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Internship Paraplanner Jobs (NOW HIRING)

KerberRose S.C.

ParaPlanner Intern

Appleton, WI · On-site

$14.75 - $19.50/hr

... ParaPlanner Intern to join us. In this role, you'll support our team with office operations ... This internship offers a unique opportunity to explore the financial planning profession, develop ...

KerberRose S.C.

ParaPlanner Intern

Appleton, WI · On-site

$14.75 - $19.50/hr

... ParaPlanner Intern to join us. In this role, you'll support our team with office operations ... This internship offers a unique opportunity to explore the financial planning profession, develop ...

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 Jun 12, 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.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive experience, a strong client base, and specialized certifications. Income varies widely based on location, firm size, and performance, with top earners often working in high-net-worth client segments or managing large portfolios.

Is a paraplanner an entry level job?

A paraplanner role is often considered entry-level or early-career within financial planning, requiring basic knowledge of financial products and strong analytical skills. Many employers offer training or certification programs, such as the Certified Paraplanner designation, to help candidates develop necessary skills. Experience in finance or related fields can be beneficial but is not always mandatory for entry-level positions.

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 gradually building industry-specific expertise.

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 2% As Needed, 76% Full Time, 21% Part Time, and 1% Temporary. Highlights an 85% Physical, 1% Hybrid, and 14% Remote job distribution, with an average salary of $65,434 per year, or $31.5 per hour.
ParaPlanner Intern

ParaPlanner Intern

KerberRose S.C.

Appleton, WI • On-site

$14.75 - $19.50/hr

Other

Posted 14 days ago

Job description

Description

Location: Appleton, WI (Onsite)

Candidates must reside within a reasonable commuting distance.


Are you ready to gain hands-on experience in the Wealth Management industry while working with a dynamic, multigenerational team of professionals? We're looking for a motivated and detail-oriented ParaPlanner Intern to join us. In this role, you'll support our team with office operations, scheduling, and team coordination while contributing to relationship management and client service. This internship offers a unique opportunity to explore the financial planning profession, develop valuable skills, and potentially transition into a long-term role.


Key Responsibilities:

  • Prepare comprehensive financial analyses and plans tailored to client needs.
  • Support the analysis, rebalancing, and administration of client investment portfolios.
  • Conduct investment research and provide detailed reports and insights.
  • Assist in processing client service requests efficiently and professionally.
  • Develop and implement workflows and procedures to optimize team efficiency and enhance the client experience.

Requirements

  • Strong written and verbal communication skills.
  • Self-motivated, highly organized, and able to work effectively both independently and in a team environment.
  • Detail-oriented with the ability to anticipate and fulfill client needs.
  • Excellent project management skills, with the ability to prioritize and handle multiple tasks simultaneously.
  • Proficient 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. 

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