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Financial Planning Associate Jobs in Austin, TX (NOW HIRING)

Austinwealthmgmt

Financial Planner

Austin, TX · On-site

$70 - $100/hr

Bachelor's degree in Financial Planning, Finance, Accounting, or related field. * 3+ years of experience in a financial planning associate or financial planning role with at least 1 year of ...

Roberthalf

Oracle EPM FCC/FP&A Senior Consultant

Austin, TX · On-site

$115K/yr

... associates. At the direction of Managers, you may accept responsibility for decision-making in ... You enjoy working with Oracle FP&A applications to streamline financial processes and enhance ...

Cetera Financial Group

Financial Advisor

Round Rock, TX · On-site

$43K - $150K/yr

Provides and demonstrates expert-level portfolio planning skills and comprehensive industry and ... Associates in this role have total compensation earning potential of $43,888 - $150,000+. Position ...

Nuveen

Financial Consultant ll

Austin, TX · On-site

$72.70 - $95.50/hr

This job covers institutions aligned to regional structures and offers financial planning advice ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Financial Consultant ll

Austin, TX · On-site

$72K - $95K/yr

This job covers institutions aligned to regional structures and offers financial planning advice ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

LPL Financial

Advisor Licensing Program

Austin, TX · On-site

... an Associate Financial Advisor. TheAdvisor of the Wealth Advisor Groupis a group of corporate ... Financial Planning : Advisors should have a detailed understanding of all aspects of the financial ...

TIAA

Financial Consultant ll

Austin, TX · On-site

$72K - $95K/yr

This job covers institutions aligned to regional structures and offers financial planning advice ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Pwc

Oracle Cloud Finance - Senior Associate

Austin, TX · On-site

$77K - $202K/yr

As a Senior Associate, you will focus on building meaningful client connections and learning how to ... Hyperion Financial Management for strategic financial planning - Implementing finance ...

LV Collective

Senior Analyst, Asset Management

Austin, TX · On-site

$75 - $110/hr

... Analyst/Associate at LV Collective, you'll play a pivotal role in maximizing the value of our national portfolio of assets through strategic analysis, financial planning, and cross-functional ...

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All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Austin, TX

Financial Planning Associate information

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$13

$31

$67

How much do financial planning associate jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for financial planning associate in Austin, TX is $31.67, according to ZipRecruiter salary data. Most workers in this role earn between $20.48 and $34.09 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 Austin, TX?

The most popular types of Financial Planning jobs in Austin, TX are:

What are popular job titles related to Financial Planning Associate jobs in Austin, TX?

For Financial Planning Associate jobs in Austin, TX, the most frequently searched job titles are:

What job categories do people searching Financial Planning Associate jobs in Austin, TX look for?

The top searched job categories for Financial Planning Associate jobs in Austin, TX are:

What cities near Austin, TX are hiring for Financial Planning Associate jobs?

Cities near Austin, TX with the most Financial Planning Associate job openings:

Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Austin, TX as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $66,989 per year, or $32.2 per hour.

Financial Planner

Austinwealthmgmt

Austin, TX • On-site

$70 - $100/hr

Other

Medical, Retirement

Posted 4 days ago

Job description

We are currently seeking a Financial Planner to join our collaborative team. This is an excellent opportunity for someone looking to build a career in financial planning within a supportive and professional environment.

As a Financial Planner, you will play a critical supporting role in the financial planning process for new clients. Working closely with lead advisors and the financial planning team, you will assist in preparing and maintaining comprehensive financial plans, and ensuring a seamless client experience. This is a hybrid position that offers the flexibility to work remotely for part of the week.

This position is ideal for a motivated professional who takes pride in delivering exceptional work with high attention to detail. The ideal candidate thrives on setting a higher standard of excellence—continually refining their craft, embracing innovative planning strategies, and demonstrating a deep commitment to helping clients achieve their goals.

Key Responsibilities
  • Gather, organize and maintain client financial information, using our financial planning software and CRM.
  • Develop and present comprehensive financial plans to clients in alignment with AWM standard, including: liquidity management, cash flow planning, risk management, tax strategy, investment strategy, estate planning, and business exit planning.
  • Support advisors in client meetings by scheduling meetings, taking notes, and preparing materials. Following client meetings, provide support by documenting and completing tasks.
  • Provide ongoing support to Advisors and Clients by responding to service requests as needed and by monitoring client planning milestones. Proactively update the client's financial plans as needed.
  • Collaborate with the investment and operations teams to gather necessary details and keep clients and advisors informed.
  • Research and maintain updated information on regulatory changes.
  • Contribute to the overall quality and efficiency of service at AWM by providing suggestions for improvement and greater efficiency throughout workflows.
  • Support special projects as needed.
Required Qualifications
  • Bachelor's degree in Financial Planning, Finance, Accounting, or related field.
  • 3+ years of experience in a financial planning associate or financial planning role with at least 1 year of experience in a client facing role.
  • Progress toward the CFP® certification.
  • In-depth knowledge of financial planning software (e.g., eMoney, MoneyGuidePro, RightCapital) and CRM systems (e.g., Redtail, Salesforce).
  • Working knowledge of Google Sheets and Google Docs.
  • Demonstrated strong analytical skills and attention to detail.
  • Excellent communication skills with emphasis on clarity.
  • Ability to manage multiple tasks and deadlines in a fast-paced environment.
  • Ability to work independently and in collaboration with team members.
Preferred Qualifications
  • Experience working with business owners.
  • Experience using Asana.
  • 5+ years of experience in a financial planning role with at least 3+ years in a client facing role.
  • Completion of the CFP® certification.

This role offers substantial opportunities for professional growth and career advancement. High-performing team members will have various pathways to progress their careers. Financial Planners can advance into elevated financial planning support roles (Senior Financial Planner, Financial Planning Manager) or develop into lead client roles (Financial Advisor, Senior Financial Advisor).

What We Offer
  • Competitive salary based on experience and qualifications
  • Ongoing support for professional development and CFP® certification
  • Collaborative, team-oriented culture
  • Health benefits and retirement plan options
  • A modern, centrally located office in Austin, TX with amenities including garage parking and an office gym
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