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Full Time Paraplanner Jobs (NOW HIRING)

Ameriprise Financial

Paraplanner

Edmonds, WA · On-site

$60K - $80K/yr

... a full-time Paraplanner to join our innovative and client-focused team. At Ameriprise Financial, we help people feel confident about their financial future by providing comprehensive financial ...

Ameriprise Financial - Washington

Paraplanner

Edmonds, WA · Hybrid

$60K - $80K/yr

... a full-time Paraplanner to join our innovative and client-focused team. At Ameriprise Financial, we help people feel confident about their financial future by providing comprehensive financial ...

Ameriprise Financial

Paraplanner

$28 - $33/hr

Paraplanner Steve Teranishi - Financial Advisor with Ameriprise Financial Services Location ... Merced, CA Full-Time or Part-Time | In-Office (Remote eligible for current and former Ameriprise ...

Ameriprise Financial

Paraplanner

Bellevue, WA · On-site

$26.50 - $36/hr

Paraplanner Servitium Wealth Management | Full-Time Servitium Wealth Management is seeking a Paraplanner to join a growing, client-focused advisory practice. This role is designed for someone with ...

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 ...

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 ...

Ameriprise Financial

Paraplanner

Lincolnshire, IL

The paraplanner will primarily assist financial advisor(s) and associate financial advisor(s) in ... Full time Ameriprise Financial is an equal opportunity employer. We consider all qualified ...

Ameriprise Financial

Paraplanner

Lincolnshire, IL · On-site

The paraplanner will primarily assist financial advisor(s) and associate financial advisor(s) in ... Full time Ameriprise Financial is an equal opportunity employer. We consider all qualified ...

Ameriprise Financial - Washington

Paraplanner

Bellevue, WA · Hybrid

$26.50 - $36/hr

Paraplanner Servitium Wealth Management | Full-Time Servitium Wealth Management is seeking a Paraplanner to join a growing, client-focused advisory practice. This role is designed for someone with ...

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 ...

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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 Jun 13, 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 June 2026, with employment types broken down into 72% Full Time, 25% Part Time, and 3% Contract. Highlights an 77% Physical, 13% Hybrid, and 10% Remote job distribution, with an average salary of $65,434 per year, or $31.5 per hour.
Paraplanner

Paraplanner

Ameriprise Financial

Edmonds, WA • On-site

$60K - $80K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Ameriprise rating

8.1

Company rating: 8.1 out of 10

Based on 116 frontline employees who took The Breakroom Quiz

58th of 138 rated financial services

Job description

Paraplanner
Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Edmonds, Washington
Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a full-time Paraplanner to join our innovative and client-focused team. At Ameriprise Financial, we help people feel confident about their financial future by providing comprehensive financial planning and investment advice to families, individuals, and small businesses. Our mission is to simplify financial lives while helping clients achieve their goals.
Job Purpose
The Paraplanner will provide exceptionally professional, friendly, and high-quality service to our clients. This position works closely with advisors and clients to support financial plan development, facilitate transactions, and conduct investment research. This position offers a career path with the potential to advance into a hybrid Paraplanner/Associate Financial Advisor role within three months to one year, depending on performance, licensing, and experience, accompanied by a corresponding increase in compensation.
Responsibilities
  • Prepare for and follow up after client meetings.
  • Update client financial plan analyses and develop recommendations using MoneyGuide.
  • Conduct investment research and prepare supporting materials.
  • Attend client meetings, providing support and detailed notetaking.
  • Execute trades with documented direction from an advisor.

Qualifications
  • Bachelor's degree required.
  • 1-3+ years of experience in a professional office environment, ideally in financial services.
  • Series 7, Series 66, and WA Life & Health Insurance licenses required (or if one of these is needed, ability to obtain within two months).
  • Professional, approachable, and client-focused demeanor with excellent interpersonal skills.
  • Strong organizational skills and attention to detail.
  • Proven analytical and independent problem-solving abilities.
  • Highly proficient with Microsoft Office Suite (Excel, PowerPoint, Word, Outlook).
  • Experience with MoneyGuide strongly preferred.
  • Excellent written and verbal communication skills.
  • Ability to manage multiple responsibilities effectively.
  • Strong personal and professional integrity.

Compensation and Benefits
  • Base compensation: $60,000-$80,000 per year, depending on experience.
    • Exempt
  • Potential bonus compensation: Up to $10,000 per year, based on performance.
  • Comprehensive benefits package including:
    • Paid Time Off (PTO) and paid holidays
    • Medical insurance (70% of premiums paid)
    • Dental and Vision insurance (50% of premiums paid)
    • 401(k) plan with employer match
    • Group Life and Disability insurance

How to Apply
If you meet the qualifications and are eager to grow your career in wealth management, please submit your resume and cover letter. In your cover letter, highlight your relevant experience and share how you can contribute to our team's success.
Join us in building financial confidence and long-term success for our clients while advancing your career in a supportive, collaborative, and rewarding environment. We look forward to welcoming the next valued member of our team.
Equal Opportunity Employer
Puget Sound Wealth Advisors 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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Workplace

Get the full story on Breakroom

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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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