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Robert Half Logo Robert Half · Finance

Paraplanner

United States, San Ramon Employment contract · Job Posted June 10, 2026
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Job Description

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.

Job Responsibility

  • 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
  • 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

What we offer

  • Medical, vision, dental, and life and disability insurance
  • Company 401(k) plan
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