Top 43 Paraplanner Jobs

Paraplanner
Ameriprise Financial - Washington —Bellevue, WA
- $78,000 - $95,000 a year
- Full-time
- Remote
- Background check
- Mid-level
- Communication skills
- Paid holidays
- Dental insurance
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Paraplanner with eMoney Experience (Series 7 & Series 66 Required)
Pathlight Advisors —Scottsdale, AZ
- $65,000 - $75,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Profit sharing
- Health savings account
Quick Apply
Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
- $50,000 - $100,000 a year
- Full-time
- No experience needed
- In-person
- Entry level
Paraplanner
Scarbrough Financial Group —San Rafael, CA
- Microsoft Outlook
- 5 years
- Office
Paraplanner
Ameriprise Financial - California —Arcadia, CA
- $38 - $46 an hour
- Full-time
- Background check
- Mid-level
- Office
- Profit sharing
- Paid holidays
Quick Apply
Paraplanner
Raymond James Financial, Inc. —Saint Petersburg, FL
- Full-time
- Writing skills
- Data analysis skills
- Mid-level
- Paid holidays
- Health insurance
Paraplanner (Associate Advisor) in Carlsbad, CA
ValueBase Consulting —Carlsbad, CA
- $30 an hour
- Full-time
- Mid-level
- Office
- Finance
Paraplanner
Kestra Financial —Fairfield, NJ
- Full-time
- Microsoft Word
- Data analysis skills
- Research
- Health insurance
- 401(k)
Quick Apply
Licensed Paraplanner
Ameriprise Financial Services, LLC —Limerick, PA
- $60,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- 401(k)
- Paid time off
Quick Apply
Financial Advisory - Paraplanner
Kestra Financial —Pittsburgh, PA
- Full-time
- Bachelor of Science
- Mid-level
- Finance
- Health insurance
- 401(k)
Quick Apply
Paraplanner / Associate Financial Advisor
Ameriprise Financial —Glen Allen, VA
- Full-time
- Office
- Finance
- Analysis skills
12d
CFP - Paraplanner
Redstone Federal Credit Union —Huntsville, AL
- Full-time
- English
- Research
- Office
3d
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
Paraplanner
Thompson Financial Group —Baltimore, MD
- $80,000 - $120,000 a year
- Office
- Microsoft Office
- Analysis skills
Quick Apply
Paraplanner
Northern Financial Advisors —Bloomfield Hills, MI
- $61,000 - $64,000 a year
- Full-time
- Background check
- Computer literacy
- No experience needed
- Health savings account
- Health insurance
Quick Apply
2d
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
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
Paraplanner/Financial Planner
Signature Wealth Advisors —Orlando, FL
- $90,000 - $110,000 a year
- Full-time
- Data analysis skills
- Mid-level
- 3 years
- Health savings account
- Health insurance
Quick Apply
Paraplanner - Financial planning
CROWN FINANCIAL GROUP —Memphis, TN
- $42,000 - $58,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
Quick Apply
Associate Financial Advisor / Paraplanner
Farther Finance —San Francisco, CA
- Mid-level
- Analysis skills
- Bachelor's degree
Quick Apply

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Paraplanner

Ameriprise Financial - Washington -
Bellevue, WA

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Job Details

Full-time
$78,000 - $95,000 a year

Benefits

Paid holidays
Dental insurance
Paid time off
401(k) 4% Match
Vision insurance
401(k) matching
Life insurance

Qualifications

Series 66
Series 7
Securities Industry Essentials

Full Job Description

Position: Experienced Paraplanner (Fully Remote Option Available)

Allegiance Wealth Management
A private wealth advisory practice of Ameriprise Financial Services

Location: Fully Remote (U.S.-based candidates; Midwest/Pacific preferred, other time zones considered)

Allegiance Wealth Management practice is a growing, high-performing wealth management team committed to delivering proactive financial planning, strong client service, and scalable operational support as the business continues to expand through both organic growth and acquisition.

We are seeking an experienced Paraplanner to join the team in a highly flexible, “utility player” role supporting advisors across planning, trading, client service, and meeting preparation functions.

This role is ideal for someone who is already industry-experienced and can step in with a short learning curve, contribute quickly, and operate across multiple functions in a fast-paced advisory environment.

Position Overview

The Paraplanner will serve as a key support resource to advisors by managing meeting preparation, client follow-up, trading support, and ongoing service needs. This individual will also participate in client meetings as needed, ensuring accurate documentation, seamless follow-up, and a high-quality client experience.

This role is designed for a versatile professional who can operate independently while also collaborating closely with advisors and the broader service team.

Key Responsibilities

Prepare materials and documentation for client meetings
Attend client meetings as a secondary support resource for note-taking and follow-up
Complete detailed meeting follow-up tasks, including action items and CRM updates
Execute trades and support account servicing requests
Provide client-facing support, including responding to service requests and coordinating with advisors as needed
Assist in onboarding and ongoing account maintenance activities
Maintain accurate and timely updates within CRM and financial planning systems
Support advisors in delivering a high level of client service and responsiveness
Help manage workflow across multiple households and advisors in a growing practice

Qualifications & Experience

3–5 years of experience in the financial services industry preferred
Prior experience in a paraplanner, client service, or operations support role strongly preferred
Strong preference for candidates with prior wealth management or advisory firm experience, specifically Ameriprise Financial
Active licensing or ability to obtain required licenses:
SIE
Series 7
Series 66
Strong understanding of financial services workflows, client servicing, and advisor support
Ability to manage multiple priorities with accuracy and follow-through
Strong communication and client service skills
Comfortable working in a fast-paced, evolving environment
Experience is prioritized over formal degree requirements

Preferred Experience

Financial planning tools (e.g., MoneyGuide or similar platforms)
Morningstar
PMT / AMT systems
CRM platforms (Salesforce or similar)
Trading and account servicing systems
Prior Ameriprise experience strongly preferred but not required

Growth & Development

This role offers flexibility in career direction based on interest and performance, including:

Potential pathway into Associate Financial Advisor (AFA) track
Expanded financial planning and client-facing responsibilities over time
Opportunity to remain in a long-term paraplanner/utility support role

Compensation & Benefits

Competitive salary commensurate with experience - $78,000 - $95,000
Exempt
Bonus opportunities based on performance
Health, dental, and vision insurance
Life insurance benefit
401(k) with 4% employer match
6-month eligibility period; enrollment begins the following month
Paid time off (PTO), accrued and increasing with tenure
11 paid holidays annually

Schedule & Work Environment

Fully remote position
Collaborative and team-oriented culture with strong communication expectations
Occasional flexibility required based on client and advisor needs
Strong preference for candidates comfortable working independently in a remote environment
Open to most U.S. time zones; Midwest/Pacific preferred

Why Join the Practice?

This is an opportunity to join a growing wealth management practice that values responsiveness, teamwork, and client-first service. You will play a critical role in supporting advisors, improving operational efficiency, and ensuring clients receive a seamless and high-quality experience.

The team culture is collegial, collaborative, and growth-oriented, with a strong emphasis on both professional development and maintaining a supportive work environment.

Equal Opportunity Employer

The practice is an Equal Opportunity Employer and welcomes applicants from all backgrounds.

A background check will be conducted as part of the hiring process, and successful completion is required for employment in accordance with applicable laws.

Quick Apply

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