Associate Advisor RIA Firm

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
• 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

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.