Independence, OH · Remote
$80K - $100K/yr
FPQP or CFP designations not required, but would be a plus Hiring Process Qualified candidates will begin with a 1530-minute Zoom interview conducted by our external hiring consultant. If selected to ...
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Independence, OH · Remote
$80K - $100K/yr
FPQP or CFP designations not required, but would be a plus Hiring Process Qualified candidates will begin with a 1530-minute Zoom interview conducted by our external hiring consultant. If selected to ...
Independence, OH · On-site +1
$80K - $100K/yr
FPQP or CFP designations not required, but would be a plus Hiring Process Qualified candidates will begin with a 15-30-minute Zoom interview conducted by our external hiring consultant. If selected ...
Independence, OH · On-site +1
$80K - $100K/yr
FPQP or CFP designations not required, but would be a plus Hiring Process Qualified candidates will begin with a 15-30-minute Zoom interview conducted by our external hiring consultant. If selected ...
Independence, OH · On-site
FPQP or CFP designations not required, but would be a plus Hiring Process Qualified candidates will begin with a 15-30-minute Zoom interview conducted by our external hiring consultant. If selected ...
Independence, OH · On-site
FPQP or CFP designations not required, but would be a plus Hiring Process Qualified candidates will begin with a 15-30-minute Zoom interview conducted by our external hiring consultant. If selected ...
$26 - $32/hr
Conduct first article inspections and support FPQP and PPAP Level 3 processes (with assistance) * Develop and maintain inspection sheets and measurement methods * Use precision measuring instruments ...
Quick apply
$26 - $32/hr
Conduct first article inspections and support FPQP and PPAP Level 3 processes (with assistance) * Develop and maintain inspection sheets and measurement methods * Use precision measuring instruments ...
Phoenix, AZ · On-site
Financial Planner Qualified Professional (FPQP) preferred. Series 7 - General Securities Representative Qualification preferred. Series 66 - Uniform Combined State Law preferred. We are proud to be ...
Phoenix, AZ · On-site
Financial Planner Qualified Professional (FPQP) preferred. Series 7 - General Securities Representative Qualification preferred. Series 66 - Uniform Combined State Law preferred. We are proud to be ...
Rockford, IL · On-site
$26 - $32/hr
Conduct first article inspections and support FPQP and PPAP Level 3 processes (with assistance) * Develop and maintain inspection sheets and measurement methods * Use precision measuring instruments ...
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Rockford, IL · On-site
$26 - $32/hr
Conduct first article inspections and support FPQP and PPAP Level 3 processes (with assistance) * Develop and maintain inspection sheets and measurement methods * Use precision measuring instruments ...
Phoenix, AZ · On-site
Financial Planner Qualified Professional (FPQP) preferred. Series 7 - General Securities Representative Qualification preferred. Series 66 - Uniform Combined State Law preferred. We are proud to be ...
Phoenix, AZ · On-site
Financial Planner Qualified Professional (FPQP) preferred. Series 7 - General Securities Representative Qualification preferred. Series 66 - Uniform Combined State Law preferred. We are proud to be ...
$26 - $32/hr
Conduct first article inspections and support FPQP and PPAP Level 3 processes (with assistance) * Develop and maintain inspection sheets and measurement methods * Use precision measuring instruments ...
Quick apply
$26 - $32/hr
Conduct first article inspections and support FPQP and PPAP Level 3 processes (with assistance) * Develop and maintain inspection sheets and measurement methods * Use precision measuring instruments ...
San Francisco, CA · Hybrid
$89K - $120K/yr
Passed the Certified Financial Planner (CFP) exam or holds relevant and approved advanced certification or degree, such as Financial Paraplanner Qualified Professional- FPQP or Master's Degree in ...
San Francisco, CA · Hybrid
$89K - $120K/yr
Passed the Certified Financial Planner (CFP) exam or holds relevant and approved advanced certification or degree, such as Financial Paraplanner Qualified Professional- FPQP or Master's Degree in ...
Chapel Hill, NC · Hybrid
$10K/mo
Pursuit of Financial Paraplanner Qualified Professional (FPQP) Certification preferred. * 0-4 years of experience in a financial services firm with an emphasis in either client services and/or ...
Chapel Hill, NC · Hybrid
$10K/mo
Pursuit of Financial Paraplanner Qualified Professional (FPQP) Certification preferred. * 0-4 years of experience in a financial services firm with an emphasis in either client services and/or ...
$18.25 - $24/hr
Desire to pursue professional financial designation (FPQP, CFP, CWS, ChFC, etc.) Level of Complexity and Scope * Regularly follows established guidelines to handle straight-forward, low complexity ...
$18.25 - $24/hr
Desire to pursue professional financial designation (FPQP, CFP, CWS, ChFC, etc.) Level of Complexity and Scope * Regularly follows established guidelines to handle straight-forward, low complexity ...
$48K - $61K/yr
... FPQP), Certified Financial Planner (CFP), or other financial planning related designations is strongly preferred • Knowledge/Experience supporting at least two of the following five topics ...
$48K - $61K/yr
... FPQP), Certified Financial Planner (CFP), or other financial planning related designations is strongly preferred • Knowledge/Experience supporting at least two of the following five topics ...
Financial Paraplanner Qualified Professional (FPQP) designation is a plus Compensation: The base salary range for this role in Parsippany, NJ is $29.00 - $34.00 plus a competitive performance-based ...
Financial Paraplanner Qualified Professional (FPQP) designation is a plus Compensation: The base salary range for this role in Parsippany, NJ is $29.00 - $34.00 plus a competitive performance-based ...
Financial Paraplanner Qualified Professional (FPQP) designation is a plus Compensation: The base salary range for this role in Parsippany, NJ is $29.00 - $34.00 plus a competitive performance-based ...
Financial Paraplanner Qualified Professional (FPQP) designation is a plus Compensation: The base salary range for this role in Parsippany, NJ is $29.00 - $34.00 plus a competitive performance-based ...
Kenai, AK · On-site
$70K - $90K/yr
Series 65 license plus the FPQP (paraplanner certification) or first module of the CFP - or willing to get them at Coldstream's expense within 12-18 months * Proficiency with Microsoft Outlook, Word ...
Kenai, AK · On-site
$70K - $90K/yr
Series 65 license plus the FPQP (paraplanner certification) or first module of the CFP - or willing to get them at Coldstream's expense within 12-18 months * Proficiency with Microsoft Outlook, Word ...
Hamilton, OH · On-site
$16.75 - $21/hr
Obtained FPQP equivalent or higher with a desire to pursue advanced professional financial designations (CFP, CWS, ChFC, etc.) Level of Complexity and Scope * Handles routine and moderately complex ...
Hamilton, OH · On-site
$16.75 - $21/hr
Obtained FPQP equivalent or higher with a desire to pursue advanced professional financial designations (CFP, CWS, ChFC, etc.) Level of Complexity and Scope * Handles routine and moderately complex ...
Kenai, AK · Hybrid
$70K - $90K/yr
Series 65 license plus the FPQP (paraplanner certification) or first module of the CFP - or willing to get them at Coldstream's expense within 12-18 months * Proficiency with Microsoft Outlook, Word ...
Quick apply
Kenai, AK · Hybrid
$70K - $90K/yr
Series 65 license plus the FPQP (paraplanner certification) or first module of the CFP - or willing to get them at Coldstream's expense within 12-18 months * Proficiency with Microsoft Outlook, Word ...
$48K - $61K/yr
... FPQP), Certified Financial Planner (CFP), or other financial planning related designations is strongly preferred • Knowledge/Experience supporting at least two of the following five topics ...
$48K - $61K/yr
... FPQP), Certified Financial Planner (CFP), or other financial planning related designations is strongly preferred • Knowledge/Experience supporting at least two of the following five topics ...
Houston, TX · Hybrid
$27.40 - $34.60/hr
Proficiency with Salesforce, Adobe, Microsoft Word, Excel, and PowerPoint Familiar with opening or processing financial Brokerage accounts is preferred Certifications FPQP designation is a plus Life ...
Houston, TX · Hybrid
$27.40 - $34.60/hr
Proficiency with Salesforce, Adobe, Microsoft Word, Excel, and PowerPoint Familiar with opening or processing financial Brokerage accounts is preferred Certifications FPQP designation is a plus Life ...
Kingwood, TX · On-site
$27.40 - $36.60/hr
... FPQP designation is a plus Life & Health Insurance is a plus Compensation: The salary range for this role is $$27.40/HR. - $34.60/HR plus competitive performance-based bonus. Compensation packages ...
Kingwood, TX · On-site
$27.40 - $36.60/hr
... FPQP designation is a plus Life & Health Insurance is a plus Compensation: The salary range for this role is $$27.40/HR. - $34.60/HR plus competitive performance-based bonus. Compensation packages ...
Starting as an FPQP can open pathways to more advanced roles in financial planning, such as Associate Advisor or Financial Planner, especially as you gain experience and pursue further certifications like the CFP. Many FPQPs build strong foundational knowledge and client service skills, making them valuable candidates for advisor teams and wealth management firms. By demonstrating initiative, reliability, and a commitment to ongoing education, FPQPs can position themselves for gradual advancement into advisory or leadership roles. Additionally, the experience you gain collaborating with advisors and supporting comprehensive planning processes can help clarify your long-term career interests within the financial services industry.
To thrive as a Financial Paraplanner Qualified Professional (FPQP), you need a strong understanding of financial planning concepts, investment principles, and client relationship management, typically supported by earning the FPQP credential from the College for Financial Planning. Familiarity with financial planning software, CRM systems, and portfolio management platforms is commonly required. Attention to detail, effective communication, and a collaborative mindset are important soft skills in this role. These skills ensure accurate plan preparation, clear client correspondence, and seamless support for senior advisors, all of which are critical to success in a financial planning environment.
An FPQP (Financial Paraplanner Qualified Professional) is a financial services role that supports financial planners and advisors. Professionals with the FPQP designation assist with client communications, financial planning research, and administrative tasks. They help gather client data, prepare financial reports, and ensure compliance with industry regulations. This role is ideal for those looking to enter the financial planning field and gain experience before pursuing advanced certifications like the CFP (Certified Financial Planner).
$80K - $100K/yr
Full-time
Medical, Life, Retirement, PTO
Posted 15 days ago
Paraplanner Tempo Wealth
Location: Independence, OH
Website: TempoWealth.com
Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking a Paraplanner to join our expanding team and play a key role in building and updating complex financial plans.
This position can be hybrid after a training period in the office
Salary & Benefits
Key Responsibilities
Qualifications
Hiring Process
Qualified candidates will begin with a 1530-minute Zoom interview conducted by our external hiring consultant. If selected to proceed, candidates will complete a Career History Form and participate in additional interviews with Tempo Wealth leadership. Finalists may also be asked to complete professional assessments.
Tempo Wealth is an Equal Opportunity Employer.
We celebrate diversity and are committed to creating an inclusive environment for all employees.
