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Robert Half Logo Robert Half · Finance

Paraplanner

United States, Marin County · Job Posted March 18, 2026
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Job Description

Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks.

Job Responsibility

  • Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies
  • Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management
  • Mentor & Lead: Support junior advisors and contribute to a strong team culture
  • Grow the Business: Build relationships, secure referrals, and participate in networking events
  • Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives

Requirements

  • 4+ years in financial planning, wealth management
  • CFP® certification preferred
  • Series 65 or equivalent preferred
  • Expertise in investment strategies, financial planning, and compliance
  • Strong relationship-building skills with high-net-worth clients
  • Leadership experience with a mentorship mindset

What we offer

  • Strong career development
  • Leadership pathways
  • Competitive perks
  • Medical, vision, dental, and life and disability insurance
  • 401(k) plan
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