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Financial Advisor Paraplanner Jobs (NOW HIRING)

Ameriprise Financial

Paraplanner

Merced, CA · On-site

$28 - $33/hr

Paraplanner Steve Teranishi - Financial Advisor with Ameriprise Financial Services Location: Merced, CA Full-Time or Part-Time | In-Office About Us Teranishi Practice, a Private Wealth Advisory ...

Ameriprise Financial

Paraplanner

Bellevue, WA · On-site

$78K - $95K/yr

Experienced Paraplanner (Fully Remote Option Available) Allegiance Wealth Management A private ... Maintain accurate and timely updates within CRM and financial planning systems * Support advisors ...

Ameriprise Financial - Washington

Paraplanner

Bellevue, WA · Remote

$78K - $95K/yr

Experienced Paraplanner (Fully Remote Option Available) Allegiance Wealth Management A private ... Maintain accurate and timely updates within CRM and financial planning systems * Support advisors ...

Ameriprise Financial - California

Paraplanner

Merced, CA · On-site

$33/hr

Paraplanner Steve Teranishi - Financial Advisor with Ameriprise Financial Services Location: Merced, CA Full-Time or Part-Time | In-Office About Us Teranishi Practice, a Private Wealth Advisory ...

Ameriprise Financial - Washington

Paraplanner

Bellevue, WA · Remote

$78K - $95K/yr

Experienced Paraplanner (Fully Remote Option Available) Allegiance Wealth Management A private ... Maintain accurate and timely updates within CRM and financial planning systems * Support advisors ...

Ameriprise Financial - Washington

Paraplanner

Bellevue, WA · Remote

$78K - $95K/yr

Experienced Paraplanner (Fully Remote Option Available) Allegiance Wealth Management A private ... Maintain accurate and timely updates within CRM and financial planning systems * Support advisors ...

RHS Financial

Be Seen First

Paraplanner

San Francisco, CA · Remote

$70K - $100K/yr

You as a Wealth Planning Associate will be an Associate Financial Advisor in training (often called a paraplanner in the industry) who supports senior advisors in delivering an exceptional client ...

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Financial Advisor Paraplanner information

See salary details

$32K

$65.4K

$99K

How much do financial advisor paraplanner jobs pay per year?

As of Jul 20, 2026, the average yearly pay for financial advisor 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.

How many financial advisors make $500,000 a year?

Financial advisors, including paraplanners who support financial advisors, rarely earn $500,000 annually. Most financial advisors earn between $60,000 and $150,000, with top earners in the industry reaching higher incomes through client assets, commissions, and bonuses. Achieving a $500,000 income typically requires extensive experience, a high-net-worth client base, and advanced certifications like the CFP or CFA.

What are the key skills and qualifications needed to thrive as a Financial Advisor Paraplanner, and why are they important?

To thrive as a Financial Advisor Paraplanner, you need a solid understanding of financial planning principles, investment products, and regulatory requirements, often supported by a relevant degree or certifications such as the CFP or FPA Paraplanner Specialist. Proficiency in financial planning software (e.g., Xplan, Voyant), CRM systems, and Microsoft Office Suite is typically required. Strong attention to detail, analytical thinking, and effective communication skills help you excel in supporting advisors and collaborating with clients. These skills ensure accurate analysis, compliance, and quality client service, which are critical for successful financial planning outcomes.

What does a paraplanner do for a financial advisor?

A paraplanner supports financial advisors by preparing financial plans, conducting research, and analyzing client data to ensure accurate recommendations. They often use financial planning software and must have strong knowledge of investment strategies, compliance, and documentation standards. Paraplanners help streamline the planning process and ensure regulatory requirements are met.

Is $200,000 enough to work with a financial advisor?

For a financial advisor paraplanner, $200,000 can be a sufficient amount to manage or invest, depending on the client's financial goals and the complexity of their portfolio. Paraplanners typically assist with research, analysis, and preparing financial plans, and their work often involves understanding client assets and advising on investment strategies. The adequacy of this amount also depends on the advisor's fee structure and the scope of services provided.

How much does a paraplanner get paid?

A financial advisor paraplanner typically earns between $45,000 and $70,000 annually, depending on experience, location, and certifications such as the Certified Paraplanner designation. Entry-level positions may start lower, while experienced paraplanners with specialized skills can earn higher salaries and bonuses.

What are the most common challenges Financial Advisor Paraplanners face when supporting advisors and clients?

Financial Advisor Paraplanners often encounter challenges in balancing multiple complex client cases, staying up to date with changing regulations, and ensuring all financial plans are tailored accurately to individual needs. They must effectively communicate with both advisors and clients to clarify objectives and resolve discrepancies in financial data. Navigating tight deadlines and maintaining meticulous attention to detail are also key aspects of the role, which require strong organizational and time-management skills.

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

AspectFinancial Advisor ParaplannerFinancial Advisor
CertificationsCFP, diploma, or similarCFP, diploma, or similar
Work EnvironmentSupport role, behind-the-scenesClient-facing, advisory role
Primary ResponsibilitiesResearch, prepare reports, support planningMeet clients, provide financial advice

The main difference is that Financial Advisor Paraplanners focus on research and preparing financial plans, supporting Financial Advisors. Financial Advisors interact directly with clients, offering personalized advice. Paraplanners are essential team members but do not typically meet clients, whereas Financial Advisors lead client relationships and decision-making.

What is a Financial Advisor Paraplanner?

A Financial Advisor Paraplanner is a professional who supports financial advisors by preparing financial plans, conducting research, and handling administrative duties. They help gather client information, analyze financial data, and create reports, enabling financial advisors to focus on client relationships and strategy. Paraplanners often have strong knowledge of financial products, regulations, and software, but typically do not provide advice directly to clients. Their work is essential in ensuring that financial advisors can offer comprehensive and accurate advice to their clients.
More about Financial Advisor Paraplanner jobs
What states have the most Financial Advisor Paraplanner jobs? States with the most job openings for Financial Advisor Paraplanner jobs include:
What job categories do people searching Financial Advisor Paraplanner jobs look for? The top searched job categories for Financial Advisor Paraplanner jobs are:
Financial Advisor Paraplanner jobs near you
Infographic showing various Financial Advisor Paraplanner job openings in the United States as of July 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $65,434 per year, or $31.5 per hour.

Financial Advisor/Paraplanner

Kestra Financial Independent Advisor

Pittsburgh, PA • On-site, Remote

Full-time

Retirement, PTO

Re-posted 18 days ago

Job description

Fellow Advisor,

Do you feel unappreciated?

Are your ideas not taken seriously?

Are tired of making your bosses rich instead of yourself?

Do you feel like you are a small fish in a big sea?

Do you want to differentiate yourself?

Do you want to be able to let your creativity be seen?

Have you considered working within a niche with immense growth potential?

Do you want better work/life balance and flexibility?

Are you passionate about the market?

Would working from home improve your life?

Do you have a book of business or practice that you're ready to grow?

These are the questions that bounced around my own head until I took the leap and created Gen X Wealth Partners. I said to myself enough is enough. I'm offering you the job I wish I had. It's a unique opportunity, and I am opening it up to you. No corporate nonsense, just the ability to spread your wings and help your clients fly. We are an independent firm by design to eliminate conflicts of interest and foster creativity. I have developed a process to help Gen X get on track financially. They have so many competing goals. They have so many planning needs yet, so few advisors speak to them. It's crazy. The biggest one is saving for their retirement vs. saving for their child's education. Our unique secret weapon is advanced college planning which helps them maximize their financial aid offers and uncover the right school at the right price for their child. There are enough advisors helping retirees. Come discover a budding niche with a ton of future potential. Gen X needs our help. If this sounds like you then keep reading.

Key Responsibilities and Duties

  • Seek, identify, and approach new prospects to grow your own book of business via value added solutions and services
  • Strengthen client relationships though proactive communication
  • Perform market research and product analysis
  • Analyzing client data
  • Conduct SWOT analysis to determine client overall financial health
  • Develop and deliver customized client recommendations
  • Monitor firm's social media marketing efforts
  • Cultivate leads into clients
  • Assist in account related paperwork
  • Help clients maximize or create their own "employee benefits package"
  • Handle all Life and Disability Insurance Cases
  • Become proficient in advanced college planning strategies

Requirements

Job Duties/Requirements

Gen X Wealth Partners is seeking a full-time experienced financial advisor to help expand its market share in a budding niche. The successful candidate is expected to be able to work independently and assist in multiple core business activities.

Qualifications

  • Series 7, 66, 63 licenses
  • State Insurance Licenses (Life, Accident & Health)
  • CFP designation is a plus
  • Knowledge of Emoney, Riskalyze and Redtail software is a plus
  • 3+ years experience as a financial advisor
  • Knowledge of the financial industry, products, regulations, and overall environment
  • Own transferable book of business

Benefits

Benefits

  • Flexible pay structure (W-2, 1099 or hybrid)
  • Participation in Simple IRA Plan (W-2 employee)
  • Paid Time Off
  • Work from home
  • Access to professional development and training

Compensation

  • Commensurate with experience and book of business
  • Negotiable
  • Performance based
  • Competitive payouts and revenue sharing

Apply