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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 ...

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Internship Paraplanner information

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$32K

$65.4K

$99K

How much do internship paraplanner jobs pay per year?

As of Aug 15, 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 you be an internship paraplanner with no experience?

Internship paraplanner roles typically do not require prior experience, as they are designed to provide training and develop skills in financial planning support. Candidates often need a relevant educational background, such as a finance or related degree, and may be expected to pursue certifications like the Level 3 Diploma in Financial Planning during the internship.

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.

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Internship Paraplanner jobs near you
Infographic showing various Internship Paraplanner job openings in the United States as of August 2026, with employment types broken down into 12% Internship, 63% Full Time, 22% Part Time, 1% Temporary, and 2% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $65,434 per year, or $31.5 per hour.

Associate ParaPlanner

KerberRose S.C.

Appleton, WI • On-site

Full-time

Re-posted 19 days ago

Job description

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.  

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