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.