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Financial Planner Jobs in Houston, TX (6,353)

Financial Planner: Deep Client Relationships & Planning

Madison Professional Group
Houston, TX
New

Financial Planner

RockBridge Search & Recruitment
Houston, TX
New
Icon: salary
$150k / year

Financial Planner

Alexander Chapman
Houston, TX

Senior Wealth Advisor & Financial Planner

Mercer Advisors
Houston, TX
Icon: salary
$85k - $145k / year

Senior Financial Planner Holistic Wealth & Legacy

RockBridge Search & Recruitment
Houston, TX
New

Impactful Financial Planner - Community-Focused Advisor

Modern Woodmen
Missouri City, TX
Health Insurance

In-Office Financial Planner | Path to Senior Advisor

Advisor Talent Solutions
Houston, TX
PTO
Health Insurance
Icon: salary
$60k - $100k / year

Financial Consultant

Fidelity Investments
Houston, TX
New
Education

Financial Consultant - Retirement Benefits Group

Equitable Advisors
Houston, TX
New
Part-Time
Dental Insurance
Vision Insurance
Flexible Schedule

Wealth Planner

Huntington
🌎 Remote
Remote
Icon: salary
$1 - $10 / hour

Remote Financial Advisor - Retirement Planner

Corebridge
🌎 Remote
New
Remote

Remote Retirement Planner | Financial Advisor

Corebridge Financial
🌎 Remote
New
Remote
Dental Insurance
Vision Insurance

Remote Financial Advisor: Retirement Planner

Corebridge Financial
🌎 Remote
New
Remote

Financial Planner & Investment Adviser - USA

Skybound Wealth Management
Houston, TX
401(k)

Client-Focused Financial Planner

Fidelity Investments
Houston, TX
New

Financial Advisor

Northwestern Mutual Life Insurance
Houston, TX
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year

Financial Advisor

Northwestern Mutual
Houston, TX
New
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year

Senior Financial Advisor

Strategic Financial Group
Houston, TX
Health Insurance

Financial Advisor

New York Life- Sugar Land
Houston, TX
New
Entry-Level
Education
Icon: salary
$65k - $106k / year

Financial Advisor, Everyday Steward

Ronald Blue &
Houston, TX
New

Financial Advisor, Everyday Steward

Blue Trust
Houston, TX
New

Senior Financial Advisor & Practice Leader

Bluespring Wealth Partners
Houston, TX

Merrill Experienced Financial Advisor

Bank of America
Houston, TX
Diversity Leader
Eco-Friendly

Financial Advisor - Houston Metro - $100K Base Salary + Uncapped Performance-Based Upside

Trajan Wealth
Houston, TX
New
Hospitality
401(k)
PTO
Icon: salary
$100k / year

US Experienced Financial Advisor

Edward Jones
Houston, TX
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
Icon: salary
$50k / year

Holistic Wealth Planner for High-Net-Worth Clients

Texas Regional Bank
Houston, TX
New

Financial Planner

Larson Studio
Houston, TX
New
Hospitality
PTO
Dental Insurance
Vision Insurance

Senior Financial Planner

Larson Studio
Houston, TX
Hospitality
PTO
Dental Insurance
Vision Insurance

Senior Financial Planner

JCW Group
Houston, TX

CPA (Tax Strategist & Financial Planner)

CORDA Investment Management
Houston, TX

Financial Solutions Advisor

Bank of America
Houston, TX
New
Diversity Leader
Eco-Friendly

Financial Consultant - Houston, TX (Memorial)

Houston Dose
Houston, TX
New
Education

Financial Consultant - Houston, TX (Champion Forest)

Soteria Reinsurance Ltd
Houston, TX
New
Education

Financial Planner Salary in Houston

Financial Planners working in Houston, TX make an average annual salary of $70K and a maximum annual salary of around $121K.

Disclaimer

Job Description

Working as a Financial Planner in Houston, TX

There are 6,353 Financial Planner opportunities available in Houston, TX all with unique requirements.

The financial planner has the responsibility of designing and implementing financial strategies for their clients. He or she helps clients build a complete financial plan: this is accomplished by setting objectives, drawing up, reviewing, and monitoring the financial plan. They produce resources that assist employers in choosing appropriate strategies and tools to meet the needs of businesses and individuals. A strong understanding of retirement planning, savings, investments, and taxation is necessary for this position.

Similar Jobs to Financial Planner

Financial Planner jobs near Houston, TX

Financial Planners in Houston, TX Resume Data

Average Experience for Financial Planners in Houston, TX

  • More than 10 years: 69%
  • 6-10 years: 23%
  • 3-5 years: 6%
  • 1-2 years: 1%
  • Less than 1 year: 1%

Educational Background for Financial Planners in Houston, TX

  • Bachelors: 45%
  • Masters: 24%
  • Diploma: 17%
  • Associates: 12%
  • Doctorate: 2%

Top Skill for Financial Planners in Houston, TX

  • Attention to detail: 17%
  • Customer focus & orientation: 15%
  • Work style: Reliability: 11%
  • Spreadsheets with Microsoft Excel: 10%
  • Sales skills: 9%
  • Verbal communication: 9%
  • Management & leadership skills: Planning & execution: 8%
  • Customer service: 8%
  • Administrative assistant/receptionist: 8%
  • Project timeline management: 6%

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    Here are some keywords related to Financial Planner in Houston, TX

    • Banker
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    Financial Planner jobs near Houston, TX