Top 6 Paraplanner Jobs in Freelance Work

Paraplanner
Ameriprise Financial - Michigan —Remote
- From $75,000 a year
- Full-time
- Remote
- Mid-level
- Continuous improvement
- Paid holidays
- Paid time off
Quick Apply
Paraplanner
Ameriprise Financial - Minnesota —Remote
- $62,000 - $72,000 a year
- Full-time
- Remote
- Mid-level
- Bachelor's degree
- Organizational skills
- Profit sharing
- Paid holidays
Quick Apply
Paraplanner
Ameriprise Financial - California —Remote
- $28 - $33 an hour
- Full-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Paid time off
Quick Apply
Paraplanner
Cambridge Investment Research —Remote
- $22 an hour
- Part-time
- Remote
- Research
- Mid-level
- Analysis skills
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
Quick Apply
10d
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
11d

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Paraplanner
Ameriprise Financial - Michigan —Remote
Serve as a resource for client service requests requiring licensing and product knowledge. Execute trades, transactions, new business applications, and account…
From $75,000 a year
Quick Apply
Paraplanner
Ameriprise Financial - Minnesota —Remote
As you develop in the role, there will be opportunities to expand your involvement in financial planning and take on increased responsibility within the team.
$62,000 - $72,000 a year
Quick Apply

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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.
$45,000 - $60,000 a year
14d

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Paraplanner

Ameriprise Financial - Michigan -
Remote

Quick Apply

Job Details

Full-time
From $75,000 a year

Benefits

Paid holidays
Paid time off
401(k) 5% Match
401(k) matching

Qualifications

Series 7
Life & Health Insurance License
Practicing in the securities industry

Full Job Description

Paraplanner

Ann Arbor, MI | Remote/Hybrid Considered

Clarity Financial Advisors, a growing Private Wealth Advisory Practice of Ameriprise Financial, is seeking a fully licensed Paraplanner to join our team.

This role is a key part of our client service and planning infrastructure—supporting advisors and helping deliver a high-quality, seamless experience for our clients. The ideal candidate is detail-oriented, proactive, and thrives in a fast-paced, team-driven environment.

What You’ll Do

Execute trades, transactions, new business applications, and account maintenance with a high level of accuracy and timeliness
Ensure all activities meet firm policies and regulatory requirements
Serve as a resource for client service requests requiring licensing and product knowledge
Support advisors with estate settlements and more complex casework
Partner with advisors and team members to prepare for client meetings and follow through on action items
Identify opportunities to improve workflows, enhance efficiency, and strengthen the client experience

What We’re Looking For

Active securities licenses (Series 7 and 66 or equivalent) and Life & Health Insurance required.
Experience in financial services operations, paraplanning, or business processing
Strong attention to detail and ability to manage multiple priorities effectively
Clear communicator with a collaborative, team-first mindset
Comfortable working in evolving systems and a dynamic environment
Availability to work Eastern Time business hours

Compensation & Benefits

Starting salary: $75,000, exempt
PTO and paid holidays
Health insurance stipend
401(k) with 5% employer match (eligible after 6 months)
Opportunities for professional growth within a growing practice
Supportive, team-oriented culture

Location

Primary; Ann Arbor, MI
Hybrid or remote arrangements considered for exceptional candidates
Remote team members must work Eastern Time hours

About Clarity Financial Advisors

Clarity Financial Advisors is a Private Wealth Advisory Practice of Ameriprise Financial, dedicated to helping clients achieve financial clarity and confidence. We are committed to delivering a high-touch client experience and fostering a culture built on integrity, collaboration, and continuous improvement.

Equal Opportunity Employer

Clarity Financial Advisors is an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, disability, veteran status, sexual orientation, gender identity, or any other protected characteristic.

Quick Apply

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