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Senior Paraplanner Jobs (NOW HIRING)

Eccalon LLC

Junior Cyber Advisor

Detroit, MI

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.

Eley-Graham-Austgen Financial Advisory Services

Be Seen First

Financial Assistant

Crown Point, IN · On-site

$35K - $45K/yr

Advanced Administrative Support to the President, Senior Advisors, and Associate Advisors with ... Paraplanner is highly preferred, but not required. THE INDIVIDUAL The ideal individual should ...

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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 Aug 15, 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?

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

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What states have the most Senior Paraplanner jobs?

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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 44% In-person, 31% Hybrid, and 25% Remote job distribution, with an average salary of $65,434 per year, or $31.5 per hour.

Senior Associate Wealth Advisor

Novi Wealth Partners

Princeton, NJ • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 25 days ago

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? AtNovi 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 an 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 planningdeliverables such ascash flow projections, beneficiary reviews, tax analyses, investment plans, etc.
    • Partner withother advisors to develop and refine advanced planning strategies.
  • Investment Strategy
    • Prepare and present Investment Policy Statements (IPS).
    • Monitor client portfolios andprepare 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
  • 1-3 yearsof 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."


Apply