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Remote Paraplanner Jobs (NOW HIRING)

Ameriprise Financial

Paraplanner

Remote Paraplanner (Licensed) must reside in EST or CST zones Grinney & Davis Wealth Management A private wealth advisory practice of Ameriprise Financial Services Grinney & Davis Wealth Management ...

Ameriprise Financial - California

Paraplanner

Merced, CA · On-site +1

$28 - $33/hr

Paraplanner Steve Teranishi - Financial Advisor with Ameriprise Financial Services Location ... Merced, CA Full-Time or Part-Time | In-Office (Remote eligible for current and former Ameriprise ...

Ameriprise Financial

Paraplanner

$28 - $33/hr

Paraplanner Steve Teranishi - Financial Advisor with Ameriprise Financial Services Location ... Merced, CA Full-Time or Part-Time | In-Office (Remote eligible for current and former Ameriprise ...

Ameriprise Financial - California

Paraplanner

Merced, CA · On-site +1

$33/hr

Paraplanner Steve Teranishi - Financial Advisor with Ameriprise Financial Services Location ... Merced, CA Full-Time or Part-Time | In-Office (Remote eligible for current and former Ameriprise ...

RIA Recruiting

Paraplanner (Remote)

Independence, OH · Remote

$80K - $100K/yr

Paraplanner Tempo Wealth Location: Independence, OH Website: TempoWealth.com Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking a Paraplanner ...

Ameriprise Financial

Paraplanner

$75K/yr

Paraplanner Ann Arbor, MI | Remote/Hybrid Considered Clarity Financial Advisors , a growing Private Wealth Advisory Practice of Ameriprise Financial , is seeking a fully licensed Paraplanner to join ...

Sentinel Group

Paraplanner

Wakefield, MA · Remote

This is a remote or hybrid role, open to candidates in Eastern Time Zone. The Purpose of Your Role: We are seeking an experienced and detail-oriented Paraplanner to support our financial planning ...

Ameriprise Financial - California

Paraplanner

Merced, CA · On-site +1

$33/hr

Paraplanner Steve Teranishi - Financial Advisor with Ameriprise Financial Services Location ... Merced, CA Full-Time or Part-Time | In-Office (Remote eligible for current and former Ameriprise ...

Ameriprise Financial - California

Paraplanner

Merced, CA · On-site +1

$28 - $33/hr

Paraplanner Steve Teranishi - Financial Advisor with Ameriprise Financial Services Location ... Merced, CA Full-Time or Part-Time | In-Office (Remote eligible for current and former Ameriprise ...

Cambridge Investment Research, Inc.

Paraplanner

$22/hr

We're seeking a detail-oriented Paraplanner to support financial advisors by preparing financial ... This is a part-time, fully remote role ideal for someone who enjoys analytical work and ...

Sentinel Group

Paraplanner

Wakefield, MA · On-site +1

$70K - $80K/yr

This is a remote or hybrid role, open to candidates in Eastern Time Zone. The Purpose of Your Role: We are seeking an experienced and detail-oriented Paraplanner to support our financial planning ...

Thrivent Financial

Paraplanner

Austin, TX · Remote

$70K - $100K/yr

The Paraplanner position will come alongside our Lead Advisor and team to learn how to create ... PTO and holiday pay, 401K with match This is a remote role, must live and work in the United States ...

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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 ... PTO and holiday pay, 401K with match This is a remote role, must live and work in the United States ...

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How much do remote paraplanner jobs pay per year?

As of Jun 6, 2026, the average yearly pay for remote 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 in the Remote Paraplanner position, and why are they important?

To thrive as a Remote Paraplanner, you need strong analytical skills, attention to detail, and a background in financial planning or a related field—often supported by a relevant degree or paraplanner certification. Familiarity with financial planning software (such as eMoney, RightCapital, or MoneyGuidePro), CRM systems, and Microsoft Office Suite is typically required. Excellent written communication, organizational abilities, and self-motivation are key soft skills for remote success. These skills help ensure accurate financial analyses, effective client support, and seamless collaboration with advisors, even from a distance.

What does a typical workday look like for a Remote Paraplanner?

A typical workday for a Remote Paraplanner involves preparing financial plans, analyzing client data, and generating reports to support financial advisors. You’ll communicate regularly with advisors and sometimes directly with clients through email, calls, or video meetings to clarify information or gather documents. Most remote paraplanners manage their schedules independently, balancing deadlines with ongoing projects, while staying in close contact with their advisory teams. You may also attend virtual team meetings or training sessions to stay updated on compliance regulations and industry best practices.

What is a Remote Paraplanner job?

A Remote Paraplanner supports financial advisors by conducting research, preparing client reports, and analyzing financial data from a remote location. They help with tasks like portfolio reviews, financial planning, and compliance documentation. This role requires strong analytical skills, attention to detail, and knowledge of financial planning software. It allows professionals to work flexibly while providing essential support to financial planners.

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Remote Paraplanner jobs near you
Paraplanner

Paraplanner

Ameriprise Financial

Remote

Full-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Ameriprise rating

8.1

Company rating: 8.1 out of 10

Based on 116 frontline employees who took The Breakroom Quiz

58th of 138 rated financial services

Job description

Position: Remote Paraplanner (Licensed) must reside in EST or CST zones
Grinney & Davis Wealth Management
A private wealth advisory practice of Ameriprise Financial Services
Grinney & Davis Wealth Management is an exclusive, customized wealth management practice known for delivering a high-touch, deeply personalized client experience. Our team is intentional about who we serve, maintaining a selective client base to ensure every relationship receives an exceptional level of care and attention. We specialize in comprehensive financial planning and customized investment strategies, pairing a deep level of planning with sophisticated portfolio management.
We are seeking a detail-oriented and coachable Paraplanner to support our advisory team in a remote capacity.
Position Overview
The Paraplanner will play a key role in supporting advisors and enhancing the client experience through operational execution, financial planning support, and direct client interaction. This individual will be an integral part of a collaborative team focused on delivering exceptional service and must be comfortable working within dual advisor working styles while remaining flexible and team oriented.
Key Responsibilities
  • Execute trades and support portfolio implementation
  • Facilitate money movement and cash management activities
  • Assist with cash investment strategies
  • Participate in client meetings, review detailed notes for approval, and assist in follow-up preparation
  • Collect client data and support documentation for planning and servicing needs
  • Prepare financial planning documents, client review materials, and investment-related paperwork
  • Utilize MoneyGuide extensively to support advisors in building, updating, and maintaining comprehensive financial plans and scenario analyses
  • Provide ongoing client service and support
  • Collaborate with the advisory team to ensure a seamless client experience
  • Recognize when team members are at capacity and proactively step in to support team workload

Qualifications & Experience
  • Bachelor's degree
  • Active Series 7 and Series 66 licenses required
  • 1+ year of experience in a financial planning or wealth management environment
  • Ameriprise Financial experience preferred
  • This role may be performed remotely for candidates with prior Ameriprise experience

  • Strong experience with MoneyGuide strongly preferred; candidate should be comfortable using financial planning software extensively in day-to-day responsibilities
  • Familiarity with annuities and life insurance products preferred
  • Strong attention to detail and organizational skills
  • Coachable with a willingness to learn and grow within the role
  • Team player mindset with the ability to work effectively across varying leadership/communication styles

Compensation & Benefits
  • Base salary: $62,000 - $72,000, based on experience paid as hourly, non-exempt
  • Bonus, revenue-sharing, and team-based incentives
  • Comprehensive benefits package with Medical, dental and vision coverage that includes 50% employer-paid medical premium for employee-only coverage
  • Short-term and long-term disability available
  • 10 paid holidays and 10 days of PTO in the first year with 12 days in year 3 that continues to grow
  • 401(k) with 3.5% employer match
  • Discretionary profit sharing

Additional Details
  • Fully remote position for candidates with Ameriprise experience, aligned with Central Time hours
  • Monday - Thursday: 8:30 AM - 5:00 PM CT
  • Friday: 8:30 AM - 3:00 PM CT

Growth Opportunity
This role is designed for someone seeking long-term growth within a financial advisory practice. As you develop in the role, there will be opportunities to expand your involvement in financial planning and take on increased responsibility within the team.
Equal Opportunity Employer
Grinney & Davis Wealth Management is an Equal Opportunity Employer and welcomes applicants from all backgrounds.

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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

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