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Financial Advisor Paraplanner Jobs (NOW HIRING)

Ameriprise Financial

Paraplanner

Calabasas, CA · On-site

$31 - $43/hr

Paraplanner A private wealth advisory practice of Ameriprise Financial Services Location: Calabasas ... Prepare financial planning recommendations and initial product solutions for advisor review and use ...

Ameriprise Financial - California

Paraplanner

Calabasas, CA · On-site

$31 - $43/hr

Paraplanner A private wealth advisory practice of Ameriprise Financial Services Location: Calabasas ... Prepare financial planning recommendations and initial product solutions for advisor review and use ...

Ameriprise Financial

Paraplanner

Idaho Falls, ID · On-site +1

The paraplanner will primarily assist financial advisors and associate financial advisors with ... client service and financial planning workflow. Create and deliver an exceptional client experience ...

Thrivent Financial

Paraplanner

San Antonio, TX

$50K - $80K/yr

The Paraplanner position supports our Lead Advisors by assisting with the creation of financial plans and learning firm-specific procedures and processes, with a strong focus on delivering high ...

Ameriprise Financial

Paraplanner

Idaho Falls, ID · On-site

The paraplanner will primarily assist financial advisors and associate financial advisors with ... client service and financial planning workflow. Create and deliver an exceptional client experience ...

Thompson Financial Group

Paraplanner

Baltimore, MD · On-site

Paraplanner Opportunity One of our successful financial planning teams in Elkridge is seeking a ... financial planning solutions. This is a salaried, non-sales role focused on supporting advisors and ...

Jambalaya Group

Paraplanner

Dallas, TX · On-site

$43.27 - $52.88/hr

Paraplanner (Hybrid) Dallas, TX Wisdom Wealth Management, an established Ameriprise Financial ... Prepare financial plans and planning recommendations. * Assist advisors with client meeting ...

Jambalaya Group

Paraplanner

Dallas, TX · On-site

$43.27 - $52.88/hr

Paraplanner (Hybrid) Dallas, TX Wisdom Wealth Management, an established Ameriprise Financial ... Prepare financial plans and planning recommendations. * Assist advisors with client meeting ...

KerberRose S.C.

ParaPlanner

Appleton, WI · On-site

... advisors. From planning strategy to investment analysis and client service coordination, you'll ... Draft and update financial plans with limited oversight from Financial Planner. * Develop expertise ...

Jambalaya Group

Paraplanner

Dallas, TX · On-site

$43.27 - $52.88/hr

Paraplanner (Hybrid) Dallas, TX Wisdom Wealth Management, an established Ameriprise Financial ... Prepare financial plans and planning recommendations. * Assist advisors with client meeting ...

Jambalaya Group Recruiting

Paraplanner

Calabasas, CA · On-site

$31 - $43/hr

Paraplanner We are a private wealth advisory practice with Ameriprise Financial Services focused on ... Prepare financial planning recommendations and initial product solutions for advisor review and use ...

Ameriprise Financial

Paraplanner

Arcadia, CA · On-site

Paraplanner Angeles Wealth Group A private wealth advisory practice of Ameriprise Financial ... Working alongside our advisors, you'll support every stage of the financial planning process-from ...

Fidelis Financial Strategies

Be Seen First

Paraplanner

Cookeville, TN · On-site

$40K - $70K/yr

Construct financial plans: Input asset, liability, and tax data into planning software. * Run ... Prepare necessary regulatory paperwork and audit trails for advisors. * Execute trading tasks:

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Financial Advisor Paraplanner information

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$32K

$65.4K

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How much do financial advisor paraplanner jobs pay per year?

As of Aug 16, 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.

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.

Do financial advisor paraplanners become financial advisors?

Financial advisor paraplanners often pursue certification and gain experience to transition into financial advisor roles, as they develop client-facing skills and a comprehensive understanding of financial planning. Many paraplanners leverage their technical knowledge and industry certifications, such as the CFP, to advance into advisory positions.

How much does a financial advisor paraplanner get paid?

A financial advisor paraplanner typically earns between $50,000 and $70,000 annually, with experienced professionals or those in higher-cost areas earning up to $80,000 or more. Compensation can vary based on experience, certifications, and the employer's size and location, and often includes benefits 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 August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $65,434 per year, or $31.5 per hour.

Paraplanner

Ameriprise Financial

Calabasas, CA • On-site

$31 - $43/hr

Full-time

Retirement, PTO

Re-posted 22 days ago

Ameriprise rating

7.7

Company rating: 7.7 out of 10

Based on 130 frontline employees who took The Breakroom Quiz

106th of 150 rated financial services

Job description

Position: Paraplanner
A private wealth advisory practice of Ameriprise Financial Services
Location: Calabasas, CA
We are a private wealth advisory practice with Ameriprise Financial Services focused on client-centered financial planning, dedicated to helping individuals and families pursue their financial goals through comprehensive planning, personalized advice, and exceptional service. Our team is committed to building long-term client relationships and delivering thoughtful financial guidance that helps clients make confident decisions about their future.
We are seeking a detail-oriented Paraplanner to join our team and serve as a key support resource throughout the financial planning process. This role is ideal for someone who enjoys financial analysis, client interaction, and working in a collaborative environment where organization, accuracy, and responsiveness are highly valued.
Position Overview
The Paraplanner plays an integral role in supporting advisors by managing financial planning preparation, analyzing client information, creating planning deliverables, and assisting with ongoing client service needs. This individual will work closely with advisors to ensure a seamless planning experience while helping maintain the high level of service our clients expect.
This role is well-suited for someone looking to deepen their financial planning knowledge, gain exposure to all aspects of the client experience, and build a long-term career within the financial services industry.
Key Responsibilities
  • Prepare financial planning recommendations and initial product solutions for advisor review and use in client meetings
  • Gather, review, and analyze client financial information to support planning strategies and recommendations
  • Prepare charts, graphs, tables, and other visual aids for client presentations and implementation meetings
  • Develop portfolio and product solution recommendations that align with client goals, risk tolerance, and time horizon
  • Maintain client communication throughout the financial planning process
  • Respond to client inquiries and provide account servicing support as appropriate and allowable
  • Review and update client information in preparation for client review meetings
  • Attend and participate in client meetings as needed
  • Coordinate and track projects, follow-up items, and ongoing planning initiatives
  • Perform additional practice management and client service responsibilities as assigned

Qualifications & Experience
  • Bachelor's degree preferred
  • Two or more years of financial services industry experience preferred
  • Previous experience in a paraplanner, financial planning, client service, or advisor support role strongly preferred
  • Strong analytical, organizational, and problem-solving skills
  • Exceptional attention to detail and accuracy
  • Ability to manage multiple priorities and deadlines in a fast-paced environment
  • Strong written and verbal communication skills
  • Ability to work independently while collaborating effectively with advisors and team members

Licensing Requirements
Candidates must currently hold or be willing to obtain the following licenses within six months of hire:
  • Series 7
  • Series 66
  • State Life, Accident, and Health Insurance License

Preferred Skills
  • Strong client service and relationship management skills
  • Accountability and ownership mindset
  • Effective self-management and time management
  • Technology proficiency and ability to quickly learn new systems
  • Experience creating polished and visually appealing client materials
  • High level of professionalism and confidentiality
  • Ability to support compliance and regulatory requirements within the practice
  • Positive attitude and commitment to continuous learning and professional development

Growth & Development
The practice is committed to supporting professional growth and development. This role offers the opportunity to expand financial planning expertise, strengthen client-facing skills, and gain hands-on experience supporting comprehensive wealth management strategies.
Individuals who demonstrate strong performance and a desire for growth may have opportunities to take on increased planning responsibilities and expand their role within the practice over time.
Compensation & Benefits
  • $31-$43 per hour, depending on experience
    • Non-exempt
  • Full-time position (40 hours per week)
  • Paid time off and paid holidays
  • 401(k) with employer match
  • Long-term disability
  • Professional development and licensing support
  • Opportunity to work closely with experienced financial advisors and planning professionals

Schedule & Work Environment
  • Full-time, in-office position located in Calabasas, CA
  • Collaborative and team-oriented culture
  • Fast-paced financial planning environment
  • Significant interaction with advisors and clients
  • Opportunity to make a meaningful impact on both client outcomes and practice success

Why Join the practice?
This is an opportunity to join a respected financial planning practice where your contributions directly support both advisors and clients. You will play a critical role in helping deliver comprehensive financial planning solutions while building valuable industry experience and expanding your professional skill set.
At the practice, we value teamwork, continuous improvement, client-first service, and a commitment to excellence. We are looking for individuals who are motivated to learn, contribute, and grow alongside our team.
Equal Opportunity Employer
The practice is an Equal Opportunity Employer and welcomes applicants from all backgrounds.
A background check will be conducted as part of the hiring process, and successful completion is required for employment in accordance with applicable laws.

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About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

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