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Internship Paraplanner Jobs (NOW HIRING)

KerberRose S.C.

Associate ParaPlanner

Appleton, WI · On-site

As a Associate Paraplanner , you will play a vital role in supporting our internal team, managing ... Train and mentor interns. Requirements * Prior experience in financial planning is desirable but ...

KerberRose S.C.

Associate ParaPlanner

Appleton, WI

As a Associate Paraplanner , you will play a vital role in supporting our internal team, managing ... Train and mentor interns. Requirements * Prior experience in financial planning is desirable but ...

All JobsInternship Paraplanner Jobs

Internship Paraplanner information

See salary details

$32K

$65.4K

$99K

How much do internship paraplanner jobs pay per year?

As of Jul 3, 2026, the average yearly pay for internship 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.

Is a paraplanner an entry-level job?

A paraplanner is often considered an entry-level or early-career role in financial planning, requiring basic knowledge of financial products and strong analytical skills. Many paraplanners start with relevant certifications and on-the-job training before progressing to more senior positions such as financial planner or advisor.

How many financial advisors make $500,000 a year?

While some experienced financial advisors, including paraplanners who advance in their careers, can earn $500,000 or more annually, such high earnings are typically achieved through a combination of client assets, commissions, and bonuses. Most financial advisors earn between $60,000 and $150,000 per year, with top earners in the industry reaching higher figures with extensive experience and a large client base.

What are the big 4 internships?

The Big 4 internships typically refer to internship programs at the four largest professional services firms: Deloitte, PricewaterhouseCoopers (PwC), Ernst & Young (EY), and KPMG. These internships offer experience in auditing, consulting, tax, and advisory services and are highly competitive for aspiring professionals in finance, accounting, and consulting fields.

How to become a paraplanner with no experience?

To become a paraplanner with no experience, focus on gaining relevant knowledge of financial planning and advice through online courses or certifications such as the CII Level 3 Award in Financial Planning. Developing strong Excel and research skills, along with understanding financial products, can help you qualify for entry-level roles. Entry into the field often involves on-the-job training and building industry-specific knowledge over time.

What is the difference between Internship Paraplanner vs Paraplanner?

AspectInternship ParaplannerParaplanner
CredentialsTypically pursuing or holding relevant financial planning certificationsUsually fully qualified with certifications like AFPC or equivalent
Work EnvironmentEntry-level, training-focused, often in financial advisory firmsProfessional, client-facing, responsible for preparing financial plans
Employer & Industry UsageFinancial advisory firms, internships for career developmentFinancial planning firms, independent advisors, wealth management

The main difference is that an Internship Paraplanner is an entry-level role focused on learning and supporting financial planning tasks, often as part of a training program. A Paraplanner is a fully qualified professional responsible for preparing detailed financial plans and supporting financial advisors. The internship serves as a stepping stone toward becoming a qualified paraplanner.

More about Internship Paraplanner jobs
What cities are hiring for Internship Paraplanner jobs? Cities with the most Internship 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 Internship Paraplanner jobs? States with the most job openings for Internship Paraplanner jobs include:
What job categories do people searching Internship Paraplanner jobs look for? The top searched job categories for Internship Paraplanner jobs are:
Internship Paraplanner jobs near you
Infographic showing various Internship Paraplanner job openings in the United States as of June 2026, with employment types broken down into 17% Internship, 6% As Needed, 73% Part Time, 2% Temporary, and 2% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $65,434 per year, or $31.5 per hour.
Associate ParaPlanner

Associate ParaPlanner

KerberRose S.C.

Appleton, WI • On-site

Full-time

Posted 6 days ago

Job description

Location: Appleton, WI (Onsite)
Candidates must reside within a reasonable commuting distance.
Join a dynamic and generationally diverse team of professionals committed to serving clients with the highest standards of ethics and professionalism. As a Associate Paraplanner, you will play a vital role in supporting our internal team, managing schedules, coordinating tasks, and contributing to relationship development. This position provides a unique opportunity to explore the Wealth Management industry from behind the scenes and build a strong foundation for a rewarding career in financial planning.
Key Responsibilities:
  • Draft and update financial plans with oversight from Financial Planner.
  • Collaborate with wealth advisors to understand client needs.
  • Refine proficiency in financial planning software.
  • Maintain basic knowledge of KRW model portfolios, investment philosophy, benchmarks, and strategy.
  • Work with Client Service Team on routine/simple client requests.
  • Provide limited support to onboard new clients.
  • Assist with organizing and updating Advyzon, RightCapital, and client folders.
  • Assist with tax season efforts.
  • Train and mentor interns.

Requirements
  • Prior experience in financial planning is desirable but not required; this is an entry-level role with strong career development potential. Preference will be given to candidates currently enrolled in or who have completed financial planning education leading to professional certification (e.g., CFP® or CPA/PFS).
  • Exceptional written and verbal communication skills.
  • Self-motivated and productive, with the ability to work both independently and as part of a team.
  • Strong attention to detail and the ability to anticipate and meet client needs.
  • Excellent project management skills, with the ability to handle and prioritize multiple tasks effectively.
  • Proficiency in Microsoft Office Suite.

Culture and Core Values:KerberRose Wealth Management offers a fun, supportive atmosphere of professionalism marked by a personal touch. We believe in creating an environment which encourages and supports professional and personal development. Our core values drive our culture:
  • Honesty
  • Integrity
  • Respect
  • Balanced Life
  • Community Oriented

Our team members are our most valuable assets, which is why KerberRose Wealth Management team members are given frequent opportunities for achievement and recognition.

Apply