Paraplanner | San Ramon | 2 days onsite
If interested in the role, please message Jennifer Fukumae on LinkedIn to learn more about this opportunity.
Robert Half is partnering with a wealth management firm dedicated to helping high-net-worth individuals, families, and businesses gain clarity on their financial future. The firm manages approximately $600M in assets and works with clients whose average portfolio size is $1.5M.
Responsibilities
This Paraplanner role is designed for individuals who are interested in the operational, analytical, and technical side of wealth management, with limited direct client-facing responsibility. The position supports lead advisors by ensuring financial plans, account data, and investment operations are executed accurately and efficiently.
Key responsibilities include:
• Prepare, update, and maintain comprehensive financial plans using planning software
• Partner with Wealth Advisors to support client meetings, documentation, and follow-up actions
• Foster strong, trusted relationships with clients through consistent communication and responsiveness
• Track client progress against financial plans and ensure timely updates and plan reviews
• Coordinate account administration including onboarding, account maintenance, and investment-related service requests
• Execute daily operational tasks including wires, transfers, capital calls, and trade-related processing with accuracy and compliance
• Research and resolve account discrepancies and operational issues
• Collaborate with internal specialists to ensure seamless client service delivery across teams
• Identify opportunities to improve processes, efficiency, and overall client experience
• Participate in ongoing training, education, and firm initiatives to support professional development
Qualifications:
• 3+ years of experience in wealth management, financial services, or a client-facing advisory support role
• Bachelor’s degree in Finance, Business, Economics, or related field preferred
• One or more of the following required: Series 65, Series 66, CFP®, CPA, or CFA
• Strong understanding of financial planning principles and fiduciary standards
• Proficiency with Microsoft Office; familiarity with tools such as eMoney, Orion, Practifi, or Schwab Advisor Center strongly preferred
• Excellent communication skills with the ability to build trust and manage client relationships
• Highly organized with strong attention to detail and ability to manage multiple priorities
• Proactive, collaborative, and comfortable working in a fast-paced, team-oriented environment
• Demonstrated growth mindset with a desire to develop into a lead advisor role over time
Compensation
$70,000.00-$90,000.00 YearlyAbout Us
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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