers to identify opportunities and action plans for merchandise allocation and replenishment buy strategies.

  • Review regular instock reporting for key and advertised items. Determine actions to correct instock issues in a timely manner.

  • Utilize knowledge of customer needs/wants to make decisions regarding system settings, processes, and procedures to maximize the experience of internal and external customers, both in-store and through our omni-channel operations.

  • Facilitate meetings with Buyers and Merchandise Planners on item flow based on ladder plans, replenishment forecasts, OTB, and advertising schedule. Determine next steps from these outcomes.

  • Partner with AR Manager/Inventory Planner to manage and oversee cluster creation for areas of responsibility.

  • Train and mentor Interns and Merchandise Trainees.

  • Manage and oversee item eligibility through the Item Eligibility (ITEL) application for areas of responsibility. Ensure proper assortment within allocation systems and instock reporting based on climate, regionality, seasonality, etc.

  • Overall Analysis:

    • Analyze and communicate product, size, color and regional inventory needs.
      Partner with Buyers and Size Profiling team to review size, color, and seasonal profiles down to store level to ensure appropriate buys and allocations.

    • Work with vendors to improve order fill rates, raise issues on lead time, and provide projected inventory need for future months' orders.

    • Recommend and execute inventory re-balancing opportunities, as necessary.

    • Research and respond to store merchandise needs and wants.

    • Participate in Regional and Store specific conference calls to identify and action store needs and opportunities.

  • For new and existing stores:

    • Collaborate with Merchants to create merchandise financial and assortment plans for new stores. Monitor new store performance after opening to ensure optimal inventory levels are maintained.

    • Create ad-hoc analysis to react to current and future business trends and present findings to AR Manager/Inventory Planner, Buyers and Merchandise Planners.

QUALIFICATIONS:

  • Bachelor's Degree

  • 3-5 years of experience, including 2+ years' experience in merchandise allocations and/or planning.

  • Advanced level Excel skills (Vlookups, pivot tables, advanced formula calculations)

  • JDA Allocations and/or E3 experience required

  • Strong mathematical skills

  • Training experience required

  • Strong communications skills

VIRTUAL REQUIREMENTS:

At DICK'S, we thrive on innovation and authenticity. That said, to protect the integrity and security of our hiring process, we ask that candidatesdo not use AI tools(like ChatGPT or others) during interviews or assessments.

To ensure a smooth and secure experience, please note the following:

  • Cameras must be onduring all virtual interviews.

  • AI tools are not permittedto be used by the candidateduring any part of the interview process.

  • Offers are contingent upon a satisfactory background check which may include ID verification.

If you have any questions or need accommodations, we're here to help. Thanks for helping us keep the process fair and secure for everyone!


What Dick's Sporting Goods employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom