Paraplanner | San Ramon

Description
If interested in the role, please message Jennifer Fukumae on LinkedIn to learn more about this opportunity.
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 stro...