Paraplanner

Description

Anisa Henry is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.

✨ Paraplanner

📍 Mill Valley, CA (Hybrid)

🏢 Esteemed Wealth Management Firm

💰 Competitive Base + Bonus + Profit Share

A highly respected independent wealth management firm in Marin County is looking for a Paraplanner to join its growing team and help clients achieve more than just financial success. This team believes wealth is about creating a fulfilling life, strong relationships, and lasting impact alongside long-term financial security.

💼 What You'll Do

• Support the development of comprehensive financial plans and wealth strategies

• Partner with experienced advisors to prepare recommendations and client deliverables

• Analyze retirement, investment, tax, estate, and cash flow planning scenarios

• Assist with client meetings, follow-up action items, and relationship management

• Help ensure planning accuracy, compliance, and a top-tier client experience

• Gain exposure to a wide range of wealth management responsibilities and client situations

🌟 Why This Opportunity Stands Out

• Hybrid schedule (3 days in office)

• Competitive compensation: $90K-$150K DOE

• Annual bonus potential

• 401(k) match and profit sharing opportunities

• Rich benefits package with substantial employer-paid coverage

• Collaborative, mentorship-driven culture

• Unique perks including team events and VIP music festival experiences 🎶

• Clear growth path into a lead advisory or Wealth Manager role

For fastest consideration, reach out to Anisa Henry via email or LinkedIn.

Requirements

✅ Ideal Background

• 2+ years in financial planning, wealth management, or an RIA environment

• CFP® designation completed or in progress

• Strong analytical and communication skills

• Passion for building relationships and helping clients achieve their long-term goals

• Desire to grow within a client-centric advisory practice

If you're seeking a long-term opportunity with a firm that invests in its people as much as its clients, let's connect.

Reach out to Anisa Henry via email or LinkedIn for additional information or questions regarding this listing.

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 (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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