Top 8 paraplanner Jobs in remote

Remote Paraplanner / Wealth Management Associate
Clearwater Hr Consulting —Remote
- $72,000 - $82,000 a year
- Full-time
- Remote
- Mid-level
- 3 years
- Finance
- Health insurance
- Dental insurance
Quick Apply
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
Cambridge Investment Research —Remote
- $22 an hour
- Part-time
- Remote
- Research
- Mid-level
- Analysis skills
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
Sentinel Group —Remote
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- 3 years
- Paid holidays
- Disability insurance
Quick Apply
14d
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
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
2d
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
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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
5d

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Remote Paraplanner / Wealth Management Associate

Clearwater Hr Consulting
Remote

Quick Apply

Job Details

Full-time
$72,000 - $82,000 a year

Benefits

Health insurance
Dental insurance
401(k)

Qualifications

Customer communication
Trading
Bachelor's degree
Attention to detail
Custodial experience
Financial services

Full Job Description

Fully Remote Wealth Management Associate / Paraplanner!

Remote | $72,000–$82,000 per year

Prudent Investors is a boutique wealth management firm providing thoughtful, high-touch financial guidance to individuals and families. We help clients navigate complex financial decisions through personalized planning, strategic investment management, and a long-term perspective.

We are seeking a detail-oriented Wealth Management Associate / Paraplanner who enjoys supporting advisors, serving clients, coordinating planning work, and keeping complex workflows organized and moving forward.

This role offers long-term opportunity within a boutique advisory environment, including planning exposure, advisor collaboration, and licensing support for the right candidate.

Responsibilities

Client Experience & Advisor Support
Support client onboarding, assist with client communication, prepare meeting materials, participate in client meetings as needed, and help ensure a seamless client experience.

Trading, Transactions & Portfolio Implementation
Assist with trade execution per advisor/client direction and firm policy. Process contributions, distributions, transfers, rollovers, reallocations, exchanges, and RMDs. Monitor pending transactions and help resolve discrepancies.

Financial Planning Coordination
Support the planning process through data gathering, plan updates, preparation of planning materials, and coordination with client meeting timelines.

Investment & Portfolio Support
Support advisors with investment analysis, portfolio reviews, model updates, and preparation of client recommendations.

Documentation, Compliance & Client File Management
Prepare, review, process, and track account paperwork. Maintain organized digital client files and follow firm conduct and compliance standards.

Qualifications

Must be located on the West Coast, Utah, Wyoming, or Arizona
Bachelor’s degree in Finance, Business, or related field preferred
Minimum 3 years of experience in financial services, wealth management, or financial planning support
Experience with client transactions, account paperwork, and investment-related workflows
Strong analytical, organizational, and written communication skills
High attention to detail and ability to manage complex workflows independently
Series 65 preferred, but not required; firm may assist with licensing

Preferred Experience

Prior paraplanner, planning associate, client service associate, or wealth management associate experience
Familiarity with platforms such as eMoney, MoneyGuidePro, Orion, Schwab, Fidelity, Redtail, Wealthbox, Salesforce, or similar systems
Experience supporting advisors in a boutique RIA or wealth management environment

Benefits

Salary range: $72,000–$82,000 per year
Healthcare
401(k)
Dental insurance
Fully remote role

Prudent Investors is an equal opportunity employer. We consider all qualified applicants.

Pay: $72,000.00 - $82,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance

Work Location: Remote

Quick Apply

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