Paraplanner

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.

✅ 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.