Financial Planner - RIA San Francisco, CA

Paraplanner Opportunity

Michelle Espejo with Robert Half Financial Services is recruiting for a Paraplanner at a growing RIA. This is a full-time permanent role based in Marin County with a Hybrid schedule.

Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm's continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks.

Responsibilities:

• Advise Clients:
  Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.
• Manage Financial Plans:
  Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.
• Mentor & Lead:
  Support junior advisors and contribute to a strong team culture.
• Grow the Business:
  Build relationships, secure referrals, and participate in networking events.
• Shape the Firm's Future:
  Collaborate with leadership on strategic growth initiatives.