Financial Planning Support Specialist

Overview

Wealth Development Strategies and Verde Wealth Group are independent Registered Investment Advisory firms located in Houston, TX. We specialize in helping clients work toward financial independence, preserve wealth, and plan for future generations. Our team is committed to providing thoughtful, high-quality service and building long-term client relationships.

About the Role

We are seeking an Entry-Level Paraplanner to support our Financial Planning team. This position is ideal for someone starting a career in financial planning who is eager to learn, highly organized, and motivated to grow within the firm.

You will work closely with experienced advisors and planners, gaining hands-on exposure to real client cases, financial planning tools, and best practices. This is an internal, support-focused role with structured training and a clear path for professional development toward a future paraplanner or advisor position.

Key Responsibilities

• Assist with onboarding new clients, gathering financial information and providing assistance in engagement process
• Enter and maintain client data in financial planning and wealth management systems
• Assist clients with online assistance and access to client portals
• Help monitor and update account and data connections within planning software
• Access provider websites for statements, performance reporting, status and confirmations.
• Prepare and update basic materials for client meetings and reviews
• Participate in internal meeting preparation, attend meetings for note taking purposes and post-meeting follow-ups including billing
• Organize client meeting documents for client delivery and recordkeeping
• Provide CRM updates and update task management systems after client meetings
• Support the team in completing follow-up items and client requests
• Conduct basic research on financial planning topics as needed
• Collaborate with client service on post-meeting tasks when requested
• Support other lines of business as assigned
• Learn and adopt firm processes, workflows, and financial planning best practices

Qualifications & Skills

• Working towards or received bachelor's degree in finance, business, economics, or a related field (or equivalent experience)
• Strong interest in financial planning; CFP® pursuit encouraged but not required initially
• Proficiency in using technology and learning new software tools (Wealthbox, Egnyte, Asana and EMoney a plus)
• Proficiency with Microsoft Office Suite (Excel, Word, Outlook)
• Strong organizational skills and attention to detail
• Clear written and verbal communication skills
• Alignment with company core values:
• Unwavering dedication
• Do the right thing
• Collaboration
• Positive energy

Compensation & Benefits

• Competitive entry-level salary based on experience
• Competitive benefits package
• Training, mentorship, and professional development opportunities

At Valmark, people are the most critical component of our long-term success and fittingly the number one reason why our employees say they love working here. Employees encourage each other to succeed and have a true desire to help our advisors and clients, defining the Golden Rule that is the very essence of our culture. We also invest in our people and challenge them to reach new goals with professional development opportunities, while allowing the flexibility of a work-life balance. Our entrepreneurial spirit fosters new ideas and ways of thinking that makes working here interesting and exciting while our management team is collaborative and transparent with a clear vision for long-term success. These things combined have made Valmark a place to find a rewarding and fulfilling career and earned us the distinction of Top Work Places in Northeast Ohio since 2020!