215 Results for

Certified Financial Planner Jobs in Texas

Jobs

New!

Plano, TX1 day ago

$65,000–$90,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate will be responsible for developing and implementing financial plans and strategies, managing budgets, and conducting cash flow projections.

New!

Plano, TX5 days ago

$90,310–$162,550 Per Year

Maintains current knowledge of the competitive landscape, financial services industry trends, changes in technology, regulations, and/or other industry events that may impact operational functions and processes and effectively communicates this knowledge to their direct reports and peers within Health, Life or Retirement Income. USAA is seeking a talented Manager, Retirement Income, to lead a team of specialized, licensed professionals dedicated to knowing our members, understanding their Health, Life or Retirement income needs, and providing appropriate solutions to facilitate their financial security.

New!

Addison, TX1 day ago

$90,000–$115,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This individual will serve as a strategic business partner to leadership across retail, corporate, and specialized business units, supporting budgeting, forecasting, financial reporting, and operational analysis.

New!

Houston, TX1 day ago

$300,000–$375,000 Per Year

Our client is a rapidly growing real estate investment firm focused on acquiring, managing, and enhancing high-performing industrial real estate assets across the United States. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

San Antonio, TX3 days ago

$90–$110

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

New!

McAllen, TXToday

Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds(1) through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.

New!

Houston, TXToday

Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.

New!

Austin, TXToday

Works in partnership with CFO in developing the annual corporate budget; monitors each division in analyzing and developing their respective budgets, including periodic re-forecasting of expected financial performance. Performs financial planning, analysis, forecasting, reporting, and operational KPI tracking; analyzes historical and current financial data to understand and enhance Mayroad's financial condition.

New!

Fort Worth, TX3 days ago

$75–$80

San Antonio, TX30+ days ago

$50,000–$90,000

As a Para Planner at Mission Financial Planners, you will play a pivotal role in supporting our financial advisory team by preparing comprehensive financial plans, conducting research, and assisting with client management. Your analytical skills will help ensure that our clients receive tailored solutions that align with their financial goals.

Houston, TX30+ days ago

$122,535–$208,715 Per Year

Support Sr Wealth Strategist and Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and Trusts, Income Taxation, Philanthropy, and Asset Protection, and Investments, with an emphasis on business owner wealth and succession planning. * Demonstrable expertise at easily explaining complex strategies to clients and COIs; and quickly identifies and pursues to a successful sale Bank product or service solutions that align with the best interest of the client.

Houston, TX30+ days ago

Collaborate with the Director of Firm Operations/Technology and the Integrator to implement technology improvements, streamline workflows, ensure data integrity, and resolve system and integration issues. The Financial Planning Director is responsible for overseeing the day-to-day operations of the financial planning function, ensuring delivery of consistent, high-quality client experience.

Dallas, TX30+ days ago

Remote

As a Financial Advisor, you'll play a pivotal role in helping clients navigate their financial journeys through customized strategies and ongoing support. Confidentiality: All information obtained through the background check and/or drug test will be treated confidentially and used solely for the purpose of determining suitability for employment with Melanin Money Enterprises LLC.

San Antonio, Texas12 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Fort Worth, TX14 days ago

$60,000–$75,000 Per Year

What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high-net-worth clients and business owners.

New!

Houston, TX5 days ago

Our Financial Advisory team reflects a variety of backgrounds and perspectives, helping to create a culture-driven, resilient, results-focused community that delivers effective solutions for our clients. Our Financial Advisors work closely with clients to help them pursue the life they envision, building personal relationships with advisory teams dedicated to meeting their unique needs.

PA20 days ago

As a Financial Advisor, you will be responsible for providing financial guidance and investment advice to clients, helping them achieve their financial goals. If you are a motivated individual with a passion for finance and helping others achieve their financial objectives, we would love to hear from you.

Fort Worth, TX12 days ago

$75,000–$85,000 Per Year

What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers. The ideal candidate is passionate about financial planning and investing, highly personable, a natural educator, and a confident presenter who demonstrates the highest integrity and a consistent commitment to putting clients first.

Fort Worth, TX12 days ago

$100,000–$150,000 Per Year

What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers. The ideal candidate is passionate about financial planning and investing, highly personable, a natural educator, and a confident presenter who upholds the highest level of integrity and consistently puts the client first.

San Antonio, TX30+ days ago

Through NYLIFE Securities registered representatives can provide a variety of competitive products and services, including access to over 12,000 mutual funds, publicly traded stocks, bonds, brokerage CDs, and money market instruments. In addition to superior life and annuity products, registered representatives can offer a comprehensive array of investment products and services to help investors develop a sound, long-term investment strategy.

San Antonio, TX30+ days ago

The Senior Client Service Associate reports directly to the Financial Planner and manages the firm’s client service operations, overseeing support staff and enhancing the client experience through proactive service, problem resolution, and operational excellence. 5+ years of experience in financial services, with a solid understanding of broker-dealer operations and investment products (equities, bonds, options, mutual funds, annuities, insurance, managed accounts).

Plano, TX30+ days ago

The work environment involves everyday risks or discomforts which require normal safety precautions typical of such places as offices, meeting and training rooms, retail stores, and residences or commercial vehicles, e.g., use of safe work practices with office equipment, avoidance of trips and falls, observance of fire regulations and traffic signals, etc. Beauty Systems Group, branded as Cosmo Prof or Armstrong McCall stores, along with its direct sales consultants, sell professionally branded products intended for use and resale by salons to retail consumers.

Fort Worth, TX30+ days ago

Serve as the Product Owner for the firm’s Financial Planning solution, with primary responsibility for MoneyGuide capabilities, enhancements, integrations, and lifecycle management Translate advisor and client financial planning needs (goals-based planning, cash flow modeling, retirement projections, tax-aware planning, insurance, estate considerations) into clear user stories. The DPO works closely with the following roles to ensure alignment, quality, and delivery of business value: Digital Product Manager (DPM): Aligns user stories with vision and provides regular communication on delivery.

HOUSTON, TX30+ days ago

Priority Financial Group (PFG) is seeking a Financial Advisor to join our growing partnership with Credit Union, a $1.2 billion financial institution serving members throughout the greater Houston metro area. You’ll work collaboratively with the Credit Union team to train staff on identifying referral opportunities, conduct member education workshops, and help expand the visibility of the investment program.

AUSTIN, TX30+ days ago

$1–$2 Per Year

Skyline Wealth Strategies, LLC is an Austin, Texas based Wealth Management company founded on the Promise of delivering Lifestyle, Confidence, and Fulfillment to our clients through personalized Family Office Wealth strategies and planning. The Client Success Financial Advisor plays a key role in delivering high-quality service and proactive engagement to Skyline’s existing and new clients.

Richardson, Texas13 days ago

Job Posting Title: Financial Aid Planner Choose To Make A Difference: Come care with us at American Career College where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for achieving their healthcare career goals. Assisting students and parents with directions for requesting FSA User IDs, and online completion of FAFSAs (Free Application for Federal Student Aid), MPNs (Master Promissory Notes), and online student loan entrance and exist counseling.

New!

Austin, TX2 days ago

Expected activities include developing deep relationships with practice clients to reduce attrition risk, encouraging asset consolidation, introducing to advisory services, and building a referral network. • Extensive knowledge of the intricacy of working with international clients, jurisdictional nuances, tax impacts, foreign regulatory impacts, product availability and the requirements of servicing non-US customers.

Plano, TX30+ days ago

Collaborative team, with a great work life balance (40-45 hours per week on average) including flex-time in the Summer, fun office culture and events including yearly trips, and significant opportunity for advancement in title and pay. Experienced Associate Planner (Manager level) Wealth Management Firm North Dallas - 1 day remoteOutstanding opportunity for someone with 5+ years of tax experience who is looking to transition to personal financial planning.

Dallas, Texas30+ days ago

Develop and deliver highly customized wealth plans and quarterly client deliverables, including net worth analyses, cash flow projections, income tax projections and planning, and estate & wealth transfer strategies, ensuring advice is aligned with clients’ long-term objectives. . Comprehensive Planning & Advice: Design and implement strategies across all areas of wealth planning, such as cash flow and liquidity planning, risk management/insurance strategies, retirement and executive benefit optimization, income and estate tax mitigation, charitable giving plans, asset protection techniques, and intergenerational wealth transfer.

Laredo, TX19 days ago

The Youth Recovery Community (YRC) Program in Laredo, Webb County, Texas helps increase the prevalence and quality of long-term recovery from substance use disorders in youth between the ages of 13-21 by enhancing quality of life, resilience, and social connections. Assist peer specialist in providing a variety of direct and indirect recovery support services to meet participants' comprehensive needs including emotional, informational, instrumental, and affiliational activities, Provide ongoing case management services.

North Austin, TX14 days ago

Full-time

CONTINUOUS (up to 100%): Standing, Sense of Touch, Seeing Distant, Climbing, Gripping, Lifting over 10 LBS to 50 LBS, Seeing, Reaching, Range of Motion, and Depth Perception. FREQUENT (up to 66%): Walking, Body Twisting, Manual Dexterity, Speaking Clearly, Hearing – Speech Range, Lifting, Carrying, Pulling, Balancing, and Lifting up to 10 LBS.

Texas City, Texas30+ days ago

$16–$17

Gulf Coast Center operates under a trauma-informed approach based on the six key principles of Safety, Trustworthiness & Transparency, Peer Support, Collaboration & Mutuality, Empowerment & Choice, and Cultural, Historical & Gender issues. Support and encourage families to educate themselves by attending parent education classes and provide them with material pertaining to mental health issues, educational issues and other pertinent issues.

Houston, TX30+ days ago

You will complete required training sessions and continuing education, keep securities licensing in good standing, comply with correspondence, marketing and sales activity rules, and notify supervisory principal immediately of any customer complaint and/or regulatory inquiry. This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Finance or related field of study and 1-2 years of directly related experience in securities sales or 7-8 years of equivalent combination of education and experience.

Plano, TX30+ days ago

Person will work closely with a mentor to perform investments, tax planning, debt restructuring, business profit improvement, projections and acquisitions. Unique opportunity for tax professionals to transition into financial planning in a blended finance/tax role!

Dallas-Fort Worth, Texas30+ days ago

The ideal candidate will provide comprehensive financial planning and investment management services to clients, building and maintaining strong relationships while achieving business growth objectives. Develop and implement personalized financial plans for clients, addressing their investment, retirement, estate, and insurance needs.

Magnolia, TX11 days ago

Our highly qualified team of professionals provides specialized expertise in areas including risk management, disability insurance, life insurance, retirement savings, investments, business succession planning, and estate planning. At Opes One, you’ll be part of a Financial Services Team which allows you the freedom to provide solutions for clients from a strong portfolio of innovative financial products/strategies.

Dallas, Texas30+ days ago

This role blends client advisory, business development, and long-term leadership potential within a collaborative, high-performance environment designed to help you grow faster and serve more complex clients. Join a rapidly expanding financial services platform built for advisors who want scale, support, and ownership.

New!

Houston, TX1 day ago

As a collaborative, values-driven firm, we combine the feel of a boutique practice with a strong commitment to mentorship, professional growth, and community impact—offering a clear path to becoming a Financial Advisor through licensing support, training, and hands-on experience. Strategic Financial Group (SFG) is a full-service financial planning firm serving the Houston community since 1903, helping individuals, families, and businesses navigate complex financial decisions through thoughtful, goal-oriented planning.

Houston, TX12 days ago

Strategic Financial Group (SFG) is a full-service financial planning firm serving the Houston community since 1903, helping individuals, families, and businesses navigate complex financial decisions through thoughtful, goal-oriented planning. As a collaborative, values-driven firm, we combine the feel of a boutique practice with a strong commitment to mentorship, professional growth, and community impact—offering a clear path to becoming a Financial Advisor through licensing support, training, and hands-on experience.

Houston, TX30+ days ago

Full-time

The role of the Financial Planning Analyst is to support the Wealth Managers on financial strategies, plans, and projects while receiving technical training and one-on-one mentoring. Willis Johnson Wealth is a fast growing, award winning, wealth management firm specializing in corporate executives and professionals.

Round Rock, TX18 days ago

$100,000–$350,000

If you’re a high-caliber, licensed financial professional ready to plug into a system built to ease your biggest pain points—marketing, prospecting, and paperwork—while maximizing your impact and income, this could be your next step. Limited, exclusive slots per state: Only a select number of Advisors are brought on in each state, reducing internal competition and supporting long-term growth.

New!

Austin, TX4 days ago

$150,000–$500,000 Per Year

The strength and stability of MassMutual, a mutual company established in 1851 and consistently recognized among the most financially secure institutions in the industry. An experienced financial professional who wants to join a growing team of financial advisors looking to grow their book of business.

Frisco, TX28 days ago

Securities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC). Once key production milestones are achieved, advisors unlock Trajan's full growth engine, including our in-house marketing agency and client development teams that deliver consistent, qualified opportunities.

Sugar Land, TX28 days ago

Del Rio, TX21 days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. ©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.

Fort Worth, TX30+ days ago

Remote

$65,731.51–$86,273.38

This individual must maintain deep knowledge of the financial planning process, military and federal benefits, retirement plans, insurance and investment products, Social Security and Medicare benefits and eligibility, principles of estate planning, income taxation rules, tax considerations in all stages of financial planning, and a variety of product solutions. The FPA performs a critical role as the primary SME and field-facing consultant on all aspects of the First Command Financial Planning experience.

Irving, TX30+ days ago

Waco, TX30+ days ago

Flower Mound, TX30+ days ago

New Braunfels, TX30+ days ago

Remote

Preferred Skills Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Fina cial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management Competencies Coaching Others, Customer Experience Management., Virtual Financial Advisors within PNC Investments work in a remote capacity, leveraging various forms of technology in order to provide a personalized financial planning experience for clients seeking advice and guidance.

Resume Resources

Free Resume Templates Free Resume Builder

Get noticed by top employers!

Upload your resume to let employers know you're open to Certified Financial Planner job opportunities. Plus, receive relevant job recommendations in your inbox.

Certified Financial Planner Jobs in Texas

Jobs

Financial Planning SpecialistJobot

Manager, Retirement Income – Life CompanyUSAA

Senior Financial AnalystJobot

CFO (Real Estate Investment)Jobot

Fractional CFOVaco LLC

Financial ProfessionalNew York Life

Financial Services ProfessionalNew York Life

Director of Financial Planning & AnalysisHS Government Partners, LLC dba Mayroad

Interim Plant Controller (CONTRACT)Vaco LLC

Paraplanner for Mission Financial Planners, LLCKestra Financial Independent Advisor

Wealth Strategist (Financial Planner)City National Bank

Director of Financial PlanningValmark Financial Group

Financial Planner/Advisor (Remote)Melanin Money

Financial AdvisorNorthwestern Mutual

Financial Planner ApprenticeSWMG

Senior Financial AdvisorStrategic Financial Group

Financial AdvisorThe Perillo Group

Financial Advisor (Servicing)SWMG

Financial Advisor (Producer)SWMG

Financial Planner Trainee - Career TransitionNew York Life

Senior Client Service Associate - Mission Financial PlannersKestra Financial Independent Advisor

Senior Merchandise Financial PlannerSally Beauty Holdings

Financial Planning Digital Product OwnerFirst Command Financial Services, Inc.

Financial Advisor Wealth ManagementFIRST SERVICE CREDIT UNION

Financial Advisor - Client SuccessSKYLINE WEALTH STRATEGIES, LLC

Financial Aid PlannerAmerican Career College

VP, International Financial ConsultantCharles Schwab

Experienced Associate PlannerUnity Search Group

Senior Wealth PlannerRockefeller Capital Management

Certified Family Partner (CFP) YRC Program Full Time (Laredo, TX)SCAN

Permission Planner NON-UNIONAsplundh Tree Expert

Certified Family PartnerGulf Coast Center

Financial AdvisorBok Financial

Associate PlannerUnity Search Group

Financial AdvisorThe Misch Group

Financial AdvisorCornerstone Financial Strategies

Financial Advisor - Business DevelopmentMBC Talent Connections

Junior Financial AdvisorStrategic Financial Group

Financial AdvisorStrategic Financial Group

Financial Planning AnalystWillis Johnson Wealth

Senior & Retirement Financial Advisor - Pre-Set Appointments, No Cold CallingUnited Placement Group

Experienced Financial AdvisorSpectrum Financial Group

Fiduciary Advisor - Frisco TX - 100-150K Base Salary Plus BonusTrajan Wealth LLC

Fiduciary Advisor - Sugarland TX - 100-150K Base Salary Plus BonusTrajan Wealth LLC

Financial AdvisorFirst Command Financial Services, Inc.

Financial Planning Advocate (Open to Fully Remote, If Not Local)First Command Financial Services, Inc.

Financial Professional/Advisor (Bilingual Chinese)New York Life

Financial Professional/Advisor (Bilingual Vietnamese)New York Life

Financial Professional / AdvisorNew York Life

Virtual Financial Advisor - PNC InvestmentsPNC

Resume Resources

Similar Job Searches