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Full Time Financial Paraplanner Jobs (NOW HIRING)

Ameriprise Financial

Client Service Specialist

Folsom, CA · On-site

$25.96 - $30.29/hr

... Full-Time About Arete Wealth Planning Arete Wealth Planning is a growing financial planning ... path toward paraplanner and advisor responsibilities. Position Overview The Client Service ...

SWMG

Wealth Advisor (Producer)

Fort Worth, TX · On-site

$200K - $300K/yr

The ideal candidate is passionate about financial planning and investing, highly personable, a ... 000Status: Full time, 40 hours per weekBenefits: Medical, Dental, Vision, Disability, Life ...

SWMG

Wealth Advisor (Producer)

Fort Worth, TX · On-site

$100K - $150K/yr

The ideal candidate is passionate about financial planning and investing, highly personable, a ... 000 Status: Full time, 40 hours per week Benefits: Medical, Dental, Vision, Disability, Life ...

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Full Time Financial Paraplanner information

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$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.

Client Service Representative/Paraplanner Park Place Financial

Kestra Financial Independent Advisor

Bellaire, TX • On-site

$50K - $75K/yr

Full-time

Medical, Dental, Retirement

Re-posted 27 days ago

Job description

We are an independent financial planning firm in Bellaire, Texas. The successful candidate will be a highly motivated self-starter who is interested in making a difference in the lives of clients. We seek an individual willing to take initiative and seize opportunities to grow with the business. We seek an individual who can work full time in the office.
We work primarily with people who are retired or who are retiring soon. Our practice is largely focused upon helping clients pay less tax and not outlive their money.
Position Duties and Responsibilities:
• Maintain ongoing relationships with existing clients
• Process new account paperwork.
• Process distributions, Roth conversions, and other transactions.
• Respond to client inquiries.
• Scheduling meetings with clients.
• Assist clients with website access, password resets, etc.
• Prepare for and follow up on client meetings.
• Responsible for meeting compliance requirements.
• Assist with administrative and marketing duties.
• Potential to become a financial advisor.
Qualifications:
* Bachelor's Degree preferred
* Active 7, 63 and 65, or Series 7 and 66 preferred
* Texas Insurance License ideal
* 3 years or more experience in financial services
* Excellent written and oral communication skills
* Ability to prioritize tasks and meet deadlines
* Strong client service orientation
* Outgoing, friendly personality a plus
* Familiarity with NFS, Redtail, and Emoney a plus
Must be able to pass a background check including fingerprinting.
Compensation:
* $50,000 - $75,000 depending upon skill and experience
* Employer pays 100% of employee health and dental
* 401(k) with match
* Profit Sharing Plan
* Discretionary Quarterly Bonus

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