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Financial Planner Paraplanner Jobs (NOW HIRING)

Ameriprise Financial

Paraplanner

Arcadia, CA · On-site

Paraplanner Angeles Wealth Group A private wealth advisory practice of Ameriprise Financial ... Key Responsibilities Financial Planning & Investment Support * Prepare preliminary financial ...

Jambalaya Group Recruiting

Paraplanner

Arcadia, CA · On-site

Paraplanner Angeles Wealth Group, a private wealth advisory practice of Ameriprise Financial ... We believe comprehensive financial planning is about more than investments--it's about helping ...

Ivy Way Placements

Paraplanner

Paraplanner Position This is a remote position. Seeking a Paraplanner to be a key member of our ... This is an excellent opportunity to work with a small group of experienced financial planners and ...

Ameriprise Financial

Paraplanner

Merced, CA · On-site

$28 - $33/hr

Paraplanner Steve Teranishi - Financial Advisor with Ameriprise Financial Services Location: Merced ... We are committed to delivering personalized, comprehensive financial planning with professionalism ...

Jambalaya Group

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 ...

New

Jambalaya Group

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 ...

Ameriprise Financial - California

Paraplanner

Merced, CA · On-site

$33/hr

Paraplanner Steve Teranishi - Financial Advisor with Ameriprise Financial Services Location: Merced ... We are committed to delivering personalized, comprehensive financial planning with professionalism ...

Ameriprise Financial - California

Paraplanner

Merced, CA · On-site

$28 - $33/hr

Paraplanner Steve Teranishi - Financial Advisor with Ameriprise Financial Services Location: Merced ... We are committed to delivering personalized, comprehensive financial planning with professionalism ...

Jambalaya Group Recruiting

Paraplanner

Calabasas, CA · On-site

$31 - $43/hr

Paraplanner We are a private wealth advisory practice with Ameriprise Financial Services focused on ... Prepare financial planning recommendations and initial product solutions for advisor review and use ...

Ameriprise Financial - California

Paraplanner

Merced, CA · On-site

$28 - $33/hr

Paraplanner Steve Teranishi - Financial Advisor with Ameriprise Financial Services Location: Merced ... We are committed to delivering personalized, comprehensive financial planning with professionalism ...

Jambalaya Group

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 ...

Ameriprise Financial - California

Paraplanner

Merced, CA · On-site

$33/hr

Paraplanner Steve Teranishi - Financial Advisor with Ameriprise Financial Services Location: Merced ... We are committed to delivering personalized, comprehensive financial planning with professionalism ...

Thompson Financial Group

Paraplanner

Baltimore, MD · On-site

Description One of our successful financial planning teams in Elkridge is seeking a detail-oriented paraplanner who is passionate about delivering comprehensive financial planning solutions. This is ...

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Financial Planner Paraplanner information

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$32K

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How much do financial planner paraplanner jobs pay per year?

As of Aug 8, 2026, the average yearly pay for financial planner 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 the difference between Financial Planner Paraplanner vs Financial Advisor?

AspectFinancial Planner ParaplannerFinancial Advisor
CertificationsCertifications like AFPA, FPA, or diploma in financial planningCFP, ChFC, or similar professional certifications
Work EnvironmentSupports financial planners, mainly in office settingsDirectly interacts with clients, providing financial advice
Role FocusResearch, preparing reports, and administrative supportClient consultations, financial planning, and advice delivery

The main difference is that Financial Planner Paraplanners primarily support financial planners through research and administrative tasks, while Financial Advisors directly engage with clients to provide personalized financial advice. Paraplanners typically hold relevant certifications and work behind the scenes, whereas Financial Advisors focus on client interaction and decision-making.

More about Financial Planner Paraplanner jobs
What cities are hiring for Financial Planner Paraplanner jobs? Cities with the most Financial Planner Paraplanner job openings:
What states have the most Financial Planner Paraplanner jobs? States with the most job openings for Financial Planner Paraplanner jobs include:
What job categories do people searching Financial Planner Paraplanner jobs look for? The top searched job categories for Financial Planner Paraplanner jobs are:
Financial Planner Paraplanner jobs near you
Infographic showing various Financial Planner Paraplanner job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $65,434 per year, or $31.5 per hour.

Paraplanner

Ameriprise Financial

Arcadia, CA • On-site

Full-time

Medical, Dental, Retirement, PTO

Posted 29 days ago

Ameriprise rating

7.7

Company rating: 7.7 out of 10

Based on 130 frontline employees who took The Breakroom Quiz

105th of 150 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
  • 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

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