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Paraplanner Cfp Jobs (NOW HIRING)

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 ...

KerberRose S.C.

Financial Planner

Appleton, WI · On-site

$74K - $99K/yr

Manage and improve ParaPlanner training plan and best practices. Requirements * 8-10+ years of financial planning experience, including ParaPlanner experience * CFP or CPA designation * Strong ...

KerberRose S.C.

Financial Planner

Appleton, WI · On-site

$74K - $99K/yr

Manage and improve ParaPlanner training plan and best practices. Requirements * 8-10+ years of financial planning experience, including ParaPlanner experience * CFP or CPA designation * Strong ...

Farther

Relationship Manager & Servicing Advisor

CFP certification with 10+ years of financial planning experience * Direct client-facing experience ... Background in a paraplanner, service advisor, or associate advisor role at an RIA * HNW or UHNW ...

Farther

Relationship Manager & Servicing Advisor

CFP certification with 10+ years of financial planning experience * Direct client-facing experience ... Background in a paraplanner, service advisor, or associate advisor role at an RIA * HNW or UHNW ...

Vanguard Group, Inc.

Financial Advisor

Dallas, TX · On-site

Qualifications: * 1-2 years of experience in advisory or paraplanner roles. * Undergraduate degree ... CFP ® preferred, with a commitment to pursue the designation. We offer a corporate CFP program to ...

Vangard, Inc.

Financial Advisor

Charlotte, NC · On-site

Qualifications: * 1-2 years of experience in advisory or paraplanner roles. * Undergraduate degree ... We offer a corporate CFP program to support crew in acquiring the certification. * Regulatory ...

Vangard, Inc.

Financial Advisor

Scottsdale, AZ · On-site

Qualifications: * 1-2 years of experience in advisory or paraplanner roles. * Undergraduate degree ... We offer a corporate CFP program to support crew in acquiring the certification. * Regulatory ...

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Paraplanner Cfp information

See salary details

$32K

$65.4K

$99K

How much do paraplanner cfp jobs pay per year?

As of Aug 19, 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 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.

What skills and qualifications are needed to thrive as a paraplanner CFP?

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 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 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.

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What states have the most Paraplanner Cfp jobs?

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Paraplanner Cfp jobs near you
Infographic showing various Paraplanner Cfp job openings in the United States as of August 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.

Executive Assistant /Paraplanner for Financial Adviser Office - PacNorth

R.H. Personalmanagement GmbH

Spokane Valley, WA • Hybrid

Full-time

Medical, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

We are seeking a versatile, organized, and highly capable professional to join our team as an Executive Assistant / Paraplanner. This hybrid role is ideal for an individual with moderate to advanced experience in a financial services, accounting, or law firm. The successful candidate will help manage daily operations while also providing high-level technical and administrative support to our financial advisors and clients.
Paraplanning and Analytical Support
• Financial Plan Preparation: Gather and analyze client data to prepare comprehensive financial plans and reports using financial planning software.
• Estate and Tax Planning Support: Collaborate with advisors and external professionals (CPAs, attorneys) on integrated tax and estate planning.
• Documentation and Compliance: Prepare suitability reports, client presentations, and ensure all client files and documentation are compliant with industry regulations.
• Client Interaction: Serve as a key point of contact for clients for data gathering, information clarification, and general inquiries, ensuring a professional and caring experience.
Office Management and Administration
• Office Operations: Oversee the day-to-day operations of the office and workflows to increase efficiency and track cases to completion.
• Scheduling: Serve as the main point of contact for clients scheduling meetings.
• Administrative Support: Handle core administrative tasks such as data entry into the CRM system, ensuring data is accurate and up-to-date, and processing client paperwork (e.g., account openings, money movements).
Requirements
• Education: A degree or a professional designation in Finance, Accounting, Law, or Business Administration; or the current pursuit of a degree/designation is required.
• Experience: Work experience in a financial services firm, public accounting office, or estate planning law firm is preferred.
• Skills:
o Professional attention to detail and organizational skills, with the ability to manage multiple projects and deadlines.
o Strong written and verbal communication skills.
o Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• A high level of integrity and ability to maintain strict confidentiality.
• Knowledge of industry regulations and compliance standards is extremely beneficial.
• Licenses/Certifications: CFP, CPA, Attorney license/certification/experience is a significant asset.
Benefits
• Competitive salary commensurate with experience
• 401(k) with company match
• Flexible hours and paid time off and holidays
• A flexible, supportive, and collaborative work environment
• Financial assistance for professional accreditations and continuing education
• No health insurance benefits are available

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