This is an excellent opportunity to work with a small group of experienced financial planners and ... Prepare client financial statements/documents from client document production(s) * Assist planning ...
This is an excellent opportunity to work with a small group of experienced financial planners and ... Prepare client financial statements/documents from client document production(s) * Assist planning ...
Paraplanner
$28 - $33/hr
Opportunity for career growth within an expanding practice Work Environment * Flexible full-time or ... from diverse backgrounds and experiences.
Paraplanner
$28 - $33/hr
Opportunity for career growth within an expanding practice Work Environment * Flexible full-time or ... from diverse backgrounds and experiences.
WORK FROM HOME
Hartford, CT · On-site +1
Occasional travel for work for in-person conferences. If you are not currently licensed but have a desire to learn this business, we will help guide you in that process. Sales * Call on our lead ...
WORK FROM HOME
Hartford, CT · On-site +1
Occasional travel for work for in-person conferences. If you are not currently licensed but have a desire to learn this business, we will help guide you in that process. Sales * Call on our lead ...
Work From Home
Virginia Beach, VA · On-site +1
Join our fully virtual, work-from-home team where you can earn an exceptional income while still cherishing every precious moment with your loved ones. With the freedom to set your own hours, you can ...
Work From Home
Virginia Beach, VA · On-site +1
Join our fully virtual, work-from-home team where you can earn an exceptional income while still cherishing every precious moment with your loved ones. With the freedom to set your own hours, you can ...
Work From Home
Virginia Beach, VA · On-site +1
Join our fully virtual, work-from-home team where you can earn an exceptional income while still cherishing every precious moment with your loved ones. With the freedom to set your own hours, you can ...
Work From Home
Virginia Beach, VA · On-site +1
Join our fully virtual, work-from-home team where you can earn an exceptional income while still cherishing every precious moment with your loved ones. With the freedom to set your own hours, you can ...
WORK FROM HOME
Wichita, KS · On-site +1
$300 - $500/wk
We are looking for individuals interested in working from home, remotely, as life insurance sales representatives. We are hiring coachable individuals comfortable with a 100% commission based income ...
WORK FROM HOME
Wichita, KS · On-site +1
$300 - $500/wk
We are looking for individuals interested in working from home, remotely, as life insurance sales representatives. We are hiring coachable individuals comfortable with a 100% commission based income ...
WORK FROM HOME
Springfield, MA · On-site +1
$300 - $500/wk
We are looking for individuals interested in working from home, remotely, as life insurance sales representatives. We are hiring coachable individuals comfortable with a 100% commission based income ...
WORK FROM HOME
Springfield, MA · On-site +1
$300 - $500/wk
We are looking for individuals interested in working from home, remotely, as life insurance sales representatives. We are hiring coachable individuals comfortable with a 100% commission based income ...
WORK FROM HOME
Saint Paul, MN · On-site +1
$300 - $500/wk
We are looking for individuals interested in working from home, remotely, as life insurance sales representatives. We are hiring coachable individuals comfortable with a 100% commission based income ...
WORK FROM HOME
Saint Paul, MN · On-site +1
$300 - $500/wk
We are looking for individuals interested in working from home, remotely, as life insurance sales representatives. We are hiring coachable individuals comfortable with a 100% commission based income ...
Work From Home
Virginia Beach, VA · On-site +1
Join our fully virtual, work-from-home team where you can earn an exceptional income while still cherishing every precious moment with your loved ones. With the freedom to set your own hours, you can ...
Work From Home
Virginia Beach, VA · On-site +1
Join our fully virtual, work-from-home team where you can earn an exceptional income while still cherishing every precious moment with your loved ones. With the freedom to set your own hours, you can ...
WORK FROM HOME
Sioux Falls, SD · On-site +1
$300 - $500/wk
We are looking for individuals interested in working from home, remotely, as life insurance sales representatives. We are hiring coachable individuals comfortable with a 100% commission based income ...
WORK FROM HOME
Sioux Falls, SD · On-site +1
$300 - $500/wk
We are looking for individuals interested in working from home, remotely, as life insurance sales representatives. We are hiring coachable individuals comfortable with a 100% commission based income ...
WORK FROM HOME
Hope Hull, AL · On-site +1
$300 - $500/wk
We are looking for individuals interested in working from home, remotely, as life insurance sales representatives. We are hiring coachable individuals comfortable with a 100% commission based income ...
WORK FROM HOME
Hope Hull, AL · On-site +1
$300 - $500/wk
We are looking for individuals interested in working from home, remotely, as life insurance sales representatives. We are hiring coachable individuals comfortable with a 100% commission based income ...
WORK FROM HOME
Bend, OR · On-site +1
$300 - $500/wk
We are looking for individuals interested in working from home, remotely, as life insurance sales representatives. We are hiring coachable individuals comfortable with a 100% commission based income ...
WORK FROM HOME
Bend, OR · On-site +1
$300 - $500/wk
We are looking for individuals interested in working from home, remotely, as life insurance sales representatives. We are hiring coachable individuals comfortable with a 100% commission based income ...
WORK FROM HOME
Washington, DC · On-site +1
$300 - $500/wk
We are looking for individuals interested in working from home, remotely, as life insurance sales representatives. We are hiring coachable individuals comfortable with a 100% commission based income ...
WORK FROM HOME
Washington, DC · On-site +1
$300 - $500/wk
We are looking for individuals interested in working from home, remotely, as life insurance sales representatives. We are hiring coachable individuals comfortable with a 100% commission based income ...
WORK FROM HOME
Allentown, PA · On-site +1
$300 - $500/wk
We are looking for individuals interested in working from home, remotely, as life insurance sales representatives. We are hiring coachable individuals comfortable with a 100% commission based income ...
WORK FROM HOME
Allentown, PA · On-site +1
$300 - $500/wk
We are looking for individuals interested in working from home, remotely, as life insurance sales representatives. We are hiring coachable individuals comfortable with a 100% commission based income ...
WORK FROM HOME
Cincinnati, OH · On-site +1
$300 - $500/wk
We are looking for individuals interested in working from home, remotely, as life insurance sales representatives. We are hiring coachable individuals comfortable with a 100% commission based income ...
WORK FROM HOME
Cincinnati, OH · On-site +1
$300 - $500/wk
We are looking for individuals interested in working from home, remotely, as life insurance sales representatives. We are hiring coachable individuals comfortable with a 100% commission based income ...
WORK FROM HOME
Reno, NV · On-site +1
$300 - $500/wk
We are looking for individuals interested in working from home, remotely, as life insurance sales representatives. We are hiring coachable individuals comfortable with a 100% commission based income ...
WORK FROM HOME
Reno, NV · On-site +1
$300 - $500/wk
We are looking for individuals interested in working from home, remotely, as life insurance sales representatives. We are hiring coachable individuals comfortable with a 100% commission based income ...
Work From Home
Virginia Beach, VA · On-site +1
Join our fully virtual, work-from-home team where you can earn an exceptional income while still cherishing every precious moment with your loved ones. With the freedom to set your own hours, you can ...
Work From Home
Virginia Beach, VA · On-site +1
Join our fully virtual, work-from-home team where you can earn an exceptional income while still cherishing every precious moment with your loved ones. With the freedom to set your own hours, you can ...
WORK FROM HOME
High Point, NC · On-site +1
$300 - $500/wk
We are looking for individuals interested in working from home, remotely, as life insurance sales representatives. We are hiring coachable individuals comfortable with a 100% commission based income ...
WORK FROM HOME
High Point, NC · On-site +1
$300 - $500/wk
We are looking for individuals interested in working from home, remotely, as life insurance sales representatives. We are hiring coachable individuals comfortable with a 100% commission based income ...
WORK FROM HOME
Cedar Rapids, IA · On-site +1
$300 - $500/wk
We are looking for individuals interested in working from home, remotely, as life insurance sales representatives. We are hiring coachable individuals comfortable with a 100% commission based income ...
WORK FROM HOME
Cedar Rapids, IA · On-site +1
$300 - $500/wk
We are looking for individuals interested in working from home, remotely, as life insurance sales representatives. We are hiring coachable individuals comfortable with a 100% commission based income ...
WORK FROM HOME
Bloomingdale, GA · On-site +1
$300 - $500/wk
We are looking for individuals interested in working from home, remotely, as life insurance sales representatives. We are hiring coachable individuals comfortable with a 100% commission based income ...
WORK FROM HOME
Bloomingdale, GA · On-site +1
$300 - $500/wk
We are looking for individuals interested in working from home, remotely, as life insurance sales representatives. We are hiring coachable individuals comfortable with a 100% commission based income ...
Work From Home Paraplanner information
See salary details
$32K - $38.1K
0% of jobs
$38.1K - $44.2K
3% of jobs
$44.2K - $50.3K
11% of jobs
$53.4K is the 25th percentile. Wages below this are outliers.
$50.3K - $56.4K
21% of jobs
The median wage is $61.6K / yr.
$56.4K - $62.5K
18% of jobs
$62.5K - $68.5K
14% of jobs
$72.5K is the 75th percentile. Wages above this are outliers.
$68.5K - $74.6K
12% of jobs
$74.6K - $80.7K
9% of jobs
$80.7K - $86.8K
6% of jobs
$86.8K - $92.9K
3% of jobs
$92.9K - $99K
2% of jobs
$32K
$65.4K
$99K
How much do work from home paraplanner jobs pay per year?
As of Aug 9, 2026, the average yearly pay for work from home 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 work from home paraplanner, and why are they important?
To thrive as a Work From Home Paraplanner, you need a solid understanding of financial planning, investment products, and regulatory compliance, usually supported by a relevant degree and experience in financial services. Familiarity with financial planning software such as Xplan, Voyant, or eMoney, as well as proficiency in Microsoft Office, is typically required. Strong attention to detail, time management, and clear written communication are essential soft skills for remote collaboration and report preparation. These abilities ensure accurate, compliant financial plans and effective support to financial advisors, all while maintaining productivity in a remote work environment.
How does a work from home paraplanner typically collaborate with financial advisors and clients while working remotely?
As a Work From Home Paraplanner, collaboration with financial advisors and clients is primarily conducted through secure digital platforms, such as video conferencing, email, and client management systems. Regular communication is essential to ensure all financial plans, reports, and recommendations are aligned with client goals and compliance standards. Paraplanners often attend virtual meetings, share updates through cloud-based tools, and may need to adapt to different advisor workflows. Building strong remote relationships and maintaining clear documentation are key to delivering accurate and timely support.
What does a work from home paraplanner do?
As a work from home paraplanner, you provide support for a financial planner by performing duties related to client management so that the expert is free to concentrate on generating new business. In this remote role, you may handle tasks like performing data analysis and developing financial plans as well as answering client questions, writing reports, and maintaining documentation. You may also plan and prepare for client presentations by creating graphs, tables, and other visuals to explain proposed financial strategies. Other responsibilities include scheduling client meetings, taking notes, preparing reports, and completing data entry tasks.
What is a work from home paraplanner?
Work from home paraplanners are financial professionals who assist financial planners or advisors by preparing financial plans, conducting research, and managing client documentation remotely. They typically analyze clients’ financial information, help with investment strategies, and ensure that all necessary paperwork is accurate and up to date. By working from home, paraplanners use digital tools to collaborate with advisors and clients, making the role flexible and accessible. This setup allows paraplanners to support financial planning firms or independent advisors without being physically present in an office.
What is the difference between Work From Home Paraplanner vs Financial Advisor?
| Aspect | Work From Home Paraplanner | Financial Advisor |
|---|---|---|
| Certifications | CFP, Diploma in Financial Planning | CFP, ChFC, or other financial planning certifications |
| Work Environment | Remote, supporting financial advisors | Office-based or client meetings, some remote work |
| Job Role | Prepares financial plans, research, and documentation | Provides financial advice, client consultations, and planning |
| Industry Usage | Commonly supports financial advisory firms | Directly interacts with clients and manages portfolios |
Work From Home Paraplanners primarily focus on preparing financial plans and supporting advisors remotely, requiring relevant certifications. Financial Advisors engage directly with clients, offering personalized financial advice. While both roles require financial planning credentials, paraplanners work behind the scenes, whereas advisors have client-facing responsibilities.
Are work from home paraplanners in demand?
Work from home paraplanners are in demand due to the growing financial planning industry and the need for remote support roles. They require strong knowledge of financial products, regulatory compliance, and proficiency with planning software, making remote opportunities increasingly available for qualified candidates.
More about Work From Home Paraplanner jobs
What cities are hiring for Work From Home Paraplanner jobs? Cities with the most Work From Home Paraplanner job openings:
What states have the most Work From Home Paraplanner jobs? States with the most job openings for Work From Home Paraplanner jobs include:
What job categories do people searching Work From Home Paraplanner jobs look for? The top searched job categories for Work From Home Paraplanner jobs are:
Other
Medical, Dental, Vision
Posted 6 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!