Paraplanner

WDW Financial; Richardson (TX); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

401(k) match

Health insurance

Long-term disability

Generous PTO

Professional development

Advisory fee waivers

Charitable match

Free parking

Team lunches

Job summary

WDW Financial in Richardson, TX, is seeking an entry-level Planning Associate to support advisors in client service and foundational financial planning analysis. You’ll handle new account paperwork, cash movements, and data gathering for planning builds, laying the groundwork for future client-facing responsibilities.

From day one you’ll learn the client base by managing accounts and answering questions, with increasing planning responsibility as you demonstrate readiness, accuracy, and a

Qualifications

• Bachelor's degree preferred; Financial Planning, Finance, Accounting, or related field a plus.
• 0–2 years of experience in financial services preferred; entry-level candidates welcome.
• CFP coursework in progress or willingness to begin within first year.
• Comfortable learning new software; experience with eMoney, Salesforce, Holistiplan a plus.

Responsibilities

• Process cash movement requests accurately and on schedule.
• Prepare and submit account opening, transfer, and account maintenance paperwork.
• Service existing insurance policies (life, LTC, annuities) and handle questions.
• Coordinate with custodians to resolve service issues and discrepancies.
• Respond to routine client emails and calls promptly and professionally.
• Maintain accurate client records in CRM and planning software.
• Assist with data gathering for plan builds and basic cash flow worksheets.
• Support with entry-level planning tasks under supervision.

Skills

Interest in financial planning

Attention to detail

Multitasking / time management

Client service mindset

Education

Bachelor's degree in Financial Planning, Finance, Accounting, or related field

CFP coursework in progress

Tools

eMoney

Salesforce

Holistiplan

Job description

WDW Financial is a planning-focused wealth management firm with deep roots in the Richardson, TX community, serving individuals and families across generations. We provide comprehensive financial planning and investment management, guiding clients through retirement, tax strategy, estate planning, and long-term wealth decisions.

This is an entry-level role designed for someone with a genuine interest in growing into a financial advisor. The Planning Associate supports advisors across two connected areas: hands-on client service (new account applications, cash movement, policy servicing) and foundational financial planning analysis. Working closely on client service from day one gives you an early, genuine window into our client base. You'll get to know their accounts, their questions, and their lives well before you're in the room presenting a plan, which builds the relationship foundation an advisor needs. From there, you'll take on increasing planning responsibility (case preparation, analysis, and eventually client meeting participation) as you demonstrate readiness.

Key Responsibilities

Client Service & Account Operations

• Process cash movement requests (deposits, withdrawals, distributions) accurately and on schedule
• Prepare and submit account opening, transfer, and account maintenance paperwork, reviewed for accuracy and completeness before submission
• Service existing insurance policies (life, LTC, annuities): beneficiary changes, address updates, premium and billing questions
• Coordinate with custodians and carriers to resolve service issues and troubleshoot discrepancies
• Respond to routine client emails and calls promptly and professionally
• Maintain accurate client records in the CRM and planning software
• Support plan-building through data gathering: collecting client statements, entering values into planning software, and organizing documents ahead of plan builds
• Assist with entry-level planning tasks under supervision, including basic cash flow worksheets and simple planning scenarios
• Pull in-force insurance policy data and coverage details to support insurance needs analysis, for review by a Paraplanner or advisor
• Prepare meeting materials as needed and assist with post-meeting follow-up items

Qualifications

• A genuine, stated interest in becoming a financial planner is the most important qualification
• Bachelor's degree preferred; Financial Planning, Finance, Accounting, or related field a plus
• 0–2 years of experience in financial services preferred; entry-level candidates with the right mindset are welcome to apply
• CFP® coursework in progress or a willingness to begin it within the first year
• Comfortable learning new software quickly; experience with eMoney, Salesforce, Holistiplan, or similar tools is a plus, not a requirement
• Strong attention to detail and follow-through, since this role touches real client money and paperwork
• Ability to manage multiple priorities and deadlines in a fast-paced team environment
• Discretion and sound judgment in handling sensitive client financial and personal information
• Salary range: $65,000 to $85,000, based on experience and qualifications
• 401(k) with 10% employer contribution
• Health insurance (100% of employee premium paid by the firm)
• Employer-paid long-term disability insurance
• Generous paid time off and paid federal holidays as stated in the employee handbook
• Professional development support, including certifications, designations, licensing, and continued education
• Investment advisory fee waiver for immediate household and discounted fees for extended family
• Matching charitable contributions ($1,000 annually, with additional support based on involvement)
• Covered parking, building fitness center access, and occasional team lunches