Paraplanner
$28 - $33/hr
Merced, CA Full-Time or Part-Time | In-Office About Us Teranishi Practice, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a Paraplanner to join our growing, client-focused ...
Paraplanner
$28 - $33/hr
Merced, CA Full-Time or Part-Time | In-Office About Us Teranishi Practice, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a Paraplanner to join our growing, client-focused ...
Paraplanner
$33/hr
Merced, CA Full-Time or Part-Time | In-Office About Us Teranishi Practice, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a Paraplanner to join our growing, client-focused ...
Paraplanner
$33/hr
Merced, CA Full-Time or Part-Time | In-Office About Us Teranishi Practice, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a Paraplanner to join our growing, client-focused ...
Paraplanner
$33/hr
Merced, CA Full-Time or Part-Time | In-Office About Us Teranishi Practice, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a Paraplanner to join our growing, client-focused ...
Paraplanner
$33/hr
Merced, CA Full-Time or Part-Time | In-Office About Us Teranishi Practice, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a Paraplanner to join our growing, client-focused ...
Paraplanner
$28 - $33/hr
Merced, CA Full-Time or Part-Time | In-Office About Us Teranishi Practice, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a Paraplanner to join our growing, client-focused ...
Paraplanner
$28 - $33/hr
Merced, CA Full-Time or Part-Time | In-Office About Us Teranishi Practice, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a Paraplanner to join our growing, client-focused ...
Part Time Paraplanner information
What is a part time paraplanner?
A Part Time Paraplanner is a financial professional who supports financial advisors by preparing financial plans, conducting research, and handling administrative tasks, but works fewer hours than a full-time employee. They typically help with tasks like data gathering, analysis, creating reports, and ensuring compliance, allowing advisors to focus more on client relationships. Part time paraplanners often work remotely or have flexible schedules, making this role ideal for those seeking work-life balance while contributing to the financial planning process.
How does a part time paraplanner typically collaborate with financial advisors and clients?
As a part-time paraplanner, you will regularly support financial advisors by preparing financial plans, conducting research, and analyzing client data. Collaboration often occurs through virtual meetings, shared documentation, and clear communication to ensure accuracy and timely delivery. While direct client interaction may be limited, you'll play a crucial behind-the-scenes role in gathering information and ensuring compliance. Balancing multiple priorities and staying organized are important, especially when working reduced hours or remotely.
What are the key skills and qualifications needed to thrive as a part time paraplanner, and why are they important?
To thrive as a Part Time Paraplanner, you need a solid understanding of financial planning principles, investment products, and regulatory standards, usually supported by a relevant degree or diploma. Familiarity with financial planning software such as Xplan, Voyant, or cashflow modeling tools, along with certifications like the Diploma in Financial Planning, is often expected. Strong attention to detail, time management, and effective communication skills help paraplanners provide accurate support and collaborate with advisors. These skills are crucial for ensuring compliance, delivering quality client reports, and supporting efficient financial advice processes.
What is the difference between Part Time Paraplanner vs Part Time Financial Advisor?
| Aspect | Part Time Paraplanner | Part Time Financial Advisor |
|---|---|---|
| Certifications | CFP, Diploma in Financial Planning | CFP, Level 4 Diploma in Financial Planning |
| Work Environment | Support role in financial planning firms, preparing reports | Client-facing, providing financial advice |
| Industry Usage | Commonly employed in advisory firms, assisting advisors | Engages directly with clients, offering personalized advice |
Part Time Paraplanners focus on preparing financial plans and reports, supporting financial advisors, while Part Time Financial Advisors directly advise clients on financial products and strategies. Both roles require similar certifications but differ in client interaction and responsibilities.
What are the most commonly searched types of Paraplanner jobs in California?
The most popular types of Paraplanner jobs in California are:
What are popular job titles related to Part Time Paraplanner jobs in California?
For Part Time Paraplanner jobs in California, the most frequently searched job titles are:
What job categories do people searching Part Time Paraplanner jobs in California look for?
The top searched job categories for Part Time Paraplanner jobs in California are:
What cities in California are hiring for Part Time Paraplanner jobs?
Cities in California with the most Part Time Paraplanner job openings:
$28 - $33/hr
Full-time, Part-time
Medical, Life, Retirement, PTO
Re-posted 16 hours ago
Job description
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 Practice of Ameriprise Financial, is seeking a Paraplanner to join our growing, client-focused team. We are committed to delivering personalized, comprehensive financial planning with professionalism, precision, and care.
This position plays a central role in supporting financial planning operations, advisor workflows, and overall client experience. The role is structured to build upon individual strengths and offers long-term career development opportunities within the practice.
Key Responsibilities
- Prepare for client meetings, including compiling reports and follow-up materials
- Draft and send client communications, including follow-up emails and documentation
- Answer and route phone calls, providing prompt responses to client inquiries
- Process trades and transactions (solicited trades require advisor approval if unlicensed)
- Assist with account openings, money movement, and form preparation
- Maintain accurate client records in CRM and manage eMeeting scheduling
- Support advisors in ongoing client relationship management
- Collaborate with team members to ensure operational efficiency
Qualifications
- Prior financial services experience preferred; Ameriprise practice experience a plus
- Strong organizational skills and high attention to detail
- Excellent verbal and written communication abilities
- Proficiency in Microsoft Office (Word, Excel, Outlook); Salesforce experience preferred
- Ability to manage multiple priorities in a fast-paced environment
- Commitment to client confidentiality and professional ethics
- Licensing (Series 7, 66, Life & Health) a plus but not required—must be willing and able to obtain licenses
Compensation & Benefits
- $28–$33 per hour, based on experience
- Non-exempt
- Licensing and professional development support
- Paid time off and benefits package (medical & retirement plans)
- Opportunity for career growth within an expanding practice
Work Environment
- Flexible full-time or part-time opportunity
- In-office role based in Merced, CA
- Collaborative, team-oriented environment
- Direct interaction with clients and advisors
How to Apply
Interested candidates should submit a resume and cover letter outlining relevant experience and long-term career goals.
Equal Opportunity Employer
Teranishi Practice is an Equal Opportunity Employer and welcomes applicants from diverse backgrounds and experiences.