"Alerted.org

Description

Paraplanner – Boutique Wealth Management Firm

Orinda, CA | Hybrid

$70,000–$105,000 DOE + Discretionary Bonus + Exceptional Retirement Contributions

Jennifer Fukumae at Robert Half is partnering with a well-established, independent RIA firm with ~$500M in AUM is seeking a Paraplanner to join their collaborative, tight-knit team in the East Bay. This role is ideal for someone passionate about personal finance and on the path to becoming a CERTIFIED FINANCIAL PLANNER™ professional. Whether you’re enrolled in a CFP® program or planning to start soon, this is an exceptional opportunity to learn, grow, and gain direct client-facing experience.

Ping Jennifer Fukumae on LinkedIn for consideration!

Why Join:

+ Average team tenure of 8+ years — people love working here!

+ Beautiful office in a BART-accessible location

+ Strong emphasis on professional development: firm covers financial education and certifications

+ Team-first culture with a focus on quality, integrity, and making a real impact on clients’ lives

+ Excellent retirement package, generous PTO, and covered commuting costs

Key Responsibilities:

+ Assist in gathering and inputting client financial data for plan creation and updates

+ Prepare financial plans and collaborate with advisors to deliver planning strategies

+ Meet with clients alongside advisors and help maintain up-to-date client records

+ Track and document tasks using CRM software (Tamarac preferred)

+ Coordinate with internal and external professionals on client-specific issues

+ Research, analyze, and assist in retirement planning, tax planning, and more

+ Support ongoing planning projects and help develop firm processes

Requirements

+ Bachelor’s degree and at least 2 years’ experience in an office environment

+ Prior experience or coursework in financial planning strongly preferred

+ Excellent verbal and written communication skills

+ Strong attention to detail, organization, and the ability to manage multiple plans simultaneously

+ Comfortable using Microsoft Word, Excel, Zoom, and Teams

+ Experience with MoneyGuidePro, Holistiplan, Tamarac CRM/reporting, and Schwab Advisor Center is a plus

+ Curious, self-motivated, reliable, and eager to learn

Benefits & Perks:

+ Competitive base salary with performance-based bonus potential

+ 4 weeks PTO

+ 401(k) + profit sharing

+ Paid BART pass

+ Strong health insurance coverage

+ Supportive team culture with a long-term, client-first mindset

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.

• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .