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Full Time Financial Paraplanner Jobs (NOW HIRING)

Ameriprise Financial

Paraplanner

Calabasas, CA · On-site

$31 - $43/hr

Paraplanner A private wealth advisory practice of Ameriprise Financial Services Location: Calabasas ... financial advisors and planning professionals Schedule & Work Environment * Full-time, in-office ...

Ameriprise Financial

Paraplanner

Merced, CA · On-site

$28 - $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 ...

Ameriprise Financial

Paraplanner

Irvine, CA

$85K - $100K/yr

Experience as a Paraplanner or Planning Associate * Familiarity with financial planning software ... Full time Ameriprise Financial is an equal opportunity employer. We consider all qualified ...

Fidelis Financial Strategies

Be Seen First

Paraplanner

Cookeville, TN · On-site

$40K - $70K/yr

Hiring a Paraplanner We are seeking a Full-Time Paraplanner to join our team at Fidelis Financial Strategies. This role delivers technical analysis and comprehensive financial plan construction.

Ameriprise Financial

Paraplanner

Idaho Falls, ID · On-site +1

The paraplanner will primarily assist financial advisors and associate financial advisors with ... Full-Time/Part-Time Full time Ameriprise Financial is an equal opportunity employer. We consider ...

Thrivent Financial

Paraplanner

San Antonio, TX

$50K - $80K/yr

This is a full-time role that and requires you to be in the office 5 days per week. The Paraplanner position supports our Lead Advisors by assisting with the creation of financial plans and learning ...

Leading Financial Advisory Firm

Paraplanner

Garden City, NY · On-site

$90K - $120K/yr

... full-time Paraplanner to join our team. We are committed to helping our clients meet their goals ... If you want to join a Financial Planning Team that is dedicated to their clients & staff and has ...

Ameriprise Financial

Paraplanner

Idaho Falls, ID · On-site

The paraplanner will primarily assist financial advisors and associate financial advisors with ... Full-Time/Part-Time Full time Ameriprise Financial is an equal opportunity employer. We consider ...

RIA Recruiting

Paraplanner

Garden City, NY

$90K - $120K/yr

... full-time Paraplanner to join our team. We are committed to helping our clients meet their goals ... If you want to join a Financial Planning Team that is dedicated to their clients & staff and has ...

RIA Recruiting

Paraplanner

Garden City, NY · On-site

$90K - $120K/yr

... full-time Paraplanner to join our team. We are committed to helping our clients meet their goals ... If you want to join a Financial Planning Team that is dedicated to their clients & staff and has ...

Thrivent

Paraplanner

Austin, TX · On-site +1

$70K - $100K/yr

... of financial plans, investment research and analysis, and coordination of client service needs with team members. The Paraplanner reports to and is employed by Arbors Group. This is a full-time ...

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Full Time Financial Paraplanner information

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$32K

$65.4K

$99K

How much do full time financial paraplanner jobs pay per year?

As of Aug 8, 2026, the average yearly pay for full time 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 are the key skills and qualifications needed to thrive as a full time financial paraplanner, and why are they important?

To thrive as a Full Time Financial Paraplanner, you need a solid understanding of financial planning principles, investment products, and regulatory compliance, often supported by a bachelor's degree in finance or a related field and certifications such as the Series 65 or CFP coursework. Familiarity with financial planning software (like eMoney or MoneyGuidePro), CRM systems, and Microsoft Office Suite is typically required. Strong analytical thinking, attention to detail, and effective communication skills help paraplanners work collaboratively and support advisors in preparing client strategies. These skills ensure accurate financial analysis, regulatory adherence, and clear client communication, all of which are crucial for delivering high-quality financial planning services.

What is a full time financial paraplanner?

Full Time Financial Paraplanners are professionals who assist financial advisors with client management and administrative tasks. They help prepare financial plans, analyze data, research investments, and ensure all necessary documents are completed accurately. Paraplanners don't typically give direct financial advice but play a crucial support role, allowing advisors to focus on client relationships. Their work often includes preparing reports, maintaining records, and ensuring compliance with regulations.

What are the primary challenges a full time financial paraplanner faces when supporting multiple advisors simultaneously?

A Full Time Financial Paraplanner often supports several financial advisors at once, which can make workload management and prioritization challenging. Balancing the preparation of client reports, research, and paperwork for different advisors requires strong organizational skills and attention to detail. Clear communication and effective time management are crucial to ensure deliverables are accurate and meet tight deadlines, all while adapting to each advisor’s unique working style and client needs.
More about Full Time Financial Paraplanner jobs
What cities are hiring for Full Time Financial Paraplanner jobs? Cities with the most Full Time 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 Full Time Financial Paraplanner jobs? States with the most job openings for Full Time Financial Paraplanner jobs include:
What job categories do people searching Full Time Financial Paraplanner jobs look for? The top searched job categories for Full Time Financial Paraplanner jobs are:
Full Time Financial Paraplanner jobs near you
Infographic showing various Full Time Financial Paraplanner job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $65,434 per year, or $31.5 per hour.

Paraplanner

Ameriprise Financial

Calabasas, CA • On-site

$31 - $43/hr

Full-time

Retirement, PTO

Re-posted 14 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
A private wealth advisory practice of Ameriprise Financial Services
Location: Calabasas, CA
We are a private wealth advisory practice with Ameriprise Financial Services focused on client-centered financial planning, dedicated to helping individuals and families pursue their financial goals through comprehensive planning, personalized advice, and exceptional service. Our team is committed to building long-term client relationships and delivering thoughtful financial guidance that helps clients make confident decisions about their future.
We are seeking a detail-oriented Paraplanner to join our team and serve as a key support resource throughout the financial planning process. This role is ideal for someone who enjoys financial analysis, client interaction, and working in a collaborative environment where organization, accuracy, and responsiveness are highly valued.
Position Overview
The Paraplanner plays an integral role in supporting advisors by managing financial planning preparation, analyzing client information, creating planning deliverables, and assisting with ongoing client service needs. This individual will work closely with advisors to ensure a seamless planning experience while helping maintain the high level of service our clients expect.
This role is well-suited for someone looking to deepen their financial planning knowledge, gain exposure to all aspects of the client experience, and build a long-term career within the financial services industry.
Key Responsibilities
  • Prepare financial planning recommendations and initial product solutions for advisor review and use in client meetings
  • Gather, review, and analyze client financial information to support planning strategies and recommendations
  • Prepare charts, graphs, tables, and other visual aids for client presentations and implementation meetings
  • Develop portfolio and product solution recommendations that align with client goals, risk tolerance, and time horizon
  • Maintain client communication throughout the financial planning process
  • Respond to client inquiries and provide account servicing support as appropriate and allowable
  • Review and update client information in preparation for client review meetings
  • Attend and participate in client meetings as needed
  • Coordinate and track projects, follow-up items, and ongoing planning initiatives
  • Perform additional practice management and client service responsibilities as assigned

Qualifications & Experience
  • Bachelor's degree preferred
  • Two or more years of financial services industry experience preferred
  • Previous experience in a paraplanner, financial planning, client service, or advisor support role strongly preferred
  • Strong analytical, organizational, and problem-solving skills
  • Exceptional attention to detail and accuracy
  • Ability to manage multiple priorities and deadlines in a fast-paced environment
  • Strong written and verbal communication skills
  • Ability to work independently while collaborating effectively with advisors and team members

Licensing Requirements
Candidates must currently hold or be willing to obtain the following licenses within six months of hire:
  • Series 7
  • Series 66
  • State Life, Accident, and Health Insurance License

Preferred Skills
  • Strong client service and relationship management skills
  • Accountability and ownership mindset
  • Effective self-management and time management
  • Technology proficiency and ability to quickly learn new systems
  • Experience creating polished and visually appealing client materials
  • High level of professionalism and confidentiality
  • Ability to support compliance and regulatory requirements within the practice
  • Positive attitude and commitment to continuous learning and professional development

Growth & Development
The practice is committed to supporting professional growth and development. This role offers the opportunity to expand financial planning expertise, strengthen client-facing skills, and gain hands-on experience supporting comprehensive wealth management strategies.
Individuals who demonstrate strong performance and a desire for growth may have opportunities to take on increased planning responsibilities and expand their role within the practice over time.
Compensation & Benefits
  • $31-$43 per hour, depending on experience
    • Non-exempt
  • Full-time position (40 hours per week)
  • Paid time off and paid holidays
  • 401(k) with employer match
  • Long-term disability
  • Professional development and licensing support
  • Opportunity to work closely with experienced financial advisors and planning professionals

Schedule & Work Environment
  • Full-time, in-office position located in Calabasas, CA
  • Collaborative and team-oriented culture
  • Fast-paced financial planning environment
  • Significant interaction with advisors and clients
  • Opportunity to make a meaningful impact on both client outcomes and practice success

Why Join the practice?
This is an opportunity to join a respected financial planning practice where your contributions directly support both advisors and clients. You will play a critical role in helping deliver comprehensive financial planning solutions while building valuable industry experience and expanding your professional skill set.
At the practice, we value teamwork, continuous improvement, client-first service, and a commitment to excellence. We are looking for individuals who are motivated to learn, contribute, and grow alongside our team.
Equal Opportunity Employer
The practice is an Equal Opportunity Employer and welcomes applicants from all backgrounds.
A background check will be conducted as part of the hiring process, and successful completion is required for employment in accordance with applicable laws.

What Ameriprise employees say

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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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