Pay Growth
?
out of 5
Not enough data
Not enough info to score pay or growth
Paraplanner | San Ramon
Job
Robert Half
San Ramon, CA (In Person)
Full-Time
Review key factors to help you decide if the role fits your goals.
Job Security
?
out of 5
Not enough data
Calculating job security score...
Total Score
73
out of 100
Average of individual scores
Skill Insights
Compare your current skills to what this opportunity needs—we'll show you what you already have and what could strengthen your application.
Job 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 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