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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