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Paraplanner Cfp Jobs (NOW HIRING)

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 ...

Vanguard Group

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 ...

Vanguard

Financial Advisor

Dallas, TX

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 ...

Mercer Advisors

Sr. Financial Planner (Dallas, TX)

Dallas, TX · Hybrid

$75K - $100K/yr

Passed the Certified Financial Planner (CFP) exam or holds relevant and approved advanced certification or degree, such as Financial Paraplanner Qualified Professional- FPQP or Master's Degree in ...

Coldstream Wealth Management

Wealth Management Associate

Kenai, AK · On-site

$70K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Series 65 license plus the FPQP (paraplanner certification) or first module of the CFP - or willing to get them at Coldstream's expense within 12-18 months * Proficiency with Microsoft Outlook, Word ...

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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 17, 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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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 79% Full Time, 5% Part Time, and 16% Contract. Highlights an 86% Physical, 6% Hybrid, and 8% Remote job distribution, with an average salary of $65,434 per year, or $31.5 per hour.

Relationship Manager & Servicing Advisor

Farther

Remote

Full-time

Re-posted 10 days ago

Job description

The Role

E3 Financial Planning is a high-touch advisory practice founded in 2009, specializing in guiding women through every stage of their financial journey - from entrepreneurs and working mothers to widows navigating new chapters. Operating on the Farther platform, E3 manages over 250+ households across the country. We're adding a Relationship Manager & Servicing Advisor to own a dedicated segment of that book. No business development, no prospecting - just great planning and client relationships. Full-time preferred, though we're open to a flexible or reduced schedule for the right person.

Your Impact

  • Serve as primary point of contact for 100-125 affluent households - service requests, account updates, money movement, and day-to-day questions
  • Deliver comprehensive financial planning across retirement, tax, estate, equity compensation, and goal-based strategies
  • Own the full client meeting cycle - prep, attendance, notes, and all follow-up
  • Build relationships deep enough that clients come to you first
  • Prepare planning analyses, portfolio reviews, and scenario modeling (Roth conversions, distribution strategies) for advisor review
  • Maintain meticulous CRM records and workflows across Farther's platform and planning software
  • Coordinate with Farther's centralized ops and investment teams for trade execution and compliance support
  • Use AI tools and Farther's platform to work efficiently and scale service quality

The Ideal Match

  • CFP certification with 10+ years of financial planning experience
  • Direct client-facing experience - you've owned relationships, not just supported them
  • Strong planning knowledge across retirement, tax, estate, and equity compensation
  • Proficiency with eMoney and/or RightCapital
  • Active AI tool user - not just open to it, actually doing it
  • Exceptional follow-through - nothing slips
  • Clear communicator who builds genuine client trust
  • Series 65 (or equivalent); clean U4

Bonus Points

  • Background in a paraplanner, service advisor, or associate advisor role at an RIA
  • HNW or UHNW client experience
  • Familiarity with Farther's platform or similar modern wealth tech stacks
  • Additional designations (ChFC, CLU, CDFA)
  • Experience in team-based advisory models

Why Join Us

  • Competitive comp package that rewards impact
  • Work alongside some of the brightest minds in fintech
  • Ground-floor opportunity at a fast-scaling startup
  • Chart your own growth path as we expand
Farther logo

About Farther

Sourced by ZipRecruiter

Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Farther empowers advisors to deliver exceptional value to their clients -- on their own terms. We're here to help established advisors scale, providing everything they need to succeed from technology to client support and from marketing to mentoring. To deliver on that goal, we've reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills. In other words, we help our clients go Farther. Farther's founders are leaders and innovators from the private wealth industry and possess a unique mix of traditional wealth management, fintech, and technology production expertise. We're backed by top tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs and builders who are passionate about helping our clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to go farther with you.

Industry

Finance and insurance

Company size

51 - 200 Employees

Headquarters location

New York, NY, US

Year founded

2019

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