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Remote Financial Paraplanner Jobs (NOW HIRING)

Ivy Way Placements

Paraplanner

Paraplanner Position This is a remote position. Seeking a Paraplanner to be a key member of our ... This is an excellent opportunity to work with a small group of experienced financial planners and ...

Thrivent Financial for Lutherans

Paraplanner

$70K - $100K/yr

Paraplanner Position Thrivent Financial is a faith-based, not-for-profit financial services ... This is a remote role, must live and work in the United States for consideration. Position Roles ...

Ameriprise Financial, Inc.

The paraplanner will primarily assist financial advisors and associate financial advisors with ... We remain open to remote candidates who are a strong fit for the role. West Coast-based candidates ...

New

Ameriprise Financial, Inc.

Paraplanner

Idaho Falls, ID · On-site +1

The paraplanner will primarily assist financial advisors and associate financial advisors with ... We remain open to remote candidates who are a strong fit for the role. West Coast-based candidates ...

Ameriprise Financial

Paraplanner

Idaho Falls, ID · On-site +1

At Ameriprise Financial, we're not just in the business of helping clients with their financial ... We remain open to remote candidates who are a strong fit for the role. West Coast-based candidates ...

Thrivent Financial

Paraplanner

$70K - $100K/yr

Thrivent Financial is a faith-based, not-for-profit financial services organization with ... PTO and holiday pay, 401K with match This is a remote role, must live and work in the United States ...

Thrivent

Paraplanner

Austin, TX · On-site +1

$70K - $100K/yr

Thrivent Financial is a faith-based, not-for-profit financial services organization with ... PTO and holiday pay, 401K with match This is a remote role, must live and work in the United States ...

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Remote Financial Paraplanner information

See salary details

$32K

$65.4K

$99K

How much do remote financial paraplanner jobs pay per year?

As of Aug 22, 2026, the average yearly pay for remote financial 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 remote financial paraplanner?

A Remote Financial Paraplanner is a professional who supports financial advisors by preparing financial plans, conducting research, and handling administrative tasks, all while working from a remote location. They analyze client data, assist with investment strategies, and ensure that advisors have the information needed to provide personalized financial advice. This role allows paraplanners to collaborate with clients and advisors virtually, making it flexible and accessible. Remote paraplanners need strong analytical skills, attention to detail, and proficiency with financial planning software.

What are the key skills and qualifications needed to thrive as a remote financial paraplanner?

To thrive as a Remote Financial Paraplanner, you need strong analytical abilities, knowledge of financial planning concepts, and at least a bachelor's degree in finance or a related field. Familiarity with financial planning software such as eMoney Advisor or MoneyGuidePro, as well as industry certifications like CFP® or FPQP™, is highly valued. Excellent attention to detail, strong written communication, and the ability to work independently make you stand out in this remote role. These skills are crucial to accurately support financial advisors, ensure compliance, and deliver high-quality client service from a distance.

What are some common challenges faced by remote financial paraplanners, and how can they be effectively managed?

Remote financial paraplanners often face challenges such as maintaining clear communication with advisors and clients, managing sensitive data securely, and staying organized across multiple digital platforms. Effective time management and setting up regular virtual check-ins with the advisory team can help ensure everyone is aligned on client needs and deadlines. Utilizing secure, cloud-based financial planning software and adhering to best cybersecurity practices is essential for protecting client information. Building strong digital collaboration habits not only helps overcome isolation but also ensures seamless workflow and professional growth.

What is the difference between Remote Financial Paraplanner vs Remote Financial Advisor?

AspectRemote Financial ParaplannerRemote Financial Advisor
CertificationsCFP, ChFC, or similarCFP, ChFC, or similar
Work EnvironmentSupports financial advisors, mostly behind the scenesDirectly interacts with clients, provides financial advice
Employer & Industry UsageFinancial planning firms, advisory firmsFinancial advisory firms, independent advisors

Remote Financial Paraplanners assist with research, plan preparation, and administrative tasks, while Remote Financial Advisors provide personalized financial advice directly to clients. Both roles often require similar certifications and work within the same industry, but their client interaction levels differ.

More about Remote Financial Paraplanner jobs

What cities are hiring for Remote Financial Paraplanner jobs?

Cities with the most Remote Financial Paraplanner job openings:

What are the most commonly searched types of Financial Paraplanner jobs?

The most popular types of Financial Paraplanner jobs are:

What states have the most Remote Financial Paraplanner jobs?

States with the most job openings for Remote Financial Paraplanner jobs include:

What job categories do people searching Remote Financial Paraplanner jobs look for?

The top searched job categories for Remote Financial Paraplanner jobs are:

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

Paraplanner

Ivy Way Placements

Remote

Other

Medical, Dental, Vision

Posted 19 days ago

Job description

Paraplanner Position

This is a remote position. Seeking a Paraplanner to be a key member of our team, providing service to our clients, strategic partners, and our consulting team. This is an excellent opportunity to work with a small group of experienced financial planners and gain experience in collaborative boutique setting serving both HNW and ultra HNW individuals/families. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, resourceful, result-oriented, and adaptable people with the desire to help our clients, their teammates, and themselves succeed. As a Paraplanner, you will be responsible for new and existing business cases management. In addition, you will play a central role in our data management process (collecting, organizing, exploring, modeling & reporting) as related to case management, financial planning, and investment analysis. Furthermore, you will collaborate with internal and external third-party experts that round out a client's professional roster. Finally, delivering outstanding service to build and maintain client loyalty. You will work closely with our team to achieve client, team and individual objectives.

Roles and Responsibilities: The key areas of responsibility include:

  • Prepare client financial statements/documents from client document production(s)
  • Assist planning team in developing client solutions to financial/investment/tax/estate planning opportunities
  • Cash Flow Modeling
  • Portfolio Risk Modeling
  • Assist with creation of business reports in SFDC for case management, goal and revenue tracking
  • Assist in client casework that requires the ability to research, learn and produce a presentation that can be received and understood by a client

Requirements:

  • 7+ years minimum experience as a Paraplanner
  • Undergraduate degree is required
  • Previous experience with RIA preferred

Competencies:

  • Acts with integrity and must be able to maintain confidentiality
  • Displays high level effort and commitment towards performing work
  • Accurate, organized and highly detail oriented
  • Shows understanding, friendliness, courtesy, tact and empathy to people from various backgrounds
  • Strong communication skills

Software usage & proficiency:

  • Microsoft Office (Outlook, Word, Excel, Power Point, Visio, etc.)
  • Orion
  • Salesforce
  • Right Capital (or similar)
  • Hidden Levers (or similar)

Benefits:

  • Competitive compensation
  • Opportunity to contribute to a dynamic, fast-paced business that is experiencing rapid growth
  • Open and supportive team-based environment
  • Full medical, dental, vision benefits
  • Fully stocked kitchen
  • Fun events such as: Annual trips, happy hours, annual golf tournament, and so much more!

Apply