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Full Time Paraplanner Jobs (NOW HIRING)

SWMG

Wealth Advisor (Producer)

Fort Worth, TX · On-site

$100K - $150K/yr

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

SWMG

Wealth Advisor (Producer)

Fort Worth, TX · On-site

$200K - $300K/yr

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

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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 17, 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.

Financial Advisor/Paraplanner

Kestra Financial Independent Advisor

Pittsburgh, PA • On-site, Remote

Full-time

Retirement, PTO

Posted 14 days ago

Job description

Fellow Advisor,
Do you feel unappreciated?
Are your ideas not taken seriously?
Are tired of making your bosses rich instead of yourself?
Do you feel like you are a small fish in a big sea?
Do you want to differentiate yourself?
Do you want to be able to let your creativity be seen?
Have you considered working within a niche with immense growth potential?
Do you want better work/life balance and flexibility?
Are you passionate about the market?
Would working from home improve your life?
Do you have a book of business or practice that you're ready to grow?
These are the questions that bounced around my own head until I took the leap and created Gen X Wealth Partners. I said to myself enough is enough. I'm offering you the job I wish I had. It's a unique opportunity, and I am opening it up to you. No corporate nonsense, just the ability to spread your wings and help your clients fly. We are an independent firm by design to eliminate conflicts of interest and foster creativity. I have developed a process to help Gen X get on track financially. They have so many competing goals. They have so many planning needs yet, so few advisors speak to them. It's crazy. The biggest one is saving for their retirement vs. saving for their child's education. Our unique secret weapon is advanced college planning which helps them maximize their financial aid offers and uncover the right school at the right price for their child. There are enough advisors helping retirees. Come discover a budding niche with a ton of future potential. Gen X needs our help. If this sounds like you then keep reading.
Key Responsibilities and Duties
  • Seek, identify, and approach new prospects to grow your own book of business via value added solutions and services
  • Strengthen client relationships though proactive communication
  • Perform market research and product analysis
  • Analyzing client data
  • Conduct SWOT analysis to determine client overall financial health
  • Develop and deliver customized client recommendations
  • Monitor firm's social media marketing efforts
  • Cultivate leads into clients
  • Assist in account related paperwork
  • Help clients maximize or create their own "employee benefits package"
  • Handle all Life and Disability Insurance Cases
  • Become proficient in advanced college planning strategies

Requirements
Job Duties/Requirements
Gen X Wealth Partners is seeking a full-time experienced financial advisor to help expand its market share in a budding niche. The successful candidate is expected to be able to work independently and assist in multiple core business activities.
Qualifications
  • Series 7, 66, 63 licenses
  • State Insurance Licenses (Life, Accident & Health)
  • CFP® designation is a plus
  • Knowledge of Emoney, Riskalyze and Redtail software is a plus
  • 3+ years experience as a financial advisor
  • Knowledge of the financial industry, products, regulations, and overall environment
  • Own transferable book of business

Benefits
Benefits
  • Flexible pay structure (W-2, 1099 or hybrid)
  • Participation in Simple IRA Plan (W-2 employee)
  • Paid Time Off
  • Work from home
  • Access to professional development and training

Compensation
  • Commensurate with experience and book of business
  • Negotiable
  • Performance based
  • Competitive payouts and revenue sharing

Apply