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Financial Planner Jobs in Georgetown, TX (NOW HIRING)

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 ...

DataAnnotation

Financial Planner - AI Trainer

Austin, TX · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

DataAnnotation

Financial Planner - AI Trainer

Killeen, TX · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

Kestra Financial

Financial Planning Analyst

Austin, TX · On-site

$75 - $105/hr

Kestra Financial is seeking a new team member to join our Planning Group. Kestra's Planning Group ... This role will serve as a consistent, high-quality planner to our firms nationally. Planning ...

New

Mohr Talent

Director of Financial Planning

Austin, TX · On-site

$125 - $150/hr

The ideal candidate will possess deep financial planning expertise, strong presentation and relationship management skills, and the ability to develop comprehensive financial plans across investment ...

Kestra Holdings

Financial Planning Analyst

Austin, TX · On-site

Kestra Financial is a wealth management platform dedicated to empowering independent financial ... This role will serve as a consistent, high-quality planner to our firms nationally. Planning ...

Mohr Talent

Director of Financial Planning

Round Rock, TX · On-site

$125 - $150/hr

Director of Financial Planning Round Rock, TX | Hybrid (In-Office Mon-Thu, Remote Fri) | $125K - $150K+ Base + 20% Bonus | Full-Time A well established and growing financial services firm with a ...

512 FINANCIAL LLC

FP&A Consultant

Austin, TX · On-site

As an FP&A Consultant , you will own the planning, forecasting, and financial analysis function for our clients, delivering the insight leadership teams need to make confident, data-driven decisions.

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All JobsFinancial Planner JobsFinancial Planner Jobs in Georgetown, TX

Financial Planner information

See Georgetown, TX salary details

$46.9K

$89.8K

$129.6K

How much do financial planner jobs pay per year?

As of Aug 26, 2026, the average yearly pay for financial planner in Georgetown, TX is $89,828.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,600.00 and $94,800.00 per year, depending on experience, location, and employer.

What is a financial planner?

A Financial Planner is a professional who helps individuals and organizations manage their finances and plan for their financial future. They provide advice on topics such as budgeting, investing, retirement savings, tax strategies, and estate planning. Financial Planners work closely with clients to understand their financial goals and develop personalized plans to achieve them. Many Financial Planners hold certifications, such as Certified Financial Planner (CFP), which demonstrate their expertise and commitment to ethical standards.

What skills and qualifications are needed to be a financial planner?

To thrive as a Financial Planner, you need strong analytical skills, a solid understanding of financial products, and typically a bachelor's degree in finance, accounting, or a related field, often supplemented by certifications like CFP (Certified Financial Planner). Proficiency with financial planning software, portfolio management tools, and CRM systems is essential. Exceptional interpersonal communication, ethical judgment, and active listening set top performers apart in this role. These skills and qualifications are crucial for building client trust, developing effective financial strategies, and ensuring regulatory compliance.

What challenges do financial planners face when building a client base, and how can they be addressed?

Financial Planners often find that establishing a strong client base is an initial hurdle, as trust and credibility are critical in this field. Many planners overcome this by networking extensively, seeking referrals from existing clients, and consistently demonstrating value through tailored financial advice. Leveraging technology, participating in community events, and maintaining professional certifications can also help build reputation. Persistence, excellent communication skills, and a genuine interest in clients’ financial goals are key to long-term success.

What is the difference between Financial Planner vs Financial Advisor?

AspectFinancial PlannerFinancial Advisor
CertificationsCFP, ChFCCFP, Series 7, Series 66
Work EnvironmentIndependent or firm-based, comprehensive planningBank, brokerage, or independent, investment-focused
Primary FocusHolistic financial planning including retirement, estate, taxesInvestment management and product sales
Employer & Industry UsageFinancial planning firms, independentFinancial institutions, banks, brokerages

While both roles involve helping clients manage their finances, a Financial Planner provides comprehensive, long-term financial planning services, often holding CFP or ChFC certifications. A Financial Advisor may focus more on investment management and may hold additional licenses like Series 7 or 66. The roles often overlap, but the Financial Planner emphasizes holistic planning, whereas the Financial Advisor may concentrate on investment products and portfolio management.

How much do financial planners get paid?

Financial planners typically earn a median annual salary of around $89,000, with salaries ranging from approximately $50,000 to over $200,000 depending on experience, location, and client base. Many financial planners also earn commissions or fees for their services and often hold certifications like the CFP to enhance earning potential.
More about Financial Planner jobs

What job categories do people searching Financial Planner jobs in Georgetown, TX look for?

The top searched job categories for Financial Planner jobs in Georgetown, TX are:

What cities near Georgetown, TX are hiring for Financial Planner jobs?

Cities near Georgetown, TX with the most Financial Planner job openings:

Financial Planner jobs near you
Infographic showing various Financial Planner job openings in Georgetown, TX as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $89,828 per year, or $43.2 per hour.

Senior Financial Planner

Austin, TX • Remote

LPL Financial
Finance and Insurance • 1 - 5K employees

7.2

Company rating: 7.2 out of 10

Based on 74 frontline employees who took The Breakroom Quiz

129th of 151 rated financial services

People enjoy working here

Good employer

Paid breaks

Learn more about LPL Financialexternal

$76K - $127K/yr

Full-time

Medical, Retirement, PTO

Posted 20 days ago

Job description

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

LPL's Paraplanning Services team is looking for a highly motivated and qualified Senior Financial Planner to support advisors in all aspects of financial plan design and analysis. 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 drive continued utilization and retention of planning services.
  • Understand and follow Paraplanning team standards.
  • Communicate and align on expectations with advisors understanding their preferences and needs to effectively work within Paraplanning Services.
  • Collaborate with teammates during the plan development process.
  • Professionally present completed financial plans.
  • Demonstrate a strong understanding of personal financial planning concepts and stay informed of current financial planning developments and industry trends.
  • Identify advisor needs and additional opportunities to refer to business partners including, but not limited to Client Experience, High Net Worth Services, and Tax Planning.
  • Maintain knowledge of all Wealth Planning offerings.
  • Engage with the advisor through onboarding, integration, and throughout the advisor relationship with Paraplanning Services.
  • Cultivate positive working relationships within the team and all business units across Comprehensive Advice.

What are we looking for?

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

  • Bachelor's Degree in Business, Finance, or equivalent experience
  • CFP strongly preferred, equivalent experienceor working towards CFP
  • 5+ years of financial services experience
  • 3+ years of experience in the development and presentation of comprehensive financial plans
  • Experience with eMoney, MoneyGuide or RightCapital

Core Competencies:

  • Understanding of personal financial planning including, but not limited to retirement, personal wealth management, risk management, and education planning
  • Ability to prioritize and handle multiple tasks at once
  • Interpersonal and collaboration skills
  • Software/Systems: Proficiency in Microsoft Office suite
  • Ability to effectively communicate, excellent organizational skills, and attention to detail

Pay Range:

$76,323.00 - $127,205.00
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.


At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.


For further information about LPL, please visit www.lpl.com.


Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.


Information on Interviews:

LPL will only communicate with a job applicant directly from an@lplfinancial.comemail address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at(855) 575-6947.


EAC 5.19.26

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