Financial Paraplanner Salary in District of Columbia

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How much does a Financial Paraplanner make in District of Columbia? The average Financial Paraplanner salary in District of Columbia is $51,345 as of March 26, 2024, but the range typically falls between $46,584 and $57,225. Salary ranges can vary widely depending on the city and many other important factors, including education, certifications, additional skills, the number of years you have spent in your profession.

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Salary range for an Financial Paraplanner

$46,584 to $57,225

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Financial Paraplanner

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Location	Avg. Salary	Date Updated
Location Naval Anacost Annex, DC	Avg. Salary $51,345	Date Updated March 26, 2024
Location Parcel Return Service, DC	Avg. Salary $51,345	Date Updated March 26, 2024
Location Washington, DC	Avg. Salary $51,345	Date Updated March 26, 2024
Location Washington Navy Yard, DC	Avg. Salary $51,345	Date Updated March 26, 2024

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Job Openings for Financial Paraplanner in District of Columbia

Financial Paraplanner

Elevate Financial Planning and Wealth Management - Chattanooga , TN

We are currently seeking an entry-level Financial Paraplanner to join our team! You will conduct quantitative analyses of various investment and financial programs. Financial Paraplanners are ...

ZipRecruiter - 1 day ago

Paraplanner - Financial Services

SSG, LLC. - Kansas City , MO

The Paraplanner role makes a significant contribution to an advisory practice by providing comprehensive technical support for the financial planning process. It leverages an advisor's time by ...

ZipRecruiter - 35 days ago

Paraplanner Apprenticeship

SWMG, LLC - Fort Worth , TX

Financial Planning Paraplanner Apprenticeship Job Details * Full Time Position with expected 40+ hours per week in the downtown Fort Worth office. * Salary and bonus - $60k plus bonus * Dress Code

ZipRecruiter ATS Jobs for ZipSearch/ZipAlerts - 8 days ago

Paraplanner

SWMG, LLC - Fort Worth , TX

Financial Planning Paraplanner Job Details * Full Time Position with expected 40+ hours per week in the downtown Fort Worth office. * Salary and bonus: $60k - $75k based on experience plus bonus

ZipRecruiter ATS Jobs for ZipSearch/ZipAlerts - 22 days ago

Paraplanner

Gessner Wealth Strategies, LLC - Houston , TX

Gessner Wealth Strategies, LLC, is an independent wealth management firm in Houston, TX, where financial planning and client service comes first. We are seeking a full-time experienced paraplanner to ...

LinkedIn - 17 days ago

Paraplanner

KAZ, SP - Westminster , CO

Seeking full-time, in the office, Paraplanner to step into instrumental role in fast-paced, high volume investment advisory and financial planning practice to join our close net family orientated ...

ZipRecruiter - 7 days ago

What does a Financial Paraplanner do?

Common responsibilities of a Financial Paraplanner

Responds to supervisor directions.

December 19, 2022

Gather, organize and synthesize client data and review client financial statements, tax returns, estate planning documents and all other information necessary to develop a financial plan or other various analyses.

January 27, 2023

Utilize various financial analysis programs to produce requested results sought by a planner and/or advisor.

January 28, 2023

Review and respond to emails as necessary and be a positive team member across the practice.

February 20, 2023

Organize and standardize the financial planning workflow/process so that it can be scalable as the business changes.

March 06, 2023

Assist with the development of financial plans and suggest alternative options and recommendations for review by supervisors and advisors.

March 08, 2023

Prepare preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetings.

March 24, 2023

Seeks new opportunities to assist advisors in planning more effectively, maximizing data, defining best practices and identifying high-impact activities.

March 29, 2023

Deliver high quality client service in a professional, caring, and compliant manner.

April 24, 2023

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About District of Columbia

Washington, D.C. is located in the mid-Atlantic region of the U.S. East Coast. Due to the District of Columbia retrocession, the city has a total area of 68.34 square miles (177.0 km2), of which 61.05 square miles (158.1 km2) is land and 7.29 square miles (18.9 km2) (10.67%) is water. The District is bordered by Montgomery County, Maryland to the northwest; Prince George's County, Maryland to the east; Arlington County, Virginia to the south; and Alexandria, Virginia to the west. The south bank of the Potomac River forms the District's border with Virginia and has two major tributaries: the An...

Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia

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About District of Columbia Washington, D.C. is located in the mid-Atlantic region of the U.S. East Coast. Due to the District of Columbia retrocession, the city has a total area....More

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Learn more about: Compensation Packages, Employee Flight Risk, Gender Pay Gap, Job Openings for This Role

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