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Paraplanner Jobs (NOW HIRING)

Ameriprise Financial - California

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 ...

VBeyond

Paraplanner

Buffalo Grove, IL · On-site

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

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 ...

Ameriprise Financial

Paraplanner

Remote Paraplanner (Licensed) must reside in EST or CST zones Grinney & Davis Wealth Management A private wealth advisory practice of Ameriprise Financial Services Grinney & Davis Wealth Management ...

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 ...

Desert Financial Credit Union

Paraplanner

Phoenix, AZ · On-site

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 ...

Ameriprise Financial - Arkansas

Paraplanner

Little Rock, AR · On-site

$65K - $85K/yr

Paraplanner Small Wealth Management -- Little Rock, AR Full-time | On-site Salary: $65,000-$85,000 per year Schedule: Monday-Friday, 8am-5pm Work Location: Onsite Benefits: 401(k) with contribution ...

RIA Recruiting

Paraplanner

Independence, OH · On-site

$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 ...

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All JobsParaplanner Jobs

Paraplanner information

See salary details

$32K

$65.4K

$99K

How much do paraplanner jobs pay per year?

As of Jul 3, 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.

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 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:
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Paraplanner jobs near you
Infographic showing various Paraplanner job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $65,434 per year, or $31.5 per hour.

Paraplanner

Ameriprise Financial - Arkansas

Little Rock, AR

$65K - $85K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 18 days ago

Job description

Paraplanner 

Small Wealth Management — Little Rock, AR

Full-time | On-site

Salary: $65,000–$85,000 per year

Schedule: Monday–Friday, 8am–5pm

Work Location: Onsite

Benefits: 401(k) with contribution, health/dental/vision, PTO, bonus opportunity, and 10 paid holidays.

About the Role

Small Wealth Management, a private wealth advisory practice of Ameriprise Financial, is seeking a full-time Paraplanner to support our financial advisors and deliver an exceptional client experience. This role blends in-depth planning support, operational excellence, and high-touch client service.

What You’ll Do

Client Service & Relationship Management

- Build and maintain professional relationships with clients.

- Handle account inquiries and escalate as needed.

- Serve as a primary point of contact for advisor and client communications.

Paraplanning & Advisor Support

- Prepare financial plans and conduct investment research.

- Complete trades and transactions accurately.

- Prepare agendas, reports, forms, and documentation for client meetings.

- Maintain Salesforce notes and client follow-up tasks.

Operations & Workflow Management

- Prepare and submit new business paperwork.

- Coordinate transfers, rollovers, wires, and deposits.

- Maintain documentation within CRM and workflow systems.

Administrative Support

- Process expense reports and prepare client correspondence.

- Scan, organize, and maintain digital files.

- Support advisors with office tasks and projects.

Qualifications

- Bachelor’s degree

- Series 7 and 66 (or 63/65)

- Excellent communication and client service skills

- Strong attention to detail and organization

- Proficiency with Microsoft Office Suite

- Ability to multi-task in a fast-paced environment

- High integrity and confidentiality

- Minimum of 3 years experience in the financial planning or wealth advisory industry

Who Succeeds in This Role

- Dependable, proactive, and service-minded

- Detail-oriented with strong accuracy

- Excellent communicator and team collaborator

- Organized and able to handle multiple tasks

- Motivated by helping clients achieve clarity and confidence

About Small Wealth Management

Since 1999, Small Wealth Management has been driven by a commitment to empower clients to understand, achieve, and maintain financial independence with confidence and clarity. Our legacy is helping build yours.

How to Apply

Submit a resume and cover letter 

Small Wealth Management is an equal opportunity employer.

Apply