An average Financial Paraplanner in the United States can expect to take home roughly $44K per year. Most workers in this position report high levels of job satisfaction. Male Financial Paraplanners are just a bit more common among those who completed the questionnaire than females ones, with male workers composing 52 percent of the field. The larger part enjoy medical while one in three get dental coverage. Vision coverage is also available to roughly a seventh. The data in this summary comes from the PayScale salary survey.

$32,796 - $56,690
$33K
$44K
$57K
MEDIAN: $44,375
10%
50%
90%

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$10.07 - $22.35
$10
$17
$22
MEDIAN: $16.00
10%
50%
90%

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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
$32,796 - $56,690  
   
Bonus
$293.61 - $9,933  
Profit Sharing
$2,750  
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).
)
$34,343 - $62,176  
Country: United States | Currency: USD | Updated: 18 Jan 2017 | Individuals Reporting: 43
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
$293.61 - $9,933  
   
Profit Sharing
$2,750  
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).
)
$34,343 - $62,176  
Country: United States | Currency: USD | Updated: 18 Jan 2017 | Individuals Reporting: 10

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United States (change)

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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

  • 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.

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Pay by Experience Level for Financial Paraplanner

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


Those in the early stages of their career can expect to make around $41K; however, individuals with five to 10 years of experience bring in $49K on average — a distinctly larger sum. Financial Paraplanners claiming one to two decades of experience make an estimated median of $47K. Seasoned workers who boast more than two decades of relevant experience enjoy a median salary of $55K, which is substantially larger than the medians reported by folks with fewer years on their resumes.

Related Job Salaries

Key Stats for Financial Paraplanner

Gender

Female
48 %
Male
52 %

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 6 votes.
Less than 1 year
13%
1-4 years
42%
5-9 years
30%
10-19 years
8%
20 years or more
8%
Location:
Years in Fields/Career:
United States (change)

Experience Affects Financial Paraplanner Salaries

Late-Career
up arrow 25%

Mid-Career
up arrow 12%

Experienced
up arrow 7%

National Average
$44,000

Entry-Level
up arrow 5%

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 6 votes.

Gender

Female
48 %
Male
52 %

Years of Experience

Less than 1 year
13%
1-4 years
42%
5-9 years
30%
10-19 years
8%
20 years or more
8%

Common Health Benefits

medical benefits
Medical: 60%
dental benefits
Dental: 33%
vision benefits
Vision: 15%
dental benefits
None: 38%
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