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Paraplanner Hiring Jobs (NOW HIRING)

Ameriprise Financial

Paraplanner

Bellevue, WA · On-site

$78K - $95K/yr

Experienced Paraplanner (Fully Remote Option Available) Allegiance Wealth Management A private ... A background check will be conducted as part of the hiring process, and successful completion is ...

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.

RHS Financial

Paraplanner

San Francisco, CA · Remote

$70K - $100K/yr

RHS Financial is hiring a Wealth Planning Associate . This is an entry-level/early career, semi ... Unlike a typical paraplanner, this is an ideal opportunity for a highly motivated self-starter who ...

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

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

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 ...

Raymondjames

Senior Paraplanner

Tukwila, WA · Hybrid

$75K - $83K/yr

As we evolve, we are seeking an experienced Paraplanner who shares our vision and values. The ideal ... the hiring entity is a RJFS independent branch and all RJFS associates at this branch are ...

RHS Financial

Wealth Planning Associate

San Francisco, CA · Remote

$70K - $100K/yr

RHS Financial is hiring a Wealth Planning Associate . This is an entry-level/early career, semi ... Unlike a typical paraplanner, this is an ideal opportunity for a highly motivated self-starter who ...

RHS Financial

Be Seen First

Junior Financial Advisor

San Francisco, CA · Remote

$70K - $100K/yr

RHS Financial is hiring a Wealth Planning Associate . This is an entry-level/early career, semi ... Unlike a typical paraplanner, this is an ideal opportunity for a highly motivated self-starter who ...

RHS Financial

Wealth Planning Associate

San Francisco, CA · Remote

$70K - $100K/yr

RHS Financial is hiring a Wealth Planning Associate . This is an entry-level/early career, semi ... Unlike a typical paraplanner, this is an ideal opportunity for a highly motivated self-starter who ...

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Paraplanner Hiring information

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$32K

$65.4K

$99K

How much do paraplanner hiring jobs pay per year?

As of Aug 2, 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 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.

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 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.
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 July 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. 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

Ameriprise Financial

Bellevue, WA • On-site

$78K - $95K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired 2 days ago. Applications are no longer accepted.

Ameriprise rating

7.8

Company rating: 7.8 out of 10

Based on 128 frontline employees who took The Breakroom Quiz

94th of 150 rated financial services

Job description

Position: Experienced Paraplanner (Fully Remote Option Available)
Allegiance Wealth Management
A private wealth advisory practice of Ameriprise Financial Services
Location: Fully Remote (U.S.-based candidates; Midwest/Pacific preferred, other time zones considered)
Allegiance Wealth Management practice is a growing, high-performing wealth management team committed to delivering proactive financial planning, strong client service, and scalable operational support as the business continues to expand through both organic growth and acquisition.
We are seeking an experienced Paraplanner to join the team in a highly flexible, "utility player" role supporting advisors across planning, trading, client service, and meeting preparation functions.
This role is ideal for someone who is already industry-experienced and can step in with a short learning curve, contribute quickly, and operate across multiple functions in a fast-paced advisory environment.
Position Overview
The Paraplanner will serve as a key support resource to advisors by managing meeting preparation, client follow-up, trading support, and ongoing service needs. This individual will also participate in client meetings as needed, ensuring accurate documentation, seamless follow-up, and a high-quality client experience.
This role is designed for a versatile professional who can operate independently while also collaborating closely with advisors and the broader service team.
Key Responsibilities
  • Prepare materials and documentation for client meetings
  • Attend client meetings as a secondary support resource for note-taking and follow-up
  • Complete detailed meeting follow-up tasks, including action items and CRM updates
  • Execute trades and support account servicing requests
  • Provide client-facing support, including responding to service requests and coordinating with advisors as needed
  • Assist in onboarding and ongoing account maintenance activities
  • Maintain accurate and timely updates within CRM and financial planning systems
  • Support advisors in delivering a high level of client service and responsiveness
  • Help manage workflow across multiple households and advisors in a growing practice

Qualifications & Experience
  • 3-5 years of experience in the financial services industry preferred
  • Prior experience in a paraplanner, client service, or operations support role strongly preferred
  • Strong preference for candidates with prior wealth management or advisory firm experience, specifically Ameriprise Financial
  • Active licensing or ability to obtain required licenses:
  • SIE
  • Series 7
  • Series 66
  • Strong understanding of financial services workflows, client servicing, and advisor support
  • Ability to manage multiple priorities with accuracy and follow-through
  • Strong communication and client service skills
  • Comfortable working in a fast-paced, evolving environment
  • Experience is prioritized over formal degree requirements

Preferred Experience
  • Financial planning tools (e.g., MoneyGuide or similar platforms)
  • Morningstar
  • PMT / AMT systems
  • CRM platforms (Salesforce or similar)
  • Trading and account servicing systems
  • Prior Ameriprise experience strongly preferred but not required

Growth & Development
This role offers flexibility in career direction based on interest and performance, including:
  • Potential pathway into Associate Financial Advisor (AFA) track
  • Expanded financial planning and client-facing responsibilities over time
  • Opportunity to remain in a long-term paraplanner/utility support role

Compensation & Benefits
  • Competitive salary commensurate with experience - $78,000 - $95,000
  • Exempt
  • Bonus opportunities based on performance
  • Health, dental, and vision insurance
  • Life insurance benefit
  • 401(k) with 4% employer match
  • 6-month eligibility period; enrollment begins the following month
  • Paid time off (PTO), accrued and increasing with tenure
  • 11 paid holidays annually

Schedule & Work Environment
  • Fully remote position
  • Collaborative and team-oriented culture with strong communication expectations
  • Occasional flexibility required based on client and advisor needs
  • Strong preference for candidates comfortable working independently in a remote environment
  • Open to most U.S. time zones; Midwest/Pacific preferred

Why Join the Practice?
This is an opportunity to join a growing wealth management practice that values responsiveness, teamwork, and client-first service. You will play a critical role in supporting advisors, improving operational efficiency, and ensuring clients receive a seamless and high-quality experience.
The team culture is collegial, collaborative, and growth-oriented, with a strong emphasis on both professional development and maintaining a supportive work environment.
Equal Opportunity Employer
The practice is an Equal Opportunity Employer and welcomes applicants from all backgrounds.
A background check will be conducted as part of the hiring process, and successful completion is required for employment in accordance with applicable laws.

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About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

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