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Full Time Paraplanner Jobs (NOW HIRING)

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 ...

RIA Recruiting

Paraplanner

Garden City, NY · On-site

$90K - $120K/yr

Davidov Wealth Group, a wealth management and estate planning firm in Garden City, NY is seeking a full-time Paraplanner to join our team. We are committed to helping our clients meet their goals ...

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 ...

RIA Recruiting

Paraplanner

Garden City, NY · On-site

$90K - $120K/yr

Davidov Wealth Group, a wealth management and estate planning firm in Garden City, NY is seeking a full-time Paraplanner to join our team. We are committed to helping our clients meet their goals ...

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, Inc.

The paraplanner will primarily assist financial advisors and associate financial advisors with ... Employment Type: Full Time Years Experience: 1 - 3 years Bonus/Commission: No

Ameriprise Financial, Inc.

The paraplanner will primarily assist financial advisors and associate financial advisors with ... Employment Type: Full Time Years Experience: 1 - 3 years Bonus/Commission: No

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

$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 ...

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Full Time Paraplanner information

See salary details

$32K

$65.4K

$99K

How much do full time paraplanner jobs pay per year?

As of Sep 5, 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 a full time paraplanner?

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.

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 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.

How much do full time paraplanners get paid?

Full-time paraplanners typically earn between £25,000 and £40,000 annually, depending on experience, qualifications, and location. Salaries can increase with professional certifications such as the Diploma in Financial Planning and additional years of experience. Some roles may also include benefits like bonuses or flexible working arrangements.
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:

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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 August 2026, with employment types broken down into 99% Full Time, and 1% Part Time. Highlights an 80% Physical, 9% Hybrid, and 11% Remote job distribution, with an average salary of $65,434 per year, or $31.5 per hour.

Paraplanner

Leading Financial Advisory Firm

Garden City, NY • On-site

$90K - $120K/yr

Full-time

Medical, Retirement, PTO

Re-posted 5 days ago

Key responsibilities

  • Build, maintain, and amend financial plans for clients

  • Analyze tax returns and investment statements prior to client review meetings

  • Prepare pre-meeting checklists and briefing materials for advisors

Job description

Davidov Wealth Group, a wealth management and estate planning firm in Garden City, NY is seeking a full-time Paraplanner to join our team. We are committed to helping our clients meet their goals, and exceptional client service is a top priority for us. We are seeking a Paraplanner to assist with building and amending financial plans for our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you! Find out more about us at davidovfinancial.com.
Compensation:
  • Salary range of $90K-$120K, commensurate with relevant experience
  • Performance-based bonus
  • Great Work/Life Balance with a Monday-Friday Schedule
  • Health Insurance Plan with Company Contribution (50% of premium)
  • Simple IRA with 3% employer match
  • Generous PTO Policy & Paid Holidays - 13 PTO days to start
  • A defined growth path with mentorship
  • No business development

Responsibilities include:
  • Build, maintain, and amend financial plans for clients
  • Analyze tax returns and investment statements prior to client review meetings
  • Prepare pre-meeting checklists and briefing materials for advisors
  • Update financial plans as client circumstances change
  • Coordinate with the client service team on data gathering and account info
  • Communicate with clients via phone and email regularly regarding scheduling, paperwork, and follow up tasks
  • Prepare income tax projections and run income tax scenario analyses
  • Assist with rebalancing client portfolios
  • We are a team that is always striving to improve our processes, and we ask our entire team to help identify areas where we can improve. We want your input to help the firm and this position improve over time!

Requirements:
  • 3 years of financial planning / paraplanning experience
  • Comfortable reading and analyzing tax returns and investment statements
  • Experience with financial planning and portfolio tools - experience with eMoney, Redtail, Schwab Advisor Center, CircleBlack, Morningstar, and Holistiplan are a plus but not required
  • Organization skills & attention to detail
  • Ability to work independently while prioritizing projects and managing your time - we do not micromanage
  • Ability to learn and implement new technology and software
  • Ability to communicate well and work in a collaborative environment
  • Ability to follow office processes and policies related to office operations & client privacy
  • FPQP and those pursuing the CFP are encouraged to apply
  • Series 65 is a plus but not required

The Process:
Qualified candidates will start the process by having a 15-30-minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will be invited for an interview with the team. Qualified candidates will be asked to take assessments.
We are an Equal Opportunity Employer.

Apply