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Financial Planning Associate Jobs in Texas (NOW HIRING)

Hillwood

Senior Financial Planning and Analytics Analyst

Dallas, TX · On-site

$84K - $105K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Senior FP&A Analyst will help evaluate project and portfolio performance, support annual ... Support special projects and related investment-aligned programs, including the Associate ...

TIAA

Financial Planning Advisor-Lexington, KY

Frisco, TX · On-site

$84K - $110K/yr

  • Medical

  • Life

  • Retirement

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 ...

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All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Texas

Financial Planning Associate information

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How much do financial planning associate jobs pay per hour?

As of Aug 16, 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.

How to get an entry level job in a financial planning associate?

To secure an entry-level financial planning associate position, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining relevant skills such as proficiency in financial software and obtaining certifications like the CFP designation can improve job prospects; internships or related experience are also valuable for entry-level applicants.

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 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 $61,938 per year, or $29.8 per hour.

Financial Planning & Analysis Analyst

Marlen & Associates

Houston, TX

Full-time

Re-posted 15 days ago

Job description

Small oil and gas portfolio company seeking an FP&A analyst to join a growing team. This is a great opportunity to work closely with the CFO in diversifying your experience!

Responsibilities:

  • Support existing assets (non operated)
  • Help with budget models
  • Prepare board presentations
  • Prepare quarterly valuations
  • Assist in financial reporting

Qualifications:

  • Bachelor's in Finance
  • 5~ years of oil and gas experience (upstream, midstream, OFS required)
  • 2+ years of financial modeling experience
  • Local Houston candidates preferred

All qualified candidates will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status or any other protected status designated by federal, state or local law. No sponsorships available