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Paraplanner Jobs (NOW HIRING)

Fidelis Financial Strategies

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Paraplanner

Cookeville, TN · On-site

$40K - $70K/yr

Hiring a Paraplanner We are seeking a Full-Time Paraplanner to join our team at Fidelis Financial Strategies. This role delivers technical analysis and comprehensive financial plan construction.

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

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 ...

Ameriprise Financial

Paraplanner

Irvine, CA · On-site

$85K - $100K/yr

ArcBridge Financial Group, an Ameriprise Financial franchise, is seeking a detail-oriented and motivated Paraplanner / Associate Financial Advisor (AFA) to support our growing wealth management ...

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 ...

New

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 ...

Ameriprise Financial

Paraplanner

Irvine, CA · On-site

$85K - $100K/yr

ArcBridge Financial Group, an Ameriprise Financial franchise, is seeking a detail-oriented and motivated Paraplanner / Associate Financial Advisor (AFA) to support our growing wealth management ...

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 ...

People People

Entry-Level Paraplanner

Olathe, 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 ...

New

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 ...

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 ...

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 ...

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 ...

Ameriprise Financial

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 ...

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Paraplanner information

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$32K

$65.4K

$99K

How much do paraplanner jobs pay per year?

As of Aug 21, 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

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Cities with the most Paraplanner job openings:

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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?

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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 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

Fidelis Financial Strategies

Cookeville, TN • On-site

$40K - $70K/yr

Full-time

Retirement, PTO

Re-posted 8 days ago

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Job description

Hiring a Paraplanner

We are seeking a Full-Time Paraplanner to join our team at Fidelis Financial Strategies.

This role delivers technical analysis and comprehensive financial plan construction.


Position Details

  • Employment Type: Full-Time
  • Work Location: In-office
  • Base Salary: $40,000 – $70,000 (Based on experience)
  • Target Bonuses: Eligible for quarterly performance bonuses


Core Responsibilities

  • Construct financial plans: Input asset, liability, and tax data into planning software.
  • Run scenario modeling: Simulate retirement readiness, cash flow, and estate strategies.
  • Draft planning summaries: Write concise, compliant strategy documents for client presentations.
  • Conduct investment research: Analyze portfolio allocations, fee structures, and historical performance.
  • Manage compliance workflows: Prepare necessary regulatory paperwork and audit trails for advisors.
  • Execute trading tasks: Process portfolio rebalancing and trade execution under advisor direction.
  • Client communication: Facilitate all indirect contacts – monthly emails and letters
  • Prepare annual client updates:  Organize, create and update client plans and tasks, in preparation for and as result of client meetings.
  • Coordinate New Client On-Boarding:   Set the direction for all actions and steps to smoothly and efficiently onboard new clients.


Required Qualifications

  • Preferred Experience level: 2 years of financial planning or industry experience.
  • Preferred education: Financial Management or related bachelor’s degree
  • Optional credentials:  Series 65, Series 6 or SIE or S7/ Life and Health License/  Active Certified Financial Planner (CFP) designation or passing score on the CFP exam preferred.
  • Preferred Software expertise: eMoney, Zephyr, Word, Excel, Orion, Holistiplan.
  • Relationship Management systems: Experience managing tasks within Wealthbox, or similar.
  • Communication skills: Ability to explain complex tax and investment concepts clearly in written format.


Benefits & Growth

  • Healthcare coverage: Health Savings Account contribution to employees that have personal health insurance policies
  • Retirement planning: SIMPLE IRA with 3% match after 1 year employment
  • Vacation and Holidays:  Paid time off for vacations, holidays, and sick time off after 90 days
  • Tuition reimbursement: Paid professional development, CE credits, and conference attendance.
  • Career path: Direct advancement track to Staff Advisor.