Financial Paraplanners in the United States pull down an average of $45K per year. Job satisfaction is reported as high by the vast majority of workers. Men make up a slight majority of Financial Paraplanners (52 percent) who responded to the survey. A majority enjoy medical while more than a third get dental coverage. Vision coverage is also available to a little less than one-fifth. Respondents to the PayScale salary survey provided the data for this report.

$34,415 - $55,611
(Median)
$34K
$45K
$56K
MEDIAN: $45,014
10%
50%
90%

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$15.71 - $21.06
(Median)
$
$18
$
MEDIAN: $18.00
50%

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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
$34,415 - $55,611  
   
Bonus
$306.39 - $8,054  
Profit Sharing
$1,500  
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).
)
$34,906 - $61,478  
Country: United States | Currency: USD | Updated: 28 Oct 2016 | Individuals Reporting: 41
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
$18.09  
   
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
$306.39 - $8,054  
   
Profit Sharing
$1,500  
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).
)
$34,906 - $61,478  
Country: United States | Currency: USD | Updated: 28 Oct 2016 | Individuals Reporting: 9
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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.

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Financial Paraplanner Tasks

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

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Pay by Experience Level for Financial Paraplanner

Median of all compensation (including tips, bonus, and overtime) by years of experience.


The median compensation for relatively untried workers is $42K; in the five-to-10 year group, it's higher at around $49K. Financial Paraplanners see a median salary of $47K after reaching one to two decades on the job. Average wages for folks with more than 20 years of experience come out to around $55K.

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Experience Affects Financial Paraplanner Salaries

Late-Career
up arrow 21%

Mid-Career
up arrow 9%

Experienced
up arrow 4%

National Average
$45,000

Entry-Level
up arrow 6%

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 5 votes.

Gender

Female
48 %
Male
52 %

Years of Experience

Less than 1 year
12%
1-4 years
42%
5-9 years
30%
10-19 years
8%
20 years or more
8%

Common Health Benefits

medical benefits
Medical: 65%
dental benefits
Dental: 38%
medical benefits
Vision: 19%
dental benefits
None: 32%
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