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Financial Planning Associate Jobs in Texas (NOW HIRING)

TIAA

Financial Planning Advisor

Dallas, TX

$84K - $110K/yr

Financial Planning Advisor Supported with a robust array of resources and solutions, the Financial ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Financial Planning Advisor

Dallas, TX · On-site

$84K - $110K/yr

Financial Planning Advisor Supported with a robust array of resources and solutions, the Financial ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Hanwha Energy USA

Corporate Planning Associate

Houston, TX · On-site

$90K - $100K/yr

... Associate will be responsible for supporting the Manager of Corporate Planning through the ... Financial Forecasting, Planning, Reporting & Financial Analytics with FP&A * Prepares annual budget ...

JPMorgan Chase & Co.

Wealth Planning Associate

Plano, TX · On-site

$75K - $95K/yr

S. financial planning topics. • Provide ad-hoc training to advisors and team members based on questions and issues that arise through the help desk. • Share updates on new platform enhancements ...

JP Morgan Chase

Wealth Planning Associate

Plano, TX

S. financial planning topics. Provide ad-hoc training to advisors and team members based on questions and issues that arise through the help desk. Share updates on new platform enhancements and ...

New

Lemnis Capital

Associate Financial Planner

Richardson, TX · On-site

$85K/yr

Launch your career in financial planning through the LCElite Program , Lemnis Capital's accelerated ... As an Associate Financial Planner , you'll learn how to acquire clients, deliver comprehensive ...

Lemnis Capital

Associate Financial Planner

Dallas, TX · On-site

Description Launch your career in financial planning through the LCElite Program , Lemnis Capital ... As an Associate Financial Planner , you'll learn how to acquire clients, deliver comprehensive ...

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All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Texas

Financial Planning Associate information

See Texas salary details

$12

$29

$63

How much do financial planning associate jobs pay per hour?

As of Jul 26, 2026, the average hourly pay for financial planning associate in Texas is $29.78, according to ZipRecruiter salary data. Most workers in this role earn between $19.28 and $32.02 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Financial Planning Associate, and why are they important?

To thrive as a Financial Planning Associate, you need strong analytical abilities, knowledge of financial products, and a bachelor's degree in finance or a related field. Familiarity with financial planning software such as eMoney Advisor or MoneyGuidePro and certifications like CFP coursework are typically expected. Excellent interpersonal skills, attention to detail, and clear communication help foster client trust and support collaboration within advisory teams. These skills are crucial for delivering accurate financial advice, building strong client relationships, and ensuring regulatory compliance.

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

AspectFinancial Planning AssociateFinancial Advisor
CertificationsTypically requires a Series 7, Series 66, or CFP courseworkOften holds CFP certification, Series 7, Series 66, or other licenses
Work EnvironmentSupports financial advisors, works in financial firms or banksProvides personalized financial advice to clients, works independently or in firms
Primary ResponsibilitiesAssists in preparing financial plans, research, client supportCreates financial plans, recommends investments, manages client portfolios

Financial Planning Associates typically support Financial Advisors by handling research and client support, often requiring similar certifications. Financial Advisors directly serve clients with personalized financial strategies. While Associates focus on preparation and support, Advisors engage in client-facing advice and portfolio management.

What does a Financial Planning Associate do?

A Financial Planning Associate supports financial advisors in creating and managing personalized financial plans for clients. They assist with data gathering, preparing financial projections, and conducting research on investment products and strategies. Their role also includes communicating with clients, maintaining records, and ensuring all regulatory requirements are met. This position is often an entry point for those aspiring to become certified financial planners in the future.

How does a Financial Planning Associate typically collaborate with senior advisors and clients?

As a Financial Planning Associate, you’ll work closely with senior advisors by assisting in the preparation of financial plans, conducting research, and gathering client information. You’ll often participate in client meetings, take notes, and help implement action items such as account openings, portfolio rebalancing, or document preparation. This collaborative environment provides valuable opportunities to learn directly from experienced professionals and build strong client relationships, which can be pivotal for advancement within the firm.
What are the most commonly searched types of Financial Planning jobs in Texas? The most popular types of Financial Planning jobs in Texas are:
What are popular job titles related to Financial Planning Associate jobs in Texas? For Financial Planning Associate jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Financial Planning Associate jobs in Texas look for? The top searched job categories for Financial Planning Associate jobs in Texas are:
What cities in Texas are hiring for Financial Planning Associate jobs? Cities in Texas with the most Financial Planning Associate job openings:
Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Texas as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $61,938 per year, or $29.8 per hour.

Associate Financial Planner

Briaud Financial Planning Inc

College Station, TX • On-site

$50K - $70K/yr

Full-time

Life, Retirement

Posted 13 days ago

Job description

Description:

We are seeking an Associate Financial Planner to support the development and delivery of comprehensive financial planning advice while continuing to grow toward becoming a Financial Planner at Briaud.


This role is designed for individuals who have passed the CFP® examination and are committed to building a long-term career in financial planning. Associate Financial Planners work alongside our Financial Planners, Senior Financial Planners, and Advisors while developing the experience, judgment, and client-facing skills necessary to advance into a Financial Planner role.


This is a role for someone who is intellectually curious, eager to learn, and motivated by continuous growth. You enjoy solving problems, asking thoughtful questions, and understanding the "why" behind planning recommendations. You recognize that becoming a great Financial Planner requires both technical knowledge and practical experience, and you are committed to developing both.


You will contribute to the planning process, support client relationships, and continue building the skills necessary to become a trusted Financial Planner and advisor.


Key Responsibilities:

  • Contribute to the development and implementation of financial plans for clients.
  • Develop retirement projections, income tax projections and estimates, risk management analyses, and estate planning analyses with support and guidance from Financial Planners, Senior Financial Planners, and Advisors.
  • Support Financial Planners and Advisors through financial planning research unique to each client.
  • Serve clients by assisting with account establishment, money movement, and other client requests.
  • Participate in client meetings and planning discussions to continue developing technical knowledge, planning judgment, and client-facing skills.

You Might Be a Fit If You:

  • Have a genuine passion for financial planning and serving clients.
  • Are eager to learn from experienced planners and advisors.
  • Enjoy research, problem-solving, and understanding the details behind recommendations.
  • Communicate clearly and professionally with clients and team members.
  • Are highly detail-oriented and committed to producing accurate work.
  • Embrace coaching, feedback, and continuous improvement.
  • Aspire to grow into a Financial Planner role.
Requirements:
  • CFP® examination passed.
  • Bachelor’s degree required.
  • Experience in financial planning, client service, operations, or wealth management preferred.

Briaud Benefits Include:

  • 30 Days of Leave/Paid Office Closures
  • Flexible Work Hours – We know life happens between 8 to 5 too.
  • 401(k) with Safe Harbor employer matching
  • Continuing Education – paid professional dues, conference attendance, and training

Working Conditions:

  • Position type – Full-time
  • Work schedule – 40 hours / week, Monday – Friday 8AM – 5PM
  • Work location – Onsite: Bryan/College Station, Texas
  • Work environment – Business Professional Office