Top 43 Paraplanner Jobs

Paraplanner
Grayling Associates, Inc. —Clemmons, NC
- $60,000 - $70,000 a year
- Full-time
- Customer service
- Writing skills
- Research
- Paid time off
Quick Apply
Financial Paraplanner
Sentinel Asset Management LLC —Columbia, MD
- $50,000 a year
- Full-time
- Microsoft Excel
- Office
- Microsoft Office
- Dental insurance
- Paid time off
Quick Apply
Paraplanner
Capital Strategies —Albuquerque, NM
- $50,000 - $70,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
Quick Apply
3d
Client Services Associate / Paraplanner
Aspire Wealth Partners —Tucson, AZ
- $50,000 - $70,000 a year
- Full-time
- Background check
- Office
- Microsoft Office
- Profit sharing
- Health savings account
Quick Apply
Financial Planning Associate/Paraplanner (Financial Administration)
METRO Financial Strategies —Bedford, NH
- $65,000 - $85,000 a year
- Full-time
- Background check
- Microsoft Excel
- Office
- Health savings account
- Health insurance
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Paraplanner/Client Service Advisor
Financially Yours Advisory Services —Orange, CA
- $35 - $42 an hour
- Part-time
- Hybrid work
- Background check
- Bachelor of Science
- Mid-level
- 401(k)
- 401(k) matching
Quick Apply
Senior Licensed Paraplanner (Financial Planning, Onboarding & Trading)
Ameriprise Financial —Nashua, NH
- $60,000 - $75,000 a year
- Full-time
- Background check
- Private practice
- Mid-level
- Paid time off
- Professional development assistance
Quick Apply
14d
Paraplanner - Financial Planning
Davidov Wealth Group —Garden City, NY
- $79,650 - $95,000 a year
- Full-time
- Background check
- Microsoft Excel
- 11+ years
- Paid training
- Health savings account
Quick Apply
13d
Client Service Specialist/Financial Paraplanner
Golden Reserve LLC —Akron, OH
- $70,000 - $100,000 a year
- Overtime
- Mid-level
- Office
- 2 years
- Health insurance
- Dental insurance
Quick Apply
Senior Paraplanner
Raymond James Financial, Inc. —Tukwila, WA
- $75,000 - $83,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Paid holidays
- Health insurance
Paraplanner - Financial planning
CROWN FINANCIAL GROUP —Memphis, TN
- $42,000 - $58,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
Quick Apply
Paraplanner
Jambalaya Group —Little Rock, AR
- $65,000 - $85,000 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Dental insurance
Quick Apply
16h
Paraplanner - Financial Services Assistant
Eastern Iowa Financial Group —Marion, IA
- $45,000 - $65,000 a year
- Full-time
- Microsoft Excel
- Microsoft Access
- Microsoft Outlook
- Paid time off
- Opportunities for advancement
Quick Apply
1d
Paraplanner
Thrivent —Austin, TX
- $70,000 - $100,000 a year
- Full-time
- Remote
- Microsoft Excel
- Data analysis skills
- Research
- Paid holidays
- Paid time off
Quick Apply
Paraplanner - Heart of Texas Associates
Thrivent —San Antonio, TX
- $50,000 - $80,000 a year
- Full-time
- Microsoft Excel
- Customer service
- Research
- Paid time off
Quick Apply
Paraplanner / Service Assistant
Tax Brilliance Advisors —United States
- $44,000 - $53,000 a year
- Full-time
- Remote
- Mid-level
- Organizational skills
- 2 years
Quick Apply

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Essential Healthcare Solutions LLC —Reston, VA
One (1) year of experience in the accounting, finance, billing, or accounts receivable field — demonstrated through progressive responsibility in roles such as…
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Tri-Harbor Financial Group —New York, NY
We're going to sponsor and pay for your licenses (SIE, Series 6/7, 63/66, Life and Health), and teach you how to work with Business Owners, Families, and…
Up to $138,000 a year
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Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
The ability to earn your Series 65 and Life & Health license. CFP® candidate or actively pursuing CFP® certification. Interest in obtaining the CKA® Credential.
$50,000 - $100,000 a year

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Paraplanner

Grayling Associates, Inc.
Clemmons, NC

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Job Details

Full-time
$60,000 - $70,000 a year

Benefits

Paid time off

Qualifications

Teamwork
Financial modeling
Customer service
Research
Attention to detail
Series 65

Full Job Description

Job Summary

We are seeking a highly skilled and detail-oriented Paraplanner to join our dynamic financial services team. The Paraplanner will support financial advisors by preparing comprehensive financial plans, conducting research, and ensuring compliance with relevant regulations. This role is integral to delivering exceptional client service and facilitating effective wealth management strategies. The ideal candidate will possess a strong foundation in financial concepts, legal frameworks related to estate planning, and proficiency with financial analysis tools. This position offers an opportunity to develop expertise within a collaborative environment dedicated to client success and professional growth.

Duties

Assist in developing tailored financial plans by gathering client data, analyzing financial situations, and identifying suitable strategies aligned with clients’ goals. Conduct detailed research on investment options, securities law, tax implications, estate planning, and regulatory requirements to inform recommendations. Prepare comprehensive reports, including wills, trusts, estate documents, and investment proposals that adhere to legal standards and best practices. Support the implementation of financial plans by coordinating with clients, product providers, and legal professionals to ensure smooth execution. Maintain up-to-date knowledge of financial software systems, market trends, and regulatory changes impacting wealth management and investment portfolios. Review client portfolios regularly to monitor performance, identify opportunities for optimization, and ensure compliance with industry standards. Assist in maintaining accurate documentation of client interactions, transaction histories, and compliance records in customer relationship management systems. Collaborate with senior advisors on complex cases involving securities law, tax planning, or corporate accounting to deliver comprehensive solutions. Participate in ongoing professional development activities related to financial analysis techniques, asset management strategies, and technical accounting practices. Support the team in preparing for audits or regulatory reviews by ensuring all documentation is complete and accurate.

Skills

Strong understanding of estate planning principles including wills, trusts, and estate law. Proficiency in financial analysis tools and software used for portfolio management and research purposes. Knowledge of securities law, tax regulations, and compliance standards relevant to financial services. Experience with investment management strategies such as cash management and wealth management techniques. Solid grasp of financial concepts including accounting principles, corporate accounting practices, and public accounting standards. Excellent mathematical skills necessary for detailed financial modeling and quantitative analysis. Ability to communicate complex financial information clearly to clients from diverse backgrounds. Familiarity with customer relationship management systems and banking operations related to asset management. Demonstrated research skills in analyzing market data, legal frameworks, and industry best practices. A proactive approach to continuous learning about financial software updates, regulatory changes, and new investment products.

Pay: $60,000.00 - $70,000.00 per year

Benefits:

Paid time off

Work Location: In person

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