ZipRecruiter

Log In

2

Entry Level Paraplanner Jobs (NOW HIRING)

KerberRose S.C.

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 ...

KerberRose S.C.

Associate ParaPlanner

Appleton, WI

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 ...

Eccalon LLC

Junior Cyber Advisor

Detroit, MI

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 ...

All JobsEntry Level Paraplanner Jobs

Entry Level Paraplanner information

See salary details

$32K

$65.4K

$99K

How much do entry level paraplanner jobs pay per year?

As of Jul 3, 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 jobs make $1,000,000 a year?

Entry level paraplanners typically do not earn $1,000,000 annually; such high earnings are usually associated with top executives, successful entrepreneurs, or highly specialized professionals in finance, investment banking, or technology. Most jobs with seven-figure incomes require extensive experience, advanced skills, and often ownership or equity in a business.

Is a paraplanner an entry level job?

A paraplanner is often an entry-level position in financial planning, suitable for individuals with basic financial knowledge and strong analytical skills. Many employers provide on-the-job training, and certifications like the CFP can enhance prospects for advancement.

How to make $10,000 a month with no degree?

Entry level paraplanners typically do not earn $10,000 a month without experience or advanced certifications. To increase earning potential, gaining specialized financial planning skills, obtaining certifications like the CFP, and gaining experience can lead to higher-paying roles or freelance opportunities in financial advising or planning. Building a strong client base and leveraging financial software tools can also boost income over time.

What is the difference between Entry Level Paraplanner vs Financial Advisor?

AspectEntry Level ParaplannerFinancial Advisor
CertificationsNone required, but often pursuing CFP or similarCFP certification typically required
Work EnvironmentSupport role in financial planning firms, behind the scenesClient-facing role, providing financial advice
ResponsibilitiesPreparing reports, research, data analysisAdvising 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.

How to become a paraplanner with no experience?

To become an entry-level paraplanner with no experience, focus on gaining foundational knowledge of financial planning through online courses or certifications such as the CFP or CFPT. Developing strong Excel and research skills, along with understanding financial products and regulations, can help you qualify for entry-level roles often requiring a basic understanding of financial concepts and the ability to support financial advisors.
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:
Entry Level Paraplanner jobs near you
Infographic showing various Entry Level Paraplanner job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $65,434 per year, or $31.5 per hour.
Associate ParaPlanner

Associate ParaPlanner

KerberRose S.C.

Appleton, WI • On-site

Full-time

Posted 6 days ago

Job description

Location: Appleton, WI (Onsite)
Candidates must reside within a reasonable commuting distance.
Join a dynamic and generationally diverse team of professionals committed to serving clients with the highest standards of ethics and professionalism. As a Associate Paraplanner, you will play a vital role in supporting our internal team, managing schedules, coordinating tasks, and contributing to relationship development. This position provides a unique opportunity to explore the Wealth Management industry from behind the scenes and build a strong foundation for a rewarding career in financial planning.
Key Responsibilities:
  • Draft and update financial plans with oversight from Financial Planner.
  • Collaborate with wealth advisors to understand client needs.
  • Refine proficiency in financial planning software.
  • Maintain basic knowledge of KRW model portfolios, investment philosophy, benchmarks, and strategy.
  • Work with Client Service Team on routine/simple client requests.
  • Provide limited support to onboard new clients.
  • Assist with organizing and updating Advyzon, RightCapital, and client folders.
  • Assist with tax season efforts.
  • Train and mentor interns.

Requirements
  • Prior experience in financial planning is desirable but not required; this is an entry-level role with strong career development potential. Preference will be given to candidates currently enrolled in or who have completed financial planning education leading to professional certification (e.g., CFP® or CPA/PFS).
  • Exceptional written and verbal communication skills.
  • Self-motivated and productive, with the ability to work both independently and as part of a team.
  • Strong attention to detail and the ability to anticipate and meet client needs.
  • Excellent project management skills, with the ability to handle and prioritize multiple tasks effectively.
  • Proficiency in Microsoft Office Suite.

Culture and Core Values:KerberRose Wealth Management offers a fun, supportive atmosphere of professionalism marked by a personal touch. We believe in creating an environment which encourages and supports professional and personal development. Our core values drive our culture:
  • Honesty
  • Integrity
  • Respect
  • Balanced Life
  • Community Oriented

Our team members are our most valuable assets, which is why KerberRose Wealth Management team members are given frequent opportunities for achievement and recognition.

Apply