Job Information
Robert Half Paraplanner - RIA in Mill Valley, California
Description
If you are interested, please view my Linkedin under Charlie O'Brien and shoot me a message!
Our client is an independent SEC Registered Investment Advisor based in Mill Valley, CA, deeply dedicated to providing outstanding service to their clients and actively engaging with the local community. As they embark on an exciting phase of growth and they are looking for individuals who resonate with the vision of "wealth of life" – fostering holistic well-being, personal fulfillment, and empowerment that can positively influence others. They are in search of team members who share our dedication to prioritizing client needs and who thrive in a collaborative setting.
Responsibilities:
Collaborate closely with the team to deliver top-tier service to a diverse clientele by analyzing client needs, identifying opportunities, and offering solutions.
Maintain regular communication with clients, monitor changes, update financial plans, and manage CRM records accordingly.
Assist in scheduling, preparing for, and participating in client meetings alongside the Lead Advisor.
Facilitate the onboarding process for clients at Charles Schwab, ensuring meticulous record-keeping in the CRM system and completion of all necessary tasks.
Conduct research and document rollover compliance for retirement accounts.
Support portfolio management and trading activities.
Establish effective communication channels with clients' attorneys and tax advisors as required.
Actively engage in local community and educational events in Mill Valley, coordinating team follow-ups and schedules.
Company features:
Predominantly remote work with occasional in-office commitments.
Standard working hours are 8 am to 4 pm Monday through Thursday and 8 am to 2:30 pm on Fridays, with early closure before market holidays.
Comprehensive benefit plans with 100% employee coverage, 50% dependent coverage, company 401k match, and profit-sharing.
Additional perks include annual VIP music festival tickets and various team outings.
Requirements
Qualifications:
Education & Experience: Possess a Bachelor’s degree, preferably in business, finance, economics, or a related field, with a minimum of 2+ years of experience in investment management or financial advisory services. Demonstrated attention to detail and a commitment to professional growth are essential.
Professional Designation: Willingness to pursue the CFP designation.
Technical Proficiency: Familiarity or experience with financial planning, CRM, and portfolio management tools. Preferred familiarity with MoneyGuidePro and Salesforce.
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.
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