ZipRecruiter

Log In

1

Paraplanner Jobs (NOW HIRING)

Ameriprise Financial, Inc.

Paraplanner

Idaho Falls, ID · On-site +1

The paraplanner will primarily assist financial advisors and associate financial advisors with client service and financial planning workflow. Create and deliver an exceptional client experience that ...

Ameriprise Financial - California

Paraplanner

Arcadia, CA · On-site

$46/hr

Paraplanner Angeles Wealth Group A private wealth advisory practice of Ameriprise Financial Services Location: Arcadia, California Build Financial Plans That Make a Lasting Impact At Angeles Wealth ...

Ameriprise Financial - California

Paraplanner

Arcadia, CA · On-site

$46/hr

Paraplanner Angeles Wealth Group A private wealth advisory practice of Ameriprise Financial Services Location: Arcadia, California Build Financial Plans That Make a Lasting Impact At Angeles Wealth ...

Retirement Resource Center, LLC.

Paraplanner

Seattle, WA · On-site

$60 - $80/hr

Paraplanner Location: Seattle, WA Step into an instrumental role at a rapidly growing Private Wealth Management franchise of Ameriprise Financial. Assist financial advisors in the marketing and ...

Ameriprise Financial - California

Paraplanner

Merced, CA · On-site

$33/hr

Paraplanner Steve Teranishi - Financial Advisor with Ameriprise Financial Services Location: Merced, CA Full-Time or Part-Time | In-Office About Us Teranishi Practice, a Private Wealth Advisory ...

Ameriprise Financial

Paraplanner

Merced, CA · On-site

$28 - $33/hr

Paraplanner Steve Teranishi - Financial Advisor with Ameriprise Financial Services Location: Merced, CA Full-Time or Part-Time | In-Office About Us Teranishi Practice, a Private Wealth Advisory ...

Ameriprise Financial

Paraplanner

Arcadia, CA · On-site

Paraplanner Angeles Wealth Group A private wealth advisory practice of Ameriprise Financial Services Location: Arcadia, California Build Financial Plans That Make a Lasting Impact At Angeles Wealth ...

Trianglefsinc

Paraplanner

West Des Moines, IA · On-site

$48 - $72/hr

We are looking to hire an Paraplanner to join our growing team of financial advisors. We offer comprehensive and compassionate financial services, including financial planning, wealth management, and ...

Ameriprise Financial, Inc.

The paraplanner will primarily assist financial advisors and associate financial advisors with client service and financial planning workflow. Create and deliver an exceptional client experience that ...

Jambalaya Group

Paraplanner in Dallas, Texas

Dallas, TX · On-site

$60 - $73/hr

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 ...

Jambalaya Group

$60 - $73/hr

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 ...

RIA Recruiting

Paraplanner

Garden City, NY

$90K - $120K/yr

We are seeking a Paraplanner to assist with building and amending financial plans for our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has ...

RIA Recruiting

Paraplanner

Garden City, NY · On-site

$90K - $120K/yr

We are seeking a Paraplanner to assist with building and amending financial plans for our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has ...

Boutique Recruiting

Paraplanner

Beachwood, OH · On-site

$60K - $95K/yr

Financial Paraplanner Build the technical foundation, client experience, and credentials to grow into a Financial Advisor. This Financial Paraplanner role offers the opportunity to work directly ...

New

People People

Entry-Level Paraplanner

Lenexa, KS · On-site

The Paraplanner provides technical, analytical, and operational support to our Wealth Advisors, with a primary focus on preparing and maintaining comprehensive Wealth Management Reviews for existing ...

Lfp Consulting

Paraplanner

Brookings, SD · On-site

$54 - $66/hr

Paraplanner will assist Financial Advisors in managing and organizing office workflow.Essential Duties and Responsibilities:Assist Financial Advisors in preparing client meeting materials, financial ...

Legacy Financial Partners

Paraplanner

Brookings, SD · On-site

$60 - $80/hr

Paraplanner will assist Financial Advisors in managing and organizing office workflow. Essential Duties and Responsibilities * Assist Financial Advisors in preparing client meeting materials ...

previous pagenext page

Showing results 21-40

All JobsFinance and Insurance JobsFinancial Services JobsFinancial Planner JobsParaplanner Jobs

Paraplanner information

See salary details

$32K

$65.4K

$99K

How much do paraplanner jobs pay per year?

As of Sep 5, 2026, the average yearly pay for paraplanner 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?

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.

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 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.

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.

How much do paraplanners get paid?

Paraplanners typically earn between $40,000 and $70,000 annually, depending on experience, location, and certifications such as the Level 4 Diploma in Financial Planning. Senior or specialized paraplanners can earn higher salaries, often exceeding $80,000. The role often requires strong technical skills and familiarity with financial planning software.

Is a paraplanner a good job?

A paraplanner is a financial services professional who prepares financial plans and reports under the supervision of a financial advisor. The role typically requires strong analytical skills, knowledge of financial products, and relevant certifications such as the Level 4 Diploma in Financial Planning. It can offer a stable career path with opportunities for advancement in the financial industry.

Is a paraplanner entry level?

A paraplanner role is often considered an entry-level position in financial planning, suitable for individuals with a basic understanding of finance and strong analytical skills. Many employers require relevant certifications such as the Level 4 Diploma in Financial Planning and some prior experience or training. Advancement typically involves gaining experience and additional certifications in financial advice and planning tools.

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 analytical skills and knowledge of regulations. Paraplanners often work in office environments and may pursue certifications like the Certified Paraplanner designation.
More about Paraplanner jobs

What cities are hiring for Paraplanner jobs?

Cities with the most Paraplanner job openings:

What are the most commonly searched types of Paraplanner jobs?

The most popular types of Paraplanner jobs are:

Who are the top companies hiring for Paraplanner jobs?

The top employers for Paraplanner jobs are:

What states have the most Paraplanner jobs?

States with the most job openings for Paraplanner jobs include:

What job categories do people searching Paraplanner jobs look for?

The top searched job categories for Paraplanner jobs are:

What are popular job titles related to Paraplanner jobs?

For Paraplanner jobs, the most frequently searched job titles are:

Paraplanner jobs near you
Infographic showing various Paraplanner job openings in the United States as of August 2026, with employment types broken down into 99% Full Time, and 1% Part Time. Highlights an 80% Physical, 9% Hybrid, and 11% Remote job distribution, with an average salary of $65,434 per year, or $31.5 per hour.

Paraplanner

The Strategic Implementer

Village Of Garden City, NY • On-site

$90 - $120/hr

Other

Medical, Retirement, PTO

Posted 4 days ago

Job description

Davidov Wealth Group, a wealth management and estate planning firm in Garden City, NY is seeking a full-time Paraplanner to join our team. We are committed to helping our clients meet their goals, and exceptional client service is a top priority for us. We are seeking a Paraplanner to assist with building and amending financial plans for our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you! Find out more about us at davidovfinancial.com.

Compensation:
  • Salary range of $90K-$120K, commensurate with relevant experience
  • Performance-based bonus
  • Great Work/Life Balance with a Monday-Friday Schedule
  • Health Insurance Plan with Company Contribution (50% of premium)
  • Simple IRA with 3% employer match
  • Generous PTO Policy & Paid Holidays – 13 PTO days to start
  • A defined growth path with mentorship
  • No business development
Responsibilities include:
  • Build, maintain, and amend financial plans for clients
  • Analyze tax returns and investment statements prior to client review meetings
  • Prepare pre-meeting checklists and briefing materials for advisors
  • Update financial plans as client circumstances change
  • Coordinate with the client service team on data gathering and account info
  • Communicate with clients via phone and email regularly regarding scheduling, paperwork, and follow up tasks
  • Prepare income tax projections and run income tax scenario analyses
  • Assist with rebalancing client portfolios
  • We are a team that is always striving to improve our processes, and we ask our entire team to help identify areas where we can improve. We want your input to help the firm and this position improve over time!
Requirements:
  • 3 years of financial planning / paraplanning experience
  • Comfortable reading and analyzing tax returns and investment statements
  • Experience with financial planning and portfolio tools – experience with eMoney, Redtail, Schwab Advisor Center, CircleBlack, Morningstar, and Holistiplan are a plus but not required
  • Organization skills & attention to detail
  • Ability to work independently while prioritizing projects and managing your time – we do not micromanage
  • Ability to learn and implement new technology and software
  • Ability to communicate well and work in a collaborative environment
  • Ability to follow office processes and policies related to office operations & client privacy
  • FPQP and those pursuing the CFP are encouraged to apply
  • Series 65 is a plus but not required

We are an Equal Opportunity Employer.

#J-18808-Ljbffr

Apply