Job Title

Description About the Opportunity We are partnering with a boutique, feeu2011based financial advisory practice that manages just under $100M in client assets across approximately 110 households. The firm takes a highly personalized, educationu2011driven approach to financial planning and investment management, serving a client base that includes government employees, healthcare professionals, and publicu2011sector workers u2014 groups often underserved by traditional advisory models. This is an excellent opportunity for someone early in their financial services career who is eager to learn, deeply values compliance and ethics, and wants handsu2011on exposure to portfolio management and planning. The Role The Junior Associate / Paraplanner will directly support a highly experienced Senior Financial Advisor by assisting with the investment and portfolio management function, research, client preparation, and operational followu2011through. This position is designed to grow over time, including firm sponsorship for FINRA licensing (Series 6 or Series 7) once foundational competencies are demonstrated. This is not a sales role u2014 it is analytical, complianceu2011focused, and clientu2011centric. Key Responsibilities Investment & Portfolio Support + Assist with routine trading and portfolio rebalancing in accordance with established asset allocation models + Research mutual funds and investment options using advisoru2011defined criteria + Evaluate portfolios for: + Allocation drift + Excess cash positions + Investments no longer meeting quality standards + Flag potential issues and consult with the Senior Advisor when something appears u201coffu201d Financial Planning & Analysis + Support financial modeling and planning efforts using planning software + Assess opportunities to further integrate planning tools into client relationships + Help maintain consistency between investment strategy and client objectives Operations, Compliance & Client Interaction + Participate in client meetings (in person or by phone) when appropriate + Develop a strong working knowledge of compliance standards in a regulated advisory environment + Ensure strict adherence to authorization and verification rules, especially regarding money movement + Assist with documentation, recordu2011keeping, and workflow tracking within the CRM + Be crossu2011trained to support basic account administration when needed Practice & Client Engagement Support + Assist with the firmu2019s annual maintenance and clientu2011engagement calendar, including: + Beneficiary audits + Taxu2011season document coordination + Distribution tracking (RMDs) + Periodic account reviews + Support client communications, mailings, and special initiatives throughout the year + Help coordinate educational events, workshops, or client appreciation activities as the role evolves Requirements Required Qualifications & Traits + Familiarity with financial services office operations and terminology + Strong understanding of compliance fundamentals in an advisory setting + Highly organized with excellent attention to detail + Trustworthy, professional, and able to pass a background check + Comfortable speaking with clients in person and over the phone Licensing & Career Path + FINRA licenses not required at hire + The firm intends to sponsor Series 6 or Series 7 for the right candidate + Longu2011term path includes deeper involvement in portfolio management, planning, and practice operations Robert Half is the worldu2019s 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 ( 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. u00a9 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking u201cApply Now,u201d youu2019re agreeing to Robert Halfu2019s Terms of Use ( and Privacy Notice (.