Financial Paraplanner Salary

Financial Paraplanners in the United States can expect to earn an average of $44K annually. Men working as Financial Paraplanners who took the survey just slightly outnumber women at 56 percent. The larger part report receiving medical coverage from their employers and slightly less than a third collect dental insurance. Job satisfaction is reported as high by the vast majority of workers. The data for this synopsis comes from respondents who took the PayScale salary survey.

$32,215 - $55,730
$32K
$44K
$56K
MEDIAN: $44,047
10%
50%
90%

Add this chart to your site: 640px    300px

$10.07 - $22.35
$10
$17
$22
MEDIAN: $16.99
10%
50%
90%

Add this chart to your site: 640px    300px

National Salary Data (?
XAll compensation data shown are gross 10th to 90th percentile ranges. Take the PayScale Survey to find out how location influences pay for this job.
)
$0$21K$42K$63K
Salary
$32,215 - $55,730  
   
Bonus
$103.04 - $10,031  
Profit Sharing
$4,000  
Total Pay (?
XTotal Pay combines base annual salary or hourly wage, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job. It does not include equity (stock) compensation, cash value of retirement benefits, or the value of other non-cash benefits (e.g. healthcare).
)
$34,158 - $61,478  
Country: United States | Currency: USD | Updated: 25 Mar 2017 | Individuals Reporting: 40
National Hourly Rate Data (?
XAll compensation data shown are gross 10th to 90th percentile ranges. Take the PayScale Survey to find out how location influences pay for this job.
)
$0$11$22$33
Hourly Rate
$10.07 - $22.35  
   
Overtime
$26.38  
National Annualized Data (?
XAll compensation data shown are gross 10th to 90th percentile ranges. Take the PayScale Survey to find out how location influences pay for this job.
)
$0$22K$44K$66K
Bonus
$103.04 - $10,031  
   
Profit Sharing
$4,000  
Total Pay (?
XTotal Pay combines base annual salary or hourly wage, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job. It does not include equity (stock) compensation, cash value of retirement benefits, or the value of other non-cash benefits (e.g. healthcare).
)
$34,158 - $61,478  
Country: United States | Currency: USD | Updated: 25 Mar 2017 | Individuals Reporting: 10

Find Out Exactly What You Should Be Paid

United States (change)

Employers: Start Here »

Job Description for Financial Paraplanner

Financial paraplanners are primarily responsible for assisting financial planners and associate financial planners in a wide range of tasks and services. Paraplanners work by using computer software and a printer to assemble meeting documents, produce financial reports, and update and maintain financial data in financial planning software. They also prepare documents such as investment management agreements, financial planning agreements, account applications, and account transfers.

Read More...

Financial Paraplanner Tasks

  • Support financial advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning recommendations, and coordinate marketing events.
  • Research financial databases and products that match clients' needs.
  • Construct visual aides including charts, graphs, and tables to be used in meetings with clients.

Financial Paraplanner Job Listings

Search for more jobs:

Pay by Experience Level for Financial Paraplanner

Pay by Experience for a Financial Paraplanner has a positive trend. An entry-level Financial Paraplanner with less than 5 years of experience can expect to earn an average total compensation of $41,000 based on 33 salaries provided by anonymous users. Average total compensation includes tips, bonus, and overtime pay. A Financial Paraplanner with mid-career experience which includes employees with 5 to 10 years of experience can expect to earn an average total compensation of $48,000 based on 15 salaries. An experienced Financial Paraplanner which includes employees with 10 to 20 years of experience can expect to earn an average total compensation of $47,000 based on 15 salaries. A Financial Paraplanner with late-career experience which includes employees with greater than 20 years of experience can expect to earn an average total compensation of $54,000 based on 6 salaries.

Related Job Salaries

Key Stats for Financial Paraplanner

Gender

Female
44 %
Male
56 %

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 5 votes.
Less than 1 year
14%
1-4 years
42%
5-9 years
28%
10-19 years
8%
20 years or more
8%
Location:
Years in Fields/Career:
United States (change)

Experience Affects Financial Paraplanner Salaries

Late-Career
▲26%

Mid-Career
▲10%

Experienced
▲8%

National Average
$43,000

Entry-Level
▼5%

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 5 votes.

Gender

Female
44 %
Male
56 %

Years of Experience

Less than 1 year
14%
1-4 years
42%
5-9 years
28%
10-19 years
8%
20 years or more
8%

Common Health Benefits

medical benefits
Medical: 59%
dental benefits
Dental: 30%
vision benefits
Vision: 14%
no benefits
None: 38%