Paraplanner at Expanding Wealth Management Firm

Description

******Please apply here and contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.

Our client, an independent SEC Registered Investment Advisor in Marin, CA, seeks a dynamic individual to join their esteemed Wealth Management team. Committed to exceptional service and community engagement, we embrace the concept of "wealth of life," prioritizing client needs and fostering personal fulfillment.

Benefits include some remote work, flexible hours, comprehensive benefit plans, company 401k match and profit-sharing, and perks.

Some Responsibilities of the Paraplanner

• Collaborate closely with the team to deliver excellent service to a diverse clientele by analyzing needs, opportunities, and solutions.

• Maintain regular client contact, update financial plans and CRM accordingly.

• Schedule and prepare for client meetings alongside the Lead Advisor.

• Assist in client onboarding, maintain detailed CRM records, and ensure task completion.

• Research and document rollover compliance for retirement accounts.

• Support portfolio management and trading tasks.

• Liaise effectively with clients' attorneys and tax advisors as required.

• Actively participate in community and educational events in Mill Valley, coordinating team follow-ups and scheduling.

Requirements

• Bachelor's degree in business, finance, or related field preferred.

• 2+ years' experience in investment management or financial advisory services

• Experience or exposure to financial planning, CRM, and portfolio management tools.

• Familiarity with MoneyGuidePro and Salesforce preferred.

• Willing to pursue CFP designation.

• Attention to detail and growth mindset.

***Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.

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.

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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 ~~~ for more information.

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