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Paraplanner Jobs in Indiana (NOW HIRING)

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Paraplanner information

See Indiana salary details

$30.4K

$62.3K

$94.2K

How much do paraplanner jobs pay per year?

As of Jul 27, 2026, the average yearly pay for paraplanner in Indiana is $62,265.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $70,900.00 per year, depending on experience, location, and employer.

Do paraplanners make good money?

Paraplanners typically earn a competitive salary that varies based on experience, location, and certifications such as the Certified Paraplanner designation. Entry-level positions may start lower, while experienced paraplanners with specialized skills can earn higher wages, often supplemented by bonuses or benefits. Overall, the role offers a solid income within the financial planning industry.

What are paraplanners?

Paraplanners are financial professionals who support financial advisors and planners by preparing and analyzing financial reports, conducting research, and helping to develop financial plans for clients. They often handle tasks such as creating cash flow analyses, preparing investment recommendations, and ensuring that all necessary paperwork and compliance documents are completed. Paraplanners enable financial advisors to focus more on client-facing activities by managing much of the behind-the-scenes work. This role can be a stepping stone to becoming a fully licensed financial advisor.

How much does a paraplanner get paid?

A paraplanner's salary typically ranges from $40,000 to $70,000 annually, depending on experience, location, and certifications such as the Certified Financial Planner (CFP) designation. Entry-level positions may start lower, while experienced paraplanners with advanced skills can earn higher salaries.

What exactly does a paraplanner do?

A paraplanner supports financial advisors by preparing financial plans, conducting research, and analyzing client data. They typically use financial planning software and must have strong knowledge of investment strategies, regulations, and compliance standards. Paraplanners often work in office environments with a focus on accuracy and attention to detail.

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 strong analytical skills, attention to detail, and a solid understanding of financial planning principles, often supported by a relevant degree or financial planning certifications (such as the CFP or equivalent). Familiarity with financial planning software, CRM platforms, and compliance systems is typically required. Excellent written communication, organizational skills, and a collaborative mindset help Paraplanners excel in supporting advisors and clients. These skills ensure accurate financial plan preparation, regulatory compliance, and effective client service within a financial advisory setting.

How many financial advisors make $500,000 a year?

Paraplanners typically do not earn $500,000 annually, as this level of income is usually associated with senior financial advisors or those with extensive client portfolios and high commissions. Most financial advisors and paraplanners earn between $50,000 and $150,000 per year, depending on experience, location, and firm size.

What is the difference between Paraplanner vs Financial Advisor?

AspectParaplannerFinancial Advisor
CertificationsCFP, Diploma in Financial PlanningCFP, Certified Financial Planner, or other licenses
Work EnvironmentSupports financial advisors, prepares reports, researchProvides direct advice to clients, manages portfolios
Industry UsageCommonly employed within financial planning firmsWorks independently or within firms, client-facing

While paraplanners focus on research, report preparation, and supporting financial advisors, financial advisors directly advise clients and manage their financial plans. Both roles often require similar certifications, but their responsibilities and client interaction levels differ significantly.

What Is a Paraplanner?

A paraplanner works as a junior member of a financial planning team and helps clients develop financial plans to reach their goals. As a paraplanner, your job duties include gathering and reviewing client financial records, modeling possible financial scenarios, and using software to prepare documents with charts, graphs, and other visual aids. You also support financial advisors by helping prepare for meetings, performing research, and making planning recommendations. Some paraplanners work virtually outside of the office.

How does a paraplanner typically collaborate with financial advisors and clients?

Paraplanners play a key support role by preparing financial plans, conducting research, and analyzing client data, which allows financial advisors to focus on strategic client interactions. They often work closely with advisors to clarify client objectives and help ensure that recommendations are tailored to each individual’s financial situation. While paraplanners usually have limited direct contact with clients, they frequently participate in team meetings and may occasionally join client calls to provide technical insights. This collaborative environment helps paraplanners deepen their understanding of financial planning and can pave the way for advancement to advisor roles.
More about Paraplanner jobs
What are the most commonly searched types of Paraplanner jobs in Indiana? The most popular types of Paraplanner jobs in Indiana are:
What are popular job titles related to Paraplanner jobs in Indiana? For Paraplanner jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Paraplanner jobs in Indiana look for? The top searched job categories for Paraplanner jobs in Indiana are:
What are popular job titles related to Paraplanner jobs in IN? For Paraplanner jobs in IN, the most frequently searched job titles are:
Paraplanner jobs near you
Infographic showing various Paraplanner job openings in Indiana as of July 2026, with employment types broken down into 94% Full Time, and 6% Part Time. Highlights an 73% Physical, 17% Hybrid, and 10% Remote job distribution, with an average salary of $62,265 per year, or $29.9 per hour.
Financial Assistant

Financial Assistant

Eley-Graham-Austgen Financial Advisory Services

Crown Point, IN • On-site

$35K - $45K/yr

Full-time

Medical, Retirement, PTO

Posted 18 days ago

Job description

THE POSITION

The company is looking for a hardworking, detail-oriented person with positive energy who possesses a significant knowledge of the financial services industry. The position requires a team player mentality and the ability to work well independently. This dynamic position requires a candidate who will possess the highest level of integrity and understands that confidentiality is imperative for success. Professionalism must be maintained under all circumstances. This position will require the candidate to perform a variety of functions daily, including internal and external communications, interaction with clients in person and over the phone, ability to foster trusting relationships, apply a working knowledge of all operations and client-service processes, and ensure that compliance and standards are followed. The position requires someone who possesses:

  • Advanced Administrative Support to the President, Senior Advisors, and Associate Advisors with experience in a professional office setting using a CRM Software (Redtail CRM is preferred).
  • Experience with Riskalyze and Wealthscape, and other Financial Planning software, Orion and financial account custodian websites etc.
  • Knowledge and understanding of brokerage systems and work history within a broker dealer environment.
  • Good working knowledge in MS Office programs (Word, Excel, PowerPoint, and Outlook) is required.
  • Ability to handle all client records and proprietary information with strict confidentiality.
  • Flexibility and willingness to work occasional after hours to meet with clients with the President and/or Advisors as needed and participate as needed for all company events.
  • This person will be dedicated to the firm's growth. The individual will have contact with the firm’s clients including, but not limited to, design and creation of correspondence, annual reviews, business processing, business tracking, resolution, reports, service items, and appointment preparation.
  • FINRA Securities License Series 7 and a Series 63 or 66, as well as Insurance License or a designation as a Paraplanner is highly preferred, but not required.

THE INDIVIDUAL

The ideal individual should possess a proven track record that contributes to a culture of success including at least three years of financial services, insurance, or other professional office experience. Qualities of the individual include:

  • Ability to prioritize multiple tasks and projects, and have superb time management abilities including flexibility, adaptability, and to coordinate the work appropriately with the ability to lead by example.
  • Attention to detail is a must with excellent oral, written, verbal communication, interpersonal and presentation skills, proofreading, and active listening (sit in on client meetings and take thorough and accurate notes).
  • Able to thrive in a fast-paced office environment with the ability to handle multiple responsibilities and take initiatives with the ability to problem solve and exhibit sound judgement while prioritizing; To go above and beyond to get things done and anticipate what may be needed.
  • Provide direct support to all Senior and Associate Advisors and proactively support and work collaboratively in a family-oriented team environment, predicting needs and solve problems proactively.
  • Highly professional with a top-notch work ethic that understands high security and sensitive information regarding all client and office information with all the other team members.
  • Ability to work with and under compliance for all things.
  • 3+ years of administrative experience is required. 3+ years of Financial Services/Broker Dealer Industry is highly preferred.
  • This position is NOT commissions based; it is a full time salaried position.
  • Proactive attitude with the ability to be adaptable in changing situations as needed and willingness to always help and be able to handle themselves under pressure.
  • A bachelor’s degree is preferred but not required. The person having experience in a professional office setting is essential.

Company Description

Located in Northwest Indiana, this Financial Advisory Services Firm is looking to add a key member to their dynamic team. The company is seeking a professional Executive Assistant who is ready to help the President grow their thriving practice. As a company, we operate above and beyond ethics and professional standard, providing excellent service to our clients’ financial needs.