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Full Time Paraplanner Jobs (NOW HIRING)

Jambalaya Group

Client Service Specialist

Edmonds, WA · On-site

$31.25 - $38.46/hr

... | Full-Time Are you passionate about creating exceptional client experiences and looking for an ... Completion of the Financial Paraplanner Qualified Professional (FPQP) designation * Completion of ...

Jambalaya Group

Client Service Specialist

Edmonds, WA · On-site

$31.25 - $38.46/hr

Client Service Specialist - Edmonds, WA Sage Advisor Group Hybrid (In-Office Initially) Full-Time ... Completion of the Financial Paraplanner Qualified Professional (FPQP) designation * Completion of ...

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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 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.
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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.

Relationship Manager & Servicing Advisor

Farther

Telluride, CO • On-site, Remote

Full-time

Re-posted 7 hours ago

Job description

Company Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
The Role
E3 Financial Planning is a high-touch advisory practice founded in 2009, specializing in guiding women through every stage of their financial journey - from entrepreneurs and working mothers to widows navigating new chapters. Operating on the Farther platform, E3 manages over 250+ households across the country. We're adding a Relationship Manager & Servicing Advisor to own a dedicated segment of that book. No business development, no prospecting - just great planning and client relationships. Full-time preferred, though we're open to a flexible or reduced schedule for the right person.
Your Impact
  • Serve as primary point of contact for 100-125 affluent households - service requests, account updates, money movement, and day-to-day questions
  • Deliver comprehensive financial planning across retirement, tax, estate, equity compensation, and goal-based strategies
  • Own the full client meeting cycle - prep, attendance, notes, and all follow-up
  • Build relationships deep enough that clients come to you first
  • Prepare planning analyses, portfolio reviews, and scenario modeling (Roth conversions, distribution strategies) for advisor review
  • Maintain meticulous CRM records and workflows across Farther's platform and planning software
  • Coordinate with Farther's centralized ops and investment teams for trade execution and compliance support
  • Use AI tools and Farther's platform to work efficiently and scale service quality

The Ideal Match
  • CFP® certification with 10+ years of financial planning experience
  • Direct client-facing experience - you've owned relationships, not just supported them
  • Strong planning knowledge across retirement, tax, estate, and equity compensation
  • Proficiency with eMoney and/or RightCapital
  • Active AI tool user - not just open to it, actually doing it
  • Exceptional follow-through - nothing slips
  • Clear communicator who builds genuine client trust
  • Series 65 (or equivalent); clean U4

Bonus Points
  • Background in a paraplanner, service advisor, or associate advisor role at an RIA
  • HNW or UHNW client experience
  • Familiarity with Farther's platform or similar modern wealth tech stacks
  • Additional designations (ChFC, CLU, CDFA)
  • Experience in team-based advisory models

Why Join Us
  • Competitive comp package that rewards impact
  • Work alongside some of the brightest minds in fintech
  • Ground-floor opportunity at a fast-scaling startup
  • Chart your own growth path as we expand
Farther logo

About Farther

Sourced by ZipRecruiter

Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Farther empowers advisors to deliver exceptional value to their clients -- on their own terms. We're here to help established advisors scale, providing everything they need to succeed from technology to client support and from marketing to mentoring. To deliver on that goal, we've reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills. In other words, we help our clients go Farther. Farther's founders are leaders and innovators from the private wealth industry and possess a unique mix of traditional wealth management, fintech, and technology production expertise. We're backed by top tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs and builders who are passionate about helping our clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to go farther with you.

Industry

Finance and insurance

Company size

51 - 200 Employees

Headquarters location

New York, NY, US

Year founded

2019

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