Financial Planner Jobs in Plano, TX (7,252)
Strategic Financial Planner - Projections & Budget Analysis
Financial Planner
Client-First Financial Planner: Investments & Retirement
Strategic Financial Planner & Wealth Advisor
Associate Financial Planner
Entrepreneurial Financial Advisor & Planner
Senior Financial Planner
Senior Financial Planner & Client Wealth Advisor
Entrepreneurial Financial Planner & Client Growth Advisor
Certified Financial Planner, Tax Channel
Strategic Financial Planner for Homebuilding
Strategic Financial Planner for Projections & Forecasts
Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor
Certified Financial Advisor
Financial Advisor
Remote Financial Advisor - Retirement Planner
Remote Financial Advisor & Retirement Planner
Financial Planner (Remote)
Strategic Financial Planner & Investments Advisor
Community-Focused Financial Planner & Advisor
Remote Financial Planner & Advisor: Empower Finances
Financial Planner & Community Advocate
Senior Financial Planner - Wealth & Tax Strategy (Remote)
Financial Advisor III
Financial Advisor
Financial Advisor III
Remote Financial Advisor: Retirement Planner
Financial Planner II Retirement & Investments
Tax-Savvy Financial Planner | Wealth Management
Financial Advisor II
Financial Planner Salary in Plano
Financial Planners working in Plano, TX make an average annual salary of $75K and a maximum annual salary of around $123K.
Job Description
Working as a Financial Planner in Plano, TX
There are 7,252 Financial Planner opportunities available in Plano, 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 Plano, TX
Financial Planners in Plano, TX Resume Data
Average Experience for Financial Planners in Plano, TX
- More than 10 years: 71%
- 6-10 years: 22%
- 3-5 years: 6%
- Less than 1 year: 0%
- 1-2 years: 0%
Educational Background for Financial Planners in Plano, TX
- Bachelors: 46%
- Masters: 28%
- Diploma: 17%
- Associates: 9%
- Doctorate: 1%
Top Skill for Financial Planners in Plano, TX
- Customer focus & orientation: 19%
- Attention to detail: 14%
- Sales skills: 10%
- Work style: Reliability: 10%
- Spreadsheets with Microsoft Excel: 9%
- Management & leadership skills: Planning & execution: 9%
- Administrative assistant/receptionist: 8%
- Customer service: 7%
- Management & leadership skills: Impact & influence: 7%
- Verbal communication: 6%
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