Description Paraplanner – Learn the Right Way to Build Financial Plans That Matter 📍 Orinda, CA (Hybrid) 💰 $70,000–$105,000 DOE + Bonus + Outstanding Retirement Contributions Message Jennifer Fukumae on LinkedIn for fastest consideration! Are you early in your financial planning career and want to learn from a team that actually does it right? Join a boutique, fee-only wealth management firm that’s known for its deep relationships, thoughtful planning, and strong mentorship culture. With ~$475M in AUM and an average employee tenure of over 8 years, this is the kind of place where you can build a meaningful career—not just another stepping stone. You’ll get hands-on experience sitting in client meetings, supporting real planning work, and learning directly from a highly collaborative team. If you’re currently in (or about to begin) a CFP® program and want to apply what you’re learning in a professional, high-integrity environment—this is your launchpad. 🚀 What You’ll Get to Do: + Help build comprehensive financial plans (not cookie-cutter templates) + Collaborate with experienced advisors and attend client meetings + Track progress and stay on top of planning goals across multiple clients + Research planning strategies, tax moves, Roth conversions, and more + Keep client data clean and plans up to date using industry tech tools like Tamarac, MoneyGuidePro, Holistiplan, and Schwab Advisor Center + Help refine firm processes and contribute to special projects Requirements 🎯 You’re a Fit If You: + Have 1–3 years of experience in a financial planning, paraplanning, or client service role + Are already enrolled in (or planning to start) a CFP® program + Want to work somewhere that actually trains and mentors you + Are organized, proactive, and love working with people + Have solid tech skills and are quick to learn new tools + Are looking for a firm that values your growth as much as client outcomes 🎁 Perks & Benefits: + Competitive base salary + performance bonus opportunities + 4 weeks PTO from day one + 401(k) with 3% safe harbor + 7% profit sharing (after 1 year) + Health, dental, vision coverage + Covered BART pass or parking + Education support: CFP® courses, exam prep, and more + Beautiful East Bay office steps from BART (but hybrid/flexible work is supported) + Fun, supportive, and passionate team that loves what they do 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) .