Lido Advisors, LLC, an established and expanding wealth management firm, is looking for a ... Contribute to the development and implementation of financial plans for clients * Support the ...
Lido Advisors, LLC, an established and expanding wealth management firm, is looking for a ... Contribute to the development and implementation of financial plans for clients * Support the ...
Paraplanner
$70K - $100K/yr
Retirement
PTO
The Paraplanner position will come alongside our Lead Advisor and team to learn how to create financial plans and soak up firm-specific procedures and processes. Key responsibilities include ...
Paraplanner
$70K - $100K/yr
Retirement
PTO
The Paraplanner position will come alongside our Lead Advisor and team to learn how to create financial plans and soak up firm-specific procedures and processes. Key responsibilities include ...
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 ...
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 ...
Paraplanner
Arcadia, CA · On-site
Medical
Dental
Retirement
PTO
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 ...
Paraplanner
Arcadia, CA · On-site
Medical
Dental
Retirement
PTO
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 ...
Paraplanner
Marlborough, MA · On-site
$70K - $85K/yr
PTO
JOB SUMMARY As a Paraplanner, you will partner with the firm's financial advisors to prepare financial analyses, develop comprehensive written financial plans for client presentations, and support ...
Paraplanner
Marlborough, MA · On-site
$70K - $85K/yr
PTO
JOB SUMMARY As a Paraplanner, you will partner with the firm's financial advisors to prepare financial analyses, develop comprehensive written financial plans for client presentations, and support ...
Paraplanner - Heart of Texas Associates
$50K - $80K/yr
Retirement
PTO
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 ...
Paraplanner - Heart of Texas Associates
$50K - $80K/yr
Retirement
PTO
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 ...
Paraplanner - Heart of Texas Associates
San Antonio, TX · On-site
$50K - $80K/yr
Retirement
PTO
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 ...
Paraplanner - Heart of Texas Associates
San Antonio, TX · On-site
$50K - $80K/yr
Retirement
PTO
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 ...
ParaPlanner
Freedom, 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 ...
ParaPlanner
Freedom, 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 ...
Paraplanner
Marlborough, MA · On-site
$70K - $85K/yr
PTO
JOB SUMMARY As a Paraplanner, you will partner with the firm's financial advisors to prepare financial analyses, develop comprehensive written financial plans for client presentations, and support ...
Paraplanner
Marlborough, MA · On-site
$70K - $85K/yr
PTO
JOB SUMMARY As a Paraplanner, you will partner with the firm's financial advisors to prepare financial analyses, develop comprehensive written financial plans for client presentations, and support ...
Paraplanner
Baltimore, MD · On-site
... paraplanner who is passionate about delivering comprehensive ... financial planning solutions. This is a salaried, non-sales role focused on supporting advisors and ...
Paraplanner
Baltimore, MD · On-site
... paraplanner who is passionate about delivering comprehensive ... financial planning solutions. This is a salaried, non-sales role focused on supporting advisors and ...
Paraplanner
Little Rock, AR · On-site
$65K - $85K/yr
Medical
Dental
Vision
Retirement
PTO
... full-time Paraplanner to support our financial advisors and deliver an exceptional client ... Paraplanning & Advisor Support - Prepare financial plans and conduct investment research ...
Quick apply
Paraplanner
Little Rock, AR · On-site
$65K - $85K/yr
Medical
Dental
Vision
Retirement
PTO
... full-time Paraplanner to support our financial advisors and deliver an exceptional client ... Paraplanning & Advisor Support - Prepare financial plans and conduct investment research ...
Paraplanner
Garden City, NY · On-site
$90K - $120K/yr
Medical
Retirement
PTO
We are seeking a Paraplanner to assist with building and amending financial plans for our clients ... Prepare pre-meeting checklists and briefing materials for advisors * Update financial plans as ...
Paraplanner
Garden City, NY · On-site
$90K - $120K/yr
Medical
Retirement
PTO
We are seeking a Paraplanner to assist with building and amending financial plans for our clients ... Prepare pre-meeting checklists and briefing materials for advisors * Update financial plans as ...
Paraplanner
Little Rock, AR · On-site
$65K - $85K/yr
Medical
Dental
Vision
Retirement
PTO
... full-time Paraplanner to support our financial advisors and deliver an exceptional client ... Paraplanning & Advisor Support - Prepare financial plans and conduct investment research ...
Paraplanner
Little Rock, AR · On-site
$65K - $85K/yr
Medical
Dental
Vision
Retirement
PTO
... full-time Paraplanner to support our financial advisors and deliver an exceptional client ... Paraplanning & Advisor Support - Prepare financial plans and conduct investment research ...
Paraplanner
Little Rock, AR · On-site
$65K - $85K/yr
Medical
Dental
Vision
Retirement
PTO
... full-time Paraplanner to support our financial advisors and deliver an exceptional client ... Paraplanning & Advisor Support - Prepare financial plans and conduct investment research ...
Paraplanner
Little Rock, AR · On-site
$65K - $85K/yr
Medical
Dental
Vision
Retirement
PTO
... full-time Paraplanner to support our financial advisors and deliver an exceptional client ... Paraplanning & Advisor Support - Prepare financial plans and conduct investment research ...
Paraplanner
Garden City, NY · On-site
$90K - $120K/yr
Medical
Retirement
PTO
We are seeking a Paraplanner to assist with building and amending financial plans for our clients ... Prepare pre-meeting checklists and briefing materials for advisors * Update financial plans as ...
Paraplanner
Garden City, NY · On-site
$90K - $120K/yr
Medical
Retirement
PTO
We are seeking a Paraplanner to assist with building and amending financial plans for our clients ... Prepare pre-meeting checklists and briefing materials for advisors * Update financial plans as ...
$120K/yr
One of our successful financial planning teams in Elkridge is seeking a detail-oriented paraplanner ... financial planning solutions. This is a salaried, non-sales role focused on supporting advisors and ...
Quick apply
$120K/yr
One of our successful financial planning teams in Elkridge is seeking a detail-oriented paraplanner ... financial planning solutions. This is a salaried, non-sales role focused on supporting advisors and ...
Financial Advisor
$250K/yr
Retirement
Administrative support with a dedicated Paraplanner (PP) * Flexible work-life balance * All ... Wealth Advisor, Financial Advisor, Life Insurance Sales, Life Insurance Planner, Fiduciary, IAR ...
Quick apply
Financial Advisor
$250K/yr
Retirement
Administrative support with a dedicated Paraplanner (PP) * Flexible work-life balance * All ... Wealth Advisor, Financial Advisor, Life Insurance Sales, Life Insurance Planner, Fiduciary, IAR ...
Paraplanner
Lenexa, KS · On-site
Medical
Dental
Vision
Life
Retirement
PTO
You primarily provide technical and operational support for our Wealth Advisors. You are expected ... Prepare financial reports such as Stock Incentive Summaries, Statements of Net Worth, Retirement ...
Paraplanner
Lenexa, KS · On-site
Medical
Dental
Vision
Life
Retirement
PTO
You primarily provide technical and operational support for our Wealth Advisors. You are expected ... Prepare financial reports such as Stock Incentive Summaries, Statements of Net Worth, Retirement ...
Financial Advisor
$250K/yr
Retirement
Administrative support with a dedicated Paraplanner (PP) * Flexible work-life balance * All ... Wealth Advisor, Financial Advisor, Life Insurance Sales, Life Insurance Planner, Fiduciary, IAR ...
Quick apply
Financial Advisor
$250K/yr
Retirement
Administrative support with a dedicated Paraplanner (PP) * Flexible work-life balance * All ... Wealth Advisor, Financial Advisor, Life Insurance Sales, Life Insurance Planner, Fiduciary, IAR ...
Financial Advisor
$250K/yr
Retirement
Administrative support with a dedicated Paraplanner (PP) * Flexible work-life balance * All ... Wealth Advisor, Financial Advisor, Life Insurance Sales, Life Insurance Planner, Fiduciary, IAR ...
Quick apply
Financial Advisor
$250K/yr
Retirement
Administrative support with a dedicated Paraplanner (PP) * Flexible work-life balance * All ... Wealth Advisor, Financial Advisor, Life Insurance Sales, Life Insurance Planner, Fiduciary, IAR ...
Financial Advisor 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 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?
| Aspect | Financial Advisor Paraplanner | Financial Advisor |
|---|---|---|
| Certifications | CFP, diploma, or similar | CFP, diploma, or similar |
| Work Environment | Support role, behind-the-scenes | Client-facing, advisory role |
| Primary Responsibilities | Research, prepare reports, support planning | Meet 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:
Job description
Lido Advisors, LLC, an established and expanding wealth management firm, is looking for a Paraplanner to join its Advanced Wealth Planning Team. The Paraplanner will assist in all facets of our planning process.
Duties & Responsibilities
Requirements
We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. In addition, we do not discriminate against qualified applicants with arrest or conviction records.
#LI-JM1
Duties & Responsibilities
- Contribute to the development and implementation of financial plans for clients
- Support the wealth planning team through financial planning research unique to each client
- Make requests for updates to client documents, records, and information
- Facilitate preparation for client meetings to include client communication
- Assist in data gathering and data entry into software in anticipation of upcoming planning meetings
- Monitor and update client Financial Plans as needed
- Other duties as assigned
Requirements
- Bachelor's Degree
- A passion for the wealth management industry
- Strong written and verbal communication skills
- Experience with Excel/Word/Outlook/PowerPoint, with an emphasis on Excel
- Must be highly organized, technically strong, and be an enthusiastic, effective team player
- Ability to think strategically and creatively in a fast-paced environment
- Proven ability to self-start, take initiative, work collaboratively, and drive results
We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. In addition, we do not discriminate against qualified applicants with arrest or conviction records.
#LI-JM1
About Lido Advisors
Sourced by ZipRecruiter
Industry
Investment management and consulting services
Company size
51 - 200 Employees
Headquarters location
Los Angeles, CA, US
Year founded
1999