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Robert Half International Paraplanner - will cover cost of CFP in Campbell, California


For faster consideration, please view my Linkedin under Charles O'Brien and email me your resume.

Our client is planning first financial advisory firm that has an investment philosophy centered around progressing the lives of their clients through financial wellbeing.

Specific Duties and Responsibilities:

  • Prepare tax returns and tax projections using tax software.

  • Prepare advisor meeting notes/agenda, charts, graphs, tables and other visual aids to be used in implementation meetings with clients.

  • Create financial plans and retirement/education projections using planning software.

  • Gather data and maintain client contact throughout the financial planning process.

  • Research and analyze various planning strategies to help clients accomplish their goals.

  • Assist in investment research and analysis.

  • Assist in developing solutions and recommendations that will fit the client's goals, risk tolerance, time frame and objectives.

  • Update client financial reports as needed for client review meetings.

  • Follow-through on post-meeting recommendations such as completing actions and research.


Keys – Financial Planning Associate/Paraplanner

  • 1+ year of tax experience, preferably with HNW clients

  • Strong communication and relationship building skills, with client facing potential

  • Interest to do financial planning

  • CPA/EA is a huge plus

For details on salary and benefits, please view my LinkedIn under Charles O'Brien and email me your resume

Robert Half Finance & Accounting matches skilled professionals with remote or on-site jobs in accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.

When you work with us, you’re working with the best. Robert Half has been recognized as one of FORTUNE’s “Most Admired Companies” every year since 1998 and was No. 1 on Forbes’ annual ranking of America’s Best Professional Recruiting Firms.

Questions? Call your local office at 1.888.490.5461. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States.

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