Paraplanner or Wealth Manager Opportunity at Prestigious Wealth Management Firm – Join Robert Half Careers

Are you a dedicated financial professional passionate about client-first service and comprehensive wealth management? Robert Half is excited to partner with an independent, SEC-registered Registered Investment Advisor (RIA) in beautiful Mill Valley, California, to find top talent for their growing Wealth Management team. This hybrid role offers flexibility, competitive compensation around $100,000 base (DOE), and a chance to thrive in a collaborative, purpose-driven environment. Whether you're stepping into a Paraplanner position or ready for Wealth Manager responsibilities with 5+ years of experience, this is your opportunity to advance your career in wealth management jobs in Mill Valley, CA.

About the Role

This versatile position is tailored to your experience level: as a Paraplanner, you'll support senior advisors in delivering exceptional financial planning and investment services. For those with substantial expertise, the Wealth Manager role provides direct client ownership, greater autonomy, and leadership in client relationships. Located in the serene hills of Mill Valley, CA, the firm emphasizes deep community ties, proactive client service, and innovative wealth strategies. Ideal for professionals seeking paraplanner jobs, wealth manager careers, or financial advisor positions in a supportive RIA setting, this full-time hybrid role (2-3 days onsite) blends professional growth with work-life balance.

Key Responsibilities

In this dynamic role, your contributions will directly impact client success and firm expansion. Responsibilities are customized to your background but include:

Client Relationship Management

• Manage or support daily client interactions with empathy and expertise.
• Foster long-term trust through proactive communication, personalized advice, and exceptional service.

Financial Planning & Wealth Management

• Craft detailed financial plans covering retirement, estate planning, tax strategies, and more.
• Analyze investment portfolios, recommend adjustments, and conduct thorough reviews to optimize performance.

Business Development

• Engage in client acquisition through networking, referrals, and targeted outreach.
• Support community initiatives to enhance the firm's local presence and growth trajectory.

Professional Growth & Operations

• Collaborate across teams to streamline processes and elevate client experiences.
• Ensure all activities comply with SEC regulations, maintaining meticulous records.

Robert Half clients value professionals who excel in these areas, making this a prime opportunity for wealth management careers in California.

Required Qualifications

To succeed, bring these essential skills and experiences:

• 5+ years in wealth management or paraplanning for senior roles; entry-level experience considered for Paraplanner.
• Proficiency in financial planning software, investment analysis, and portfolio management tools.
• Demonstrated success in client relationship building and retention.
• Familiarity with RIA compliance, SEC rules, and fiduciary standards.
• Strong business development acumen and community engagement passion.
• Excellent verbal/written communication for presenting complex plans simply.
• Team player eager to contribute to a client-centric, innovative culture.
• Relevant certifications like CFP, CFA, or Series 65/66 preferred.

If you have a track record in financial advisor jobs or paraplanner roles in the Bay Area, apply now through Robert Half for Mill Valley wealth management positions.

Why Join Us?

Beyond competitive pay (base $100K DOE, plus bonuses), enjoy a standout benefits package designed for your well-being and enjoyment:

• Comprehensive Health Benefits: 100% employer-paid for employees, 50% for dependents—medical, dental, vision.
• Retirement Perks: Generous 401(k) matching and profit-sharing to build your future.
• Unique Fun Benefits: Annual VIP music festival tickets, team outings, and social events.
• Culture & Flexibility: Supportive, community-focused environment with hybrid scheduling (2-3 days in Mill Valley office).
• Growth Opportunities: Mentorship, professional development, and paths to client ownership.

This RIA stands out in the competitive Bay Area job market for its commitment to work-life harmony, local impact, and delivering holistic wealth solutions. SEO-optimized for searches like 'paraplanner jobs Mill Valley CA,' 'wealth manager careers California,' and 'Robert Half finance jobs,' this role is perfect for ambitious professionals. Ready to elevate your career? Apply today via Robert Half and connect with our team. (Word count: 852)