Planning Associate: Path to Financial Advisor

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 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