Paraplanner
Arcadia, CA · On-site
Paraplanner Angeles Wealth Group A private wealth advisory practice of Ameriprise Financial ... Arcadia, California Build Financial Plans That Make a Lasting Impact At Angeles Wealth Group, we ...
Paraplanner
Arcadia, CA · On-site
Paraplanner Angeles Wealth Group A private wealth advisory practice of Ameriprise Financial ... Arcadia, California Build Financial Plans That Make a Lasting Impact At Angeles Wealth Group, we ...
Paraplanner
Irvine, CA · On-site
$85K - $100K/yr
At Ameriprise Financial, we're not just in the business of helping clients with their financial ... Experience as a Paraplanner or Planning Associate * Familiarity with financial planning software ...
Paraplanner
Irvine, CA · On-site
$85K - $100K/yr
At Ameriprise Financial, we're not just in the business of helping clients with their financial ... Experience as a Paraplanner or Planning Associate * Familiarity with financial planning software ...
Paraplanner
$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 ...
Paraplanner
$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 ...
Paraplanner
Arcadia, CA · On-site
$46/hr
Paraplanner Angeles Wealth Group A private wealth advisory practice of Ameriprise Financial ... Arcadia, California Build Financial Plans That Make a Lasting Impact At Angeles Wealth Group, we ...
Paraplanner
Arcadia, CA · On-site
$46/hr
Paraplanner Angeles Wealth Group A private wealth advisory practice of Ameriprise Financial ... Arcadia, California Build Financial Plans That Make a Lasting Impact At Angeles Wealth Group, we ...
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 ...
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 ...
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 ...
Quick apply
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 ...
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 ...
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 ...
Paraplanner
Irvine, CA · On-site
$85K - $100K/yr
At Ameriprise Financial, we're not just in the business of helping clients with their financial ... Experience as a Paraplanner or Planning Associate * Familiarity with financial planning software ...
Paraplanner
Irvine, CA · On-site
$85K - $100K/yr
At Ameriprise Financial, we're not just in the business of helping clients with their financial ... Experience as a Paraplanner or Planning Associate * Familiarity with financial planning software ...
Paraplanner
Albuquerque, NM · On-site
$90K - $110K/yr
As a Paraplanner , you will work directly with our Financial Advisors, help to take notes and ... create action item lists based on client meetings, help build and execute unique financial plans ...
Paraplanner
Albuquerque, NM · On-site
$90K - $110K/yr
As a Paraplanner , you will work directly with our Financial Advisors, help to take notes and ... create action item lists based on client meetings, help build and execute unique financial plans ...
Ameriprise Financial is seeking a paraplanner to support financial advisors in a fast-paced franchise setting. You'll manage client service workflows, prepare preliminary planning recommendations ...
New
Ameriprise Financial is seeking a paraplanner to support financial advisors in a fast-paced franchise setting. You'll manage client service workflows, prepare preliminary planning recommendations ...
New
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 that ...
New
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 that ...
New
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 that ...
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 that ...
Paraplanner
$90K - $110K/yr
As a Paraplanner , you will work directly with our Financial Advisors, help to take notes and ... create action item lists based on client meetings, help build and execute unique financial plans ...
Quick apply
Paraplanner
$90K - $110K/yr
As a Paraplanner , you will work directly with our Financial Advisors, help to take notes and ... create action item lists based on client meetings, help build and execute unique financial plans ...
Paraplanner
Buffalo Grove, IL · On-site
An experienced Paraplanner with 3 - 5 years of experience, or * A Service Advisor, Financial Planner or Financial Advisor who is looking to step away from the whole client facing aspects of their ...
Paraplanner
Buffalo Grove, IL · On-site
An experienced Paraplanner with 3 - 5 years of experience, or * A Service Advisor, Financial Planner or Financial Advisor who is looking to step away from the whole client facing aspects of their ...
Paraplanner
Idaho Falls, ID · On-site +1
At Ameriprise Financial, we're not just in the business of helping clients with their financial ... The paraplanner will primarily assist financial advisors and associate financial advisors with ...
Paraplanner
Idaho Falls, ID · On-site +1
At Ameriprise Financial, we're not just in the business of helping clients with their financial ... The paraplanner will primarily assist financial advisors and associate financial advisors with ...
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 ... If you want to join a Financial Planning Team that is dedicated to their clients & staff and has ...
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 ... If you want to join a Financial Planning Team that is dedicated to their clients & staff and has ...
Paraplanner
$50K - $80K/yr
Thrivent is a different kind of financial services firm, one that puts generosity at the center of ... The Paraplanner position supports our Lead Advisors by assisting with the creation of financial ...
Paraplanner
$50K - $80K/yr
Thrivent is a different kind of financial services firm, one that puts generosity at the center of ... The Paraplanner position supports our Lead Advisors by assisting with the creation of financial ...
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 ... If you want to join a Financial Planning Team that is dedicated to their clients & staff and has ...
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 ... If you want to join a Financial Planning Team that is dedicated to their clients & staff and has ...
Paraplanner
Idaho Falls, ID · On-site
At Ameriprise Financial, we're not just in the business of helping clients with their financial ... The paraplanner will primarily assist financial advisors and associate financial advisors with ...
Paraplanner
Idaho Falls, ID · On-site
At Ameriprise Financial, we're not just in the business of helping clients with their financial ... The paraplanner will primarily assist financial advisors and associate financial advisors with ...
Paraplanner
$70K - $100K/yr
Thrivent Financial is a faith-based, not-for-profit financial services organization with ... The Paraplanner position will come alongside our Lead Advisor and team to learn how to create ...
Paraplanner
$70K - $100K/yr
Thrivent Financial is a faith-based, not-for-profit financial services organization with ... The Paraplanner position will come alongside our Lead Advisor and team to learn how to create ...
Financial 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 paraplanner jobs pay per year?
As of Aug 22, 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.
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 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 are the key skills and qualifications needed to thrive as a financial paraplanner?
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.
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:
What states have the most Financial Paraplanner jobs?
States with the most job openings for Financial Paraplanner jobs include:
What job categories do people searching Financial Paraplanner jobs look for?
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Full-time
Medical, Dental, Retirement, PTO
Re-posted 13 days ago
Ameriprise rating
7.7
Based on 130 frontline employees who took The Breakroom Quiz
108th of 151 rated financial services
Job description
Position: Paraplanner
Angeles Wealth Group
A private wealth advisory practice of Ameriprise Financial Services
Location: Arcadia, California
Build Financial Plans That Make a Lasting Impact
At Angeles Wealth Group, we believe comprehensive financial planning is about more than investments-it's about helping clients build confidence in their financial future. Through personalized advice, thoughtful planning, and exceptional client service, we develop lasting relationships that make a meaningful difference in our clients' lives.
We are seeking an analytical and detail-oriented Paraplanner to join our growing team. This role is ideal for an experienced financial services professional who enjoys the technical side of wealth management and wants to play an integral role in developing customized financial plans and investment strategies.
Working alongside our advisors, you'll support every stage of the financial planning process-from gathering client information and preparing recommendations to portfolio analysis and ongoing account management. This position also offers a defined career path with opportunities to expand your responsibilities, strengthen your planning expertise, and grow into increasingly advanced advisory roles.
Position Overview
The Paraplanner serves as a key technical partner to the advisory team, supporting financial planning, investment management, portfolio analysis, and client relationship management. This individual will help prepare financial plans, develop investment recommendations, monitor client portfolios, and ensure a seamless client experience throughout the planning process.
The ideal candidate enjoys analytical work, thrives in a collaborative environment, and is passionate about delivering high-quality financial planning solutions while building a long-term career in wealth management.
Key Responsibilities
Financial Planning & Investment Support
Client Service & Advisor Support
Practice Operations
Qualifications & Experience
Licensing Requirements
Current securities licensing is preferred; however, candidates who are not currently licensed must be willing and able to obtain the following:
Licenses should be obtained within the first year of employment.
Preferred Skills
Growth & Development
Angeles Wealth Group is committed to investing in the long-term success of its team members. This position offers the opportunity to deepen your expertise in comprehensive financial planning, portfolio management, and wealth management while working alongside experienced financial advisors.
As your experience and technical capabilities grow, you'll have the opportunity to assume increasing responsibility, develop advanced planning skills, and progress along a defined career path within the practice.
Compensation & Benefits
Schedule & Work Environment
Why Join Angeles Wealth Group?
Joining Angeles Wealth Group means becoming part of a team that values collaboration, continuous learning, and exceptional client service. You'll gain hands-on experience in every aspect of the financial planning process while working alongside experienced advisors who are committed to your professional development.
If you're analytical, detail-oriented, passionate about financial planning, and looking for a long-term career with opportunities for growth, we'd love to hear from you.
Equal Opportunity Employer
Angeles Wealth Group is an Equal Opportunity Employer and welcomes applicants from all backgrounds.
A background check and pre-employment assessments will be conducted as part of the hiring process. Successful completion is required for employment in accordance with applicable laws.
Angeles Wealth Group
A private wealth advisory practice of Ameriprise Financial Services
Location: Arcadia, California
Build Financial Plans That Make a Lasting Impact
At Angeles Wealth Group, we believe comprehensive financial planning is about more than investments-it's about helping clients build confidence in their financial future. Through personalized advice, thoughtful planning, and exceptional client service, we develop lasting relationships that make a meaningful difference in our clients' lives.
We are seeking an analytical and detail-oriented Paraplanner to join our growing team. This role is ideal for an experienced financial services professional who enjoys the technical side of wealth management and wants to play an integral role in developing customized financial plans and investment strategies.
Working alongside our advisors, you'll support every stage of the financial planning process-from gathering client information and preparing recommendations to portfolio analysis and ongoing account management. This position also offers a defined career path with opportunities to expand your responsibilities, strengthen your planning expertise, and grow into increasingly advanced advisory roles.
Position Overview
The Paraplanner serves as a key technical partner to the advisory team, supporting financial planning, investment management, portfolio analysis, and client relationship management. This individual will help prepare financial plans, develop investment recommendations, monitor client portfolios, and ensure a seamless client experience throughout the planning process.
The ideal candidate enjoys analytical work, thrives in a collaborative environment, and is passionate about delivering high-quality financial planning solutions while building a long-term career in wealth management.
Key Responsibilities
Financial Planning & Investment Support
- Prepare preliminary financial planning recommendations for advisor review.
- Gather and organize client financial information to support comprehensive planning.
- Develop customized investment and portfolio recommendations aligned with client goals, risk tolerance, and time horizon.
- Prepare financial planning reports, presentations, charts, and other client meeting materials.
- Assist with deep-dive planning sessions and investment implementation.
- Monitor client portfolios and identify allocation adjustments as appropriate.
- Complete Managed Account Annual Reviews (MAARs) alongside advisors or third-party providers.
- Execute approved trades, transfers, cash movements, and account maintenance activities.
Client Service & Advisor Support
- Assist advisors in preparing for client meetings and following up on action items.
- Communicate professionally with clients by phone, email, and written correspondence.
- Respond promptly to client questions while providing exceptional service.
- Troubleshoot client issues and coordinate solutions between clients and advisors.
- Update client information and prepare meeting materials for ongoing reviews.
- Attend client meetings as needed to support advisors and planning discussions.
Practice Operations
- Coordinate planning projects and ensure timely completion of client deliverables.
- Support practice management initiatives, client events, seminars, and other operational projects.
- Maintain high standards of accuracy, confidentiality, compliance, and regulatory requirements.
- Perform additional responsibilities as assigned to support the continued growth of the practice.
Qualifications & Experience
- Bachelor's degree required.
- Degree in Finance, Economics, Accounting, or a related field preferred.
- Two or more years of experience in financial planning, investment management, or a related financial services role.
- Working knowledge of portfolio management, investment principles, and comprehensive financial planning.
- Strong analytical, organizational, and problem-solving skills.
- Exceptional attention to detail and accuracy.
- Excellent written, verbal, and interpersonal communication skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Collaborative team player with a proactive, service-oriented mindset.
- Proficiency with Microsoft Office and financial planning, CRM, and investment management software.
Licensing Requirements
Current securities licensing is preferred; however, candidates who are not currently licensed must be willing and able to obtain the following:
- FINRA Securities Industry Essentials (SIE®)
- Series 7
- Series 63/65 or Series 66
- State Life & Health Insurance License
Licenses should be obtained within the first year of employment.
Preferred Skills
- Strong understanding of investment management and portfolio allocation.
- Ability to analyze client financial information and develop planning recommendations.
- Excellent organizational and project management skills.
- Ability to anticipate advisor needs and proactively prepare for upcoming client meetings.
- High level of professionalism, integrity, and accountability.
- Desire to continually expand financial planning knowledge and technical expertise.
Growth & Development
Angeles Wealth Group is committed to investing in the long-term success of its team members. This position offers the opportunity to deepen your expertise in comprehensive financial planning, portfolio management, and wealth management while working alongside experienced financial advisors.
As your experience and technical capabilities grow, you'll have the opportunity to assume increasing responsibility, develop advanced planning skills, and progress along a defined career path within the practice.
Compensation & Benefits
- Competitive salary commensurate with experience and local market conditions
- $38.00-$46.00/hour (Non-Exempt)
- Full-time position
- Employer-subsidized medical and dental insurance
- 401(k) plan
- Discretionary profit-sharing plan
- Discretionary performance bonus
- Paid holidays and personal time off
- Continuing education and licensing reimbursement (at the discretion of the franchise owner)
- Long-term career advancement opportunities
Schedule & Work Environment
- Full-time position averaging 40+ hours per week
- Consistent in-office attendance required during the training period with the possibility of a hybrid schedule in the future based on performance and business needs.
- Professional, collaborative, client-focused environment
- Smoke-free and vape-free workplace
- Opportunity to work closely with experienced advisors while making a meaningful impact on clients' financial success
Why Join Angeles Wealth Group?
Joining Angeles Wealth Group means becoming part of a team that values collaboration, continuous learning, and exceptional client service. You'll gain hands-on experience in every aspect of the financial planning process while working alongside experienced advisors who are committed to your professional development.
If you're analytical, detail-oriented, passionate about financial planning, and looking for a long-term career with opportunities for growth, we'd love to hear from you.
Equal Opportunity Employer
Angeles Wealth Group is an Equal Opportunity Employer and welcomes applicants from all backgrounds.
A background check and pre-employment assessments will be conducted as part of the hiring process. 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