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Financial Planning Assistant Jobs in Spring, TX (NOW HIRING)

Austin Bank

Financial Service Advisor

Spring, TX · On-site

A Financial Advisor provides financial planning and support to clients in order to help clients achieve their financial goals. Financial Advisors assist clients maintain their current assets and ...

Conduit Services LLC

FP&A Associate

Houston, TX · On-site

A direct and articulate communicator who strives to build strong relationships with colleagues based on mutual respect You will: * Assist in financial planning, budgeting, and forecasting processes ...

RelaDyne

Financial Planning Analyst

Houston, TX · On-site

We're looking for a Financial Planning Analyst to provide analytical and financial support to ... You will assist with budgeting, forecasting, variance analysis, financial modeling, and enterprise ...

NavSav Holdings LLC

FP&A Analyst

Spring, TX · On-site

About the job The FP&A Analyst is a key contributor within the Finance team, responsible for ... Monitor key performance drivers and provide actionable recommendations * Assist with financial due ...

The Misch Group

FP&A Analyst

Houston, TX · On-site

$90K - $100K/yr

... • Assist in the ongoing improvement of FP&A tools, systems, and processes to enhance efficiency and insight. • Support leadership with commission calculations, reporting, and statements. • ...

NavSav Insurance

FP&A Analyst

Spring, TX · On-site

About the job The FP&A Analyst is a key contributor within the Finance team, responsible for ... Monitor key performance drivers and provide actionable recommendations * Assist with financial due ...

NavSav Insurance

FP&A Analyst

Spring, TX

About the job The FP&A Analyst is a key contributor within the Finance team, responsible for ... Monitor key performance drivers and provide actionable recommendations * Assist with financial due ...

NavSav Holdings LLC

FP&A Analyst

Spring, TX · On-site

About the job The FP&A Analyst is a key contributor within the Finance team, responsible for ... Monitor key performance drivers and provide actionable recommendations * Assist with financial due ...

Kiwa

FP&A Analyst

Houston, TX · Hybrid

Support the tracking, analysis, and reporting of KPIs to monitor business performance * Assist in maintaining BI and FP&A reporting tools, including data validation, hierarchy updates, and account ...

Kiwa

FP&A Analyst

Houston, TX · Hybrid

Support the tracking, analysis, and reporting of KPIs to monitor business performance * Assist in maintaining BI and FP&A reporting tools, including data validation, hierarchy updates, and account ...

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Financial Planning Assistant information

See Spring, TX salary details

$31.6K

$53.9K

$93K

How much do financial planning assistant jobs pay per year?

As of Aug 5, 2026, the average yearly pay for financial planning assistant in Spring, TX is $53,942.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,400.00 and $61,000.00 per year, depending on experience, location, and employer.

What are some of the main ways a financial planning assistant supports financial advisors during client meetings?

Financial Planning Assistants play a crucial role before, during, and after client meetings by preparing necessary documentation, gathering and organizing financial data, and creating preliminary reports. During meetings, they often take detailed notes, update financial plans in real time, and ensure that all client questions are documented for follow-up. After meetings, they handle administrative tasks such as updating client files, scheduling follow-up appointments, and coordinating with other team members to implement recommended strategies. This support ensures meetings run smoothly and advisors can focus on client relationships and strategic planning.

What does a financial planning assistant do?

A financial planning assistant provides support to a financial planner. You assist with the analysis of potential plans for clients and provide customer assistance whenever they have questions. You also perform administrative duties for your manager, such as scheduling meetings. For qualified financial planning assistants, your job responsibilities may require you to draft letters, documents, or reports.

What is the difference between Financial Planning Assistant vs Financial Advisor?

AspectFinancial Planning AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like CFP are not mandatoryOften requires a bachelor's degree; CFP certification is common and preferred
Work EnvironmentSupports financial planners in an office setting, handling administrative and client support tasksWorks directly with clients to develop and implement financial plans
Employer & Industry UsageEmployed by financial planning firms, banks, or investment companiesEmployed by similar firms, often with a client-facing role

While both roles support financial services, a Financial Planning Assistant primarily provides administrative and support functions, whereas a Financial Advisor works directly with clients to create personalized financial strategies. The assistant role often serves as a stepping stone toward becoming a Financial Advisor.

What are the key skills and qualifications needed to thrive as a financial planning assistant, and why are they important?

To thrive as a Financial Planning Assistant, you need a solid understanding of financial concepts, attention to detail, and typically a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Microsoft Excel are commonly required, and certifications like the FPQP (Financial Paraplanner Qualified Professional) can be advantageous. Strong organizational skills, discretion, and excellent interpersonal communication help you build trust with clients and support advisors effectively. These abilities ensure accurate financial analysis, smooth workflow, and high-quality client service in a competitive industry.
More about Financial Planning Assistant jobs
What are popular job titles related to Financial Planning Assistant jobs in Spring, TX? For Financial Planning Assistant jobs in Spring, TX, the most frequently searched job titles are:
What job categories do people searching Financial Planning Assistant jobs in Spring, TX look for? The top searched job categories for Financial Planning Assistant jobs in Spring, TX are:
What cities near Spring, TX are hiring for Financial Planning Assistant jobs? Cities near Spring, TX with the most Financial Planning Assistant job openings:
Financial Planning Assistant jobs near you
Infographic showing various Financial Planning Assistant job openings in Spring, TX as of July 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $53,942 per year, or $25.9 per hour.

Financial Service Advisor

Austin Bank

Spring, TX • On-site

Full-time

Re-posted 3 days ago

Job description

A Financial Advisor provides financial planning and support to clients in order to help clients achieve their financial goals. Financial Advisors assist clients maintain their current assets and portfolios and assist with obtaining additional assets as necessary/desired. All of this must be done with adherences to ethics, best practices, and pre-established financial plans.

Provide financial planning support to clients

Support investment professionals to cultivate client relationships

Prepare financial plans and check their accuracy

Respond to prospective customer queries about financial planning

Assist in the development plans for the company

Offer subject matter expertise to fellow Financial Advisors

Maintain awareness of latest legislative changes that may affect financial planning

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