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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 ...

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 ...

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Entry Level Paraplanner information

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$32K

$65.4K

$99K

How much do entry level paraplanner jobs pay per year?

As of Aug 15, 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.

Can you be an entry level paraplanner with no experience?

Entry level paraplanners typically do not need prior experience, as many employers provide on-the-job training. Having a basic understanding of financial planning concepts and relevant certifications, such as the CFP or paraplanner courses, can improve job prospects. Strong analytical skills and attention to detail are also important for success in this role.

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 do I get into an entry level paraplanner?

To become an entry-level paraplanner, candidates typically need a relevant degree such as finance, economics, or business, along with strong analytical and communication skills. Gaining knowledge of financial planning software and obtaining certifications like the Certificate in Financial Planning (CFP) or paraplanning courses can improve job prospects. Entry-level roles often require some internship or work experience in financial services.

Is an entry level paraplanner an entry level job?

An entry level paraplanner is considered an entry level position in financial planning support roles. It typically requires basic knowledge of financial concepts, strong organizational skills, and may involve on-the-job training or certification programs like the CFP Board's Paraplanner Certification Program. This role is suitable for individuals starting their careers in financial planning or advising.
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The most popular types of Paraplanner jobs are:

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Entry Level Paraplanner jobs near you
Infographic showing various Entry Level Paraplanner job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 67% In-person, and 33% Remote job distribution, with an average salary of $65,434 per year, or $31.5 per hour.

Associate ParaPlanner

KerberRose S.C.

Appleton, WI • On-site

Full-time

Re-posted 19 days ago

Job description

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.  

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