Description Ready to Take the Next Step? Let’s Connect! If this opportunity resonates with you, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn how this role aligns with your career goals! Paraplanner or Wealth Manager We’re partnering with an independent, SEC‑registered RIA in Mill Valley seeking talented individuals to join its growing Wealth Management team. The firm is committed to delivering exceptional client service and engaging deeply with the local community. This is an excellent opportunity for someone who values client‑first service, thrives in a collaborative environment, and is eager to grow within a purpose‑driven advisory practice. About the Role Depending on experience, this opportunity can be structured as a Paraplanner or Wealth Manager. Both roles support the delivery of comprehensive financial planning, investment management, and exceptional client service. The Wealth Manager role is ideal for advisors with 5+ years of experience seeking greater responsibility and direct client ownership. What You’ll Do (Responsibilities will be tailored to the individual’s experience and team fit.) 1. Client Relationship Management + Support or manage day‑to‑day client interactions + Build trusted, long‑term relationships through proactive service and thoughtful communication 2. Financial Planning & Wealth Management + Develop and present financial plans + Support investment strategies, portfolio reviews, and planning recommendations 3. Business Development + Participate in client acquisition efforts + Contribute to the firm’s growth and community engagement initiatives 4. Professional Growth & Contribution + Collaborate with team members to enhance processes, client experience, and firm initiatives 5. Compliance & Record‑Keeping + Maintain accurate, compliant documentation in line with regulatory requirements Benefits & Perks + Rich benefits package: 100% employer‑paid employee coverage, 50% for dependents + 401(k) match + profit‑sharing + Annual VIP music festival tickets and fun team outings + Supportive, community‑minded culture + Hybrid flexibility (2–3 days onsite in Mill Valley) Requirements Ready to Learn More? If you’re excited to explore this opportunity, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and see how this role aligns with your career goals! What We’re Looking For Education + Bachelor’s degree in Finance, Business, or related field + CFP® required + Series 65 (or equivalent) strongly preferred Experience + Paraplanner: 2+ years in financial planning, wealth management, or investment advisory + Wealth Manager: 5+ years in client‑facing advisory roles Skills & Attributes + Strong knowledge of financial planning concepts and investment strategies + Exceptional interpersonal and communication skills + Ability to build credibility and trusted client relationships + Strategic thinker with problem‑solving skills + Team‑oriented mindset with leadership and mentoring capabilities 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) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .