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Financial Advisor Paraplanner Jobs (NOW HIRING)

Lido Advisors

Paraplanner

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 ...

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:

Thrivent Financial for Lutherans

Paraplanner

$70K - $100K/yr

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 ...

Jambalaya Group

Paraplanner

Little Rock, AR · On-site

$65K - $85K/yr

... full-time Paraplanner to support our financial advisors and deliver an exceptional client ... Paraplanning & Advisor Support - Prepare financial plans and conduct investment research ...

TalentLink Solutions

Paraplanner

Marlborough, MA · On-site

$70K - $85K/yr

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 ...

TalentLink Solutions

Paraplanner

Marlborough, MA · On-site

$70K - $85K/yr

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 ...

Jambalaya Group

Paraplanner

Little Rock, AR · On-site

$65K - $85K/yr

... full-time Paraplanner to support our financial advisors and deliver an exceptional client ... Paraplanning & Advisor Support - Prepare financial plans and conduct investment research ...

Leading Financial Advisory Firm

Paraplanner

Garden City, NY · On-site

$90K - $120K/yr

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 ...

Jambalaya Group

Paraplanner

Little Rock, AR · On-site

$65K - $85K/yr

... full-time Paraplanner to support our financial advisors and deliver an exceptional client ... Paraplanning & Advisor Support - Prepare financial plans and conduct investment research ...

Leading Financial Advisory Firm

Paraplanner

Garden City, NY · On-site

$90K - $120K/yr

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 ...

People People

Entry-Level Paraplanner

Lenexa, KS · On-site

The position involves gathering and organizing financial information, preparing reports and ... Work collaboratively with Wealth Advisors and other team members to provide excellent client ...

New

People People

Entry-Level Paraplanner

Lenexa, KS · On-site

The position involves gathering and organizing financial information, preparing reports and ... Work collaboratively with Wealth Advisors and other team members to provide excellent client ...

People People

Entry-Level Paraplanner

Olathe, KS · On-site

The position involves gathering and organizing financial information, preparing reports and ... Work collaboratively with Wealth Advisors and other team members to provide excellent client ...

New

Thrivent Financial

Paraplanner

$70K - $100K/yr

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 ...

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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 Aug 21, 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 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.

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 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 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.

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 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $65,434 per year, or $31.5 per hour.

Paraplanner

Lido Advisors

Remote

Full-time

Posted 12 days ago

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
  • 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.
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