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

Austin Bank

Financial Service Advisor

Spring, TX

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 ...

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 ...

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 ...

RelaDyne LLC

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 ...

Packaging Exchange Inc.

Be Seen First

Director of Financial Planning & Analysis

Houston, TX · Remote

$110K - $130K/yr

Leadership & Process Improvement · Lead and develop FP&A team members and financial analysts. · Improve financial planning processes, reporting accuracy, and automation capabilities. · Assist with ...

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 ...

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. • ...

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 ...

Belmont Village

Financial Analyst FP&A

Houston, TX · On-site

... Assist with annual budgets, rolling forecasts, and long-range planning • Develop and maintain ... financial models and scenario analyses • Track and report key performance indicators (KPIs) • ...

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All JobsFinancial Planning JobsFinancial Planning Assistant JobsFinancial Planning Assistant Jobs in Spring, TX

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 Jul 16, 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 is an assistant financial planner?

An assistant financial planner supports certified financial planners by gathering client information, preparing financial plans, and performing administrative tasks. They often have a background in finance or related certifications and work in financial advisory firms or banks to help develop and implement financial strategies.

Is it hard to become a FA?

Becoming a Financial Planning Assistant typically requires a high school diploma or equivalent, with many roles preferring some college coursework or a degree in finance, accounting, or related fields. Gaining relevant skills such as proficiency with financial software and understanding financial products can improve job prospects, but the role generally involves on-the-job training and certifications like the Series 7 or 66 may be required for advancement.

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.

What does a financial planning assistant do?

A financial planning assistant supports financial advisors by preparing client documents, gathering financial data, and scheduling meetings. They often use financial planning software and require strong organizational skills to help develop and implement financial plans for clients.

How much do finance assistants get paid?

Finance assistants typically earn an average salary ranging from $40,000 to $55,000 per year, depending on experience, location, and the size of the organization. Entry-level roles may start lower, while experienced assistants or those with specialized skills can earn higher wages. Salaries often include benefits such as health insurance and paid time off.
More about Financial Planning Assistant jobs
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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
Financial Service Advisor

Financial Service Advisor

Austin Bank

Spring, TX

Full-time

Re-posted 12 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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