Ameriprise Financial, in partnership with ArcBridge Financial Group, seeks a Paraplanner/Associate Financial Advisor to support our growing wealth management practice. You'll help execute financial ...
Ameriprise Financial, in partnership with ArcBridge Financial Group, seeks a Paraplanner/Associate Financial Advisor to support our growing wealth management practice. You'll help execute financial ...
Ameriprise Financial, in partnership with ArcBridge Financial Group, seeks a Paraplanner/Associate Financial Advisor to support our growing wealth management practice. You'll help execute financial ...
Ameriprise Financial, in partnership with ArcBridge Financial Group, seeks a Paraplanner/Associate Financial Advisor to support our growing wealth management practice. You'll help execute financial ...
Paraplanner/Associate Advisor
$75K - $80K/yr
They are looking for a Paraplanner / Associate Financial Advisor to join their growing team. This is not a traditional back-office paraplanner position. The ideal person is technically strong and ...
New
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Paraplanner/Associate Advisor
$75K - $80K/yr
They are looking for a Paraplanner / Associate Financial Advisor to join their growing team. This is not a traditional back-office paraplanner position. The ideal person is technically strong and ...
New
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 - Heart of Texas Associates
San Antonio, TX · On-site
$50K - $80K/yr
Paraplanner Meaningful work. Rewarding career ... Thrivent is a different kind of financial services firm, one that puts generosity at the center of ...
Paraplanner - Heart of Texas Associates
San Antonio, TX · On-site
$50K - $80K/yr
Paraplanner Meaningful work. Rewarding career ... Thrivent is a different kind of financial services firm, one that puts generosity at the center of ...
Entry-Level Paraplanner
Lenexa, KS · On-site
The position involves gathering and organizing financial information, preparing reports and ... The Paraplanner may occasionally communicate directly with clients and participate in client ...
New
Entry-Level Paraplanner
Lenexa, KS · On-site
The position involves gathering and organizing financial information, preparing reports and ... The Paraplanner may occasionally communicate directly with clients and participate in client ...
New
Entry-Level Paraplanner
Lenexa, KS · On-site
The position involves gathering and organizing financial information, preparing reports and ... The Paraplanner may occasionally communicate directly with clients and participate in client ...
Entry-Level Paraplanner
Lenexa, KS · On-site
The position involves gathering and organizing financial information, preparing reports and ... The Paraplanner may occasionally communicate directly with clients and participate in client ...
Entry-Level Paraplanner
Olathe, KS · On-site
The position involves gathering and organizing financial information, preparing reports and ... The Paraplanner may occasionally communicate directly with clients and participate in client ...
New
Quick apply
Entry-Level Paraplanner
Olathe, KS · On-site
The position involves gathering and organizing financial information, preparing reports and ... The Paraplanner may occasionally communicate directly with clients and participate in client ...
New
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 ...
Quick apply
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
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 ...
Entry-Level Paraplanner
Olathe, KS · On-site
The position involves gathering and organizing financial information, preparing reports and ... The Paraplanner may occasionally communicate directly with clients and participate in client ...
New
Entry-Level Paraplanner
Olathe, KS · On-site
The position involves gathering and organizing financial information, preparing reports and ... The Paraplanner may occasionally communicate directly with clients and participate in client ...
New
Paraplanner
Austin, TX · On-site +1
$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
Austin, TX · On-site +1
$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 ...
Client Services Specialist
Seven Fields, PA · On-site
$27.40 - $34.60/hr
... financial services or administrative experience Travel Requirements: 0% #LI-Onsite
Client Services Specialist
Seven Fields, PA · On-site
$27.40 - $34.60/hr
... financial services or administrative experience Travel Requirements: 0% #LI-Onsite
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 ...
Quick apply
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 ...
Entry-Level Paraplanner
Olathe, KS · On-site
The position involves gathering and organizing financial information, preparing reports and ... The Paraplanner may occasionally communicate directly with clients and participate in client ...
New
Entry-Level Paraplanner
Olathe, KS · On-site
The position involves gathering and organizing financial information, preparing reports and ... The Paraplanner may occasionally communicate directly with clients and participate in client ...
New
Paraplanner - Heart of Texas Associates
San Antonio, TX · On-site
$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 - Heart of Texas Associates
San Antonio, TX · On-site
$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
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 ...
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 ...
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 ...
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 ...
Paraplanner - Heart of Texas Associates
San Antonio, TX · On-site
$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 - Heart of Texas Associates
San Antonio, TX · On-site
$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
Olathe, KS · On-site
Job Summary As a Paraplanner you have a variety of responsibilities surrounding our Wealth ... Prepare financial reports such as Stock Incentive Summaries, Statements of Net Worth, Retirement ...
Paraplanner
Olathe, KS · On-site
Job Summary As a Paraplanner you have a variety of responsibilities surrounding our Wealth ... Prepare financial reports such as Stock Incentive Summaries, Statements of Net Worth, Retirement ...
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?
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.
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?
The top searched job categories for Financial Paraplanner jobs are:

Full-time
This job post has expired today. Applications are no longer accepted.
Job description
Ameriprise Financial, in partnership with ArcBridge Financial Group, seeks a Paraplanner/Associate Financial Advisor to support our growing wealth management practice. You'll help execute financial planning strategies and support advisor-led client relationships in California. Ideal candidates have 2–5 years in financial services, Series 7/63/66 and California licenses, and strong organizational and analytical skills. #J-18808-Ljbffr