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Paraplanner Jobs (NOW HIRING)

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 · 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 ...

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

Bellevue, WA · Remote

$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;

Ameriprise Financial

Paraplanner

Edmonds, WA · On-site

$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 ...

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;

HARVEST WEALTH GROUP

Paraplanner

Exeter, CA · On-site

$75K - $110K/yr

Paraplanner - Wealth Management Location: Exeter, CA (In-office, Virtual) Employment Type: Full-time Salary: $75,000-$110,000 (Dependent upon experience and demonstrated planning capability ...

Kestra Financial

Paraplanner

Trenton, NJ

Summary The Paraplanner reports to the Lead Advisor and is responsible for providing technical support for the Lead Advisors. Responsibilities include data gathering, modeling, case design, scenario ...

S and T Bank

Paraplanner

Indiana, PA · On-site

$17.52 - $38.87/hr

The Paraplanner provides critical technical and analytical support to Financial Advisors within the Financial Services division. This unlicensed position focuses on data analysis, financial plan ...

Ameriprise Financial

Paraplanner

Remote Paraplanner (Licensed) must reside in EST or CST zones Grinney & Davis Wealth Management A private wealth advisory practice of Ameriprise Financial Services Grinney & Davis Wealth Management ...

Ameriprise Financial - California

Paraplanner

Merced, CA · On-site +1

$28 - $33/hr

Paraplanner Steve Teranishi - Financial Advisor with Ameriprise Financial Services Location: Merced, CA Full-Time or Part-Time | In-Office (Remote eligible for current and former Ameriprise employees ...

S and T Bank

Paraplanner

Indiana, PA

$17.52 - $38.87/hr

The Paraplanner provides critical technical and analytical support to Financial Advisors within the Financial Services division. This unlicensed position focuses on data analysis, financial plan ...

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Paraplanner information

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$32K

$65.4K

$99K

How much do paraplanner jobs pay per year?

As of Jun 7, 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 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.

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?

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.
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Paraplanner jobs near you
Infographic showing various Paraplanner job openings in the United States as of May 2026, with employment types broken down into 83% Full Time, and 17% Part Time. Highlights an 66% In-person, 17% Hybrid, and 17% Remote job distribution, with an average salary of $65,434 per year, or $31.5 per hour.

Paraplanner

Ameriprise Financial - Washington

Edmonds, WA • Hybrid

$60K - $80K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 5 days ago

Job description

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 Financial, is seeking a full-time Paraplanner to join our innovative and client-focused team. At Ameriprise Financial, we help people feel confident about their financial future by providing comprehensive financial planning and investment advice to families, individuals, and small businesses. Our mission is to simplify financial lives while helping clients achieve their goals.

Job Purpose

The Paraplanner will provide exceptionally professional, friendly, and high-quality service to our clients. This position works closely with advisors and clients to support financial plan development, facilitate transactions, and conduct investment research. This position offers a career path with the potential to advance into a hybrid Paraplanner/Associate Financial Advisor role within three months to one year, depending on performance, licensing, and experience, accompanied by a corresponding increase in compensation.

Responsibilities

  • Prepare for and follow up after client meetings.
  • Update client financial plan analyses and develop recommendations using MoneyGuide.
  • Conduct investment research and prepare supporting materials.
  • Attend client meetings, providing support and detailed notetaking.
  • Execute trades with documented direction from an advisor.

Qualifications

  • Bachelor’s degree required.
  • 1–3+ years of experience in a professional office environment, ideally in financial services.
  • Series 7, Series 66, and WA Life & Health Insurance licenses required (or if one of these is needed, ability to obtain within two months).
  • Professional, approachable, and client-focused demeanor with excellent interpersonal skills.
  • Strong organizational skills and attention to detail.
  • Proven analytical and independent problem-solving abilities.
  • Highly proficient with Microsoft Office Suite (Excel, PowerPoint, Word, Outlook).
  • Experience with MoneyGuide strongly preferred.
  • Excellent written and verbal communication skills.
  • Ability to manage multiple responsibilities effectively.
  • Strong personal and professional integrity.

Compensation and Benefits

  • Base compensation: $60,000–$80,000 per year, depending on experience.
    • Exempt
  • Potential bonus compensation: Up to $10,000 per year, based on performance.
  • Comprehensive benefits package including:
    • Paid Time Off (PTO) and paid holidays
    • Medical insurance (70% of premiums paid)
    • Dental and Vision insurance (50% of premiums paid)
    • 401(k) plan with employer match
    • Group Life and Disability insurance

How to Apply

If you meet the qualifications and are eager to grow your career in wealth management, please submit your resume and cover letter. In your cover letter, highlight your relevant experience and share how you can contribute to our team’s success.

Join us in building financial confidence and long-term success for our clients while advancing your career in a supportive, collaborative, and rewarding environment. We look forward to welcoming the next valued member of our team.

Equal Opportunity Employer

Puget Sound Wealth Advisors 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.