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Virtual Paraplanner Jobs (NOW HIRING)

HARVEST WEALTH GROUP

Paraplanner

Exeter, CA · On-site

$75K - $110K/yr

Exeter, CA (In-office, Virtual) Employment Type: Full-time Salary: $75,000-$110,000 (Dependent upon experience and demonstrated planning capability) Incentive Opportunity : Performance-based bonus ...

Commonwealth Financial Network

Paraplanner

Waltham, MA · Hybrid

$70K - $100K/yr

As a paraplanner, you will work closely with our network of financial advisors to create and assist ... Conducting data gathering calls and virtual meetings with advisors and/or clients to obtain ...

Commonwealth Financial Network

Paraplanner

Waltham, MA · On-site

$70K - $100K/yr

As a paraplanner, you will work closely with our network of financial advisors to create and assist ... Conducting data gathering calls and virtual meetings with advisors and/or clients to obtain ...

Commonwealth Financial Network

Paraplanner

Waltham, MA · Hybrid

As a paraplanner, you will work closely with our network of financial advisors to create and assist ... Conducting data gathering calls and virtual meetings with advisors and/or clients to obtain ...

TalentLink Solutions

Financial Paraplanner

Paramus, NJ · On-site

Scan, organize, and maintain client documents within virtual vaults and internal folders, ensuring proper organization and compliance standards are met * Prepare and process planning agreements ...

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$32K

$65.4K

$99K

How much do virtual paraplanner jobs pay per year?

As of Jun 5, 2026, the average yearly pay for virtual 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.
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Virtual Paraplanner jobs near you

Financial Paraplanner (Remote)

Humans Being Resources

Chicago, IL • On-site

$90K - $120K/yr

Full-time

Medical, Life, Retirement, PTO

Posted 12 days ago

Job description

Financial Paraplanner
Associate Financial Planner
(Financial Services)
Our client's Financial Services Firm located in the Chicago, IL area is looking to add a key employee to the Team. They are seeking a professional Financial Paraplanner (REMOTE) / Associate Financial Planner (REMOTE) who is ready to help an already thriving company. They are looking for a hard-working, detail-oriented employee with positive energy, who possesses great people skills, has a "team player" mentality, and is highly organized. If you want to join a Financial Advisory & Planning Team that has extensive experience in the industry, is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you!
MINIMUM QUALIFICATIONS
  • 3+ years of Financial Services Industry experience in a fast-paced professional environment
  • 3+ years of successful Financial Planning experience
  • FINRA Series 7 & 66 or 65/63 Securities Licensing or willing to obtain within first 6mo of employment
  • Current CFP Designation or willing to obtain within first 6mo of employment
  • College Degree in Finance, Accounting, Business or related field of study
  • Financial Services Software experience (TD Ameritrade, eMoney, Precise FP, Money Guide Pro, Holistiplan, etc.)
  • CRM Software experience (Redtail, Wealthbox, Salesforce, etc.)
  • MS Office Products experience (Outlook, Excel, Power Point, Word, etc.)
  • Video Meeting Application experience(MS Teams, Zoom, Go-To-Meeting, etc.)
ROLE DESCRIPTION
Prioritizing client needs and helping to create solutions is an important part of their culture and at the core of everything our client does. As a Financial Paraplanner / Associate Financial Planner you will:
  • Prepare materials for prospect meetings, new client meetings, and client review meetings, including: Cashflow planning, Investment planning, Retirement planning, Education planning, Insurance planning, Estate planning, Tax planning & Business planning
  • Attend prospect and client meetings as an active participant
  • Conduct tutorial of client portal, initial input and data confirmation with the advisor and client
  • Update Financial Planning software to reflect most current and accurate client information
  • Ensure inquiries and concerns are addressed and resolved, achieving expected client service levels
  • Provide thorough, high-quality research, problem solving, and issue resolution
  • Seek to establish a level of trust and confidence with the client, allowing for any financial issue to be discussed and solutions offered
  • Develop effective virtual working relationships with the Financial Advisor Team, company staff and vendors, ultimately providing effective, high-quality service for clients
REQUIRED SKILLS
  • Excellent interpersonal, written, and verbal communication particularly in a virtual context
  • Demonstrated ability to prioritize projects and manage time
  • Working knowledge of financial planning concepts and procedures
  • Ability to adapt as situations or business demands change
  • Self-directed initiative and follow through
  • Excellent organization and data management skills
  • Ability to thrive in a fast-paced, virtual office environment
  • High level of confidence, perseverance and a desire to succeed in a goal-oriented environment
  • Willingness and desire to be part of a dynamic team environment
  • High attention to detail and ability to closely follow office processes, policies and adhere to complex regulatory, compliance and client privacy requirements
COMPENSATION
  • $90,000 - $120,000 Annually (Base + Bonuses/Incentives)
    *Based Upon Experience, Licensing and/or Certifications*
  • Health, Life & Disability Insurance + HSA/FSA + 401k w-Match
  • Laptop & Software Provided + Remote Work Environment
  • Monday - Friday Work Schedule + Generous PTO Policy + Paid Holidays
Presented by Humans Being Resources, Inc.
Thank you for your interest in our client's Financial Paraplanner (REMOTE) / Associate Financial Planner (REMOTE) position. Humans Being Resources, Inc. is a Talent Acquisition and Personnel Solutions company. We are not a temp/staffing agency and at no point will you be applying for employment with our company. We assist our clients with their direct-hire, permanent-placement hiring needs. When replying to this communication via email, text, SMS or call, you agree that Humans Being Resources, Inc. can contact you via email, text, SMS or call. To "Opt-Out" of these communications, please reply "STOP" to any communications received. When being considered for this position, you may be asked to participate in personality profiling, skills assessments and/or phone/video interviews. If you feel that you meet the requirements for this position, please submit your resume today!