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Financial Planning Associate Jobs in Texas (NOW HIRING)

This role will play a key part in financial planning, budgeting, forecasting, reporting, and ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...

Manager - Financial Planning & Analysis

Katy, TX · On-site

$96K - $127K/yr

The Financial Planning & Analysis Manager will work with the divisional controllers to ensure that ... Provide leadership to those associates serving to coordinate and administer the planning and ...

Interim FP&A

Coppell, TX · On-site

$65 - $75/hr

This role will play a key part in financial planning, budgeting, forecasting, reporting, and ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...

Manage, review, and develop the FP&A Reporting Analyst / Associate, including quality control over their output before it reaches senior audiences. * Apply modern AI tooling, including Claude, to ...

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 ...

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 Sep 6, 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 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.

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.

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 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.

Is a Financial Planning Associate an entry-level job?

A Financial Planning Associate is typically considered an entry-level position in the financial services industry. It often requires basic knowledge of financial concepts, strong communication skills, and may involve on-the-job training or certifications such as the CFP designation in the future.

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 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 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $61,938 per year, or $29.8 per hour.

Senior Financial Planning and Analytics Analyst

Hillwood Development Company, LLC.

Dallas, TX

$84K - $105K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 4 days ago


Job description

Company Overview:

Hillwood Investment Properties is a leader in acquiring and developing high-quality industrial properties with 309.5 M SF across the U.S., Canada, the United Kingdom, and Europe. Hillwood pursues well-located, functional land in the path of progress and has one of the largest land banks with a capacity of over 133 M SF for future development. Hillwood collaboratively builds successful partnerships with public and private landowners, as well as other developers, to execute and invest in a broad spectrum of industrial projects. As a privately held company, Hillwood possesses the depth of capital, market expertise, industry relationships, and a forward-thinking vision to buy and build industrial properties that meet evolving markets’ logistics, distribution, and manufacturing demands. For more information on Hillwood’s latest industrial availabilities across the U.S., U.K., and E.U., visit Hillwood.com.

Position Summary:

Hillwood Investment Properties (HIP) is seeking a Senior FP&A Analyst to join its growing Operations and Finance team in Dallas, Texas. Reporting to the Vice President of Operations and partnering closely with the FP&A Director, this role supports financial planning, forecasting, incentive compensation analysis, and performance reporting across HIP’s real estate investment platform.

The Senior FP&A Analyst will help evaluate project and portfolio performance, support annual budgeting and cash planning, develop financial models and analyses, and prepare insights that inform capital allocation, operating decisions, and senior leadership reporting. A key component of the role includes supporting incentive compensation planning and analysis, helping align business performance, investment results, and compensation outcomes across the platform.

Building on a foundation of established tools, metrics, and systems, the Senior FP&A Analyst will collaborate cross-functionally with Accounting, Capital Markets, Regional Teams, Human Resources, Legal, and Acquisitions & Dispositions to enhance reporting, support strategic initiatives, and improve financial and operational decision-making.

Primary Responsibilities:

Financial Planning, Reporting & Analysis

  • Analyze project and portfolio performance, including budget-to-actual results, cash flow trends, key variances, and return drivers.
  • Develop and maintain financial models and scenario analyses to support strategic initiatives, operational planning, and investment evaluations.
  • Support corporate and investment-level cash flow forecasting and capital planning, helping anticipate funding needs, evaluate liquidity, and inform capital allocation priorities.
  • Coordinate and support the annual budgeting and periodic reforecasting processes including consolidating inputs, validating assumptions, and preparing leadership materials.
  • Prepare executive-level financial reporting packages, dashboards, and variance analyses that highlight key trends, risks, opportunities, and performance drivers across the portfolio.

Incentive Compensation & Planning

  • Own and support key components of HIP’s incentive compensation programs, including STIP, LTIP, and related plans, with responsibility for accurate data, models, calculations, and reporting.
  • Build a deep understanding of HIP’s business model, project economics, and performance drivers to support incentive compensation analysis tied to company and investment performance.
  • Partner with Human Resources and business leaders to analyze market compensation data, evaluate internal compensation trends, and support recommendations for existing associates, new hires, and evolving roles.
  • Prepare and present compensation-related analysis, findings, and recommendations to senior leadership to support decision-making around role creation, projected compensation, and incentive plan administration.
  • Support special projects and related investment-aligned programs, including the Associate Investment Opportunity Plans, providing exposure to deal-level economics, associate investment participation, and cross-functional leadership discussions.

Required Skills & Abilities:

  • Strong financial modeling, analytical, and problem-solving skills.
  • Ability to synthesize financial data into clear, actionable insights for senior leadership.
  • High attention to detail and strong ownership of deliverables, deadlines, and accuracy.
  • Effective cross-functional communicator who can partner with Finance, Operations, Accounting, Capital Markets, HR, and Regional Teams.
  • Strong Excel skills; experience with reporting, visualization, or planning tools preferred.
  • Ability to manage competing priorities in a fast-paced, deadline-driven environment.

Education & Experience:

  • Bachelor’s degree in Finance, Accounting, Business Administration, Economics, Real Estate, or related field required.
  • MBA, MSF, or advanced degree beneficial.
  • 3–5 years of experience in FP&A, real estate finance, investment analysis, corporate finance, or related analytical finance role.
  • Proven experience supporting business leaders and influencing decision-making through data and analysis.
  • Strong working knowledge of financial reporting systems and related technology systems.
  • Experience with reporting, analytics, and data visualization tools (e.g., Power BI, Tableau, QuickBase, OneStream) beneficial.
  • Real estate investment, development, asset management, REIT, or private equity real estate experience strongly preferred.

Benefits Highlights:

  •  Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Flexible Spending Accounts (FSA)
  • Health Savings Accounts (HSA)
  • Vacation time
  • Sick time
  • Holidays
  • Paid family caregiver leave
  • Mental health and wellness resources
  • Life Insurance
  • Disability Insurance
  • 401(k) with company match
  • Tuition assistance
  • Additional programs to support Associates and their families

EEO Statement:

Hillwood is committed to providing Equal Opportunity in Employment, to all applicants and employees regardless of race, color, religion, gender, age, national origin, military status, veteran status, handicap, physical or mental disability, sexual orientation, gender identity, genetic information or any other characteristic protected by law.

#HIP