Paraplanner

Forgent; Menlo Park (CA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Full benefits

Safe Harbor 401(k)

CFP education & conferences

Job summary

Forgent Ltda. in Menlo Park, CA is seeking a Paraplanner to support client relationships at a referral-driven wealth management practice.

You will build and update plans covering retirement, cash flow, tax, insurance, education, and estate, and prepare the analyses for new-client meetings and reviews. The role offers a base of $90,000 to $110,000 plus a semiannual bonus around 10%, full benefits, Safe Harbor 401(k), and CFP education and conferences.

Qualifications

• 3 to 7 years as paraplanner or in client service focused on planning.
• Experience building plans in eMoney and performing tax/retirement analyses.
• Strong proactive communication and deadline discipline.

Responsibilities

• Build and update retirement, cash flow, tax, insurance, education, and estate plans.
• Prepare analyses for new-client meetings and annual/semiannual reviews.
• Collaborate with a senior paraplanner during peak tax planning season.

Skills

Paraplanner

eMoney

CFP training

Licensing knowledge

Education

CFP Certification

Tools

eMoney

Job description

Paraplanner · $90K to $110K plus semiannual bonus · Menlo Park, CA

Earn $90,000 to $110,000 plus a semiannual bonus as the planner behind every client relationship at a referral-driven Menlo Park wealth management practice.

Compensation: $90,000 to $110,000 base, depending on experience and licensing, plus a semiannual bonus averaging about 10%. Full benefits, Safe Harbor 401(k), and paid CFP education and conferences.

Location: In office in Menlo Park, CA, with one remote day a week · Full-time

About our client

An independent wealth management practice affiliated with LPL, serving about 350 households. Most clients are engineers, physicists, physicians, and attorneys, and many families have worked with the firm across generations. Every client hires the firm for both planning and investment management, nearly all by referral, and the practice is growing about 20% a year.

Why this role stands out

• Planning is the product here. Review meetings center on clients’ lives, not portfolio returns, so the plans you build drive every conversation.
• You’ll help lead the firm’s move to eMoney and its shift to twice-yearly client meetings.
• CFP education and conferences are paid, and licensing moves you up the pay range. The firm plans to add advisors, so there’s room to grow toward advising.

What you’ll do

• Build and update plans covering retirement, cash flow, tax, insurance, education, and estate.
• Prepare the analysis behind every new-client meeting and annual and semiannual review.
• Work alongside a senior paraplanner with ten years at the firm, especially through the busy fall tax planning season.

Let’s Talk About You

• You have 3 to 7 years as a paraplanner, or in client service work that became mostly planning.
• You’ve built plans in eMoney and you’re comfortable with the tax and retirement analysis behind them.
• You communicate before anyone has to ask, and you treat deadlines as commitments.

Why we don’t name the firm

This is a real, open role. Our clients ask us to keep their names private until candidates are further along, so we can’t share every detail here. You’ll learn more as you move forward.