Financial Planning Support Specialist

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

About the Role

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.

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:
• Do the right thing
• Competitive entry‑level salary based on experience
• Competitive benefits package
• Training, mentorship, and professional development opportunities