Description Paraplanner — Launch Your Financial Planning Career the Right Way 📍 Orinda, CA (Hybrid) 💰 $70,000–$105,000 DOE + Bonus + Exceptional Retirement Benefits Are you early in your financial planning journey and ready to grow under expert guidance? Join a boutique, fee-only wealth management firm known for deep client relationships, thoughtful financial plans, and a strong culture of mentorship. With approximately $500M in assets under management and an average employee tenure exceeding 8 years, this is a place to build a meaningful, long-term career—not just a stepping stone. If interested in hearing more or just would like to chat about your financial career, ping Jennifer Fukumae on LinkedIn. Why This Role? You’ll gain hands-on experience working alongside seasoned advisors, actively supporting real financial planning, and participating in client meetings. If you’re currently enrolled or planning to start the CFP® program, this role offers an unparalleled opportunity to apply your education in a high-integrity, collaborative environment. What You’ll Do: + Assist in crafting comprehensive, customized financial plans—not cookie-cutter templates + Collaborate closely with advisors and participate in client meetings + Monitor and track progress toward client planning goals + Conduct research on planning strategies including tax planning and Roth conversions + Maintain accurate client data and update plans using industry-leading tools like Tamarac, MoneyGuidePro, Holistiplan, and Schwab Advisor Center + Support process improvements and special projects to enhance firm operations Requirements Who You Are: + 1–3 years of experience in financial planning support, paraplanning, or client service roles + Enrolled in or planning to begin the CFP® certification program + Eager to learn and grow in a firm that invests in your professional development + Highly organized, proactive, and client-focused + Tech-savvy with a quick ability to master new platforms + Motivated by a workplace that values both your growth and client success Benefits & Perks: + Competitive base salary plus performance-based bonuses + Four weeks of paid time off starting Day 1 + 401(k) + Comprehensive health, dental, and vision coverage + Transportation benefits including covered BART pass or parking + Educational support for CFP® coursework, exam prep, and continuing education + Beautiful East Bay office near BART, with flexible hybrid work options + A passionate, supportive team culture that truly values collaboration and quality 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) .