About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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About the Role

Confidential Client is hiring an Entry‑Level Financial Planning Support Specialist (Paraplanner) in Galena Park, TX. This is a client-facing, internal support role that provides hands-on exposure to financial planning work, client onboarding, and planning software. The position is designed for candidates starting a career in financial planning who want structured training, mentorship, and a path toward paraplanner or advisor roles.

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What You’ll Do

You will support advisors and the financial planning team with day-to-day client and systems tasks, including:

• Assist with client onboarding and gather required financial documentation
• Enter and maintain client data in planning and wealth management systems
• Help clients access and use client portals and online tools
• Monitor and update account connections and data feeds in planning software
• Access provider sites for statements, performance data, confirmations, and reporting
• Prepare and update meeting materials and client deliverables
• Attend internal meetings for note-taking and complete post-meeting follow-ups (including billing)
• Organize and maintain client files and recordkeeping
• Update CRM and task management systems after client interactions
• Support follow-up items and client requests across the team
• Conduct basic research on financial planning topics as needed
• Support other lines of business as assigned and learn firm workflows and best practices

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Qualifications & Skills

• Working toward or completed bachelor’s degree in finance, business, economics, or related field (or equivalent experience)
• Strong interest in financial planning; CFP® pursuit encouraged but not required initially
• Comfortable with technology and quick to learn new software (Wealthbox, Egnyte, Asana, eMoney a plus)
• Proficiency with Microsoft Office (Excel, Word, Outlook)
• Strong organizational skills and attention to detail
• Clear written and verbal communication skills
• Demonstrated alignment with core values: unwavering dedication, integrity, collaboration, and positive energy

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Compensation & Benefits

• Competitive entry-level salary (commensurate with experience)
• Benefits package
• Structured training, mentorship, and professional development opportunities
• Clear career progression toward paraplanner/advisor responsibilities

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Why Join

• Gain hands-on experience with real client financial planning work
• Work alongside experienced advisors and planners in a collaborative environment
• Receive mentorship and a documented growth path for certification and role advancement
• Build core technical skills with industry-standard planning tools

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Location & Employment Type

• Location: Galena Park, TX (on-site / local office)
• Employment Type: Full‑time

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.