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Paraplanner Jobs (NOW HIRING)

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 ...

Thrivent Financial

Paraplanner

San Antonio, TX

$50K - $80K/yr

  • Retirement

  • PTO

The Paraplanner position supports our Lead Advisors by assisting with the creation of financial plans and learning firm-specific procedures and processes, with a strong focus on delivering high ...

Thrivent

Paraplanner

Austin, TX · On-site +1

$70K - $100K/yr

  • Retirement

  • PTO

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 ...

Jambalaya Group

Paraplanner

Little Rock, AR · On-site

$65K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Small Wealth Management -- Little Rock, AR Full-time | On-site About the Role Small Wealth Management, a private wealth advisory practice of Ameriprise Financial, is seeking a full-time Paraplanner ...

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 ...

People People

Paraplanner

Olathe, KS

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Job Summary As a Paraplanner you have a variety of responsibilities surrounding our Wealth Management Reviews. You primarily provide technical and operational support for our Wealth Advisors. You are ...

People People

Paraplanner

Lenexa, KS · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Job Summary As a Paraplanner you have a variety of responsibilities surrounding our Wealth Management Reviews. You primarily provide technical and operational support for our Wealth Advisors. You are ...

Thrivent Financial

Paraplanner

$70K - $100K/yr

  • Retirement

  • PTO

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 ...

Jambalaya Group

Paraplanner

Little Rock, AR · On-site

$65K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Small Wealth Management - Little Rock, AR Full-time On-site About the Role Small Wealth Management, a private wealth advisory practice of Ameriprise Financial, is seeking a full-time Paraplanner to ...

Jambalaya Group

Paraplanner

Little Rock, AR · On-site

$65K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Small Wealth Management -- Little Rock, AR Full-time | On-site About the Role Small Wealth Management, a private wealth advisory practice of Ameriprise Financial, is seeking a full-time Paraplanner ...

TalentLink Solutions

Paraplanner

Marlborough, MA · On-site

$70K - $85K/yr

  • PTO

JOB SUMMARY As a Paraplanner, you will partner with the firm's financial advisors to prepare financial analyses, develop comprehensive written financial plans for client presentations, and support ...

People People

Paraplanner

Olathe, KS · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Job SummaryAs a Paraplanner you have a variety of responsibilities surrounding our Wealth Management Reviews. You primarily provide technical and operational support for our Wealth Advisors. You are ...

People People

Paraplanner

Olathe, KS · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Job Summary As a Paraplanner you have a variety of responsibilities surrounding our Wealth Management Reviews. You primarily provide technical and operational support for our Wealth Advisors. You are ...

Zinnia Wealth Management

Paraplanner/Junior Planner

Ocala, FL · On-site

$60K - $75K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We are growing, and we are looking for a dedicated Paraplanner or Junior Planner to join our office team. This is a unique opportunity to learn from seasoned professionals who are passionate about ...

TalentLink Solutions

Paraplanner

Marlborough, MA · On-site

$70K - $85K/yr

  • PTO

JOB SUMMARY As a Paraplanner, you will partner with the firm's financial advisors to prepare financial analyses, develop comprehensive written financial plans for client presentations, and support ...

Zinnia Wealth Management

Paraplanner/Junior Planner

Ocala, FL · On-site

$60K - $75K/yr

  • Medical

  • Dental

  • Vision

  • PTO

We are growing, and we are looking for a dedicated Paraplanner or Junior Planner to join our office team. This is a unique opportunity to learn from seasoned professionals who are passionate about ...

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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 Aug 16, 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 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.

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
Infographic showing various Paraplanner job openings in the United States as of August 2026, with employment types broken down into 98% Full Time, and 2% Part Time. Highlights an 82% Physical, 10% Hybrid, and 8% Remote job distribution, with an average salary of $65,434 per year, or $31.5 per hour.

Paraplanner

Ameriprise Financial

Idaho Falls, ID • On-site, Remote

Full-time

Re-posted 3 days ago

Ameriprise rating

7.7

Company rating: 7.7 out of 10

Based on 130 frontline employees who took The Breakroom Quiz

106th of 150 rated financial services

Job description

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.

Job Description

Do you love client service and work that requires excellent attention to detail? Do you want to make a real difference in people's lives? Step into an instrumental role. Help conduct the smooth operation of a fast-paced and friendly financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial.
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 differentiates our practice. This position will consistently follow high standards of business and professional ethics while following legal and regulatory requirements.
This position allows the advisor the assurance they to know that their practice is being maintained and supported within Ameriprise Financial guidelines

Position Functions:

  • Maintain client management system

  • Call clientsandprospects to set up appointments

  • Respond toclientrequests, coordinate/track projects and manage business-as-usual projects such assettingand preparing for annual reviews

  • Attend,participateinand/or conduct client meetingsas needed

  • Write notes or letters to clients on personal letterhead of administrative nature and handle client appreciation - "surprise and delight!"

  • Coordinate client appreciation events and seminars

  • Prepare preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetingswhen licensed

  • Develop portfolio/robust product solution recommendations that will fit the client's risk tolerance andtime frameas well as developappropriate productdeliverableswhen licensed

  • Provide insight and recommendations to effectively use keymarketingtools (MOD, Go Social, Advisorwebsite, etc.) that helpgrowourpractice

  • Completetransaction requests as directed by financial advisors and associate financial advisors

  • Maintain files and recordsin accordance withthe records retention policy

  • Responsibilities andtimeallocationwill change over time to meet the needs of the practice and can include otherdutiesassigned by the advisors.

Key Traits of a Successful Paraplanner:

  • Friendly, polite and clear phone manner

  • Exceptionalattention to detail and organization

  • Strong organizational and computer skills

  • Effective communication with clients and other advisors/staff

  • Effective and efficient time management

  • Ability to multi-task

  • Ability to adhere to rules and regulations as stated and required by advisors andAmeriprise Financial

  • Ability to support and provide guidance for compliance within the advisor's practice

  • Positive attitude and sincere willingness to learn and grow

Education and Other Designations:

  • College degree or higher

  • 2+ years of similar experience

  • Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life,accidentand health insurance licenses.

Pay:

  • Excellentpaycorrelatingtoqualifications and experiencewithpotentialforbonuses.

Hiring Preference:

  • We remain open to remote candidates who are a strong fit for the role. West Coast-based candidates are especially encouraged to apply to best align with business and operational needs.

Full-Time/Part-Time

Full time

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

What Ameriprise employees say

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Hours and flexibility

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Get the full story on Breakroom

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About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

Social media

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