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Paraplanner Jobs (NOW HIRING)

S and T Bank

Paraplanner

Indiana, PA

$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 ...

Ameriprise Financial - California

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 ...

VBeyond

Paraplanner

Buffalo Grove, IL

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 ...

Ameriprise Financial - Washington

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;

Ameriprise Financial - Washington

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;

Ameriprise Financial

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 ...

KerberRose S.C.

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 ...

Ameriprise Financial - California

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 ...

Commonwealth Financial Network

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 ...

RIA Recruiting

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 ...

Ameriprise Financial

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 ...

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Paraplanner information

See salary details

$32K

$65.4K

$99K

How much do paraplanner jobs pay per year?

As of Jun 11, 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 the work of a paraplanner?

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 an office environment and may pursue certifications like the Certified Paraplanner designation.

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 do paraplanners get paid?

Paraplanners typically earn between $45,000 and $70,000 annually, depending on experience, location, and certifications such as the Certified Financial Planner (CFP) designation. Entry-level roles may start lower, while experienced paraplanners with advanced skills can earn higher salaries and bonuses.

What job makes $10,000 a month without a degree?

A paraplanner can earn around $10,000 a month with experience and certifications such as the CFP, often working in financial planning firms. High earnings typically require specialized skills, industry knowledge, and a strong client base, but a formal degree is not always mandatory for advancement in this role.

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.

Is $100,000 enough to work with a financial advisor?

For a paraplanner, earning $100,000 annually is generally sufficient to work with a financial advisor, as this income level allows for investment and savings planning. However, the adequacy depends on individual financial goals, expenses, and the complexity of the financial plan. Paraplanners often assist in preparing financial documents and analysis, which can influence the scope of services needed from an advisor.

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.
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Paraplanner jobs near you

Paraplanner

Kestra Financial Independent Advisor

Hamilton, NJ

Full-time

Posted 21 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)

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