Financial Planning Jobs in Texas
Financial planning jobs in Texas are in strong demand, concentrated in wealth management, corporate finance, retirement planning, and insurance-linked advisory services across roles from entry-level financial analysts to senior certified planners. Houston, Dallas-Fort Worth, and Austin are the primary hiring centers, home to established employers such as Charles Schwab, Fidelity Investments, and USAA, all of which maintain significant Texas operations. The most consistently sought specializations include retirement and estate planning, tax-advantaged investment strategy, and fee-only financial advising. Find a role that fits below and apply directly.
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Showing 5 of 100+ Financial Planning jobs
Description
Salary Range:
Salary commensurate with experience and qualifications
About SMU
SMU’s more than 12,000 diverse, high-achieving students come from all 50 states and over 80 countries to take advantage of the University’s small classes, meaningful research opportunities, leadership development, community service, international study and innovative programs.
SMU serves approximately 7,000 undergraduates and 5,000 graduate students through eight degree-granting schools: Dedman College of Humanities and Sciences, Cox School of Business, Lyle School of Engineering, Meadows School of the Arts, Simmons School of Education and Human Development, Dedman School of Law, Perkins School of Theology and Moody School of Graduate and Advanced Studies.
SMU is data driven, and its powerful supercomputing ecosystem – paired with entrepreneurial drive – creates an unrivaled environment for the University to deliver research excellence.
Now in its second century of achievement, SMU is recognized for the ways it supports students, faculty and alumni as they become ethical, enterprising leaders in their professions and communities. SMU’s relationship with Dallas – the dynamic center of one of the nation’s fastest-growing regions – offers unique learning, research, social and career opportunities that provide a launch pad for global impact.
SMU is nonsectarian in its teaching and committed to academic freedom and open inquiry.
About the Department:
The Office of Finance and Planning (OFP) supports the University's mission by safeguarding assets, maintaining fiscal integrity, and encouraging the rational and effective allocation of the University’s financial resources
About the Position:
This role is an on-campus, in-person position.
The Unit Financial Planning Officer (FPO) provides high-level financial, administrative, and strategic planning support to the unit executive leader to position the Unit meet key performance metrics and strategic goals.
The role analyzes complex data sets and helps the executive leader to understand the data and make data-informed decisions that align with the unit’s strategic plan and optimally contributes to University’s overall strategic plan. Provides oversight of financial planning, resource allocation, business operations, and budget forecasting for the unit and its underlying departments.
The position also works with the University Planning team to develop advanced business and financial models, data analyses, and process improvements in support of unit’s goals and growth.
The FPO provides leadership to the unit and department staff related to the college business functions.
Job level and compensation will be determined based on the selected candidate’s experience and qualifications.
Essential Functions:
Work with complex data sets, analytics tools, and visualization software to analyze data and help the executive leader to understand the data and make data-informed decisions that align with the unit’s strategic plan and key performance metrics. This includes leading the unit to understand the revenue and cost margins of each department, program, course, and activity, and identifying opportunities for strategic optimization of resources.
Work closely with the Unit executive leader and provides oversight to the departments on financial planning, resource allocation, grants and contracts, business operations, enrollment management, endowments and gifts, scholarships, waivers, GTA / GRA appointments, salary, and benefit allocations, compliance reporting, ranking surveys, budget forecasting, and data needs.
Develop advanced business and financial models for enrollment and revenue projections, evaluate academic programs and new revenue-generating opportunities, models research productivity, workforce planning, faculty hiring, infrastructure assessments, and space needs, and strategically plans for rapidly evolving opportunities and challenges for the unit and its departments.
Work with databases and create new reports as needed.
Understand the financial condition of the unit and its departments, as well as the university, and formulate financially sustainable strategies and contingencies for the unit.
Continuously assesses and monitors financial performance and forecasts budget to actuals.
Represent the unit in business and financial meetings and on University committees.
Serve as a liaison between the unit and the Strategic Financial Planning department of the Office of Finance & Planning and that keeps that office informed of challenges and opportunities.
Collaborate with the directors of the unit team to strengthen and improve business processes within the units, incorporating and sharing university best practices.
Communicates and provides consultative training and guidance to the department chairs and business and administrative staff to ensure they understand the finances of the department and use consistent and effective business practices within the college.
Perform other duties as assigned.
Qualifications
Education and Experience:
Bachelor’s degree required. Master’s degree preferred. Degree in in Accounting, Finance, Business Administration, IT, or a business-related field with emphasis placed on accounting or finance education backgrounds.
A minimum of five years of progressive experience in Financial Planning & Analysis roles, preferably with some experience in a higher education setting.
Financial consultative experience to either client principals or executive leadership within an organization preferred. Experience analyzing complex data sets and creating graphs and visual formats that allow the unit executive leader and administrators to quickly understand the analysis desired. Experience creating financial models, using databases and AI, and in creating informative reports and dashboards to inform decision-making is a plus.
Knowledge, Skills and Abilities:
Candidate must demonstrate strong interpersonal and verbal communication skills, with the ability to communicate broadly across the University and serve as a trusted advisor to senior leadership on financial, operational, and strategic matters. Must also demonstrate strong written communication skills. Skill in presenting complex financial and operational information into actionable recommendations for executive leadership and influence decision-making to positive outcomes is essential.
Candidate must possess strong problem-solving skills with the ability to identify and analyze problems, as well as devise solutions. Must also have the ability to align resource planning and financial strategies with institutional and unit priorities. The ability to identify opportunities for growth, efficiency, and optimization of resources is essential.
Candidate must have strong organizational, planning and time-management skills. A keen attention to detail and accuracy is essential.
Candidate must have skill in developing dashboards, reports, and executive-level presentations that simplify complex information required. Must also have an intermediate to advanced level with Microsoft Excel. Data analysis and integrity skills and ability to conjoin data from multiple systems is essential.
Experience with ERP systems, FP&A systems and reporting tools strongly preferred. Power BI, Tableau, or similar analytics and visualization platforms desired.
Physical and Environmental Demands:
- Sit for long periods of time
Deadline to Apply:
The position is open until filled.
EEO Statement
SMU is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, age, disability, genetic information, veteran status, sexual orientation, or gender identity and expression.
Benefits:
SMU offers staff a broad, competitive array of health and related benefits. In addition to traditional benefits such as health, dental, and vision plans, SMU offers a wide range of wellness programs to help attract, support, and retain our employees whose work continues to make SMU an outstanding education and research institution.
SMU is committed to providing an array of retirement programs that benefit and protect you and your family throughout your working years at SMU and, if you meet SMU's retirement eligibility criteria, during your retirement years after you leave SMU.
The value of learning at SMU isn't just about preparing our students for the future. Employees have access to a wide variety of professional and personal development opportunities, including tuition benefits.
Primary Location
: USA-TX-DallasJob
: Finance and AccountingOrganization
: Controller's OfficeSchedule
: RegularShift
: StaffEmployee Status
: Individual ContributorJob Type
: Full-timeJob Level
: Day JobTravel
: NoJob Posting
: Sep 17, 2026, 2:04:23 PMDescription
Salary Range:
Salary commensurate with experience and qualifications
About SMU
SMU’s more than 12,000 diverse, high-achieving students come from all 50 states and over 80 countries to take advantage of the University’s small classes, meaningful research opportunities, leadership development, community service, international study and innovative programs.
SMU serves approximately 7,000 undergraduates and 5,000 graduate students through eight degree-granting schools: Dedman College of Humanities and Sciences, Cox School of Business, Lyle School of Engineering, Meadows School of the Arts, Simmons School of Education and Human Development, Dedman School of Law, Perkins School of Theology and Moody School of Graduate and Advanced Studies.
SMU is data driven, and its powerful supercomputing ecosystem – paired with entrepreneurial drive – creates an unrivaled environment for the University to deliver research excellence.
Now in its second century of achievement, SMU is recognized for the ways it supports students, faculty and alumni as they become ethical, enterprising leaders in their professions and communities. SMU’s relationship with Dallas – the dynamic center of one of the nation’s fastest-growing regions – offers unique learning, research, social and career opportunities that provide a launch pad for global impact.
SMU is nonsectarian in its teaching and committed to academic freedom and open inquiry.
About the Department:
The Office of Finance and Planning (OFP) supports the University's mission by safeguarding assets, maintaining fiscal integrity, and encouraging the rational and effective allocation of the University’s financial resources
About the Position:
This role is an on-campus, in-person position.
The Unit Financial Planning Officer (FPO) provides high-level financial, administrative, and strategic planning support to the unit executive leader to position the Unit meet key performance metrics and strategic goals.
The role analyzes complex data sets and helps the executive leader to understand the data and make data-informed decisions that align with the unit’s strategic plan and optimally contributes to University’s overall strategic plan. Provides oversight of financial planning, resource allocation, business operations, and budget forecasting for the unit and its underlying departments.
The position also works with the University Planning team to develop advanced business and financial models, data analyses, and process improvements in support of unit’s goals and growth.
The FPO provides leadership to the unit and department staff related to the college business functions.
Job level and compensation will be determined based on the selected candidate’s experience and qualifications.
Essential Functions:
Work with complex data sets, analytics tools, and visualization software to analyze data and help the executive leader to understand the data and make data-informed decisions that align with the unit’s strategic plan and key performance metrics. This includes leading the unit to understand the revenue and cost margins of each department, program, course, and activity, and identifying opportunities for strategic optimization of resources.
Work closely with the Unit executive leader and provides oversight to the departments on financial planning, resource allocation, grants and contracts, business operations, enrollment management, endowments and gifts, scholarships, waivers, GTA / GRA appointments, salary, and benefit allocations, compliance reporting, ranking surveys, budget forecasting, and data needs.
Develop advanced business and financial models for enrollment and revenue projections, evaluate academic programs and new revenue-generating opportunities, models research productivity, workforce planning, faculty hiring, infrastructure assessments, and space needs, and strategically plans for rapidly evolving opportunities and challenges for the unit and its departments.
Work with databases and create new reports as needed.
Understand the financial condition of the unit and its departments, as well as the university, and formulate financially sustainable strategies and contingencies for the unit.
Continuously assesses and monitors financial performance and forecasts budget to actuals.
Represent the unit in business and financial meetings and on University committees.
Serve as a liaison between the unit and the Strategic Financial Planning department of the Office of Finance & Planning and that keeps that office informed of challenges and opportunities.
Collaborate with the directors of the unit team to strengthen and improve business processes within the units, incorporating and sharing university best practices.
Communicates and provides consultative training and guidance to the department chairs and business and administrative staff to ensure they understand the finances of the department and use consistent and effective business practices within the college.
Perform other duties as assigned.
Qualifications
Education and Experience:
Bachelor’s degree required. Master’s degree preferred. Degree in in Accounting, Finance, Business Administration, IT, or a business-related field with emphasis placed on accounting or finance education backgrounds.
A minimum of five years of progressive experience in Financial Planning & Analysis roles, preferably with some experience in a higher education setting.
Financial consultative experience to either client principals or executive leadership within an organization preferred. Experience analyzing complex data sets and creating graphs and visual formats that allow the unit executive leader and administrators to quickly understand the analysis desired. Experience creating financial models, using databases and AI, and in creating informative reports and dashboards to inform decision-making is a plus.
Knowledge, Skills and Abilities:
Candidate must demonstrate strong interpersonal and verbal communication skills, with the ability to communicate broadly across the University and serve as a trusted advisor to senior leadership on financial, operational, and strategic matters. Must also demonstrate strong written communication skills. Skill in presenting complex financial and operational information into actionable recommendations for executive leadership and influence decision-making to positive outcomes is essential.
Candidate must possess strong problem-solving skills with the ability to identify and analyze problems, as well as devise solutions. Must also have the ability to align resource planning and financial strategies with institutional and unit priorities. The ability to identify opportunities for growth, efficiency, and optimization of resources is essential.
Candidate must have strong organizational, planning and time-management skills. A keen attention to detail and accuracy is essential.
Candidate must have skill in developing dashboards, reports, and executive-level presentations that simplify complex information required. Must also have an intermediate to advanced level with Microsoft Excel. Data analysis and integrity skills and ability to conjoin data from multiple systems is essential.
Experience with ERP systems, FP&A systems and reporting tools strongly preferred. Power BI, Tableau, or similar analytics and visualization platforms desired.
Physical and Environmental Demands:
- Sit for long periods of time
Deadline to Apply:
The position is open until filled.
EEO Statement
SMU is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, age, disability, genetic information, veteran status, sexual orientation, or gender identity and expression.
Benefits:
SMU offers staff a broad, competitive array of health and related benefits. In addition to traditional benefits such as health, dental, and vision plans, SMU offers a wide range of wellness programs to help attract, support, and retain our employees whose work continues to make SMU an outstanding education and research institution.
SMU is committed to providing an array of retirement programs that benefit and protect you and your family throughout your working years at SMU and, if you meet SMU's retirement eligibility criteria, during your retirement years after you leave SMU.
The value of learning at SMU isn't just about preparing our students for the future. Employees have access to a wide variety of professional and personal development opportunities, including tuition benefits.
Primary Location
: USA-TX-DallasJob
: Finance and AccountingOrganization
: Controller's OfficeSchedule
: RegularShift
: StaffEmployee Status
: Individual ContributorJob Type
: Full-timeJob Level
: Day JobTravel
: NoJob Posting
: Sep 17, 2026, 2:04:23 PMSee All 100 Financial Planning Jobs in Texas
Find roles in Texas that match your experience and apply in just a few clicks.
Find Financial Planning JobsFinancial Planning Jobs by City in Texas
Where Texas roles are concentrated, by current openings.
Financial Planning Job Market in Texas
A snapshot from current Texas openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Education
- Manufacturing
- Medical Devices
- Agriculture & Farming
- Chemicals & Materials
What Texas Employers Look For
The qualifications that appear most often in financial planning jobs across Texas.
- Active Series 65 or Series 66 license registered through FINRA and Texas State Securities Board
- Bachelor's degree in finance, economics, accounting, or a closely related field
- CFP certification or active progress toward Certified Financial Planner designation
- Demonstrated experience managing client investment portfolios or financial plans
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or similar platforms
- Strong knowledge of federal tax code and Texas-specific estate planning and community property laws
Financial Planning Jobs in Texas: Frequently Asked Questions
How do you become a financial planning in Texas?
Becoming a financial planner in Texas typically starts with a bachelor's degree in finance, accounting, or economics, followed by obtaining the licenses required for your practice area. Texas-based investment advisers and their representatives must register with the Texas State Securities Board or through FINRA, depending on the firm's structure. Most employers also expect or require progress toward the CFP designation, which involves completing a board-approved education program, passing the CFP exam, and logging qualifying experience hours.
How much do financial plannings make in Texas?
Financial plannings in Texas earn a median of about $99,160 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $46,450 for the lowest 10% to over $359,040 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire financial plannings in Texas?
Employers hiring financial plannings in Texas right now include Capital One, Kinder Morgan, and Riveron, based on current listings on Migrate Mate as of September 2026. Texas's large population of retirees, high-net-worth households, and corporate headquarters creates consistent hiring pressure across independent advisory firms, major brokerages, and insurance carriers statewide.
Which Texas cities have the most financial planning jobs?
Houston, Dallas, and Austin have the most financial planning openings in Texas. Dallas-Fort Worth's density of corporate headquarters and financial services firms drives the largest share of postings, Houston's energy-sector wealth and medical center complex sustain strong private client demand, and Austin's fast-growing tech workforce has produced a rising market for fee-only and equity-compensation planning specialists.
Are there remote financial planning jobs in Texas?
Yes, and financial planning is more remote-friendly than most client-facing roles because much of the analysis and plan preparation work happens digitally. About 60% of financial planning openings tied to Texas are remote or hybrid as of September 2026, reflecting both the analytical nature of the work and client comfort with virtual meetings. Portfolio review, financial modeling, and ongoing client communication are the functions most commonly performed fully remote.
How can I get hired as a financial planning in Texas with little or no experience?
The most realistic entry path is a paraplanner or financial planning associate role at a registered investment adviser or independent advisory firm, where you support lead planners and build hands-on experience with client plans. Large Texas employers like USAA in San Antonio and Fidelity in Westlake run structured associate programs that hire candidates without prior client-facing experience. Completing even the first tier of the CFP education program, or passing the Series 65 exam before applying, gives candidates a measurable edge over others at the entry level.
Where can I find and apply to financial planning jobs in Texas?
You can find and apply to financial planning jobs in Texas on Migrate Mate, which lists current Texas openings from employers actively hiring. Search the listings for roles that match your experience level and specialty, then apply directly to the ones that fit.
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