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Full Time Paraplanner Jobs (NOW HIRING)

Fidelis Financial Strategies

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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.

Jambalaya Group

Paraplanner

Little Rock, AR · On-site

$65K - $85K/yr

Small Wealth Management -- Little Rock, AR Full-time | On-site About the Role Small Wealth Management, a private wealth advisory practice of Ameriprise Financial, is seeking a full-time Paraplanner ...

Jambalaya Group

Paraplanner

Little Rock, AR · On-site

$65K - $85K/yr

Small Wealth Management - Little Rock, AR Full-time On-site About the Role Small Wealth Management, a private wealth advisory practice of Ameriprise Financial, is seeking a full-time Paraplanner to ...

Ameriprise Financial - California

Paraplanner

Calabasas, CA · On-site

$31 - $43/hr

Paraplanner A private wealth advisory practice of Ameriprise Financial Services Location: Calabasas ... Non-exempt * Full-time position (40 hours per week) * Paid time off and paid holidays * 401(k) with ...

Ameriprise Financial

Paraplanner

Calabasas, CA · On-site

$31 - $43/hr

Paraplanner A private wealth advisory practice of Ameriprise Financial Services Location: Calabasas ... Non-exempt * Full-time position (40 hours per week) * Paid time off and paid holidays * 401(k) with ...

Ameriprise Financial

Paraplanner

Merced, CA · On-site

$28 - $33/hr

Merced, CA Full-Time or Part-Time | In-Office About Us Teranishi Practice, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a Paraplanner to join our growing, client-focused ...

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 ...

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 ...

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 ...

Thrivent

Paraplanner

Austin, TX · On-site +1

$70K - $100K/yr

The Paraplanner reports to and is employed by Arbors Group ... This is a full-time position. Compensation is $70,000-100,000 annually. Working Hours are based on ...

NEW CENTURY INVESTOR SERV

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Para-planner/Analyst/Support Advisor

Hamilton Township, NJ · On-site

$50K - $70K/yr

Financial Services Paraplanner Location: Hamilton Township, NJ Employment Type: Full Time Compensation: $50,000 - $70,000 annually, commensurate with experience, plus potential for incentive ...

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Full Time Paraplanner information

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$32K

$65.4K

$99K

How much do full time paraplanner jobs pay per year?

As of Jul 25, 2026, the average yearly pay for full time 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 Full Time Paraplanner vs Part Time Paraplanner?

AspectFull Time ParaplannerPart Time Paraplanner
CredentialsTypically holds relevant financial planning certifications (e.g., AFPC, CFPT)Same certifications as full-time, but may have less experience
Work EnvironmentFull-time, office-based or remote, with regular hoursFlexible hours, often part-time or freelance
Employer UsageEmployed by financial advisory firms or wealth management companiesFreelance or contracted with firms, or part-time roles in firms

Full Time Paraplanners work regular hours and are employed full-time, focusing on preparing financial plans and supporting advisors. Part Time Paraplanners offer similar services but work fewer hours, providing flexibility for those balancing other commitments. Both roles require relevant certifications and industry experience, but the work hours and employment structure differ.

What are some common challenges full-time paraplanners face when supporting financial advisors, and how can they overcome them?

Full-time paraplanners often encounter challenges such as managing multiple client cases simultaneously, staying updated with constantly changing financial regulations, and ensuring accuracy in preparing detailed financial plans. To overcome these hurdles, effective time management, regular professional development, and strong communication with advisors and clients are essential. Many paraplanners also utilize specialized financial planning software and maintain organized workflows to streamline their daily responsibilities and reduce errors.

What are full time paraplanners?

Full time paraplanners are professionals who assist financial advisors with research, analysis, and preparation of financial plans for clients. They handle tasks such as creating reports, managing client records, and conducting investment research, allowing advisors to focus more on client relationships and strategy. Paraplanners typically work regular business hours and are employed in financial planning firms, wealth management companies, or banks. Their work is essential in ensuring the accuracy and efficiency of the financial planning process.

What are the key skills and qualifications needed to thrive as a Full Time Paraplanner, and why are they important?

To thrive as a Full Time Paraplanner, you need strong analytical skills, attention to detail, and a solid understanding of financial planning principles, usually supported by a degree in finance or a related field. Familiarity with financial planning software such as Xplan or Voyant, and industry certifications like CFP or equivalent, are typically required. Excellent communication, organizational abilities, and discretion are vital soft skills for liaising with advisors and handling sensitive client information. These skills ensure accurate and compliant financial planning support, enhancing client satisfaction and advisor efficiency.
More about Full Time Paraplanner jobs
What cities are hiring for Full Time Paraplanner jobs? Cities with the most Full Time Paraplanner job openings:
What are the most commonly searched types of Paraplanner jobs? The most popular types of Paraplanner jobs are:
What states have the most Full Time Paraplanner jobs? States with the most job openings for Full Time Paraplanner jobs include:
What job categories do people searching Full Time Paraplanner jobs look for? The top searched job categories for Full Time Paraplanner jobs are:
Full Time Paraplanner jobs near you
Infographic showing various Full Time Paraplanner job openings in the United States as of July 2026, with employment types broken down into 74% Full Time, 24% Part Time, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $65,434 per year, or $31.5 per hour.
Paraplanner

Paraplanner

Fidelis Financial Strategies

Cookeville, TN • On-site

$40K - $70K/yr

Full-time

Retirement, PTO

Posted 12 days ago

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Job description

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.


Position Details

  • Employment Type: Full-Time
  • Work Location: In-office
  • Base Salary: $40,000 – $70,000 (Based on experience)
  • Target Bonuses: Eligible for quarterly performance bonuses


Core Responsibilities

  • Construct financial plans: Input asset, liability, and tax data into planning software.
  • Run scenario modeling: Simulate retirement readiness, cash flow, and estate strategies.
  • Draft planning summaries: Write concise, compliant strategy documents for client presentations.
  • Conduct investment research: Analyze portfolio allocations, fee structures, and historical performance.
  • Manage compliance workflows: Prepare necessary regulatory paperwork and audit trails for advisors.
  • Execute trading tasks: Process portfolio rebalancing and trade execution under advisor direction.
  • Client communication: Facilitate all indirect contacts – monthly emails and letters
  • Prepare annual client updates:  Organize, create and update client plans and tasks, in preparation for and as result of client meetings.
  • Coordinate New Client On-Boarding:   Set the direction for all actions and steps to smoothly and efficiently onboard new clients.


Required Qualifications

  • Preferred Experience level: 2 years of financial planning or industry experience.
  • Preferred education: Financial Management or related bachelor’s degree
  • Optional credentials:  Series 65, Series 6 or SIE or S7/ Life and Health License/  Active Certified Financial Planner (CFP) designation or passing score on the CFP exam preferred.
  • Preferred Software expertise: eMoney, Zephyr, Word, Excel, Orion, Holistiplan.
  • Relationship Management systems: Experience managing tasks within Wealthbox, or similar.
  • Communication skills: Ability to explain complex tax and investment concepts clearly in written format.


Benefits & Growth

  • Healthcare coverage: Health Savings Account contribution to employees that have personal health insurance policies
  • Retirement planning: SIMPLE IRA with 3% match after 1 year employment
  • Vacation and Holidays:  Paid time off for vacations, holidays, and sick time off after 90 days
  • Tuition reimbursement: Paid professional development, CE credits, and conference attendance.
  • Career path: Direct advancement track to Staff Advisor.