141 Results for

Financial Planner Jobs in Texas

Jobs

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.

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.

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, TX16 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.

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.

San Antonio, TX16 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).

Richardson, Texas24 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.

Houston, Texas23 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.

Houston, TX16 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.

PA30+ 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.

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.

Fort Worth, TX23 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, TX23 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.

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.

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.

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!

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.

New!

North Austin, TX5 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.

Arlington, TX30+ days ago

$75,000–$148,000 Per Year

Apply knowledge of product development planning to establish and control the program schedule baseline; coordinate with multifunctional teams to update status for management decision making on complex development and production programs and proposals. The ideal candidate will have strong teambuilding skills, exhibit strong collaboration/interpersonal skills, and possess comprehensive verbal and written communication/presentation skills.

New!

Houston, TX5 days ago

We support 10,000+ customers worldwide, creating products to meet the needs of our customers who are supplying energy, fresh water, pharmaceuticals and other essentials to consumers, businesses and governments globally. **Responsibilities:** + Plan production schedules based on customer order requirements and working closely in extensive collaborations with Sales, Engineering, Procurement, and Manufacturing departments.

Dallas, TX30+ days ago

Full-time

JCDecaux is the #1 outdoor advertising company in the world, we are dedicated to giving brands unique voices and providing messaging platforms through the highest quality out-of-home solutions and first-class services. Joining JCDecaux means choosing the number one outdoor advertising company worldwide and seeing new horizons in a team recognized for its momentum, creativity, and sense of innovation.

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.

Plano, TX30+ days ago

The Buyer & Merchandise Planner plays a dual role, responsible for both the strategic planning of sales, gross margin, and inventory, and the tactical execution of buying and product development. With 500+ theatres and nearly 6,000 screens; we're truly a global presence of 20,000 movie lovers working together to make unforgettable experiences.

Fort Worth, Texas30+ days ago

We take pride in how our employee retention, robust benefits package, and company values have led to Kimley-Horn’s placement on the Fortune “100 Best Companies to Work” list for 19 years! Develops EMPs (Environmental Management Plans) to manage land disruption, noise, erosion, and vegetation management during construction.

Houston, Texas25 days ago

You will partner closely with project managers, construction managers, and key stakeholders to develop, maintain, and analyze schedules using Primavera P6 and MS Project, while supporting broader project controls, reporting, and risk mitigation efforts. Our client is seeking an experienced Commercial Construction Scheduler/Planner to join their construction management and project controls team supporting one of our largest energy clients in Houston, Texas.

Port Arthur, TX30+ days ago

$25.32–$31.44 Per Hour

Under the general supervision of the Administrative Support Supervisor, the Transit Planner plans, designs, implements and evaluates changes in fixed routes and paratransit services operated by Port Arthur Transit; investigates and responds to internal and external queries and input pertaining to fixed route and paratransit services; participates in initiatives to increase ridership, decrease travel time and find new markets; assist with federal government transit programs, grants administration and work with project managers to ensure appropriate compliance. A typical way would be: Experience and Training: Bachelor’s degree (B.A./B.S.) from an accredited four-year college or university related to urban or regional planning, transportation planning, business or public administration, geography and/or relevant discipline with a minimum of one (1) year of verifiable experience (a combination of full- time employment and internships in planning can be used to compute years of experience).

Austin, TX7 days ago

The Senior Demand Planner drives execution of planning strategy within owned categories, applies and reinforces forecasting approach, drives cross-functional alignment, and develops team capability and members while owning complex planning outcomes. Drive KPI performance across forecast accuracy, inventory turns, aged inventory, excess inventory, and product availability; implement corrective actions to improve results .

Dallas, TX30+ days ago

Full-time

United by our Core Purpose-to plan, design, and consult to create healthy and thriving communities-we deliver innovative solutions for life's essential infrastructure and institutions. As a Senior Planner, you will: Prepare planning reports, presentations, and studies including data analysis, technical writing, and supporting graphic development.

Houston, Texas30+ days ago

Apply scheduling logic, schedule baseline management, critical path analysis, predecessor and successor relationships, constraint types, slack time, percent complete methods, and schedule resource loading methodologies as needed. Support the resolution and mitigation of schedule risks that may jeopardize on-time delivery by direct interaction with assigned Project personnel and department managers/supervisors.

Houston, TX30+ days ago

This role ensures alignment between project schedules, material availability, and customer requirements by coordinating closely with Shop Operations, Scheduling, Engineering, Procurement, and the Product Line. Seek continual improvement in Health, Safety, Security & protection of the Environment, considering responsible care, process vulnerabilities, public, customer and employee inputs, knowledge and technology and best business practices to exceed customer expectations.

Richardson, Texas8 days ago

$68,000–$89,000 Per Year

Develop the demand consensus forecast for complex and highly visible finished goods and/or parts & supplies, utilizing the statistical forecast as the baseline and incorporating new business, promotions, external market factors, and new product introductions. Who We Are: Lennox (NYSE: LII) Driven by 130 years of legacy, HVAC and refrigeration success, Lennox provides our residential and commercial customers with industry-leading climate-control solutions.

Sunnyvale, TX30+ days ago

Responsible for performing assessments on Medicare, Medicaid, Private Pay, Commercial insured and high-risk patients to determine discharge planning needs, always documents assessments. Baylor Scott & White Medical Center - Sunnyvale is seeking a Case Manager, RN - Discharge Planner to assess, plan, implement and evaluate the needs of patients for discharge planning and utilization review.

New!

Denton, TX1 day ago

The Materials Planner assists in the materials requirement planning process, establishes replenishment methodologies, and coordinates priorities to all supporting departments to ensure uninterrupted material flow into manufacturing. + Analyze and report impacts of demands on future inventory levels to accurately forecast required material to meet production goals and ensure timeliness of order completion.

Dallas, Texas30+ days ago

Suffolk – America’s Contractor – is a national company with more than $9 billion in annual revenue, 3,000 employees, and 17 offices, including Boston (headquarters), New York City, Miami, West Palm Beach, Tampa, Estero, Dallas, Los Angeles, San Francisco, San Diego, Las Vegas, Herndon, U.S. Virgin Islands, and other key markets. We provide value across the entire project lifecycle through our core construction management services and complementary business lines in real estate investment, design, self-perform construction, and technology start-up investment (Suffolk Technologies).

Houston, TX12 days ago

Disclaimer:Recruitment Fraud – Any communication regarding job opportunities from our organization will be initiated through official channels only, including our company email domain, @perryhomes.com and verified social media accounts. This position works closely with Division Presidents, Construction teams, and other departments, providing essential support and maintaining key processes for successful project execution.

Houston, TX30+ days ago

Disclaimer:Recruitment Fraud – Any communication regarding job opportunities from our organization will be initiated through official channels only, including our company email domain, @perryhomes.com and verified social media accounts. The Site Planner 1 is primarily responsible for completion of lot fit requests, redraws, and supporting the New Home Starts department as needed.

New!

Houston, TX5 days ago

$78,711–$101,861 Per Year

Minimum of seven (7) years of project management experience in a consulting environment, including proposal writing, scheduling, budget management, change management, leading meetings with clients and agencies, directing project teams or tasks, and preparing or directing staff in the preparation of technical studies and NEPA documents. Minimum of two (2) years of project management experience in a consulting environment, including proposal writing, scheduling, budget management, change management, leading meetings with clients and agencies, directing project teams or tasks, and preparing or directing staff in the preparation of technical studies and NEPA documents.

Hurst, Texas30+ days ago

$60,000–$100,000 Per Year

Scope of Appointment Compliance: Ensure all necessary paperwork, including the Scope of Appointment form, is completed 48 hours prior to Medicare appointments, adhering to Medicare's rules and regulations. We are a subsidiary of Integrity Marketing Group, a powerhouse in the industry that serves over 12 million clients and supports over 500,000 agents and brokers nationwide.

Dallas, TX30+ days ago

Full-time

The job demands interaction with colleagues on the global events team and the larger marketing group, bankers and product partners, and senior management so that we can ensure a consistent and distinctive experience for clients which underscores our business strategies. As an Events Management Senior Associate, within the Asset Management Events Team, you will report to the Head of South Private Bank Events supporting the South Region and plan/execute client events from concept through execution and evaluation.

New!

Houston, TX3 days ago

Other duties as assignedQualifications* Understanding of Engineering systems, terminology, and shipyard processes* Able to read and development of Gantt charts* Strong writer to develop specifications* Good organizational and time management skills* Strategic planning skills* Strong negotiation skills* Strong interpersonal and communication skills* Ability to make decisions and exercise good judgment* Ability to manage and work well with others* Proficient computer skills (Word, Excel, PowerPoint, and Access)Education/Experience:* High school diploma; college degree is preferred* Must have a minimum of 5 years' experience in a Maritime Engineering Department (onboard vessel experience or shoreside experience) and familiar with Shipyard repair periodsPhysical Activities & Requirements:* Must be able to satisfy all USCG Chemical Drug Testing Programs for vessel personnel* Pass a physical examination* Be able to lift up to 50 pounds* Be able to access/egress vessel spaces including constricting tank locations internal to the vessel* Climb gangways and vertical ladders including pigeonholes to gain access to the vessel* Climb aboard and move around vessels, engine rooms and tanks, crawl and maneuver around tight spaces.* ResponsibilitiesAny one position may not include all the listed duties, nor do all the listed examples include all tasks which may be found in positions within this classification* Assist in maintaining project schedules of Kirby Offshore Marine vessels to meet compliance of Class Society and United States Coast Guard regulations.*

Whitney, TX26 days ago

The Maintenance Planner/Scheduler role is responsible for planning, which includes the obtaining and preparation of resources, scheduling, which includes coordinating with all site groups for the actions, and the execution of all preventative, predictive and reactive maintenance tasks with a focus on minimizing interruptions to production operations. CyrusOne’s leading global platform of hybrid-cloud and multi-cloud deployments offers customers colocation, hyperscale, and build-to-suit environments, which help enhance the strategic connections of their essential data infrastructures and support the achievement of sustainability goals.

New!

Port Arthur, TX3 days ago

$25.32–$31.44 Per Hour

Under the general supervision of the Administrative Support Supervisor, theTransit Planner plans, designs, implements and evaluates changes in fixed routes and paratransit services operated by Port Arthur Transit; investigates and responds to internal and external queries and input pertaining to fixed route and paratransit services; participates in initiatives to increaseridership, decrease travel time and find new markets; assist with federal government transit programs, grants administration and work with project managers to ensure appropriate compliance. A typical way would be: Experience and Training : Bachelor's degree (B.A./B.S.) from an accredited four-year college or university related to urban or regional planning, transportation planning, business or public administration, geography and/or relevant discipline with a minimum of one (1) year of verifiable experience (a combination of full- time employment and internships in planning can be used to compute years of experience) .

Houston, TX30+ days ago

Full-time

From one tiny Cincinnati grocery store more than a century ago, we've grown into what today is the nation's largest grocer with nearly 2,800 stores in 35 states operating under 28 different names. Improve workforce productivity and work quality by eliminating - in advance - potential delays and obstacles through proper planning and coordination of labor, parts and materials.

Houston, TX30+ days ago

Full-time

New!

Houston, TX3 days ago

Work with Port Engineers and Port Captains to ensure project planning is supporting in-service operations and shipyard execution repair periods. Must have a minimum of 5 years' experience in a Maritime Engineering Department (onboard vessel experience or shoreside experience) and familiar with Shipyard repair periods.

Houston, TX30+ days ago

Full-time

Work with Port Engineers and Port Captains to ensure project planning is supporting in-service operations and shipyard execution repair periods. Must have a minimum of 5 years’ experience in a Maritime Engineering Department (onboard vessel experience or shoreside experience) and familiar with Shipyard repair periods.

Dallas, TX23 days ago

Remote

We are actively building and expanding in key markets, including: CA (East Bay, Los Angeles, Orange County, San Diego) | AZ (Phoenix) | TX (Dallas, San Antonio) | FL (Orlando, Miami, Pensacola) | NY (New York). Advisors at Proxy are supported by an experienced leadership team, cutting-edge technology platforms, and a culture rooted in integrity, innovation, and collaboration.

Sugar Land, TX30+ 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.

Frisco, TX30+ days ago

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Financial Planner Jobs in Texas

Manager, Retirement Income – Life Company USAA

Paraplanner for Mission Financial Planners, LLC Kestra Financial Independent Advisor

Financial Planner/Advisor (Remote) Melanin Money

Financial Planner Trainee - Career Transition New York Life

Senior Merchandise Financial Planner Sally Beauty Holdings

Senior Client Service Associate - Mission Financial Planners Kestra Financial Independent Advisor

Financial Aid Planner American Career College

Financial Advisor Northwestern Mutual

Senior Financial Advisor Strategic Financial Group

Financial Advisor The Perillo Group

Director of Financial Planning Valmark Financial Group

Financial Advisor (Servicing) SWMG

Financial Advisor (Producer) SWMG

Financial Advisor Wealth Management FIRST SERVICE CREDIT UNION

Financial Advisor - Client Success SKYLINE WEALTH STRATEGIES, LLC

Financial Planning Digital Product Owner First Command Financial Services, Inc.

Associate Planner Unity Search Group

Experienced Associate Planner Unity Search Group

Permission Planner NON-UNION Asplundh Tree Expert

Planner / Scheduler IPS Custom Automation

Senior Product Planner Flowserve Corporation

Sales Planner JCDecaux North America

Senior Wealth Planner Rockefeller Capital Management

Merchandise Planner Buyer Cinemark USA, Inc

Environmental Planner Kimley-Horn

Commercial Construction Scheduler/Planner Go to Girl Recruiting

Transit Planner - Transit Administration City of Port Arthur Texas

Senior Demand Planner Four Hands

Senior Planner - Transportation Market Gresham Smith

Commercial Construction Scheduler/Planner Velia multiservices

Project Materials Planner Weatherford International Inc

Demand Planner Lennox International

Case Manager, RN - Discharge Planner Baylor Scott & White Medical Center - Sunnyvale

Materials Planner for Hourly on site role Custom Vehicle Solutions Rush Enterprises

Senior Planner (Scheduler) - Precon - Proposal - Mission Critical Suffolk Construction Company, Inc.

Project Planner (Starts Coordinator) Perry Homes

Site Planner Perry Homes

Project Level Environmental Planner SWCA Environmental Consultants

TX-Hurst Retirement Planner AMERICAN SENIOR BENEFITS LLC

Private Bank Event Planner, Senior Associate JPMorgan Chase Bank, N.A.

Shipyard Project Planner Kirby

Maintenance Planner & Scheduler CyrusOne

Transit Planner - Transit Administration (Port Arthur, TX) City Of Port Arthur

LOGISTICS/MAINTENANCE PLANNER Kroger Co.

LOGISTICS/MAINTENANCE PLANNER Kroger Supply Chain

Shipyard Project Planner Kirby Corporation

Shipyard Project Planner Kirby Offshore Marine Operating LLC

Financial Advisor Proxy Financial

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

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

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