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Paraplanner Cfp Jobs (NOW HIRING)

W3Global Inc.

Paraplanner

Albuquerque, NM · Hybrid

$55K - $75K/yr

CFP coursework or interest in pursuing CFP designation Compensation & Benefits (New Mexico Market ... The Paraplanner helps transform ideas and recommendations into organized, actionable outcomes for ...

KerberRose S.C.

ParaPlanner

Appleton, WI

In this paraplanner role, you'll use your experience to support the development and execution of ... Working toward CFP designation * Exceptional written and verbal communication skills. * Self ...

Leading Financial Advisory Firm

Paraplanner

Independence, OH · On-site +1

$80K - $100K/yr

Paraplanner - Tempo Wealth Location: Independence, OH Website: TempoWealth.com Tempo Wealth is a ... FPQP or CFP designations not required, but would be a plus Hiring Process Qualified candidates will ...

KerberRose S.C.

ParaPlanner

Appleton, WI · On-site

In this paraplanner role, you'll use your experience to support the development and execution of ... Working toward CFP designation * Exceptional written and verbal communication skills. * Self ...

RIA Recruiting

Paraplanner (Remote)

Independence, OH · Remote

$80K - $100K/yr

Paraplanner Tempo Wealth Location: Independence, OH Website: TempoWealth.com Tempo Wealth is a fast ... FPQP or CFP designations not required, but would be a plus Hiring Process Qualified candidates will ...

RIA Recruiting

Paraplanner

Independence, OH

Paraplanner - Tempo Wealth Location: Independence, OH Website: TempoWealth.com Tempo Wealth is a ... FPQP or CFP designations not required, but would be a plus Hiring Process Qualified candidates will ...

Thrivent

Paraplanner

Austin, TX · On-site +1

$70K - $100K/yr

The Paraplanner position will come alongside our Lead Advisor and team to learn how to create ... CFP required * Must be securities registered (series 7 & 66 or 7 & 63/65). * Must be insurance ...

Commonwealth Financial Network

Paraplanner

Waltham, MA · Hybrid

As a paraplanner, you will work closely with our network of financial advisors to create and assist ... CFP (or willingness to work toward certification) desirable * Prior experience in financial ...

TalentLink Solutions

Financial Paraplanner

Paramus, NJ · On-site

We are seeking a driven and detail-focused Financial Paraplanner who thrives in a collaborative ... CFP certification progression beginning in year two * Strong work ethic with a positive, can-do ...

KerberRose S.C.

Associate ParaPlanner

Appleton, WI

As a Associate Paraplanner , you will play a vital role in supporting our internal team, managing ... CFP or CPA/PFS). * Exceptional written and verbal communication skills. * Self-motivated and ...

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All JobsParaplanner Cfp Jobs

Paraplanner Cfp information

See salary details

$32K

$65.4K

$99K

How much do paraplanner cfp jobs pay per year?

As of Jun 16, 2026, the average yearly pay for paraplanner cfp 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 is the difference between Paraplanner Cfp vs Financial Advisor?

AspectParaplanner CfpFinancial Advisor
CertificationsCFP, Paraplanner certificationCFP, Series 7, Series 66/65
Work EnvironmentSupport role, back-office, advisory firmsClient-facing, advisory, sales
Industry UsageFinancial planning firms, wealth managementFinancial planning, investment management

While both roles require CFP certification, Paraplanner CFPs primarily support financial advisors with research and plan preparation, working behind the scenes. Financial Advisors interact directly with clients, providing personalized advice and managing investments. The Paraplanner CFP role is more technical and administrative, whereas the Financial Advisor role involves client relationship management and sales.

What are the key skills and qualifications needed to thrive as a Paraplanner CFP, and why are they important?

To thrive as a Paraplanner CFP, you need strong knowledge of financial planning principles, investment products, and regulatory requirements, typically supported by a relevant degree and CFP certification. Proficiency in financial planning software (such as eMoney or MoneyGuidePro), Microsoft Excel, and CRM systems is commonly required. Excellent organizational skills, attention to detail, and clear communication set outstanding paraplanners apart. These competencies ensure accurate financial analysis, effective client support, and the delivery of high-quality planning services.

What are some common challenges a Paraplanner CFP faces when supporting financial advisors?

As a Paraplanner CFP, you may encounter challenges such as managing multiple client cases with tight deadlines, ensuring the accuracy of complex financial plans, and keeping up with frequent regulatory changes. Collaboration with financial advisors requires clear communication to interpret client goals and translate them into actionable recommendations. Staying organized and proactive in gathering necessary documentation and preparing reports can help streamline the workflow and reduce stress.

What is a Paraplanner CFP?

A Paraplanner CFP is a financial professional who assists financial planners or advisors, often holding or working toward the Certified Financial Planner (CFP) designation. Their primary responsibilities include preparing financial plans, conducting research, analyzing client data, and ensuring compliance with regulations. Paraplanners support the client-facing work of advisors by handling much of the behind-the-scenes analysis and paperwork, allowing advisors to focus on building client relationships. Having a CFP credential demonstrates a high level of expertise and commitment to ethical standards in the financial planning industry.
More about Paraplanner Cfp jobs
What cities are hiring for Paraplanner Cfp jobs? Cities with the most Paraplanner Cfp job openings:
What states have the most Paraplanner Cfp jobs? States with the most job openings for Paraplanner Cfp jobs include:
What job categories do people searching Paraplanner Cfp jobs look for? The top searched job categories for Paraplanner Cfp jobs are:
Paraplanner Cfp jobs near you
Infographic showing various Paraplanner Cfp job openings in the United States as of June 2026, with employment types broken down into 81% Full Time, and 19% Part Time. Highlights an 77% Physical, 13% Hybrid, and 10% Remote job distribution, with an average salary of $65,434 per year, or $31.5 per hour.
Paraplanner

Paraplanner

W3Global Inc.

Albuquerque, NM • Hybrid

$55K - $75K/yr

Full-time

PTO

Posted 24 days ago

Job description

Role Overview

Our client is seeking a detail-oriented and proactive Paraplanner to support the firm's financial planning process, case design, and client implementation workflows.

This role is ideal for someone who enjoys turning complexity into clarity and wants to grow within a high-level planning environment focused on attorneys, business owners, and complex financial cases.

The Paraplanner serves as a key operational and analytical support role within the planning team and works closely with advisors, the Project Manager, Investment Consultant, and Service Lead to ensure planning recommendations are accurate, organized, and implemented efficiently.

This is not a sales role.

Key Responsibilities

Financial Planning Support

  • Assist in preparation of comprehensive financial plans

  • Maintain and update client data within eMoney and internal systems

  • Build and update net worth statements, cash flow analyses, retirement projections, and insurance summaries

  • Support plan modeling and scenario analysis

Case Preparation & Analysis

  • Assist advisors in preparing for discovery and strategy meetings

  • Gather and organize client documents and financial information

  • Prepare planning observations, recommendations, and implementation notes

  • Coordinate planning deliverables and follow-up items

Workflow & Implementation

  • Track planning tasks and deadlines within workflow systems

  • Coordinate implementation items between advisors, clients, custodians, and vendors

  • Assist with account paperwork, transfers, and operational follow-through

  • Maintain documentation standards and file organization

Team Coordination

  • Collaborate closely with:

  • Advisors

  • Project Manager

  • Investment Consultant

  • Service Lead

  • Participate in planning meetings and internal case discussions

  • Support continuous improvement of planning workflows and SOPs

What Success Looks Like

Successful Paraplanners at Syndicus:

  • Create highly organized and accurate planning work

  • Reduce advisor administrative burden

  • Anticipate needs before being asked

  • Improve turnaround times and planning consistency

  • Operate with ownership and follow-through

  • Contribute to a calm, predictable client experience

Qualifications

Required

  • Strong attention to detail and organization

  • Ability to manage multiple priorities and deadlines

  • Strong written and verbal communication skills

  • High level of professionalism and discretion

  • Comfort with financial concepts and client data

Preferred

  • Experience in financial planning or financial services

  • Familiarity with eMoney or similar planning software

  • Experience with CRM and workflow systems

  • Insurance or investment operations familiarity

  • CFP coursework or interest in pursuing CFP designation

Compensation & Benefits (New Mexico Market)

  • Eligible for team bonus and incentive programs

  • PTO and flexible work environment

  • Professional development support

  • Long-term growth opportunity within the firm

Why This Role Matters

This role is central to delivering a high-quality planning experience and supporting the scalability of the firm. The Paraplanner helps transform ideas and recommendations into organized, actionable outcomes for clients and advisors alike.

The right person will grow significantly alongside the firm.

Work Location: Hybrid remote in Albuquerque, NM 87109

W3Global logo

About W3Global

Sourced by ZipRecruiter

W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Industry

Recruiting and staffing services

Company size

501 - 1,000 Employees

Headquarters location

Frisco, TX, US

Year founded

2006

View All W3Global Jobs