Paraplanner, Established RIA Firm

Description

Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a growing Registered Investment Advisor (RIA) in Mill Valley seeking a Paraplanner to join their team. This is a great opportunity for someone early in their financial planning career who enjoys supporting advisors and helping deliver thoughtful financial plans to high-net-worth clients. This role will work closely with senior advisors to prepare financial plans, analyze client data, and assist in delivering comprehensive planning strategies.

Responsibilities

• Assist advisors in the preparation and development of comprehensive financial plans

• Gather and organize client financial data including assets, liabilities, income, and cash flow

• Run financial planning scenarios and analyze outputs using planning software

• Prepare meeting materials, reports, and client presentations

• Support advisors with follow-ups and implementation of planning recommendations

• Maintain accurate client records and documentation within CRM systems

• Assist with investment account paperwork and client onboarding when needed

Requirements

• Bachelor’s degree in Finance, Financial Planning, Economics, or related field

• 1–3 years of experience in financial planning, wealth management, or an RIA environment

• Exposure to financial planning software (e.g., MoneyGuidePro, eMoney, or similar)

• Strong analytical and organizational skills

• Excellent communication and attention to detail

• Interest in pursuing CFP® certification preferred

Why Join

• Work closely with experienced advisors in a collaborative planning environment

• Exposure to high-net-worth client financial planning

• Opportunity for career growth toward Associate Advisor or Financial Planner

For more information or quickest consideration, please send Jennifer Fukumae a message on LinkedIn to schedule a confidential conversation.

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