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Robert Half
Paraplanner
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Job Description
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Jennifer Fukumae with Robert Half is partnering with a well-established Wealth Management firm in Walnut Creek to add a Financial Planning Associate to its close-knit, collaborative team. This is a great opportunity for someone early in their career who is excited to learn the ins and outs of financial planning, work alongside experienced Advisors, and build a long-term career in Wealth Management. You'll gain hands-on experience, exposure to investment research and financial planning strategies, and the opportunity to grow with a supportive team. Key ResponsibilitiesFinancial Planning & Advisor SupportPartner with Financial Advisors to develop and maintain personalized financial plans for clients.
Collect, organize, and input financial information into planning tools to support accurate client projections and recommendations.
Review and update financial plans, spreadsheets, and client records to ensure information is current and complete.
Coordinate meeting preparation, including scheduling, gathering relevant documentation, and preparing planning materials.
Maintain detailed activity records, client updates, and follow-up items within the firm's CRM.Help oversee ongoing planning requests and ensure deliverables are completed within established timelines.
Investment Research & Portfolio AnalysisExplore investment opportunities, market conditions, and economic trends to support portfolio and planning discussions.
Review investment portfolios, asset allocations, and performance results to identify trends and areas for further analysis.
Research financial planning topics such as retirement strategies, tax considerations, IRA accounts, and Roth conversions.
Translate research and financial data into clear takeaways for Advisors and the broader planning team.
Stay informed on industry developments, regulatory changes, and market activity that may influence client strategies.
Contribute to team initiatives and research projects focused on improving planning processes and investment knowledge.
Collect, organize, and input financial information into planning tools to support accurate client projections and recommendations.
Review and update financial plans, spreadsheets, and client records to ensure information is current and complete.
Coordinate meeting preparation, including scheduling, gathering relevant documentation, and preparing planning materials.
Maintain detailed activity records, client updates, and follow-up items within the firm's CRM.Help oversee ongoing planning requests and ensure deliverables are completed within established timelines.
Investment Research & Portfolio AnalysisExplore investment opportunities, market conditions, and economic trends to support portfolio and planning discussions.
Review investment portfolios, asset allocations, and performance results to identify trends and areas for further analysis.
Research financial planning topics such as retirement strategies, tax considerations, IRA accounts, and Roth conversions.
Translate research and financial data into clear takeaways for Advisors and the broader planning team.
Stay informed on industry developments, regulatory changes, and market activity that may influence client strategies.
Contribute to team initiatives and research projects focused on improving planning processes and investment knowledge.
Benefits
- Dental Insurance