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

Par Pacific

Sr FP&A Analyst

Houston, TX · On-site

$81K - $101K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Sr FP&A Analyst Posting Start Date: 7/9/26 Job Location (Short): Houston, TX, USA, 77024 Senior FP& ... * Assist in organizing and facilitating the monthly earnings forecast process and annual earnings ...

DGI Supply

Senior Financial Analyst (FP&A)

Houston, TX · Remote

$100K - $125K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

This individual has a focus on financial planning, both short-term and long-term, of business ... Develop and review the Rolling Forecast and Strategic Plan * Assist in maintaining the integrity ...

Stewart

Financial Planning & Analysis Manager

Houston, TX · On-site

$100K - $132K/yr

  • Medical

  • Retirement

  • PTO

Drives the monthly and quarterly financial forecasting and reporting process and performs value-added analysis to assist in decision making * Responsible for identifying business risks and ...

KBR

Senior Investor Relations/FP&A Analyst (Hybrid Role)

Houston, TX · Hybrid

$81K - $101K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... * Assist in planning and executing earnings calls, investor conferences, roadshows, investor ... Prepare financial summaries, dashboards, and presentations for senior management to support ...

LPL Financial

Senior Financial Representative

Houston, TX · Remote

  • Medical

  • Retirement

  • PTO

Financial Planning : Advisors should have a detailed understanding of all aspects of the financial ... Ability to assist customers in call center environment while accessing data via multiple PC lookup ...

LPL Financial

Senior Financial Representative

Houston, TX · On-site

  • Medical

  • Retirement

  • PTO

Financial Planning : Advisors should have a detailed understanding of all aspects of the financial ... Ability to assist customers in call center environment while accessing data via multiple PC lookup ...

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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 Aug 13, 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 the most commonly searched types of Financial Planning jobs in Spring, TX? The most popular types of Financial Planning jobs in Spring, TX are:
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 August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $53,942 per year, or $25.9 per hour.

Sr Analyst - Financial Planning & Analysis

Energy transfer

Houston, TX • On-site

$81K - $101K/yr

Full-time

Retirement, PTO

Re-posted 26 days ago

Energy Transfer rating

9.0

Company rating: 9.0 out of 10

Based on 64 frontline employees who took The Breakroom Quiz

3rd of 86 rated oil and gas companies

Job description

Energy Transfer, recognized by Forbes as one of America's best large employers, is dedicated to responsibly and safely delivering America's energy. We are driven to inspire our employees to create superior value for our customers, our investors, a sustainable future and giving back to the community where we have long-standing commitments to causes including MD Anderson Children's Cancer Hospital, The Salvation Army, American Heart Association, Ronald McDonald House and many more.
We value all of our employees who make our growth and success possible. We are proud to offer industry leading compensation, comprehensive benefits, 401(k) match with additional profit sharing, PTO and abundant career opportunities.
Come join our award winning 11,000 strong organization as we fuel the world and each other!
Summary
Analyst - Financial Planning and Analysis
This position will be a key member of a small team responsible for the forecasting, budgeting and financial results analysis of Energy Transfer's margin generating activities, as well as supporting joint venture financial reporting and budget presentations. This candidate will need the ability to operate in a fast paced, collaborative environment, and will work closely with multiple groups across the Partnership. This position will be based in our Houston office.
Primarily Roles & Responsibilities:
• Assist in the creation of the forecasts and annual budgets for revenue/margin-generating activities
• Prepare monthly and quarterly financial reports and presentations, including the Quarterly Financial Analysis package utilized by senior leadership in preparation for our quarterly earnings call
• Maintain and improve excel-based models utilized for generating forecasts and budget
• Prepare analysis, forecasts, and budgets for delivery and presentation to our joint venture partners
• Build a productive relationship with commercial, accounting, and operations groups
• Assist with the preparation of quarterly external documents, including the 10-Q and 10-K filings
• Understand and estimate the potential financial impact of changing market conditions and trends
• Analyze, understand, and explain monthly accounting entries
• Support the FP&A Director and the Vice President of Finance in responding to requests and ad-hoc analysis required from internal and external customers
Required Experience/Education:
  • Bachelor's degree in finance or accounting preferred or equivalent work experience
  • Ability to communicate clearly, verbally, and written
  • Strong Excel modeling skills
  • Time-management skills; ability to handle multiple projects, meet deadlines and function independently and efficiently in a fast-paced environment

Preferred Experience:
  • 3 or more years of relevant financial analyst experience, preferably within the energy industry
  • Master's degree in business administration or a related field

Required experience is commensurate with the selected job level:
  • The Specialist/Analyst level requires a Bachelor's degree or equivalent experience and 2-5 years of relevant job related experience
  • The Senior Specialist/Analyst level requires a Bachelor's degree or equivalent experience and 5-8 years of relevant job related experience
  • The Lead Specialist/Analyst level requires a Bachelor's degree or equivalent experience and 8+ years of relevant job related experience

Working Conditions:
  • Usually, normal office working conditions
  • Must be able to remain in a stationary position 50% of the time due to prolonged periods of sitting or standing
  • Occasional overnight travel may be required
  • Occasional visits to industrial/manufacturing settings, which may include exposure to various materials and chemicals, as well as extreme temperature conditions and loud machinery, and require appropriate personal protective equipment

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