Paraplanner
Baltimore, MD · On-site
Paraplanner Opportunity One of our successful financial planning teams in Elkridge is seeking a detail-oriented paraplanner who is passionate about delivering comprehensive financial planning ...
Paraplanner
Baltimore, MD · On-site
Paraplanner Opportunity One of our successful financial planning teams in Elkridge is seeking a detail-oriented paraplanner who is passionate about delivering comprehensive financial planning ...
Paraplanner
Medical
Dental
Vision
Paraplanner Position This is a remote position. Seeking a Paraplanner to be a key member of our team, providing service to our clients, strategic partners, and our consulting team. This is an ...
Paraplanner
Medical
Dental
Vision
Paraplanner Position This is a remote position. Seeking a Paraplanner to be a key member of our team, providing service to our clients, strategic partners, and our consulting team. This is an ...
Paraplanner
Dallas, TX · On-site
$43.27 - $52.88/hr
Medical
Dental
Vision
Life
Retirement
PTO
Paraplanner (Hybrid) Dallas, TX Wisdom Wealth Management, an established Ameriprise Financial private wealth advisory practice with more than 34 years of success, is seeking an experienced, licensed ...
Quick apply
Paraplanner
Dallas, TX · On-site
$43.27 - $52.88/hr
Medical
Dental
Vision
Life
Retirement
PTO
Paraplanner (Hybrid) Dallas, TX Wisdom Wealth Management, an established Ameriprise Financial private wealth advisory practice with more than 34 years of success, is seeking an experienced, licensed ...
Paraplanner
Dallas, TX · On-site
$43.27 - $52.88/hr
Medical
Dental
Vision
Life
Retirement
PTO
Paraplanner (Hybrid) Dallas, TX Wisdom Wealth Management, an established Ameriprise Financial private wealth advisory practice with more than 34 years of success, is seeking an experienced, licensed ...
Paraplanner
Dallas, TX · On-site
$43.27 - $52.88/hr
Medical
Dental
Vision
Life
Retirement
PTO
Paraplanner (Hybrid) Dallas, TX Wisdom Wealth Management, an established Ameriprise Financial private wealth advisory practice with more than 34 years of success, is seeking an experienced, licensed ...
Paraplanner
Albuquerque, NM · On-site
$90K - $110K/yr
Paraplanner Location: Albuquerque, NM Salary: $90,000 to $110,000 Status: Full-time; on site We are a holistic financial planning practice with a collaborative, passionate culture built on life ...
Paraplanner
Albuquerque, NM · On-site
$90K - $110K/yr
Paraplanner Location: Albuquerque, NM Salary: $90,000 to $110,000 Status: Full-time; on site We are a holistic financial planning practice with a collaborative, passionate culture built on life ...
Paraplanner
Dallas, TX · On-site
$43.27 - $52.88/hr
Medical
Dental
Vision
Life
Retirement
PTO
Paraplanner (Hybrid) Dallas, TX Wisdom Wealth Management, an established Ameriprise Financial private wealth advisory practice with more than 34 years of success, is seeking an experienced, licensed ...
Paraplanner
Dallas, TX · On-site
$43.27 - $52.88/hr
Medical
Dental
Vision
Life
Retirement
PTO
Paraplanner (Hybrid) Dallas, TX Wisdom Wealth Management, an established Ameriprise Financial private wealth advisory practice with more than 34 years of success, is seeking an experienced, licensed ...
ParaPlanner
Appleton, WI · On-site
In this paraplanner role, you'll use your experience to support the development and execution of comprehensive financial plans-analyzing portfolios, drafting recommendations, and working directly ...
ParaPlanner
Appleton, WI · On-site
In this paraplanner role, you'll use your experience to support the development and execution of comprehensive financial plans-analyzing portfolios, drafting recommendations, and working directly ...
Paraplanner
Calabasas, CA · On-site
$31 - $43/hr
Retirement
PTO
Paraplanner A private wealth advisory practice of Ameriprise Financial Services Location: Calabasas, CA We are a private wealth advisory practice with Ameriprise Financial Services focused on client ...
Paraplanner
Calabasas, CA · On-site
$31 - $43/hr
Retirement
PTO
Paraplanner A private wealth advisory practice of Ameriprise Financial Services Location: Calabasas, CA We are a private wealth advisory practice with Ameriprise Financial Services focused on client ...
The Paraplanner will assist in all facets of our planning process. Duties & Responsibilities * Contribute to the development and implementation of financial plans for clients * Support the wealth ...
The Paraplanner will assist in all facets of our planning process. Duties & Responsibilities * Contribute to the development and implementation of financial plans for clients * Support the wealth ...
Paraplanner
$43/hr
Retirement
PTO
Paraplanner A private wealth advisory practice of Ameriprise Financial Services Location: Calabasas, CA We are a private wealth advisory practice with Ameriprise Financial Services focused on client ...
Paraplanner
$43/hr
Retirement
PTO
Paraplanner A private wealth advisory practice of Ameriprise Financial Services Location: Calabasas, CA We are a private wealth advisory practice with Ameriprise Financial Services focused on client ...
Paraplanner
Calabasas, CA · On-site
$31 - $43/hr
Retirement
PTO
Paraplanner A private wealth advisory practice of Ameriprise Financial Services Location: Calabasas, CA We are a private wealth advisory practice with Ameriprise Financial Services focused on client ...
Quick apply
Paraplanner
Calabasas, CA · On-site
$31 - $43/hr
Retirement
PTO
Paraplanner A private wealth advisory practice of Ameriprise Financial Services Location: Calabasas, CA We are a private wealth advisory practice with Ameriprise Financial Services focused on client ...
ParaPlanner
Freedom, WI · On-site
In this paraplanner role, you'll use your experience to support the development and execution of comprehensive financial plans-analyzing portfolios, drafting recommendations, and working directly ...
ParaPlanner
Freedom, WI · On-site
In this paraplanner role, you'll use your experience to support the development and execution of comprehensive financial plans-analyzing portfolios, drafting recommendations, and working directly ...
Paraplanner
Calabasas, CA · On-site
$43/hr
Retirement
PTO
Paraplanner A private wealth advisory practice of Ameriprise Financial Services Location: Calabasas, CA We are a private wealth advisory practice with Ameriprise Financial Services focused on client ...
Paraplanner
Calabasas, CA · On-site
$43/hr
Retirement
PTO
Paraplanner A private wealth advisory practice of Ameriprise Financial Services Location: Calabasas, CA We are a private wealth advisory practice with Ameriprise Financial Services focused on client ...
Paraplanner
Arcadia, CA · On-site
$46/hr
Medical
Dental
Retirement
PTO
Paraplanner Angeles Wealth Group A private wealth advisory practice of Ameriprise Financial Services Location: Arcadia, California Build Financial Plans That Make a Lasting Impact At Angeles Wealth ...
Paraplanner
Arcadia, CA · On-site
$46/hr
Medical
Dental
Retirement
PTO
Paraplanner Angeles Wealth Group A private wealth advisory practice of Ameriprise Financial Services Location: Arcadia, California Build Financial Plans That Make a Lasting Impact At Angeles Wealth ...
Paraplanner
Albuquerque, NM · On-site
$90K - $110K/yr
Paraplanner Location: Albuquerque, NM Salary: $90,000 to $110,000 Status: Full-time; on site We are a holistic financial planning practice with a collaborative, passionate culture built on life ...
Quick apply
Paraplanner
Albuquerque, NM · On-site
$90K - $110K/yr
Paraplanner Location: Albuquerque, NM Salary: $90,000 to $110,000 Status: Full-time; on site We are a holistic financial planning practice with a collaborative, passionate culture built on life ...
Paraplanner
$70K - $100K/yr
Retirement
PTO
Paraplanner Position Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients. As the nation's largest fraternal benefit society, w ...
Paraplanner
$70K - $100K/yr
Retirement
PTO
Paraplanner Position Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients. As the nation's largest fraternal benefit society, w ...
Paraplanner
$28 - $33/hr
Medical
Life
Retirement
PTO
Paraplanner Steve Teranishi - Financial Advisor with Ameriprise Financial Services Location: Merced, CA Teranishi Practice, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a ...
Paraplanner
$28 - $33/hr
Medical
Life
Retirement
PTO
Paraplanner Steve Teranishi - Financial Advisor with Ameriprise Financial Services Location: Merced, CA Teranishi Practice, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a ...
Paraplanner
Merced, CA · On-site
$33/hr
Medical
Life
Retirement
PTO
Paraplanner Steve Teranishi - Financial Advisor with Ameriprise Financial Services Location: Merced, CA Full-Time or Part-Time | In-Office About Us Teranishi Practice, a Private Wealth Advisory ...
Paraplanner
Merced, CA · On-site
$33/hr
Medical
Life
Retirement
PTO
Paraplanner Steve Teranishi - Financial Advisor with Ameriprise Financial Services Location: Merced, CA Full-Time or Part-Time | In-Office About Us Teranishi Practice, a Private Wealth Advisory ...
Paraplanner
Merced, CA · On-site
$28 - $33/hr
Medical
Life
Retirement
PTO
Paraplanner Steve Teranishi - Financial Advisor with Ameriprise Financial Services Location: Merced, CA Full-Time or Part-Time | In-Office About Us Teranishi Practice, a Private Wealth Advisory ...
Paraplanner
Merced, CA · On-site
$28 - $33/hr
Medical
Life
Retirement
PTO
Paraplanner Steve Teranishi - Financial Advisor with Ameriprise Financial Services Location: Merced, CA Full-Time or Part-Time | In-Office About Us Teranishi Practice, a Private Wealth Advisory ...
Paraplanner
Arcadia, CA · On-site
Medical
Dental
Retirement
PTO
Paraplanner Angeles Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, is located in Arcadia, California. We believe comprehensive financial planning is about more ...
Paraplanner
Arcadia, CA · On-site
Medical
Dental
Retirement
PTO
Paraplanner Angeles Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, is located in Arcadia, California. We believe comprehensive financial planning is about more ...
Paraplanner information
See salary details
$32K - $38.1K
0% of jobs
$38.1K - $44.2K
3% of jobs
$44.2K - $50.3K
11% of jobs
$53.4K is the 25th percentile. Wages below this are outliers.
$50.3K - $56.4K
21% of jobs
The median wage is $61.6K / yr.
$56.4K - $62.5K
18% of jobs
$62.5K - $68.5K
14% of jobs
$72.5K is the 75th percentile. Wages above this are outliers.
$68.5K - $74.6K
12% of jobs
$74.6K - $80.7K
9% of jobs
$80.7K - $86.8K
6% of jobs
$86.8K - $92.9K
3% of jobs
$92.9K - $99K
2% of jobs
$32K
$65.4K
$99K
How much do paraplanner jobs pay per year?
As of Aug 16, 2026, the average yearly pay for 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 are the key skills and qualifications needed to thrive as a paraplanner, and why are they important?
To thrive as a Paraplanner, you need strong analytical skills, attention to detail, and a solid understanding of financial planning principles, often supported by a relevant degree or financial planning certifications (such as the CFP or equivalent). Familiarity with financial planning software, CRM platforms, and compliance systems is typically required. Excellent written communication, organizational skills, and a collaborative mindset help Paraplanners excel in supporting advisors and clients. These skills ensure accurate financial plan preparation, regulatory compliance, and effective client service within a financial advisory setting.
What is the difference between Paraplanner vs Financial Advisor?
| Aspect | Paraplanner | Financial Advisor |
|---|---|---|
| Certifications | CFP, Diploma in Financial Planning | CFP, Certified Financial Planner, or other licenses |
| Work Environment | Supports financial advisors, prepares reports, research | Provides direct advice to clients, manages portfolios |
| Industry Usage | Commonly employed within financial planning firms | Works independently or within firms, client-facing |
While paraplanners focus on research, report preparation, and supporting financial advisors, financial advisors directly advise clients and manage their financial plans. Both roles often require similar certifications, but their responsibilities and client interaction levels differ significantly.
What is a paraplanner?
A paraplanner works as a junior member of a financial planning team and helps clients develop financial plans to reach their goals. As a paraplanner, your job duties include gathering and reviewing client financial records, modeling possible financial scenarios, and using software to prepare documents with charts, graphs, and other visual aids. You also support financial advisors by helping prepare for meetings, performing research, and making planning recommendations. Some paraplanners work virtually outside of the office.
How does a paraplanner typically collaborate with financial advisors and clients?
Paraplanners play a key support role by preparing financial plans, conducting research, and analyzing client data, which allows financial advisors to focus on strategic client interactions. They often work closely with advisors to clarify client objectives and help ensure that recommendations are tailored to each individual’s financial situation. While paraplanners usually have limited direct contact with clients, they frequently participate in team meetings and may occasionally join client calls to provide technical insights. This collaborative environment helps paraplanners deepen their understanding of financial planning and can pave the way for advancement to advisor roles.
More about Paraplanner jobs
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Cities with the most Paraplanner job openings:
What are the most commonly searched types of Paraplanner jobs?
The most popular types of Paraplanner jobs are:
Who are the top companies hiring for Paraplanner jobs?
The top employers for Paraplanner jobs are:
What states have the most Paraplanner jobs?
States with the most job openings for Paraplanner jobs include:
What job categories do people searching Paraplanner jobs look for?
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For Paraplanner jobs, the most frequently searched job titles are:
Job description
Paraplanner Opportunity
One of our successful financial planning teams in Elkridge is seeking a detail-oriented paraplanner who is passionate about delivering comprehensive financial planning solutions. This is a salaried, non-sales role focused on supporting advisors and enhancing client outcomes through high-quality plan development. We are looking for someone who is coachable and enjoys collaborating with others.
What We Offer:
- Compensation includes a salary determined by experience and relevant professional designations, as well as opportunities for bonuses
- Team-based, collaborative environment
- No sales or production requirements
- Opportunity for professional growth and mentorship