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Paraplanner Jobs (NOW HIRING)

Ameriprise Financial - Washington

Paraplanner

Bellevue, WA · Hybrid

$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 ...

Kestra Holdings

Paraplanner

Fairfield, NJ · On-site

The Paraplanner will support Lead Advisors in the delivery of comprehensive financial planning and wealth management services. This role is ideal for someone early in their financial planning career ...

Thompson Financial Group

Paraplanner

Baltimore, MD · On-site

Description One of our successful financial planning teams in Elkridge is seeking a detail-oriented paraplanner who is passionate about delivering comprehensive financial planning solutions. This is ...

Thompson Financial Group

$120K/yr

One of our successful financial planning teams in Elkridge is seeking a detail-oriented paraplanner who is passionate about delivering comprehensive financial planning solutions. This is a salaried ...

Apply Early

Ameriprise Financial - Washington

Paraplanner

Bellevue, WA · Hybrid

$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 ...

Ameriprise Financial - Washington

Paraplanner

Bellevue, WA · Hybrid

$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 ...

Apply Early

Thrivent

Paraplanner

Austin, TX · On-site +1

$70K - $100K/yr

The Paraplanner position will come alongside our Lead Advisor and team to learn how to create financial plans and soak up firm-specific procedures and processes. Key responsibilities include ...

Raymondjames

Paraplanner

Issaquah, WA · On-site

$55K - $110K/yr

Position Overview The Paraplanner is a core member of our team-supporting client relationships, preparing financial deliverables, coordinating followthrough, and ensuring every interaction is ...

TalentLink Solutions

Paraplanner

Conroe, TX · On-site

We are an independent wealth management firm, seeking a Paraplanner to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future ...

TalentLink Solutions

Financial Paraplanner

Paramus, NJ · On-site

We are seeking a driven and detail-focused Financial Paraplanner who thrives in a collaborative, client-centered environment. As part of our dedicated financial planning team, you will build your ...

Peak Retirement Planning, Inc.

Paraplanner

Columbus, OH · On-site

$50K - $100K/yr

We are the #1 fastest-growing private company in Columbus, Ohio, by Inc. 5000, and one of the top and youngest financial planning firms in the country. Peak has grown from one team member to over 60 ...

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Showing results 1-20

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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What states have the most Paraplanner jobs? States with the most job openings for Paraplanner jobs include:
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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 - Washington

Bellevue, WA • Hybrid

$26.50 - $36/hr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 4 days ago

Job description

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 foundational industry experience who can step in quickly, support advisors, and deliver a high-quality client experience.

The ideal candidate brings prior exposure to wealth management workflows and is looking to grow within a practice—progressing in responsibility, developing technical skills, and potentially moving toward an advisory path over time.

About the Practice
Servitium Wealth Management is a collaborative and client-centric advisory team focused on delivering thoughtful, relationship-driven financial guidance.

The culture is:

  • Team-oriented and supportive
  • Client-focused with high service standards
  • Fast-paced with a need for strong follow-through
  • Growth-minded, with opportunity for upward mobility

Key Responsibilities

Client Service & Relationship Support

  • Serve as a key point of contact for client service needs
  • Communicate with clients regarding account activity, follow-ups, and requests
  • Support advisors in delivering a seamless and responsive client experience

Account Management & Operations

  • Process new business, account opening, and ongoing account maintenance
  • Handle client confirmations and service-related requests
  • Coordinate with custodians and internal partners to resolve issues

Meeting Preparation & Execution

  • Prepare client meeting materials and documentation
  • Support pre- and post-meeting workflows, including follow-ups and task tracking

Systems & Documentation

  • Maintain accurate client records within CRM systems
  • Utilize tools such as Salesforce, MoneyGuide, and eMeeting (preferred)
  • Ensure compliance with firm and regulatory standards

Ideal Candidate Profile

Required Qualifications

  • 1 - 2+ years of experience in financial services, wealth management, or a related role
  • Strong understanding of client service and operational workflows
  • High attention to detail and strong organizational skills
  • Ability to manage multiple priorities in a fast-paced environment

Preferred Qualifications

  • FINRA licenses (Series 7 and/or 66) or willingness to obtain within 12 months
  • Experience with CRM systems (Salesforce preferred)
  • Familiarity with financial planning tools (e.g., MoneyGuide)

Professional Strengths

  • Strong communication and client-facing skills
  • Proactive and able to take initiative without constant direction
  • Coachable, adaptable, and eager to grow within the industry

Compensation & Benefits

Base Compensation:

  • $26.50 – 36.00 (commensurate with experience and licensing) – Hourly, non-exempt

Incentive Compensation:

  •  Structured bonus opportunity

Benefits Include:

  • 100% employer-paid health insurance (employee coverage)
  • Dental, vision, and disability insurance
  • SIMPLE IRA
  • Accrual-based PTO
  • Paid market holidays + additional holiday flexibility
  • Reduced in-office schedule and flexibility around year-end

Work Environment

  • In-office to start for training and onboarding
  • Hybrid flexibility (up to 1 day/week) available after training is complete
  • Collaborative team environment with monthly team lunches

Growth Opportunity
This role is designed for someone who wants more than just a job. Servitium Wealth Management is seeking a team member who can grow with the practice—taking on increased responsibility over time and potentially progressing into more advanced planning or advisory functions.

Equal Opportunity Employer
Servitium Wealth Management is an Equal Opportunity Employer and welcomes applicants from diverse backgrounds and experiences.

A background check will be conducted as part of the hiring process, and successful completion is required for employment, in accordance with applicable laws.

Apply