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Paraplanner Jobs (NOW HIRING)

Ameriprise Financial

Paraplanner

Calabasas, CA · On-site

$31 - $43/hr

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 ...

Ameriprise Financial - Washington

Paraplanner

Edmonds, WA · Hybrid

$60K - $80K/yr

Paraplanner Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Edmonds, Washington Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise ...

Ameriprise Financial - Washington

Paraplanner

Edmonds, WA · Hybrid

$60K - $80K/yr

Paraplanner Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Edmonds, Washington Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise ...

KerberRose S.C.

ParaPlanner

Appleton, WI

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 ...

Ameriprise Financial

Paraplanner

Little Rock, AR · On-site

$65K - $85K/yr

Paraplanner Small Wealth Management - Little Rock, AR Full-time | On-site Salary: $65,000-$85,000 per year Schedule: Monday-Friday, 8am-5pm Work Location: Onsite Benefits: 401(k) with contribution ...

Ameriprise Financial

Paraplanner

Bellevue, WA · On-site

$78K - $95K/yr

Experienced Paraplanner (Fully Remote Option Available) Allegiance Wealth Management A private wealth advisory practice of Ameriprise Financial Services Location: Fully Remote (U.S.-based candidates;

KerberRose S.C.

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 ...

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Paraplanner information

See salary details

$32K

$65.4K

$99K

How much do paraplanner jobs pay per year?

As of Jul 3, 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.

Do paraplanners make good money?

Paraplanners typically earn a competitive salary that varies based on experience, location, and certifications such as the Certified Paraplanner designation. Entry-level positions may start lower, while experienced paraplanners with specialized skills can earn higher wages, often supplemented by bonuses or benefits. Overall, the role offers a solid income within the financial planning industry.

What are paraplanners?

Paraplanners are financial professionals who support financial advisors and planners by preparing and analyzing financial reports, conducting research, and helping to develop financial plans for clients. They often handle tasks such as creating cash flow analyses, preparing investment recommendations, and ensuring that all necessary paperwork and compliance documents are completed. Paraplanners enable financial advisors to focus more on client-facing activities by managing much of the behind-the-scenes work. This role can be a stepping stone to becoming a fully licensed financial advisor.

How much does a paraplanner get paid?

A paraplanner's salary typically ranges from $40,000 to $70,000 annually, depending on experience, location, and certifications such as the Certified Financial Planner (CFP) designation. Entry-level positions may start lower, while experienced paraplanners with advanced skills can earn higher salaries.

What exactly does a paraplanner do?

A paraplanner supports financial advisors by preparing financial plans, conducting research, and analyzing client data. They typically use financial planning software and must have strong knowledge of investment strategies, regulations, and compliance standards. Paraplanners often work in office environments with a focus on accuracy and attention to detail.

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.

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

Paraplanners typically do not earn $500,000 annually, as this level of income is usually associated with senior financial advisors or those with extensive client portfolios and high commissions. Most financial advisors and paraplanners earn between $50,000 and $150,000 per year, depending on experience, location, and firm size.

What is the difference between Paraplanner vs Financial Advisor?

AspectParaplannerFinancial Advisor
CertificationsCFP, Diploma in Financial PlanningCFP, Certified Financial Planner, or other licenses
Work EnvironmentSupports financial advisors, prepares reports, researchProvides direct advice to clients, manages portfolios
Industry UsageCommonly employed within financial planning firmsWorks 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
What cities are hiring for Paraplanner jobs? 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:
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What states have the most Paraplanner jobs? States with the most job openings for Paraplanner jobs include:
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Paraplanner jobs near you
Infographic showing various Paraplanner job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $65,434 per year, or $31.5 per hour.
Paraplanner

Paraplanner

Ameriprise Financial

Calabasas, CA • On-site

$31 - $43/hr

Full-time

Retirement, PTO

Posted 8 days ago

Ameriprise rating

7.9

Company rating: 7.9 out of 10

Based on 119 frontline employees who took The Breakroom Quiz

82nd of 146 rated financial services

Job description

Position: 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-centered financial planning, dedicated to helping individuals and families pursue their financial goals through comprehensive planning, personalized advice, and exceptional service. Our team is committed to building long-term client relationships and delivering thoughtful financial guidance that helps clients make confident decisions about their future.
We are seeking a detail-oriented Paraplanner to join our team and serve as a key support resource throughout the financial planning process. This role is ideal for someone who enjoys financial analysis, client interaction, and working in a collaborative environment where organization, accuracy, and responsiveness are highly valued.
Position Overview
The Paraplanner plays an integral role in supporting advisors by managing financial planning preparation, analyzing client information, creating planning deliverables, and assisting with ongoing client service needs. This individual will work closely with advisors to ensure a seamless planning experience while helping maintain the high level of service our clients expect.
This role is well-suited for someone looking to deepen their financial planning knowledge, gain exposure to all aspects of the client experience, and build a long-term career within the financial services industry.
Key Responsibilities
  • Prepare financial planning recommendations and initial product solutions for advisor review and use in client meetings
  • Gather, review, and analyze client financial information to support planning strategies and recommendations
  • Prepare charts, graphs, tables, and other visual aids for client presentations and implementation meetings
  • Develop portfolio and product solution recommendations that align with client goals, risk tolerance, and time horizon
  • Maintain client communication throughout the financial planning process
  • Respond to client inquiries and provide account servicing support as appropriate and allowable
  • Review and update client information in preparation for client review meetings
  • Attend and participate in client meetings as needed
  • Coordinate and track projects, follow-up items, and ongoing planning initiatives
  • Perform additional practice management and client service responsibilities as assigned

Qualifications & Experience
  • Bachelor's degree preferred
  • Two or more years of financial services industry experience preferred
  • Previous experience in a paraplanner, financial planning, client service, or advisor support role strongly preferred
  • Strong analytical, organizational, and problem-solving skills
  • Exceptional attention to detail and accuracy
  • Ability to manage multiple priorities and deadlines in a fast-paced environment
  • Strong written and verbal communication skills
  • Ability to work independently while collaborating effectively with advisors and team members

Licensing Requirements
Candidates must currently hold or be willing to obtain the following licenses within six months of hire:
  • Series 7
  • Series 66
  • State Life, Accident, and Health Insurance License

Preferred Skills
  • Strong client service and relationship management skills
  • Accountability and ownership mindset
  • Effective self-management and time management
  • Technology proficiency and ability to quickly learn new systems
  • Experience creating polished and visually appealing client materials
  • High level of professionalism and confidentiality
  • Ability to support compliance and regulatory requirements within the practice
  • Positive attitude and commitment to continuous learning and professional development

Growth & Development
The practice is committed to supporting professional growth and development. This role offers the opportunity to expand financial planning expertise, strengthen client-facing skills, and gain hands-on experience supporting comprehensive wealth management strategies.
Individuals who demonstrate strong performance and a desire for growth may have opportunities to take on increased planning responsibilities and expand their role within the practice over time.
Compensation & Benefits
  • $31-$43 per hour, depending on experience
    • Non-exempt
  • Full-time position (40 hours per week)
  • Paid time off and paid holidays
  • 401(k) with employer match
  • Long-term disability
  • Professional development and licensing support
  • Opportunity to work closely with experienced financial advisors and planning professionals

Schedule & Work Environment
  • Full-time, in-office position located in Calabasas, CA
  • Collaborative and team-oriented culture
  • Fast-paced financial planning environment
  • Significant interaction with advisors and clients
  • Opportunity to make a meaningful impact on both client outcomes and practice success

Why Join the practice?
This is an opportunity to join a respected financial planning practice where your contributions directly support both advisors and clients. You will play a critical role in helping deliver comprehensive financial planning solutions while building valuable industry experience and expanding your professional skill set.
At the practice, we value teamwork, continuous improvement, client-first service, and a commitment to excellence. We are looking for individuals who are motivated to learn, contribute, and grow alongside our team.
Equal Opportunity Employer
The practice is an Equal Opportunity Employer and welcomes applicants from all backgrounds.
A background check will be conducted as part of the hiring process, and successful completion is required for employment in accordance with applicable laws.

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About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

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