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Paraplanner Hiring Jobs (NOW HIRING)

Jambalaya Group

Paraplanner

Dallas, TX · On-site

$43.27 - $52.88/hr

Paraplanner (Hybrid) Dallas, TX Wisdom Wealth Management, an established Ameriprise Financial ... A background check will be conducted as part of the hiring process. Successful completion is ...

Jambalaya Group

Paraplanner

Dallas, TX · On-site

$43.27 - $52.88/hr

Paraplanner (Hybrid) Dallas, TX Wisdom Wealth Management, an established Ameriprise Financial ... A background check will be conducted as part of the hiring process. Successful completion is ...

Jambalaya Group

Paraplanner

Dallas, TX · On-site

$43.27 - $52.88/hr

Paraplanner (Hybrid) Dallas, TX Wisdom Wealth Management, an established Ameriprise Financial ... A background check will be conducted as part of the hiring process. Successful completion is ...

Thrivent Financial for Lutherans

Paraplanner

$70K - $100K/yr

Paraplanner Position Thrivent Financial is a faith-based, not-for-profit financial services ... hiring/contracting process, a verification of a candidate's background will be made to complete the ...

Fidelis Financial Strategies

Be Seen First

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 Strategies. This role delivers technical analysis and comprehensive financial plan construction.

Ameriprise Financial, Inc.

Paraplanner

Idaho Falls, ID · On-site +1

The paraplanner will primarily assist financial advisors and associate financial advisors with ... Hiring Preference: * We remain open to remote candidates who are a strong fit for the role. West ...

Ameriprise Financial

Paraplanner

Idaho Falls, ID · On-site +1

The paraplanner will primarily assist financial advisors and associate financial advisors with ... Hiring Preference: * We remain open to remote candidates who are a strong fit for the role. West ...

Ameriprise Financial, Inc.

The paraplanner will primarily assist financial advisors and associate financial advisors with ... Hiring Preference: * We remain open to remote candidates who are a strong fit for the role. West ...

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 ... hiring/contracting process, a verification of a candidate's background will be made to complete the ...

Ameriprise Financial

Paraplanner

Idaho Falls, ID · On-site

The paraplanner will primarily assist financial advisors and associate financial advisors with ... Hiring Preference: * We remain open to remote candidates who are a strong fit for the role. West ...

Thrivent Financial

Paraplanner

$70K - $100K/yr

The Paraplanner position will come alongside our Lead Advisor and team to learn how to create ... hiring/contracting process, a verification of a candidate's background will be made to complete the ...

Eccalon LLC

Junior Cyber Advisor

Detroit, MI · On-site

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

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Paraplanner Hiring information

See salary details

$32K

$65.4K

$99K

How much do paraplanner hiring jobs pay per year?

As of Aug 23, 2026, the average yearly pay for paraplanner hiring 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 does a paraplanner do when hiring?

A Paraplanner involved in hiring assists financial advisory firms in recruiting qualified paraplanners, organizing and reviewing applications, conducting initial candidate screenings, and sometimes participating in interviews. They help ensure that new hires possess the right skills, certifications, and experience to support financial planners effectively. Their role streamlines the hiring process and ensures a strong fit between candidates and the firm’s needs.

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 a solid understanding of financial planning concepts, investment products, and regulatory requirements, often supported by a relevant degree or a diploma in financial services. Familiarity with financial planning software such as Xplan or Voyant, as well as certifications like the Diploma of Financial Planning, is highly beneficial. Strong analytical skills, attention to detail, and effective communication abilities set top candidates apart in this role. These competencies ensure accurate financial analysis, seamless support for financial advisors, and high-quality client service.

What are some common challenges paraplanners face when supporting financial advisors, and how can they be addressed?

Paraplanners often manage multiple tasks such as preparing financial reports, conducting research, and ensuring compliance with regulations, all while supporting several advisors. Balancing accuracy with efficiency can be challenging, especially when deadlines are tight or client needs change unexpectedly. Effective communication and strong organizational skills are essential for managing these demands. Collaborating closely with advisors and utilizing workflow management tools can help streamline processes and reduce potential errors.

What is the difference between Paraplanner Hiring vs Financial Advisor Hiring?

AspectParaplanner HiringFinancial Advisor Hiring
CredentialsCertifications like CFP, diploma in financial planningCFP, CFP® certification, or equivalent
Work EnvironmentSupport role within financial planning firms, preparing reportsClient-facing role, providing financial advice
Industry UsageCommonly hired to assist financial advisorsHired to serve clients directly and manage portfolios

In summary, Paraplanner hiring focuses on recruiting professionals who support financial advisors with technical tasks and report preparation, often requiring similar certifications. Financial advisor hiring targets individuals who directly advise clients and manage financial plans. Both roles are integral to financial services but differ in client interaction and responsibilities.

More about Paraplanner Hiring jobs

What cities are hiring for Paraplanner Hiring jobs?

Cities with the most Paraplanner Hiring job openings:

What states have the most Paraplanner Hiring jobs?

States with the most job openings for Paraplanner Hiring jobs include:

What job categories do people searching Paraplanner Hiring jobs look for?

The top searched job categories for Paraplanner Hiring jobs are:

Paraplanner Hiring jobs near you
Infographic showing various Paraplanner Hiring job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, 2% Contract, and 1% Nights. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $65,434 per year, or $31.5 per hour.

Paraplanner

Jambalaya Group

Dallas, TX • On-site

$43.27 - $52.88/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 days ago

Job description

Paraplanner (Hybrid)
Dallas, TX
Wisdom Wealth Management, an established Ameriprise Financial private wealth advisory practice with more than 34 years of success, is seeking an experienced, licensed Paraplanner to join our growing team. This is an exciting opportunity to become part of the foundation of our expanding Dallas presence while working alongside an experienced team serving clients across more than 35 states.
This position is ideal for someone who enjoys financial planning, thrives in a collaborative environment, and is looking for long-term career growth within a stable, team-oriented practice.
What You'll Do
As a Paraplanner, you will work closely with our advisory team to support the financial planning process and help deliver an exceptional client experience. Responsibilities include:
  • Prepare financial plans and planning recommendations.
  • Assist advisors with client meeting preparation and follow-up.
  • Prepare and process investment account paperwork.
  • Support discretionary trading activities as appropriately licensed.
  • Conduct account and portfolio analysis.
  • Prepare reports and presentation materials for client meetings.
  • Research planning strategies and investment solutions.
  • Coordinate client service requests with the advisory and operations teams.
  • Maintain accurate client records and documentation.
  • Utilize Ameriprise systems and technology to support daily workflow.
  • Collaborate with advisors and support staff to ensure efficient practice operations.
  • Participate in ongoing process improvements and operational initiatives.

Why Join Wisdom Wealth Management?
This position offers much more than a traditional paraplanner role. As our Dallas presence continues to grow, you'll have the opportunity to help establish our local footprint while working alongside a highly experienced advisory team serving clients nationwide.
We are committed to developing our team members and believe in promoting from within whenever possible. For the right individual, this position offers long-term career growth and the potential for expanded responsibilities as the practice continues to evolve.
Our Culture
We pride ourselves on creating a collaborative, supportive environment where employees are valued and encouraged to grow professionally.
Our team enjoys:
  • A collaborative, team-first culture
  • Weekly team meetings and open communication
  • Semiannual strategic planning and team-building retreats
  • Leadership committed to mentoring and professional development
  • Long-tenured employees with very low turnover
  • Opportunities to contribute ideas and improve practice operations

Although this position is based in the Dallas area, you'll work closely with our California-based team and become an integral part of our growing organization.
Work Arrangement
This is a hybrid position based in the Dallas, Texas area.
Candidates should be comfortable working independently while also participating in in-person onboarding, training, team meetings, and other collaborative activities as needed. As our Dallas presence grows, this role will become an important part of that expansion.
Join Our Team
If you're an experienced financial services professional looking to join a stable, growing practice with exceptional leadership, meaningful career growth, and a collaborative culture, we'd love to hear from you.
Equal Opportunity Employer
Wisdom Wealth Management is an Equal Opportunity Employer and welcomes applicants from all backgrounds.
A background check will be conducted as part of the hiring process. Successful completion is required for employment in accordance with applicable laws.
Requirements
What We're Looking For
Required Qualifications
  • Series 7 and Series 66 licenses
  • Previous experience as a Paraplanner, Financial Planning Assistant, or similar wealth management role
  • Strong understanding of financial planning concepts, investment operations, and trading support
  • Excellent organizational and time management skills
  • Exceptional attention to detail
  • Strong written and verbal communication skills
  • Ability to work independently while collaborating with a highly engaged team

Preferred Qualifications
  • Previous Ameriprise Financial experience
  • Life & Health Insurance license
  • Experience supporting multiple financial advisors
  • Bachelor's degree preferred; equivalent industry experience will also be considered

Benefits
Compensation
  • $43.27-$52.88 hourly/non-exempt
    • Compensation is based on experience, licensing, and qualifications. Bonus opportunities may also be available.

Benefits
We believe our employees are our greatest asset and offer a comprehensive benefits package designed to support your health, financial well-being, and work-life balance.
Our benefits include:
  • 100% employer-paid medical insurance for employees
  • Company-paid Basic Life Insurance
  • Voluntary Short-Term and Long-Term Disability Insurance
  • Dental and Vision Reimbursement of up to $2,000 annually for eligible expenses for employees and qualifying family members
  • 401(k) Retirement Plan with employer matching contributions and profit-sharing opportunities
  • Generous paid time off and paid sick leave
  • Paid Birthday Holiday
  • Professional development and long-term career growth opportunities

Benefits are subject to eligibility requirements and applicable waiting periods.

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