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Senior Paraplanner Jobs (NOW HIRING)

Raymondjames

Senior Paraplanner

Tukwila, WA · Hybrid

$75K - $83K/yr

As we evolve, we are seeking an experienced Paraplanner who shares our vision and values. The ideal candidate has a strong work ethic, is a team player, and enjoys serving both our clients and the ...

Eccalon LLC

Junior Cyber Advisor

Detroit, MI · On-site

The Junior Cyber Advisor supports cybersecurity missions by assisting senior cyber advisors, analysts, and engineers in delivering cyber risk analysis, technical assessments, and customer support.

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Senior Paraplanner information

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$32K

$65.4K

$99K

How much do senior paraplanner jobs pay per year?

As of Jun 17, 2026, the average yearly pay for senior 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 Senior Paraplanner, and why are they important?

To thrive as a Senior Paraplanner, you need an in-depth understanding of financial planning, investment products, and regulatory compliance, often supported by qualifications such as the Diploma in Financial Planning (DipPFS) or Certified Financial Planner (CFP). Familiarity with financial planning software like Voyant or Truth, CRM systems, and advanced Excel skills is typically required. Strong analytical thinking, attention to detail, and effective communication are vital soft skills for interpreting client needs and crafting clear reports. These abilities ensure the delivery of compliant, accurate, and client-focused financial advice in a high-responsibility role.

How does a Senior Paraplanner typically collaborate with financial advisors and other team members?

Senior Paraplanners work closely with financial advisors to prepare detailed financial reports, develop client strategies, and ensure compliance with regulations. They often act as a bridge between advisors and administrative staff, clarifying technical details and providing expertise on complex financial products. Regular meetings, case discussions, and collaborative problem-solving are common, making strong communication and teamwork skills essential. This collaborative environment helps ensure that client recommendations are both accurate and tailored to individual needs.

What is the difference between Senior Paraplanner vs Financial Advisor?

AspectSenior ParaplannerFinancial Advisor
CertificationsCFP, Diploma in Financial PlanningCFP, CFA, or other financial planning certifications
Work EnvironmentSupports financial advisors, prepares reports, researchProvides direct financial advice to clients, manages portfolios
Employer & Industry UsageFinancial planning firms, advisory practicesFinancial advisory firms, banks, independent practices

While both roles require financial planning certifications like CFP, Senior Paraplanners primarily support advisors by preparing reports and research, whereas Financial Advisors directly advise clients and manage their investments. The roles often overlap in industry and credentials but differ in client interaction and responsibilities.

What are Senior Paraplanners?

Senior Paraplanners are experienced financial professionals who support financial advisors by preparing and reviewing financial plans, conducting research, and ensuring compliance with regulations. They often mentor junior paraplanners, manage complex client cases, and play a key role in the advice process. Senior Paraplanners typically hold advanced qualifications and have in-depth knowledge of financial products, tax laws, and industry best practices. Their expertise allows advisors to spend more time with clients, knowing the technical aspects of planning are handled efficiently.
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Senior Paraplanner jobs near you

Senior Paraplanner

Sanctuary Wealth Group LLC

Moorestown, NJ • On-site

$90K - $120K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 24 days ago

Job description

Description

Senior Paraplanner

Firm: Ausperity Private Wealth  

Salary Range: $90,000-$120,000 (**compensation commensurate with experience) + 10% Annual Bonus

Location:  Moorestown, NJ (On-Site, Monday-Friday)

Type: Full-Time


About Ausperity Private Wealth -Ausperity Private Wealth is a growing, client-focused wealth management firm dedicated to helping individuals and families build, protect, and transition wealth with clarity and confidence. As a fast-growing independent advisory practice, our team operates in a high-touch, fast-paced environment where responsiveness, precision, and trust are essential.


Role Overview - The paraplanner will play a central role in supporting ongoing client relationships and strengthening the firm's financial planning and service delivery model. This individual will work closely with lead advisors to manage client engagement, coordinate planning deliverables, and ensure seamless execution of all follow-up and service-related tasks.


This is a client-facing, planning-oriented role ideal for someone who enjoys both relationship management and technical financial planning work, and who thrives in a fast-paced, team-based RIA environment. 


***This is not a financial advisor track or sales-oriented position!


Key Responsibilities


Client Relationship Management and Service Support

  • Manage and support ongoing relationships alongside lead advisors to ensure a high-touch client experience 
  • Serve as a consistent point of contact for client service needs and relationship coordination 
  • Anticipate client needs and proactively support advisors in delivering timely, thoughtful responses 
  • Help maintain continuity and consistency across all client interactions 

Meeting Prep and Follow-Up Execution

  • Coordinate and schedule client review meetings across advisory teams 
  • Prepare advisors for client meetings, including agendas, planning summaries, and supporting materials 
  • Attend client meetings as needed, capture detailed notes, and ensure accurate documentation 
  • Draft and send post-meeting client communications with clear next steps and action items 
  • Own and execute follow-up tasks to ensure timely completion and accountability 

Financial Planning Support

  • Assist in the development and maintenance of comprehensive financial plans 
  • Utilize financial planning software (e.g., eMoney or similar tools) to support analysis, modeling, and recommendations 
  • Help translate advisor recommendations into actionable planning deliverables for clients 
  • Support ongoing updates to financial plans based on client life changes and market conditions 

Operational Coordination & Service Consistency

  • Ensure all client service tasks are completed accurately, consistently, and on time 
  • Coordinate internally with advisors and support staff to manage workflow priorities 
  • Help standardize and improve service processes across the client experience lifecycle 
  • Maintain high-quality documentation and tracking across client engagements

Requirements

 Qualifications

  • 3-7+ years of experience in wealth management, financial planning, or RIA advisory support 
  • CFP designation preferred (not required) or actively pursuing certification 
  • Strong understanding of financial planning concepts, investment fundamentals, and client advisory workflows 
  • Experience with financial planning tools (eMoney preferred or comparable platforms) 
  • Strong organizational skills with exceptional attention to detail 
  • Excellent written and verbal communication skills 
  • Proven ability to manage multiple client relationships and competing priorities 
  • High degree of ownership, accountability, and follow-through 
  • Team-oriented mindset with a strong client-first philosophy

Compensation & Benefits

  • Base Salary: $90,000 - $120,000 (commensurate with experience) + 10% Annual Bonus
  • Competitive benefits package (medical + vision + dental, 401(k) match, PTO, etc.)
  • Opportunity for long-term growth within a fast-growing wealth management firm 
  • Exposure to all aspects of client service, operations, and advisor support in an RIA environment


 What We're Looking For

The ideal candidate is someone who genuinely enjoys financial planning and thrives in the details behind client strategy and execution. This individual is proactive, highly organized, and takes pride in ensuring nothing falls through the cracks.

Apply