Entry-Level Paraplanner: Launch Your Financial Planning Career

Verde Wealth Group, LLC; Houston (TX); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Competitive salary

Benefits package

Training & mentorship opportunities

Professional development

Job summary

Verde Wealth Group, LLC in Houston, TX is seeking an Entry-Level Paraplanner to support our Financial Planning team. You will gain hands-on exposure to client cases, planning tools, and best practices while working with seasoned advisors.

This internal, training-focused role offers a clear path toward a paraplanner or advisor position, with structured onboarding, mentorship, and opportunities to grow within the firm.

Qualifications

• Pursuing or holding a bachelor’s degree in a finance-related field.
• Interest in financial planning; CFP pursuit encouraged but not required.
• Proficient with MS Office; quick to learn Wealth planning tools.
• Strong organizational skills and attention to detail.

Responsibilities

• Assist with onboarding new clients and gathering financial information.
• Enter and maintain client data in planning systems.
• Support client portal access and online assistance for clients.
• Update account connections within planning software and produce materials for meetings.
• Prepare meeting documents and take notes during internal meetings.

Skills

Organization

Attention to detail

Communication

Excel proficiency

Tech aptitude

Education

Bachelor’s degree in finance, business, economics, or related field

Equivalent experience

Tools

Wealthbox

Egnyte

Asana

EMoney

Job description

Verde Wealth Group, LLC in Houston, TX is seeking an Entry-Level Paraplanner to support our Financial Planning team. You will gain hands-on exposure to client cases, planning tools, and best practices while working with seasoned advisors.

This internal, training-focused role offers a clear path toward a paraplanner or advisor position, with structured onboarding, mentorship, and opportunities to grow within the firm.