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:

Compensation

$70,000.00-$90,000.00 Yearly

About 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.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

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.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use and Privacy Notice.