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Senior Paraplanner Jobs (NOW HIRING)

Noviwealth

Associate Wealth Advisor

Princeton, NJ · On-site

$90 - $130/hr

We are seeking a Senior Associate Wealth Advisor with a strong foundation in financial planning ... client advisory or paraplanner roles preferred) * Strong communication, analytical, and ...

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.

Salesforce, Inc.

Partner Delivery Advisor

... and senior Salesforce stakeholders. A successful Partner Delivery Advisor deeply understands complex enterprise implementation challenges, brings credibility with both technical and executive ...

Salesforce, Inc.

$143 - $217/hr

... and senior Salesforce stakeholders. A successful Partner Delivery Advisor deeply understands complex enterprise implementation challenges, brings credibility with both technical and executive ...

Salesforce, Inc.

Partner Delivery Advisor

Houston, TX · On-site +1

... and senior Salesforce stakeholders. A successful Partner Delivery Advisor deeply understands complex enterprise implementation challenges, brings credibility with both technical and executive ...

Salesforce, Inc.

Partner Delivery Advisor

New York, NY · On-site +1

... and senior Salesforce stakeholders. A successful Partner Delivery Advisor deeply understands complex enterprise implementation challenges, brings credibility with both technical and executive ...

Salesforce, Inc.

Partner Delivery Advisor

Boston, MA · On-site +1

... and senior Salesforce stakeholders. A successful Partner Delivery Advisor deeply understands complex enterprise implementation challenges, brings credibility with both technical and executive ...

Salesforce, Inc.

Partner Delivery Advisor

Bellevue, WA · On-site +1

... and senior Salesforce stakeholders. A successful Partner Delivery Advisor deeply understands complex enterprise implementation challenges, brings credibility with both technical and executive ...

Salesforce, Inc.

Partner Delivery Advisor

Chicago, IL · On-site +1

... and senior Salesforce stakeholders. A successful Partner Delivery Advisor deeply understands complex enterprise implementation challenges, brings credibility with both technical and executive ...

Salesforce, Inc.

Partner Delivery Advisor

Atlanta, GA · On-site +1

... and senior Salesforce stakeholders. A successful Partner Delivery Advisor deeply understands complex enterprise implementation challenges, brings credibility with both technical and executive ...

Salesforce, Inc.

Partner Delivery Advisor

Dallas, TX · On-site +1

... and senior Salesforce stakeholders. A successful Partner Delivery Advisor deeply understands complex enterprise implementation challenges, brings credibility with both technical and executive ...

Salesforce, Inc.

Partner Delivery Advisor

Austin, TX · On-site +1

... and senior Salesforce stakeholders. A successful Partner Delivery Advisor deeply understands complex enterprise implementation challenges, brings credibility with both technical and executive ...

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Senior Paraplanner information

See salary details

$32K

$65.4K

$99K

How much do senior paraplanner jobs pay per year?

As of Sep 5, 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 is a senior paraplanner?

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.

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

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.

How much does a senior paraplanner earn?

A senior paraplanner typically earns between £35,000 and £55,000 annually, depending on experience, location, and the size of the firm. They often hold professional qualifications such as the Diploma in Financial Planning and may have additional responsibilities like client advice and report writing.

Is senior paraplanning a stressful job?

Senior paraplanners often face pressure to meet deadlines and ensure accuracy in financial reports, which can contribute to stress. The role requires strong attention to detail, good time management, and the ability to handle complex client information, but workload and organizational support influence stress levels.
More about Senior Paraplanner jobs

What cities are hiring for Senior Paraplanner jobs?

Cities with the most Senior 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 Senior Paraplanner jobs?

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

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

The top searched job categories for Senior Paraplanner jobs are:

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

Associate Wealth Advisor

Noviwealth

Princeton, NJ • On-site

$90 - $130/hr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 4 days ago

Key responsibilities

  • Serve as a lead or supporting advisor in client meetings and translate client conversations into actionable plans and follow-ups.

  • Build and maintain comprehensive client files, create and update core planning deliverables, and develop advanced planning strategies in collaboration with other advisors.

  • Prepare and present Investment Policy Statements, monitor client portfolios, and analyze investment accounts to provide recommendations.

Job description

Make a Meaningful Impact With Your Financial Planning Career

Are you passionate about using your financial planning expertise to help others live more fulfilling lives without being pressured to “sell” products? At Novi Wealth Partners, we believe in delivering life-changing advice through deep relationships and client-centered planning—not pushing products or chasing trends.


As a fee-only, independent wealth management firm, we place integrity, education, and empathy at the heart of our client work. We are seeking a Senior Associate Wealth Advisor with a strong foundation in financial planning. Someone who thrives in a collaborative team environment and is looking for a long-term career path.


What Makes Novi Different?

  • Client-first culture: We don’t sell products. We deliver trusted advice.

  • Collaborative team: Work alongside experienced advisors who support one another.

  • Flexible environment: Hybrid work model designed to support professional excellence and personal well-being.

  • Path to growth: We actively promote from within. Our Associate Advisors are supported and encouraged to become Wealth Advisors.


Key Responsibilities

  • Client Engagement

    • Serve as a lead or supporting advisor in client meetings.

    • Translate client conversations into actionable plans and follow-ups.

    • Manage ongoing client communication and financial planning deliverables.



  • Financial Planning & Analysis

    • Build and maintain comprehensive client files.

    • Create and update core planning deliverables such as cash flow projections, beneficiary reviews, tax analyses, investment plans, etc.

    • Partner with other advisors to develop and refine advanced planning strategies.



  • Investment Strategy

    • Prepare and present Investment Policy Statements (IPS).

    • Monitor client portfolios and prepare trades for approval as needed.

    • Analyze existing investment portfolios and provide recommendations for new investment accounts.



  • Cross-Team Collaboration

    • Work closely with client attorneys, accountants, and our operations team to ensure timely and accurate implementation of recommendations.

    • Participate in internal committees and planning meetings.

    • Provide backup support for incoming client calls and customer service issues to ensure a seamless client experience.




What We’re Looking For

  • Bachelor's degree required

  • CFP® designation

  • 3-5 years of experience working in financial services (client advisory or paraplanner roles preferred)

  • Strong communication, analytical, and relationship-management skills

  • A mindset rooted in humility, curiosity, and lifelong learning


Compensation & Benefits

  • Competitive Salary

  • Incentive Bonus: Performance-based, tied to firm and individual goals

  • Benefits include:

    • 401(k) with generous firm contribution

    • Health, dental, and vision insurance

    • Paid Time Off (PTO) and parental leave

    • Tuition reimbursement and support for CFP® certification/continuing education




Whether you’re returning to the profession, looking to grow your advisory career, or seeking a firm that aligns with your values, we invite you to explore a future with Novi Wealth.


"Empowering all to find their definition of wealth, while providing the confidence to achieve it."

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