Part-Time Virtual Paraplanner

About the job

Part-Time Paraplanner (Path to Financial Advisor)

• Growth Horizons Wealth Management
• Georgetown, TX | Virtual | Part-Time (10–25 hrs/week)
• Intended path to full-time & Financial Advisor role

About Growth Horizons Wealth Management:

Growth Horizons Wealth Management is a fee-only, fiduciary RIA serving families and business owners who want more than just investment management. We focus on holistic financial planning, tax strategy, and helping clients align their money with what matters most.

We’re a growing firm (~$60M AUM, 60+ households) at an inflection point — expanding our team intentionally and building a long-term advisory bench.

This role is designed for someone who wants to build a career, not just process paperwork.

The Opportunity:

We are hiring a part-time Paraplanner with the clear intention of developing this role into a full-time position and future Financial Advisor track.

You’ll work directly with the firm’s founder (CFP®), supporting real client work, sitting in on meetings, and learning how a modern, planning-first RIA actually operates. As your skills and capacity grow, so will your responsibility, compensation, and role within the firm.

What You’ll Do (Initial Responsibilities):

As a Paraplanner, you’ll support the lead advisors by helping prepare, implement, and follow through on financial planning work, including:

• Preparing financial plans (eMoney)
• Data gathering and organization (account aggregation, income, balance sheets)
• Scenario modeling (retirement, tax strategies, Roth conversions, real estate)
• Assisting with investment proposals and implementation
• Drafting meeting summaries and follow-up action items
• Helping maintain planning workflows and internal processes
• Sitting in on client meetings and internal strategy discussions
• You will not be stuck doing rote admin work — this role is intentionally designed to expose you to real advisory decision-making.

What We’re Looking For

This role is a great fit if you are:

• Early in your financial planning career or transitioning into the profession
• Genuinely curious about financial planning (not just markets)
• Organized, detail-oriented, and proactive
• Comfortable learning new tools and systems
• Interested in earning CFP® certification (or already working toward it)
• Someone who wants mentorship and responsibility, not micromanagement

Experience preferred but not required:

• Finance, accounting, economics, or related degree
• Prior RIA, planning firm, or internship experience
• Exposure to CFP® coursework
• Familiarity with planning software (RightCapital, eMoney, Holistiplan, etc.)

The Career Path

This is not a dead-end paraplanner role.

Expected progression: