Top 40 Paraplanner Jobs

Financial Paraplanner
Ascend Financial Group —Minneapolis, MN
- $50,000 - $75,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
CFP - Paraplanner
Redstone Federal Credit Union —Huntsville, AL
- Full-time
- English
- Research
- Office
5d
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
Fidelis Financial Strategies —Cookeville, TN
- $40,000 - $70,000 a year
- Full-time
- Research
- Mid-level
- Office
- Continuing education credits
- Health savings account
Quick Apply
Paraplanner
Capital Strategies —Albuquerque, NM
- $50,000 - $70,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
Quick Apply
11d
Senior Paraplanner
Raymond James Financial, Inc. —Tukwila, WA
- $75,000 - $83,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Paid holidays
- Health insurance
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
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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Lead Planner - Certified Financial Planner
Zynergy Retirement Planning —Red Bank, NJ
*Analytical Skills:* Strong ability to analyze financial data, assess risk, and develop effective financial strategies. *Education:* Bachelor’s degree required.
From $130,000 a year
Quick Apply
14d
Wealth Manager
LourdMurray —Los Angeles, CA
Collaborate with external parties and internal departments to provide seamless execution of plan designs including but not limited to onboarding, implementation…
$85,000 - $145,000 a year
Quick Apply
13d

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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. We are not a firm for everyone.
$50,000 - $100,000 a year

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Financial Paraplanner

Ascend Financial Group -
Minneapolis, MN

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Job Details

Full-time
$50,000 - $75,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
401(k) matching
Referral program
Retirement plan

Qualifications

Microsoft Word
Financial planning
Microsoft Excel
Microsoft Outlook
Customer service
Finance
Bachelor's degree
Attention to detail
Organizational skills
Communication skills
Financial education

Full Job Description

Position Overview:

Ascend Financial Group is a team of financial planners providing a first-class experience to high-net-worth individuals, business owners, families, and individuals. We are looking to expand our team through professional, bright, detail-oriented, self-motivated, and passionate individuals in a Paraplanner role. Paraplanners are responsible for supporting our team as we address key areas of financial planning for our clients: retirement and estate planning, education funding, income tax planning, investment analysis, and cash flow analysis. This role provides a great opportunity to grow in a very fulfilling career with an elite financial planning practice and to learn from top advisors.

Paraplanner Role:

· Review and analyze documents, tax returns, statements, etc.

· Interact with clients to assist with their servicing needs related to their planning

· Prepare financial projections and manage client websites through eMoney

· Prepare presentations for clients/prospect meetings

· Direct communication with industry professionals (e.g. CPAs, Attorneys, Bankers)

· Participate in client meetings, actively engaging in discussions and capturing key points through thorough note-taking

Characteristics:

· Effective oral and written communication skills to successfully interact with prospects, clients, and other financial professionals

· Highly developed level of discretion and sound judgment

· Strong organizational skills and the ability to work within deadlines

· Ability to work effectively with and add value to a goal-oriented team

Preferred Qualifications:

Bachelor's degree in Accounting, Finance, or a related field (or equivalent experience)
Approximately 1 year of experience in financial services, accounting, investing, or a related field
Financial planning experience
Experience using financial planning software such as eMoney, MoneyGuidePro, or similar platforms
Basic understanding of financial planning concepts, investment management, financial products, and market fundamentals
Proficiency in Microsoft Excel, Word, and Outlook
Ability to read and analyze financial documents and spreadsheets
Series 7 (or 6) and 66 (or 63 and 65), as well as Life, Accident & Health licenses

Salary range (50k-75k) is based on experience, credentials and licenses. This full-time opportunity offers a fast-paced work environment, a long-term career path, a full benefits package, and a fundamental role in the growth of our team.

Job Type: Full-time

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Referral program
Retirement plan

Physical Setting:

In Office Daily (Required)

Schedule:

Monday to Friday
No weekends
Federal Holiday Observance

Job Type: Full-time

Pay: $50,000.00 - $75,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Referral program
Retirement plan

Physical Setting:

Office

Experience:

Financial planning: 1 year (Preferred)

Ability to Commute:

Minneapolis, MN 55447 (Required)

Ability to Relocate:

Minneapolis, MN 55447: Relocate before starting work (Required)

Work Location: In person

Quick Apply

Refine Your Search

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