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Financial Jobs in Texas (NOW HIRING)

Financial Planner

San Antonio, TX · On-site

$68K - $92K/yr

About PAX Financial Group PAX Financial Group is a San Antonio-based Registered Investment Adviser committed to helping families and business owners manage wealth with purpose. Our mission is to ...

Financial Planner

San Antonio, TX · On-site

$68K - $92K/yr

About PAX Financial Group PAX Financial Group is a San Antoniobased Registered Investment Adviser committed to helping families and business owners manage wealth with purpose. Our mission is to equip ...

Financial Planner

Houston, TX · On-site

$68K - $92K/yr

At Larson Financial Group, LLC , we help individuals and families build lasting financial security through comprehensive wealth management and personalized advice. As one of the nation's leading ...

Senior Financial Planner

Austin, TX · Remote

$76K - $127K/yr

This individual will serve as a financial planner supporting several LPL advisors and their end clients. Responsibilities: * Cultivate relationships with advisors ensuring client satisfaction to ...

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque;

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque;

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque;

Financial Advisor; Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc ...

Financial Advisor

Dallas, TX · Hybrid

$45K - $75K/yr

Financial Advisor - Texas Trust Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union ...

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Financial information

See Texas salary details

$29.3K

$66.7K

$107.1K

How much do financial jobs pay per year?

As of Aug 10, 2026, the average yearly pay for financial in Texas is $66,731.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $85,700.00 per year, depending on experience, location, and employer.

What is the difference between Financial vs Bookkeeper?

AspectFinancialBookkeeper
CertificationsOften requires CPA, CFA, or similarTypically no formal certifications required
Work EnvironmentCorporate finance departments, accounting firmsSmall businesses, accounting offices
Primary ResponsibilitiesFinancial analysis, planning, reportingRecording transactions, maintaining ledgers
Employer & Industry UsageFinance departments, investment firmsSmall to medium businesses, accounting services

Financial professionals focus on analysis, planning, and strategic financial management, often requiring advanced certifications. Bookkeepers handle day-to-day transaction recording and ledger maintenance, usually without formal certifications. While both roles are essential in finance, they differ in scope, responsibilities, and required credentials.

What is a financial professional?

Financial professionals are individuals who provide guidance and services related to money management, investments, and financial planning. They may include financial advisors, analysts, planners, and consultants who help clients make informed decisions about budgeting, saving, investing, and retirement planning. These professionals often work for banks, investment firms, or operate independently, offering expertise on a wide range of financial products and strategies. Their main goal is to help individuals or organizations achieve their financial objectives.

What are the key skills and qualifications needed to thrive in a financial professional role, and why are they important?

To thrive in a financial professional role, you need strong analytical abilities, a solid understanding of financial principles, and typically a degree in finance, accounting, or a related field. Familiarity with financial modeling software, spreadsheets like Microsoft Excel, and certifications such as CFA or CPA are commonly required. Excellent attention to detail, integrity, and effective communication skills help professionals stand out in this field. These competencies ensure accurate financial analysis, regulatory compliance, and the ability to convey complex information to stakeholders.

What are some common challenges faced by professionals in financial roles, and how can they be addressed?

Individuals in financial roles often encounter challenges such as managing tight deadlines during reporting periods, staying updated with frequently changing regulations, and ensuring data accuracy under pressure. To address these, professionals benefit from strong organizational skills, proactive communication with team members, and continuous professional development. Many financial teams adopt collaborative tools and regular check-ins to streamline workflows and ensure compliance, fostering a supportive work environment.
What are the most commonly searched types of Financial jobs in Texas? The most popular types of Financial jobs in Texas are:
What cities in Texas are hiring for Financial jobs? Cities in Texas with the most Financial job openings:
Infographic showing various Financial job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $66,731 per year, or $32.1 per hour.

Financial Planner

Briaud Financial Advisors

College Station, TX • On-site

$80K - $110K/yr

Full-time

Life, Retirement

Re-posted 26 days ago


Job description

Job Type
Full-time
Description
We are seeking a Financial Planner to contribute to the development and delivery of comprehensive financial plans while continuing to deepen their planning expertise and client relationship skills.
This role is designed for individuals who have developed a strong foundation in financial planning and are ready to take on increasing responsibility within the planning process. Financial Planners work closely with Senior Financial Planners and Advisors to develop recommendations, strengthen client relationships, and expand their ability to guide clients through complex financial decisions.
This is a role for someone who is intellectually curious, passionate about financial planning, and committed to continuous growth. You enjoy solving complex financial challenges, developing thoughtful recommendations, and helping clients make progress toward their goals. You understand that exceptional planning requires both technical expertise and practical experience, and you are motivated to continually develop both.
You will contribute to the planning process, build meaningful client relationships, and continue developing the expertise necessary to become a trusted advisor.
In this role you will:
  • Client Relationships: Develop and deepen relationships with clients through regular communication and meetings.
  • Financial Planning: Contribute to the development, presentation, and implementation of comprehensive financial plans.
  • Analysis & Recommendations: Develop retirement projections, income tax projections and estimates, risk management analyses, and estate planning recommendations.
  • Collaboration: Work alongside Senior Financial Planners and Advisors to deliver exceptional client outcomes.

If you have the following, we want to talk to you:
  • You Are a Financial Planning Nerd: You are passionate about financial planning and helping clients achieve their goals. You enjoy diving into complex planning situations and continuously expanding your knowledge.
  • You Build Trust Through Relationships: You genuinely enjoy working with people and developing meaningful client relationships. You understand that great planning begins with understanding what matters most to the client.
  • You Combine Analysis with Judgment: You can evaluate multiple options, think critically, and develop thoughtful recommendations while recognizing there is often more than one right answer.
  • You Take Ownership: You follow through on commitments, take responsibility for your work, and proactively move projects and client needs forward.
  • You Communicate Clearly: You can translate complex financial concepts into language clients and team members can understand. You keep others informed and communicate with confidence and professionalism.
  • You Thrive on Continuous Growth: You seek feedback, embrace coaching, and are committed to becoming a better planner today than you were yesterday.
  • You Believe in Team Success: You understand that exceptional client outcomes are the result of collaboration and are willing to do whatever is needed to support the team and the clients we serve.

Requirements
Required Qualifications:
  • CERTIFIED FINANCIAL PLANNER™ designation or Equivalent (CFA, CPA, JD)
  • 2 years of experience working with your CFP in the financial planning industry.
  • Experience within an RIA or fiduciary advisory environment strongly 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

Salary Description
$80,000.00 - $110,000.00