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Paraplanner Cfp Jobs (NOW HIRING)

Fidelis Financial Strategies

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Paraplanner

Cookeville, TN · On-site

$40K - $70K/yr

Hiring a Paraplanner We are seeking a Full-Time Paraplanner to join our team at Fidelis Financial ... Series 65, Series 6 or SIE or S7/ Life and Health License/ Active Certified Financial Planner (CFP ...

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 ...

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 ...

Leading Financial Advisory Firm

Paraplanner

Garden City, NY · On-site

$90K - $120K/yr

We are seeking a Paraplanner to assist with building and amending financial plans for our clients ... FPQP and those pursuing the CFP are encouraged to apply * Series 65 is a plus but not required The ...

New

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 ...

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 ... CFP or CPA/PFS). * Exceptional written and verbal communication skills. * Self-motivated and ...

TalentLink Solutions

Financial Paraplanner

Paramus, NJ · On-site

Ability to obtain SIE, Series 7, Series 66, and Life & Health insurance licenses within the first year, with CFP certification progression beginning in year two * Strong work ethic with a positive ...

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Paraplanner Cfp information

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$32K

$65.4K

$99K

How much do paraplanner cfp jobs pay per year?

As of Aug 3, 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 July 2026, with employment types broken down into 100% Full Time. Highlights an 69% In-person, 23% Hybrid, and 8% Remote job distribution, with an average salary of $65,434 per year, or $31.5 per hour.

Paraplanner

Fidelis Financial Strategies

Cookeville, TN • On-site

$40K - $70K/yr

Full-time

Retirement, PTO

Posted 21 days ago

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Job description

Hiring a Paraplanner

We are seeking a Full-Time Paraplanner to join our team at Fidelis Financial Strategies.

This role delivers technical analysis and comprehensive financial plan construction.


Position Details

  • Employment Type: Full-Time
  • Work Location: In-office
  • Base Salary: $40,000 – $70,000 (Based on experience)
  • Target Bonuses: Eligible for quarterly performance bonuses


Core Responsibilities

  • Construct financial plans: Input asset, liability, and tax data into planning software.
  • Run scenario modeling: Simulate retirement readiness, cash flow, and estate strategies.
  • Draft planning summaries: Write concise, compliant strategy documents for client presentations.
  • Conduct investment research: Analyze portfolio allocations, fee structures, and historical performance.
  • Manage compliance workflows: Prepare necessary regulatory paperwork and audit trails for advisors.
  • Execute trading tasks: Process portfolio rebalancing and trade execution under advisor direction.
  • Client communication: Facilitate all indirect contacts – monthly emails and letters
  • Prepare annual client updates:  Organize, create and update client plans and tasks, in preparation for and as result of client meetings.
  • Coordinate New Client On-Boarding:   Set the direction for all actions and steps to smoothly and efficiently onboard new clients.


Required Qualifications

  • Preferred Experience level: 2 years of financial planning or industry experience.
  • Preferred education: Financial Management or related bachelor’s degree
  • Optional credentials:  Series 65, Series 6 or SIE or S7/ Life and Health License/  Active Certified Financial Planner (CFP) designation or passing score on the CFP exam preferred.
  • Preferred Software expertise: eMoney, Zephyr, Word, Excel, Orion, Holistiplan.
  • Relationship Management systems: Experience managing tasks within Wealthbox, or similar.
  • Communication skills: Ability to explain complex tax and investment concepts clearly in written format.


Benefits & Growth

  • Healthcare coverage: Health Savings Account contribution to employees that have personal health insurance policies
  • Retirement planning: SIMPLE IRA with 3% match after 1 year employment
  • Vacation and Holidays:  Paid time off for vacations, holidays, and sick time off after 90 days
  • Tuition reimbursement: Paid professional development, CE credits, and conference attendance.
  • Career path: Direct advancement track to Staff Advisor.