ZipRecruiter

Log In

2

Full Time Paraplanner Jobs (NOW HIRING)

NEW CENTURY INVESTOR SERV

Be Seen First

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 ...

NEW CENTURY INVESTOR SERV

Be Seen First

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 ...

SWMG

Wealth Advisor (Producer)

Fort Worth, TX · On-site

$100K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... 000 Status: Full time, 40 hours per week Benefits: Medical, Dental, Vision, Disability, Life ... tools Guide the paraplanner team in plan preparation, portfolio design, and customized ...

previous pagenext page

Showing results 21-40

All JobsParaplanner JobsFull Time Paraplanner Jobs

Full Time Paraplanner information

See salary details

$32K

$65.4K

$99K

How much do full time paraplanner jobs pay per year?

As of Aug 15, 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 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.
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 August 2026, with employment types broken down into 98% Full Time, and 2% Part Time. Highlights an 82% Physical, 10% Hybrid, and 8% Remote job distribution, with an average salary of $65,434 per year, or $31.5 per hour.

Paraplanner / Associate Financial Advisor

Ameriprise Financial

Glen Allen, VA • On-site

Full-time

Re-posted yesterday

Ameriprise rating

7.7

Company rating: 7.7 out of 10

Based on 130 frontline employees who took The Breakroom Quiz

106th of 150 rated financial services

Job description

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.
This position is with an Ameriprise Financial Franchise owner.

Job Description

About the Role: Secure Bridge Wealth Advisors is seeking a motivated and detail oriented Paraplanner / Associate Financial Advisor to support our advisory team in delivering world-class client experience. This role blends financial planning analysis, client service, and advisory support-ideal for someone early in their wealth management career who's eager to grow into a client facing advisor. You'll work closely with lead advisors to prepare financial plans, support meeting preparation and follow up, handle client service requests, and help facilitate plan implementation.

Key Responsibilities:

Financial Planning & Analysis:

  • Gather, organize, and maintain detailed client financial data.

  • Prepare comprehensive financial plans and perform analysis, stresstesting, and data verification.

  • Help interpret plan output and assist in implementing planning recommendations.

Client Service & Support:

  • Serve as a first point of contact for incoming client questions and service needs.

  • Create client presentations, reports, and meeting materials.

  • Support onboarding of new clients, including data collection and account setup.

  • Conduct meeting preparation and manage postmeeting followup tasks.

Advisory Support:

  • Prepare investment or planning recommendations for advisor review.

  • Execute trades and service requests as directed by the lead advisor.

  • Participate in client meetings (with opportunity to gradually take on segments of meetings).

  • Maintain accuracy and quality across all client deliverables and interactions.

Who You Are:

  • Detailoriented, organized, and comfortable managing multiple workflows.

  • Strong communicator with the ability to explain financial concepts clearly.

  • Curious, proactive, and eager to grow into a clientfacing advisory role.

  • Techsavvy with the ability to learn financial planning and CRM systems.

Preferred Qualifications:

  • Bachelor's degree in financial planning, finance, economics, business, or related field.

  • CFP designation/interest in pursuing the CFP designation (or already enrolled).

  • Experience with financial planning software (e.g., eMoney, MoneyGuidePro) is a plus.

  • Prior experience in financial services is helpful but not required.

Career Path & Growth:

  • This role is designed as the first step in the SecureBridge Advisor Career Path, with clear progression opportunities up to lead advisor.

  • Growth is supported through handson mentorship, structured skill development, and increasing responsibility in financial plan creation, client interaction, and ultimately advisory leadership.

Performance Indicators:

  • Success in this role is measured by:

  • Accuracy and quality of planning work.

  • Responsiveness and professionalism in client service.

  • Technical proficiency with planning systems and data.

  • Demonstrated progress toward advisory skills and designations.

Full-Time/Part-Time

Full time

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

What Ameriprise employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Ameriprise logo

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

Social media

FacebookTwitter

View All Ameriprise Jobs

Apply