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Financial Planning Associate Jobs in Texas (NOW HIRING)

Senior FP&A Analyst

Dallas, TX · Hybrid

$84K - $105K/yr

The Opportunity Senior Financial Planning & Analysis (FP&A) Analyst Partner with Leaders. Drive ... with associates who work hard every day to create tomorrow together. We offer an exceptional ...

Senior FP&A Analyst

Houston, TX · Hybrid

$81K - $101K/yr

The Opportunity Senior Financial Planning & Analysis (FP&A) Analyst Partner with Leaders. Drive ... with associates who work hard every day to create tomorrow together. We offer an exceptional ...

Associate Planner

Austin, TX · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Support Demand and/or Supply Planning processes. * Assist in gathering required inputs to measure ... Bachelor's Degree - Supply Chain, Business Administration, Finance or related field preferred.

FP&A Sr Analyst (Corporate)

Boston, TX · Hybrid

$77K - $97K/yr

Associate Director FP&A Location: Boston, MA or Houston, TX Hybrid A quick snapshot... As a Corporate FP&A Senior Analyst at Conga, you will be an integral part of the Finance team, supporting the ...

Manager, FP&A - Financial Services

Plano, TX · On-site

$85K - $111K/yr

Manager, FP&A - Financial Services As a Manager, Financial Analyst in the Financial Services ... Associates have the resources and space to drive significant change across the team and ...

Manager, FP&A - Financial Services As a Manager, Financial Analyst in the Financial Services ... Associates have the resources and space to drive significant change across the team and ...

Estate Planning Resources * Associate Advisor Support * Insurance Planning * Tax Planning Allworth ... Financial Planning & Advisory Delivery * Deliver comprehensive financial planning using Allworth ...

Finance Manager - Corporate FP&A

Dallas, TX · Hybrid

  • Medical

  • Dental

  • Vision

  • Retirement

This role reports the Associate Finance Director, Enterprise FP&A, and is located in the Dallas World Headquarters. In this role, you will: * Lead Forecast consolidation * Own Anaplan forecast ...

Showing results 41-60

Financial Planning Associate information

See Texas salary details

$12

$29

$63

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:

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.

DIRECTOR, FINANCIAL PLANNING AND REPORTING, SOM

The Chronicle Of Higher Education, Inc.

Edinburg, TX • On-site

$120 - $180/hr

Other

Re-posted 2 days ago


Job description

DIRECTOR, FINANCIAL PLANNING AND REPORTING, SOM

Location: Harlingen, Texas

Department: School of Medicine / Finance and Administration

Responsibilities
  • Directs, manages, reviews and reports on monthly financials and end of year projections including analyzing and providing variance explanations.
  • Directs the planning and implementation of the annual SOM budget and develops long‑term budget projections.
  • Manages the daily operations of assigned finance unit.
  • Supports the Associate Vice President, Financial Planning, SOM, by providing financial analysis, interpretation, and decision support for informed budgetary, planning, and operational decisions.
  • Provides leadership, direction, technical advice, and assistance to administrators regarding budget formulation, analysis, review, and compliance with the appropriate utilization of budgets/funds across the School of Medicine. Responsible for the oversight over short and long‑range planning, financial analysis, budget development and financial reporting compliance monitoring for the School of Medicine.
  • Performs analysis and makes recommendations on complex financial methodologies involving revenues and expenses, across fund groups.
  • Directs, reviews and reports on financial, accounting and statistical data to internal and external users.
  • Oversees, prepares and analyzes financial reports on quarterly actuals and annual projected department profit and loss statements.
  • Monitors revenue and expenditures by generating and analyzing reports in order to provide recommendations to correct or improve the SOM's financial position.
  • Develops objectives and activities based on department goals.
  • Coordinates and reviews various academic financial reports, financial position forecasts, annual budgets, and/or salary reports required by external agencies. Assigns, trains, supervises, and evaluates the work of the assigned staff.
  • Promotes organization policies and procedures in compliance with local, state, and federal rules and regulations.
  • Serves as SOM accounting, finance, budget liaison to various University departments.
  • Monitors the formulation and coordination of project specifications, requirements for contracts and proposals, and associated documents.
  • Provides oversight for all administrative and personnel matters and transactions needing review and approval.
  • Reviews plant project requisitions and prepares analyses and recommendations for Associate VP Financial Planning SOM approval.
  • Develops, cultivates, and maintains working relationships within internal/external departments/agencies and other organizations.
  • Performs other duties as assigned.

Supervision Received: General supervision from assigned supervisor.

Supervision Given: Direct supervision of assigned staff.

Required Education: Bachelor’s degree in Accounting, Finance, Business Administration or closely related field from an accredited university.

Preferred Education: Master’s degree in Accounting, Finance, Business Administration or closely related field from an accredited University.

Licenses/Certifications: None.

Required Experience: Five (5) years of progressive professional experience in complex financial planning and reporting to include supervisory experience.

Preferred Experience: None.

Equipment: Use of standard office equipment, personal computer, and audio/visual equipment.

Working Conditions: Needs to be able to successfully perform all required duties. Work is performed primarily in a general office environment. Some travel and weekend work is required. Exerting up to 10 pounds of force occasionally, and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. UTRGV is a distributed institution, which may require presence at multiple locations throughout the Rio Grande Valley.

Other: Exceptional planning and organizational skills. Strong analytical and attention to detail skills. Excellent verbal and written communication skills. Ability to translate complex financial data into actionable insights for executive leadership decision‑making.

Physical Capabilities: N/A

Employment Category: Full‑Time

Minimum Salary: Commensurate with Experience

Posted Salary: Commensurate with Experience

Position Available Date: 07/20/2026

Grant Funded Position: No

EEO Statement: It is the policy of The University of Texas Rio Grande Valley to promote and ensure equal employment opportunities for all individuals without regard to race, color, national origin, sex, age, religion, disability, sexual orientation, gender identity or expression, genetic information or protected veteran status. In accordance with the requirements of Title VII of the Civil Rights Act of 1964, the Title IX of the Education Amendments of 1972, Section 504 of the Rehabilitation Act of 1973, and the Americans with Disabilities Act of 1990, as amended, our University is committed to comply with all government requirements and ensures non‑discrimination in its education programs and activities, including employment. We encourage women, minorities and differently‑abled persons to apply for employment positions of interest.

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