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Remote Paraplanner Jobs (NOW HIRING)

Ivy Way Placements

Paraplanner

  • Medical

  • Dental

  • Vision

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 ...

Thrivent Financial for Lutherans

Paraplanner

$70K - $100K/yr

  • Retirement

  • PTO

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

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 ...

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 ... 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 Paraplanner information

See salary details

$32K

$65.4K

$99K

How much do remote paraplanner jobs pay per year?

As of Aug 15, 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 skills and qualifications are needed to thrive as a remote paraplanner?

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 remote paraplanner do?

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.

Can remote paraplanners work from home?

Remote paraplanners can work from home, as the role typically involves preparing financial plans and reports using specialized software, which can be done remotely. Successful remote paraplanners need strong communication skills, attention to detail, and proficiency with financial planning tools. Many companies offer flexible or fully remote positions for qualified candidates.

Are remote paraplanners in demand?

Remote paraplanners are in increasing demand as financial advisory firms seek flexible, cost-effective support for preparing financial plans and reports. Strong knowledge of financial planning software and certifications like the CFP can enhance job prospects in this field. The remote work trend has expanded opportunities for paraplanners across various regions.

What is a remote paraplanner?

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.

More about Remote Paraplanner jobs

What cities are hiring for Remote Paraplanner jobs?

Cities with the most Remote Paraplanner job openings:

What are the most commonly searched types of Paraplanner jobs?

The most popular types of Paraplanner jobs are:

What states have the most Remote Paraplanner jobs?

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

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

The top searched job categories for Remote Paraplanner jobs are:

Remote Paraplanner jobs near you
Infographic showing various Remote Paraplanner job openings in the United States as of July 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 12 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