Summary The Paraplanner reports to the Lead Advisor and is responsible for providing technical support for the Lead Advisors. Responsibilities include data gathering, modeling, case design, scenario ...
Summary The Paraplanner reports to the Lead Advisor and is responsible for providing technical support for the Lead Advisors. Responsibilities include data gathering, modeling, case design, scenario ...
Financial Paraplanner
Fulton, MD · Hybrid
$65K/yr
As a Paraplanner, you will work closely with our team of Financial Planners to prepare comprehensive financial plans for our clients. Your responsibilities will include handling administrative tasks ...
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Financial Paraplanner
Fulton, MD · Hybrid
$65K/yr
As a Paraplanner, you will work closely with our team of Financial Planners to prepare comprehensive financial plans for our clients. Your responsibilities will include handling administrative tasks ...
Financial Paraplanner
Highland, MD · Hybrid
$65K/yr
As a Paraplanner, you will work closely with our team of Financial Planners to prepare comprehensive financial plans for our clients. Your responsibilities will include handling administrative tasks ...
Quick apply
Financial Paraplanner
Highland, MD · Hybrid
$65K/yr
As a Paraplanner, you will work closely with our team of Financial Planners to prepare comprehensive financial plans for our clients. Your responsibilities will include handling administrative tasks ...
Paraplanner - Virginia
Falls Church, VA · Hybrid
$65K/yr
As a Paraplanner, you will work closely with our team of Financial Planners to prepare comprehensive financial plans for our clients. Your responsibilities will include handling administrative tasks ...
Quick apply
Paraplanner - Virginia
Falls Church, VA · Hybrid
$65K/yr
As a Paraplanner, you will work closely with our team of Financial Planners to prepare comprehensive financial plans for our clients. Your responsibilities will include handling administrative tasks ...
Paraplanner
$17.52 - $38.87/hr
The Paraplanner provides critical technical and analytical support to Financial Advisors within the Financial Services division. This unlicensed position focuses on data analysis, financial plan ...
Paraplanner
$17.52 - $38.87/hr
The Paraplanner provides critical technical and analytical support to Financial Advisors within the Financial Services division. This unlicensed position focuses on data analysis, financial plan ...
Paraplanner
Merced, CA · On-site +1
$28 - $33/hr
Paraplanner Steve Teranishi - Financial Advisor with Ameriprise Financial Services Location: Merced, CA Full-Time or Part-Time | In-Office (Remote eligible for current and former Ameriprise employees ...
Paraplanner
Merced, CA · On-site +1
$28 - $33/hr
Paraplanner Steve Teranishi - Financial Advisor with Ameriprise Financial Services Location: Merced, CA Full-Time or Part-Time | In-Office (Remote eligible for current and former Ameriprise employees ...
An experienced Paraplanner with 3 - 5 years of experience, or * A Service Advisor, Financial Planner or Financial Advisor who is looking to step away from the whole client facing aspects of their ...
An experienced Paraplanner with 3 - 5 years of experience, or * A Service Advisor, Financial Planner or Financial Advisor who is looking to step away from the whole client facing aspects of their ...
Licensed Paraplanner
$60K - $80K/yr
Licensed Paraplanner Position Description: Step into an instrumental role. Help conduct the smooth operation of a fast-pacedand friendlyfinancial planning office. Work as an employee of an ...
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Licensed Paraplanner
$60K - $80K/yr
Licensed Paraplanner Position Description: Step into an instrumental role. Help conduct the smooth operation of a fast-pacedand friendlyfinancial planning office. Work as an employee of an ...
Paraplanner
Bellevue, WA · Remote
$78K - $95K/yr
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;
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Paraplanner
Bellevue, WA · Remote
$78K - $95K/yr
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;
Paraplanner
Bellevue, WA · Remote
$78K - $95K/yr
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;
Paraplanner
Bellevue, WA · Remote
$78K - $95K/yr
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;
Paraplanner
$28 - $33/hr
Paraplanner Steve Teranishi - Financial Advisor with Ameriprise Financial Services Location: Merced, CA Full-Time or Part-Time | In-Office (Remote eligible for current and former Ameriprise employees ...
Paraplanner
$28 - $33/hr
Paraplanner Steve Teranishi - Financial Advisor with Ameriprise Financial Services Location: Merced, CA Full-Time or Part-Time | In-Office (Remote eligible for current and former Ameriprise employees ...
ParaPlanner
Appleton, WI · On-site
In this paraplanner role, you'll use your experience to support the development and execution of comprehensive financial plans-analyzing portfolios, drafting recommendations, and working directly ...
ParaPlanner
Appleton, WI · On-site
In this paraplanner role, you'll use your experience to support the development and execution of comprehensive financial plans-analyzing portfolios, drafting recommendations, and working directly ...
The Paraplanner is responsible for providing educational and consultative financial planning strategies to financial advisors to ensure the efficient delivery of financial planning services. The ...
The Paraplanner is responsible for providing educational and consultative financial planning strategies to financial advisors to ensure the efficient delivery of financial planning services. The ...
Financial Paraplanner & Client Services Team Manager
Independence, OH · On-site
$100K - $125K/yr
Golden Reserve is looking for an experienced paraplanner and client services team manager to lead our paraplanner team across the country (current team size is 17 paraplanners and growing). This is a ...
Financial Paraplanner & Client Services Team Manager
Independence, OH · On-site
$100K - $125K/yr
Golden Reserve is looking for an experienced paraplanner and client services team manager to lead our paraplanner team across the country (current team size is 17 paraplanners and growing). This is a ...
Paraplanner
Independence, OH · On-site +1
$80K - $100K/yr
Paraplanner - Tempo Wealth Location: Independence, OH Website: TempoWealth.com Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking a ...
Paraplanner
Independence, OH · On-site +1
$80K - $100K/yr
Paraplanner - Tempo Wealth Location: Independence, OH Website: TempoWealth.com Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking a ...
Financial Paraplanner (Monroeville, PA)
$70K - $90K/yr
Financial Paraplanner Associate Financial Planner (Financial Services) Our client's Financial Services Firm located in the Monroeville, PA area, with upcoming expansion to the North Hills area, is ...
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Financial Paraplanner (Monroeville, PA)
$70K - $90K/yr
Financial Paraplanner Associate Financial Planner (Financial Services) Our client's Financial Services Firm located in the Monroeville, PA area, with upcoming expansion to the North Hills area, is ...
Paraplanner
Merced, CA · On-site +1
$33/hr
Paraplanner Steve Teranishi - Financial Advisor with Ameriprise Financial Services Location: Merced, CA Full-Time or Part-Time | In-Office (Remote eligible for current and former Ameriprise employees ...
Paraplanner
Merced, CA · On-site +1
$33/hr
Paraplanner Steve Teranishi - Financial Advisor with Ameriprise Financial Services Location: Merced, CA Full-Time or Part-Time | In-Office (Remote eligible for current and former Ameriprise employees ...
Paraplanner
Waltham, MA · Hybrid
Paraplanner Opportunity At Commonwealth If you're looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From ...
Paraplanner
Waltham, MA · Hybrid
Paraplanner Opportunity At Commonwealth If you're looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From ...
Paraplanner (Remote)
Independence, OH · Remote
$80K - $100K/yr
Paraplanner Tempo Wealth Location: Independence, OH Website: TempoWealth.com Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking a Paraplanner ...
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Paraplanner (Remote)
Independence, OH · Remote
$80K - $100K/yr
Paraplanner Tempo Wealth Location: Independence, OH Website: TempoWealth.com Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking a Paraplanner ...
Paraplanner
Bellevue, WA · On-site
$26.50 - $36/hr
Paraplanner Servitium Wealth Management | Full-Time Servitium Wealth Management is seeking a Paraplanner to join a growing, client-focused advisory practice. This role is designed for someone with ...
Paraplanner
Bellevue, WA · On-site
$26.50 - $36/hr
Paraplanner Servitium Wealth Management | Full-Time Servitium Wealth Management is seeking a Paraplanner to join a growing, client-focused advisory practice. This role is designed for someone with ...
Paraplanner Job information
See salary details
$32K - $38.1K
0% of jobs
$38.1K - $44.2K
3% of jobs
$44.2K - $50.3K
11% of jobs
$53.4K is the 25th percentile. Wages below this are outliers.
$50.3K - $56.4K
21% of jobs
The median wage is $61.6K / yr.
$56.4K - $62.5K
18% of jobs
$62.5K - $68.5K
14% of jobs
$72.5K is the 75th percentile. Wages above this are outliers.
$68.5K - $74.6K
12% of jobs
$74.6K - $80.7K
9% of jobs
$80.7K - $86.8K
6% of jobs
$86.8K - $92.9K
3% of jobs
$92.9K - $99K
2% of jobs
$32K
$65.4K
$99K
How much do paraplanner job jobs pay per year?
As of Jun 10, 2026, the average yearly pay for paraplanner job 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 Job vs Financial Advisor?
| Aspect | Paraplanner Job | Financial Advisor |
|---|---|---|
| Certifications | CFP, Diploma in Financial Planning | CFP, Diploma in Financial Planning, or higher |
| Work Environment | Supports financial advisors, prepares reports | Provides direct advice to clients |
| Employer & Industry Usage | Financial planning firms, advisory practices | Financial advisory firms, banks, independent practices |
While both roles require similar certifications and work within financial services, paraplanners primarily support financial advisors by preparing reports and analysis, whereas financial advisors directly advise clients on financial plans. Paraplanners focus on technical research, while financial advisors handle client relationships and decision-making.
What cities are hiring for Paraplanner Job jobs? Cities with the most Paraplanner Job job openings:
What states have the most Paraplanner Job jobs? States with the most job openings for Paraplanner Job jobs include:
Full-time
Posted 20 days ago
Job description
Summary
The Paraplanner reports to the Lead Advisor and is responsible for providing technical support for the Lead Advisors. Responsibilities include data gathering, modeling, case design, scenario building, and plan and presentation development. The Paraplanner may participate in client meetings.
Essential Duties and Responsibilities
Support the Lead Advisors with analysis, client service, and technical assistance Learn the technical aspects of the advisor position and prepare to service clients independently Manage data and plans in financial planning software Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation Analyze asset allocation and generate rebalancing trades Research investment managers, services, products, and pricing Understand and leverage the resources available at the Broker Dealer to the fullest extent Develop Centers of Influences such as Community Involvement, CPA's, and Attorneys etc. Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork Other duties as assigned
Requirements
Education and/or Experience
Bachelor's degree in finance, accounting or related field The ideal candidate will have 3+ years of experience in the financial services industry allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Previous experience in the independent financial services culture preferred
Certificates, Licenses, Registration
Series 7 and 63/65 required (or ability to obtain)