Financial Paraplanner Jobs
Financial Paraplanner jobs are open across wealth management firms, registered investment advisors, and insurance companies, from entry-level associate to senior paraplanner, with specializations in financial plan preparation, portfolio analysis, and client service support. Scan the live roles below and apply to whichever ones fit.
Find Financial Paraplanner JobsOverview
Showing 5 of 7+ Financial Paraplanner jobs
About the Role
Wealthcare is looking for a detail-oriented, tech-savvy Paraplanner / Financial Planning Support Specialist to join our growing Advisor Support Team.
This is a unique opportunity for someone who enjoys financial planning, technology, and helping financial advisors work more efficiently. Rather than managing a book of clients, you'll serve as a planning resource for advisors across our organization, helping them get the most out of their financial planning software while providing hands-on planning support.
You'll become our primary resource for GDX360, Wealthcare's financial planning platform, providing advisor training, troubleshooting, and ongoing support. You'll also work alongside our Advisor Support Team to assist advisors with plan creation, updates, reporting, and other financial planning activities.
Key Responsibilities
Financial Planning Software Support & Training
- Serve as the primary point of contact for GDX360 financial planning software questions and support.
- Train and onboard new advisors on GDX360 functionality, workflows, and best practices.
- Provide ongoing technical and planning support to internal teams and advisor users.
- Troubleshoot planning questions, identify potential software issues, and coordinate with development teams when needed.
- Develop training materials, quick-reference guides, and educational resources to help advisors use the platform effectively.
Paraplanning & Advisor Support
- Work closely with Wealthcare's Advisor Support Team to provide financial planning assistance to affiliated advisors.
- Assist with creating, updating, and maintaining client financial plans in GDX360.
- Support retirement planning, cash flow analysis, what-if scenarios, and other financial planning needs.
- Prepare quarterly client status reports, financial plan updates, and planning materials for advisor review meetings.
- Help advisors organize and maintain accurate client planning information.
- Assist with financial planning projects and ongoing client service activities.
Additional Financial Planning Technology
- Initially focus on GDX360, with opportunities to expand support into other financial planning platforms.
- Experience with Income Lab, RightCapital, eMoney, or MoneyGuidePro is a plus.
- Help identify opportunities to streamline planning workflows and improve efficiencies across advisor practices.
Qualifications
- Experience in financial planning, paraplanning, wealth management, or financial advisor support.
- Familiarity with financial planning concepts, including retirement income, investment accounts, cash flow, taxes, and estate planning.
- Comfortable learning new technology and troubleshooting software questions.
- Strong attention to detail, organizational skills, and ability to manage multiple advisor requests.
- Excellent communication skills and a patient, helpful approach to training and supporting others.
- Ability to work independently while collaborating with advisors and internal support teams.
- Experience with financial planning software preferred.
- CFP® certification, CFP® coursework, or financial planning education is a plus but not required.
What We're Looking For
Our ideal candidate is someone who:
- Enjoys the technical side of financial planning and solving problems.
- Likes teaching others and explaining complex concepts in simple terms.
- Is comfortable working behind the scenes to support multiple financial advisors.
- Can balance software support requests with hands-on paraplanning responsibilities.
- Looks for ways to improve processes, reduce repetitive work, and help advisors operate more efficiently.
- Wants to grow with an expanding Advisor Support Team.
Why Join Wealthcare?
At Wealthcare, we're focused on giving financial advisors the tools, resources, and support they need to spend more time working with their clients.
You'll have the opportunity to make a meaningful impact across multiple advisory practices, develop expertise in financial planning technology, and help shape how we deliver planning support to our growing advisor network.
Job Type: Full-time
Compensation: Based on experience
To Apply: Please submit your resume and a brief description of your experience with financial planning software and advisor support.
Pay: $55,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Work Location: Remote
About the Role
Wealthcare is looking for a detail-oriented, tech-savvy Paraplanner / Financial Planning Support Specialist to join our growing Advisor Support Team.
This is a unique opportunity for someone who enjoys financial planning, technology, and helping financial advisors work more efficiently. Rather than managing a book of clients, you'll serve as a planning resource for advisors across our organization, helping them get the most out of their financial planning software while providing hands-on planning support.
You'll become our primary resource for GDX360, Wealthcare's financial planning platform, providing advisor training, troubleshooting, and ongoing support. You'll also work alongside our Advisor Support Team to assist advisors with plan creation, updates, reporting, and other financial planning activities.
Key Responsibilities
Financial Planning Software Support & Training
- Serve as the primary point of contact for GDX360 financial planning software questions and support.
- Train and onboard new advisors on GDX360 functionality, workflows, and best practices.
- Provide ongoing technical and planning support to internal teams and advisor users.
- Troubleshoot planning questions, identify potential software issues, and coordinate with development teams when needed.
- Develop training materials, quick-reference guides, and educational resources to help advisors use the platform effectively.
Paraplanning & Advisor Support
- Work closely with Wealthcare's Advisor Support Team to provide financial planning assistance to affiliated advisors.
- Assist with creating, updating, and maintaining client financial plans in GDX360.
- Support retirement planning, cash flow analysis, what-if scenarios, and other financial planning needs.
- Prepare quarterly client status reports, financial plan updates, and planning materials for advisor review meetings.
- Help advisors organize and maintain accurate client planning information.
- Assist with financial planning projects and ongoing client service activities.
Additional Financial Planning Technology
- Initially focus on GDX360, with opportunities to expand support into other financial planning platforms.
- Experience with Income Lab, RightCapital, eMoney, or MoneyGuidePro is a plus.
- Help identify opportunities to streamline planning workflows and improve efficiencies across advisor practices.
Qualifications
- Experience in financial planning, paraplanning, wealth management, or financial advisor support.
- Familiarity with financial planning concepts, including retirement income, investment accounts, cash flow, taxes, and estate planning.
- Comfortable learning new technology and troubleshooting software questions.
- Strong attention to detail, organizational skills, and ability to manage multiple advisor requests.
- Excellent communication skills and a patient, helpful approach to training and supporting others.
- Ability to work independently while collaborating with advisors and internal support teams.
- Experience with financial planning software preferred.
- CFP® certification, CFP® coursework, or financial planning education is a plus but not required.
What We're Looking For
Our ideal candidate is someone who:
- Enjoys the technical side of financial planning and solving problems.
- Likes teaching others and explaining complex concepts in simple terms.
- Is comfortable working behind the scenes to support multiple financial advisors.
- Can balance software support requests with hands-on paraplanning responsibilities.
- Looks for ways to improve processes, reduce repetitive work, and help advisors operate more efficiently.
- Wants to grow with an expanding Advisor Support Team.
Why Join Wealthcare?
At Wealthcare, we're focused on giving financial advisors the tools, resources, and support they need to spend more time working with their clients.
You'll have the opportunity to make a meaningful impact across multiple advisory practices, develop expertise in financial planning technology, and help shape how we deliver planning support to our growing advisor network.
Job Type: Full-time
Compensation: Based on experience
To Apply: Please submit your resume and a brief description of your experience with financial planning software and advisor support.
Pay: $55,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Work Location: Remote
See All 7 Financial Paraplanner Jobs
Find roles that match your experience and apply in just a few clicks.
Find Financial Paraplanner JobsFinancial Paraplanner Job Market
Who's Hiring
Top Industries Hiring
- Investment & Asset Management
What Employers Look For
The qualifications that appear most often in financial paraplanner jobs.
- Experience with financial planning software such as eMoney, MoneyGuidePro, or NaviPlan
- Bachelor's degree in finance, financial planning, economics, or a related field
- Progress toward or completion of the CFP certification
- Ability to prepare comprehensive financial plans under advisor supervision
- Proficiency in portfolio analysis and investment data aggregation tools
- Strong written communication skills for drafting client-ready plan summaries
Tips for Your Financial Paraplanner Job Search
Tailor your resume to plan preparation
Financial paraplanner roles prioritize demonstrated experience with financial planning software and plan assembly. List the specific platforms you've used and the types of plans you've prepared, whether retirement, estate, or comprehensive, so reviewers can quickly confirm your technical fit.
Highlight progress toward CFP credentials
Even partial CFP coursework signals serious intent to hiring firms. If you've completed any of the education requirements or passed individual topic exams, name them explicitly on your resume rather than listing the full certification as a future goal.
Filter openings by planning software proficiency
Many paraplanner postings are written around a specific platform like eMoney, MoneyGuidePro, or NaviPlan. Search for roles that name the tool you know best, since hands-on fluency in the firm's existing software shortens your ramp time and strengthens your application.
Apply early to roles that fit
Migrate Mate lists financial paraplanner openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare to walk through a sample plan
Many paraplanner interviews include a practical exercise where you review or assemble a simplified financial plan. Practice narrating your process out loud, explaining why you sequence inputs a certain way and how you catch data gaps before a plan goes to the advisor.
Negotiate scope alongside compensation
Paraplanner roles vary widely in how much client-facing work they include. When negotiating your offer, clarify whether you'll attend client meetings, prepare meeting materials, or stay purely back-office, since scope affects your path toward an advisor role and your day-to-day skill development.
Financial Paraplanner Jobs: Frequently Asked Questions
Which companies are hiring the most financial paraplanners?
Affinex Capital, Ameriprise Financial, and Crown Financial are hiring the most financial paraplanners right now, with openings concentrated in Arizona, Tennessee, and Florida, based on current listings on Migrate Mate as of November 2026. Wealth management firms and registered investment advisors account for the largest share of active postings.
How many financial paraplanner jobs are remote?
About 0% of financial paraplanner openings are fully remote or hybrid as of November 2026, with remote arrangements most common for plan preparation and data analysis roles rather than positions that include regular client-meeting support. Firms that require paraplanner attendance at client reviews tend to list in-office or hybrid schedules.
How do you become a financial paraplanner?
Start by earning a bachelor's degree in finance, financial planning, or a closely related field, then pursue foundational coursework that satisfies CFP education requirements. Gain hands-on experience with financial planning software through internships or entry-level associate roles. Building familiarity with plan preparation workflows and investment data tools accelerates your path to a paraplanner position at a wealth management firm or RIA.
Can you get hired as a financial paraplanner with little experience?
Yes, many firms hire entry-level paraplanners directly from undergraduate programs in financial planning or economics. Demonstrating fluency in a common planning platform, even through coursework or personal projects, makes a meaningful difference. Some firms use a paraplanner associate title for candidates still completing CFP coursework, treating the role as a structured training ground before full paraplanner responsibilities.
What does the financial paraplanner interview process look like?
Most financial paraplanner interviews include an initial screening call focused on your technical background, followed by one or two rounds with the hiring advisor or operations manager. Expect questions about your experience assembling financial plans, your familiarity with specific software, and how you handle data discrepancies. Some firms add a practical exercise where you work through a simplified plan scenario or review a sample case.
Where can I find and apply to financial paraplanner jobs?
You can find and apply to financial paraplanner jobs on Migrate Mate, which lists current openings from across the United States. Search the listings to find roles that match your experience and location preferences, then apply directly to each one that fits.
See All 7 Financial Paraplanner Jobs
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