This is an entry-level position, with room for development and growth. What You Will do as a Client Service Associate / Paraplanner • Build and maintain strong client relationships by processing ...
This is an entry-level position, with room for development and growth. What You Will do as a Client Service Associate / Paraplanner • Build and maintain strong client relationships by processing ...
Client Service Associate / Paraplanner
Tarrytown, NY · On-site
$55K/yr
This is an entry-level position, with room for development and growth. What You Will do as a Client Service Associate / Paraplanner • Build and maintain strong client relationships by processing ...
Client Service Associate / Paraplanner
Tarrytown, NY · On-site
$55K/yr
This is an entry-level position, with room for development and growth. What You Will do as a Client Service Associate / Paraplanner • Build and maintain strong client relationships by processing ...
Associate ParaPlanner
Appleton, WI · On-site
As a Associate Paraplanner , you will play a vital role in supporting our internal team, managing ... Prior experience in financial planning is desirable but not required; this is an entry-level role ...
Associate ParaPlanner
Appleton, WI · On-site
As a Associate Paraplanner , you will play a vital role in supporting our internal team, managing ... Prior experience in financial planning is desirable but not required; this is an entry-level role ...
As a Associate Paraplanner , you will play a vital role in supporting our internal team, managing ... Prior experience in financial planning is desirable but not required; this is an entry-level role ...
As a Associate Paraplanner , you will play a vital role in supporting our internal team, managing ... Prior experience in financial planning is desirable but not required; this is an entry-level role ...
Junior Cyber Advisor
Detroit, MI · On-site
This entry-level role involves assisting senior cyber advisors and engineers in delivering cyber risk analysis, technical assessments, and customer support while gaining hands-on experience in cyber ...
Junior Cyber Advisor
Detroit, MI · On-site
This entry-level role involves assisting senior cyber advisors and engineers in delivering cyber risk analysis, technical assessments, and customer support while gaining hands-on experience in cyber ...
This is an entry-level role designed for individuals beginning their career in cybersecurity who demonstrate strong technical aptitude, curiosity, and growth potential. This position provides hands ...
This is an entry-level role designed for individuals beginning their career in cybersecurity who demonstrate strong technical aptitude, curiosity, and growth potential. This position provides hands ...
Entry Level Paraplanner information
See salary details
$32K - $38.1K
0% of jobs
$38.1K - $44.2K
3% of jobs
$44.2K - $50.3K
11% of jobs
$53.4K is the 25th percentile. Wages below this are outliers.
$50.3K - $56.4K
21% of jobs
The median wage is $61.6K / yr.
$56.4K - $62.5K
18% of jobs
$62.5K - $68.5K
14% of jobs
$72.5K is the 75th percentile. Wages above this are outliers.
$68.5K - $74.6K
12% of jobs
$74.6K - $80.7K
9% of jobs
$80.7K - $86.8K
6% of jobs
$86.8K - $92.9K
3% of jobs
$92.9K - $99K
2% of jobs
$32K
$65.4K
$99K
How much do entry level paraplanner jobs pay per year?
As of Jun 9, 2026, the average yearly pay for entry level paraplanner in the United States is $65,434.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,500.00 and $74,500.00 per year, depending on experience, location, and employer.
What is the difference between Entry Level Paraplanner vs Financial Advisor?
| Aspect | Entry Level Paraplanner | Financial Advisor |
|---|---|---|
| Certifications | None required, but often pursuing CFP or similar | CFP certification typically required |
| Work Environment | Support role in financial planning firms, behind the scenes | Client-facing role, providing financial advice |
| Responsibilities | Preparing reports, research, data analysis | Advising clients, recommending financial strategies |
Entry Level Paraplanners primarily support financial advisors by preparing documentation and research, often working behind the scenes. Financial Advisors interact directly with clients, offering personalized financial advice. While both roles may pursue certifications like CFP, the paraplanner role is more focused on technical support, whereas the financial advisor role emphasizes client engagement and advice delivery.
More about Entry Level Paraplanner jobs
What cities are hiring for Entry Level Paraplanner jobs? Cities with the most Entry Level Paraplanner job openings:
What are the most commonly searched types of Paraplanner jobs? The most popular types of Paraplanner jobs are:
What job categories do people searching Entry Level Paraplanner jobs look for? The top searched job categories for Entry Level Paraplanner jobs are:
$55K/yr
Other
Retirement
Posted 8 days ago
Job description
Job description
J.M. Franklin & Company LLC is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with advice and recommendations. Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees pursue their financial dreams.
We are currently seeking a Client Service Associate/Paraplanner to join our team. This is an entry-level position, with room for development and growth.
What You Will do as a Client Service Associate / Paraplanner
• Build and maintain strong client relationships by processing client service requests, including account updates, money movement and client agreements.
• Provide seamless onboarding experience for new clients, ensuring professionalism and efficiency.
• Collaborate with internal teams to complete meeting preparation (Running various reports, etc.) and follow up.
• Complete required training, assessments, performance goals and continuing education requirements
• Participate in various training programs and seminars to increase performance of work
• Pursue training in financial products to suit a variety of objectives and risk levels
• Work with financial advisors to help clients to determine financial and investment needs and utilize sales skills to effectively recommend suitable financial products
• Assist financial advisor in identifying investment referral opportunities from new clients
Growth Opportunities
We provide every team member with a clear road map for growth and development.
• Ongoing Training & Education: We provide in-house training throughout the year and encourage and support team members to expand their industry knowledge.
Compensation and Benefits
• Base Salary: $55,000
• Bonus: Performance-Based Bonus
• Retirement Savings: 401(k) Plan
Ready to join a team that values your contributions and invests in your growth? Apply today and become part of JM Franklin & Co!
• Bachelor's degree in business, finance, sales, marketing or related field
• Required to have or pass within the first 2 years - SIE Exam, Series 7, Series 66
• Proficient in Microsoft Office Suite
• Self-confidence, personal integrity, and an understanding of fiduciary responsibility
• Ability to listen to client needs and provide financial solutions
• Exemplary communication, presentation, time-management, analytical, organizational and problem-solving skills. Motivated to learn and succeed. Attention to detail
• Ability to network with professional and personal communities
• Successful completion of background check and pre-employment assessments
• To qualify, applicants must be legally authorized to work in the United States, without requiring, now or in the future, sponsorship for employment visa status.
J.M. Franklin & Company LLC is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with advice and recommendations. Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees pursue their financial dreams.
We are currently seeking a Client Service Associate/Paraplanner to join our team. This is an entry-level position, with room for development and growth.
What You Will do as a Client Service Associate / Paraplanner
• Build and maintain strong client relationships by processing client service requests, including account updates, money movement and client agreements.
• Provide seamless onboarding experience for new clients, ensuring professionalism and efficiency.
• Collaborate with internal teams to complete meeting preparation (Running various reports, etc.) and follow up.
• Complete required training, assessments, performance goals and continuing education requirements
• Participate in various training programs and seminars to increase performance of work
• Pursue training in financial products to suit a variety of objectives and risk levels
• Work with financial advisors to help clients to determine financial and investment needs and utilize sales skills to effectively recommend suitable financial products
• Assist financial advisor in identifying investment referral opportunities from new clients
Growth Opportunities
We provide every team member with a clear road map for growth and development.
• Ongoing Training & Education: We provide in-house training throughout the year and encourage and support team members to expand their industry knowledge.
Compensation and Benefits
• Base Salary: $55,000
• Bonus: Performance-Based Bonus
• Retirement Savings: 401(k) Plan
Ready to join a team that values your contributions and invests in your growth? Apply today and become part of JM Franklin & Co!
• Bachelor's degree in business, finance, sales, marketing or related field
• Required to have or pass within the first 2 years - SIE Exam, Series 7, Series 66
• Proficient in Microsoft Office Suite
• Self-confidence, personal integrity, and an understanding of fiduciary responsibility
• Ability to listen to client needs and provide financial solutions
• Exemplary communication, presentation, time-management, analytical, organizational and problem-solving skills. Motivated to learn and succeed. Attention to detail
• Ability to network with professional and personal communities
• Successful completion of background check and pre-employment assessments
• To qualify, applicants must be legally authorized to work in the United States, without requiring, now or in the future, sponsorship for employment visa status.
About Stratos Wealth Partners
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
Beachwood, OH, US
Year founded
2008