Paraplanner for San Ramon RIA FirmRobert Half

Description

Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation.

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. 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

Requirements

3+ years of experience in wealth management, financial services, or a client-facing advisory support role

Bachelors 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

Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation.

Robert Half is the worlds 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 (https://www.roberthalf.com/us/en/mobile-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.

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