Supports financial planners by gathering client data and building financial plans.
You enter a client's accounts into planning software, run retirement scenarios and draft the plan your advisor will present.
Approximate: anchored on Bureau of Labor Statistics data for a broader job group.
Bachelor's degree (4-year), about 4 years after high school. Bachelor's; often working toward CFP.
Ways in: 4-year college, Certification. Training cost: $15k – $60k.
Majors to look at: Financial Planning, Finance.
Growing about average. Steady.
Medium risk in 5 years, high in 10. AI planning software gathers data, builds plans and writes summaries, the core paraplanner tasks; fewer support hires needed.
Classes: Personal finance, Computer applications, AP Statistics, Accounting.
Official data: O*NET occupation 13-2052.
Career Universe is an early version. Pay, training and AI-risk figures are estimates to start your own research, not verified facts. The research was written with AI research assistants, checked by validation scripts and spot-checked by hand. Check anything important with schools, employers and official sources. How the numbers work.