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Financial Paraplanner Jobs (NOW HIRING)

S and T Bank

Paraplanner

Indiana, PA · On-site

$17.52 - $38.87/hr

The Paraplanner provides critical technical and analytical support to Financial Advisors within the Financial Services division. This unlicensed position focuses on data analysis, financial plan ...

TalentLink Solutions

Financial Paraplanner

Paramus, NJ · On-site

We are seeking a driven and detail-focused Financial Paraplanner who thrives in a collaborative, client-centered environment. As part of our dedicated financial planning team, you will build your ...

S and T Bank

Paraplanner

Indiana, PA · On-site

$17.52 - $38.87/hr

The Paraplanner provides critical technical and analytical support to Financial Advisors within the Financial Services division. This unlicensed position focuses on data analysis, financial plan ...

Ameriprise Financial

Paraplanner

Edmonds, WA · On-site

$60K - $80K/yr

Paraplanner Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial ... At Ameriprise Financial, we help people feel confident about their financial future by providing ...

Ameriprise Financial

Paraplanner

Bellevue, WA · On-site

$78K - $95K/yr

Experienced Paraplanner (Fully Remote Option Available) Allegiance Wealth Management A private wealth advisory practice of Ameriprise Financial Services Location: Fully Remote (U.S.-based candidates;

Kestra Financial

Paraplanner

Trenton, NJ

Summary The Paraplanner reports to the Lead Advisor and is responsible for providing technical ... in financial planning software • Responsible for client meeting preparation and follow-up ...

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Financial Paraplanner information

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$32K

$65.4K

$99K

How much do financial paraplanner jobs pay per year?

As of Jun 16, 2026, the average yearly pay for financial 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.

Is a paraplanner an entry level job?

A financial paraplanner is often an entry-level or early-career role that involves supporting financial advisors with research, report preparation, and client documentation. While some positions may require relevant certifications or financial knowledge, many employers consider it suitable for individuals starting in the financial planning industry.

What does a typical day look like for a Financial Paraplanner?

A typical day for a Financial Paraplanner involves gathering and analyzing client financial data, preparing detailed reports and presentations, and supporting financial advisors during client meetings. You may also be responsible for maintaining client files, updating financial planning software, and ensuring all documentation is accurate and compliant with industry regulations. Collaboration is common, as you'll frequently work alongside advisors, administrative staff, and occasionally interact directly with clients. This supportive and detail-oriented environment helps paraplanners build strong analytical abilities and lays a solid foundation for advancement in the financial planning field.

What does a Financial Paraplanner do?

A Financial Paraplanner supports financial advisors by handling research, preparing client reports, analyzing investment options, and assisting with financial planning tasks. They help ensure that advisors have accurate data and insights to make informed client recommendations. While they don't provide direct financial advice, their work is critical in streamlining the planning process and improving client service. Many paraplanners hold industry certifications, such as the FPQP (Financial Paraplanner Qualified Professional), to enhance their expertise.

What does a paraplanner do in finance?

A financial paraplanner supports financial advisors by preparing financial plans, conducting research, and analyzing client data. They typically use financial planning software and need strong knowledge of investment strategies, insurance, and tax planning. Paraplanners often hold certifications like the CFP and work in office environments with regular schedules.

What are the key skills and qualifications needed to thrive in the Financial Paraplanner position, and why are they important?

To thrive as a Financial Paraplanner, you need a solid grasp of financial planning principles, attention to detail, and often a bachelor's degree in finance or a related field. Familiarity with financial planning software like eMoney, MoneyGuidePro, or similar systems, as well as holding certifications such as the FPQP (Financial Paraplanner Qualified Professional), is highly valued. Strong organizational skills, clear communication, and the ability to work collaboratively with financial advisors are essential soft skills in this position. These qualifications ensure accurate client support, efficient workflow, and seamless integration within a financial planning team.

Can financial advisors make $500,000 a year?

Financial paraplanners typically do not earn $500,000 annually, as their role involves supporting financial advisors with research and planning rather than client-facing sales or high commissions. Top-earning financial advisors or planners with extensive experience, certifications, and a large client base can reach or exceed this income level, often through commissions, fees, and bonuses. Achieving such earnings usually requires advanced credentials like CFP or CFA and a strong network or business development skills.

How much do paraplanners get paid?

Financial paraplanners typically earn between $50,000 and $70,000 annually, with experienced professionals or those working in larger firms earning higher salaries. Compensation can vary based on certifications, experience, and geographic location, and many paraplanners also receive benefits such as bonuses or professional development opportunities.
More about Financial Paraplanner jobs
What cities are hiring for Financial Paraplanner jobs? Cities with the most Financial Paraplanner job openings:
What are the most commonly searched types of Financial Paraplanner jobs? The most popular types of Financial Paraplanner jobs are:
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Financial Paraplanner jobs near you
Infographic showing various Financial Paraplanner job openings in the United States as of June 2026, with employment types broken down into 1% Locum Tenens, 4% As Needed, 80% Part Time, 3% Temporary, 11% Contract, and 1% Nights. Highlights an 77% Physical, 13% Hybrid, and 10% Remote job distribution, with an average salary of $65,434 per year, or $31.5 per hour.

Financial Paraplanner (Remote)

Humans Being Resources

Chicago, IL • On-site

$90K - $120K/yr

Full-time

Medical, Life, Retirement, PTO

Posted 22 days ago

Be an early applicant

Job description

Financial Paraplanner
Associate Financial Planner
(Financial Services)
Our client's Financial Services Firm located in the Chicago, IL area is looking to add a key employee to the Team. They are seeking a professional Financial Paraplanner (REMOTE) / Associate Financial Planner (REMOTE) who is ready to help an already thriving company. They are looking for a hard-working, detail-oriented employee with positive energy, who possesses great people skills, has a "team player" mentality, and is highly organized. If you want to join a Financial Advisory & Planning Team that has extensive experience in the industry, is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you!
MINIMUM QUALIFICATIONS
  • 3+ years of Financial Services Industry experience in a fast-paced professional environment
  • 3+ years of successful Financial Planning experience
  • FINRA Series 7 & 66 or 65/63 Securities Licensing or willing to obtain within first 6mo of employment
  • Current CFP Designation or willing to obtain within first 6mo of employment
  • College Degree in Finance, Accounting, Business or related field of study
  • Financial Services Software experience (TD Ameritrade, eMoney, Precise FP, Money Guide Pro, Holistiplan, etc.)
  • CRM Software experience (Redtail, Wealthbox, Salesforce, etc.)
  • MS Office Products experience (Outlook, Excel, Power Point, Word, etc.)
  • Video Meeting Application experience(MS Teams, Zoom, Go-To-Meeting, etc.)
ROLE DESCRIPTION
Prioritizing client needs and helping to create solutions is an important part of their culture and at the core of everything our client does. As a Financial Paraplanner / Associate Financial Planner you will:
  • Prepare materials for prospect meetings, new client meetings, and client review meetings, including: Cashflow planning, Investment planning, Retirement planning, Education planning, Insurance planning, Estate planning, Tax planning & Business planning
  • Attend prospect and client meetings as an active participant
  • Conduct tutorial of client portal, initial input and data confirmation with the advisor and client
  • Update Financial Planning software to reflect most current and accurate client information
  • Ensure inquiries and concerns are addressed and resolved, achieving expected client service levels
  • Provide thorough, high-quality research, problem solving, and issue resolution
  • Seek to establish a level of trust and confidence with the client, allowing for any financial issue to be discussed and solutions offered
  • Develop effective virtual working relationships with the Financial Advisor Team, company staff and vendors, ultimately providing effective, high-quality service for clients
REQUIRED SKILLS
  • Excellent interpersonal, written, and verbal communication particularly in a virtual context
  • Demonstrated ability to prioritize projects and manage time
  • Working knowledge of financial planning concepts and procedures
  • Ability to adapt as situations or business demands change
  • Self-directed initiative and follow through
  • Excellent organization and data management skills
  • Ability to thrive in a fast-paced, virtual office environment
  • High level of confidence, perseverance and a desire to succeed in a goal-oriented environment
  • Willingness and desire to be part of a dynamic team environment
  • High attention to detail and ability to closely follow office processes, policies and adhere to complex regulatory, compliance and client privacy requirements
COMPENSATION
  • $90,000 - $120,000 Annually (Base + Bonuses/Incentives)
    *Based Upon Experience, Licensing and/or Certifications*
  • Health, Life & Disability Insurance + HSA/FSA + 401k w-Match
  • Laptop & Software Provided + Remote Work Environment
  • Monday - Friday Work Schedule + Generous PTO Policy + Paid Holidays
Presented by Humans Being Resources, Inc.
Thank you for your interest in our client's Financial Paraplanner (REMOTE) / Associate Financial Planner (REMOTE) position. Humans Being Resources, Inc. is a Talent Acquisition and Personnel Solutions company. We are not a temp/staffing agency and at no point will you be applying for employment with our company. We assist our clients with their direct-hire, permanent-placement hiring needs. When replying to this communication via email, text, SMS or call, you agree that Humans Being Resources, Inc. can contact you via email, text, SMS or call. To "Opt-Out" of these communications, please reply "STOP" to any communications received. When being considered for this position, you may be asked to participate in personality profiling, skills assessments and/or phone/video interviews. If you feel that you meet the requirements for this position, please submit your resume today!