<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p>Robert Half is partnering with a wealth management firm dedicated to helping high-net-worth individuals, families, and businesses gain clarity on their financial future. The firm manages approximately $600M in assets and works with clients whose average portfolio size is $1.5M. This Paraplanner role is designed for individuals who are interested in the <strong>operational, analytical, and technical side of wealth management</strong>, with limited direct client-facing responsibility. The position supports lead advisors by ensuring financial plans, account data, and investment operations are executed accurately and efficiently.</p><p> </p><p>Key responsibilities include:</p><p>• Prepare, update, and maintain comprehensive financial plans using planning software</p><p>• Partner with Wealth Advisors to support client meetings, documentation, and follow-up actions</p><p>• Foster strong, trusted relationships with clients through consistent communication and responsiveness</p><p>• Track client progress against financial plans and ensure timely updates and plan reviews</p><p>• Coordinate account administration including onboarding, account maintenance, and investment-related service requests</p><p>• Execute daily operational tasks including wires, transfers, capital calls, and trade-related processing with accuracy and compliance</p><p>• Research and resolve account discrepancies and operational issues</p><p>• Collaborate with internal specialists to ensure seamless client service delivery across teams</p><p>• Identify opportunities to improve processes, efficiency, and overall client experience</p><p>• Participate in ongoing training, education, and firm initiatives to support professional development</p>
<p>We are looking for a detail-oriented Paralegal/Legal Assistant to support an in-house litigation team. Company is based in South San Francisco, California. The ideal candidate will have 4+ years of litigation experience and strong case management experience. </p><p><br></p><p>Responsibilities:</p><p>• Oversee litigation files from initial complaint through resolution, helping maintain progress at each stage of the case.</p><p>• Coordinate calendars, monitor court deadlines, and ensure key dates, hearings, and filing requirements are tracked accurately.</p><p>• Prepare, review, and electronically submit pleadings and other legal documents to the appropriate courts.</p><p>• Draft case management conference statements and assist with related court-mandated submissions.</p><p>• Support discovery efforts by preparing written discovery, organizing responses, and following up on required documentation.</p><p>• Communicate with clients to gather information and records needed for discovery responses and ongoing case development.</p><p>• Assist with motion-related filings and help organize supporting responses and related documentation.</p><p>• Compile, format, and finalize court documents and filing materials in advance of hearings and trial preparation.</p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Associate Financial Advisor | Wealth Management | San Francisco; Hybrid</strong></p><p> </p><p>A growing independent wealth management firm is expanding its team. Known for delivering thoughtful, personalized financial guidance, the firm offers an environment where employees are highly valued, supported, and given meaningful exposure to comprehensive wealth planning.</p><p> </p><p>This is an exciting opportunity to work alongside experienced advisors, build deep client relationships, and gain hands-on exposure across financial planning, investment operations, and wealth management strategy. The firm offers a hybrid schedule, competitive compensation with bonus potential, strong benefits, educational support, and clear long-term growth opportunities within a high-performing, team-oriented environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare and update financial plans using planning software</li><li>Support advisors with comprehensive financial planning and client service</li><li>Participate in client meetings and maintain ongoing client relationships</li><li>Assist with account administration, investment service requests, and portfolio maintenance</li><li>Help improve workflows, processes, and client service delivery</li><li>Collaborate with advisors and internal specialists to support client goals</li><li>Stay current on compliance requirements, firm policies, and industry trends</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u></strong></p>
We are looking for an accomplished Natural Resources Attorney to support complex matters involving environmental regulation, land use, and resource-related legal issues in Lafayette, California. This opportunity is suited for a lawyer who can provide practical guidance, manage sophisticated legal work, and collaborate effectively with clients and internal teams. The ideal candidate brings strong experience in natural resources law and a solid understanding of regulatory compliance in a dynamic legal environment.<br><br>Responsibilities:<br>• Advise clients on legal matters involving natural resources, environmental requirements, land use considerations, and related regulatory frameworks.<br>• Manage a range of legal matters from initial analysis through resolution, including strategy development, drafting, and client counseling.<br>• Interpret federal, state, and local regulations and translate complex legal obligations into clear, actionable guidance for clients.<br>• Prepare, review, and refine legal documents such as memoranda, agreements, filings, and other matter-related materials.<br>• Represent client interests in negotiations, administrative proceedings, and other interactions connected to environmental and resource issues.<br>• Work closely with colleagues across related practice areas to deliver coordinated legal solutions on multifaceted matters.<br>• Conduct thorough legal research and evaluate emerging developments that may affect client operations or project objectives.
<p><strong>interested? Connect with me on LinkedIn >> Mahmoud Adam, CPA and send me your resume directly!</strong></p><p><br></p><p>💼 <strong>Associate Advisor | $105K–$125K + Bonus</strong></p><p>📈 <strong>$5B Wealth Management Firm | Excellent Benefits + Career Growth</strong></p><p><br></p><p>🚀 <strong>Want to build a long-term career in wealth management—not just service clients, but eventually lead relationships of your own?</strong></p><p><br></p><p>I’m working with an established wealth management firm with <strong>approximately $5B in assets under management</strong> that’s looking for a motivated, detail-oriented <strong>Associate Advisor</strong> to join its growing advisory team.</p><p><br></p><p>This is an opportunity to work directly alongside experienced advisors, contribute to financial planning and investment discussions, and develop the skills to eventually manage client relationships independently.</p><p><br></p><p>Even better? The firm offers a <strong>structured training program, hands-on mentorship, and a clear path for professional growth</strong>.</p><p><br></p><p><strong>💡 What You’ll Do</strong></p><ul><li>Prepare financial plans and client review meetings</li><li>Analyze client data and help develop financial planning recommendations</li><li>Coordinate implementation and follow through on client action items</li><li>Support 401(k) plan participants and trustees</li><li>Help facilitate retirement plan reviews and investment selection discussions</li><li>Partner with senior advisors, client service, operations, and compliance teams</li><li>Build the technical and relationship-management skills to grow into a more senior advisory role</li></ul><p><br></p>
<p>A well-established San Francisco–based law firm is seeking a Family Law Paralegal to support its active family law practice. This is a contract-to-hire opportunity for a paralegal with experience assisting attorneys on family law matters in a fast-paced, client-focused environment. The role offers substantive responsibility, direct attorney support, and the potential for long-term placement.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support attorneys with family law matters including dissolution, custody, support, and related proceedings</li><li>Draft pleadings, declarations, discovery responses, and settlement documents</li><li>Prepare and organize financial disclosures and supporting documentation</li><li>Manage case files, calendars, and court deadlines</li><li>Coordinate service of process, filings, and court appearances</li><li>Communicate with clients, court personnel, and opposing counsel</li></ul>
<p>A San Francisco–based law firm is seeking a professional and client-focused Legal Receptionist to serve as the first point of contact for attorneys, clients, and visitors. This is a contract-to-hire opportunity for someone who excels in a fast-paced, detail-oriented legal environment and takes pride in providing exceptional front-desk and administrative support. The Legal Receptionist will manage daily reception operations, maintain a welcoming office atmosphere, and support attorneys and legal staff with light administrative tasks to ensure smooth day-to-day operations.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Greet and assist clients, visitors, and vendors in a professional and courteous manner</li><li>Answer and route incoming phone calls, take accurate messages, and manage voicemail systems</li><li>Maintain lobby, conference rooms, and reception areas to ensure a polished and organized office environment</li><li>Coordinate conference room scheduling and assist with meeting setup as needed</li><li>Receive, sort, and distribute mail and courier deliveries</li><li>Assist with basic administrative tasks such as data entry, filing, scanning, and document preparation</li><li>Support attorneys, paralegals, and legal assistants with ad hoc administrative requests</li><li>Monitor office supplies and coordinate restocking as needed</li><li>Ensure compliance with firm confidentiality and professionalism standards</li></ul>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Wealth Management, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p><strong>Registered Investment Advisor (RIA) | Walnut Creek, CA | Hybrid (1 Day In-Office)</strong></p><p><strong>Compensation: $115,000–$140,000 DOE</strong></p><p><br></p><p>A respected, client-focused <strong>Registered Investment Advisor (RIA) in Walnut Creek</strong> is seeking an <strong>Associate Advisor</strong> to join its collaborative team. This is an excellent opportunity for an experienced wealth management professional who enjoys working directly with clients and delivering comprehensive financial planning services in a boutique environment.</p><p>The Associate Advisor will partner closely with senior advisors to support client relationships, participate in client meetings, develop financial plans, and assist with investment and account management activities. This role offers strong exposure to all aspects of the advisory process while maintaining an exceptional work-life balance through a flexible hybrid schedule of <strong>only one day per week in the office</strong>.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a trusted point of contact for clients and provide a high level of ongoing service </li><li>Prepare for and participate in client meetings, ensuring timely follow-up and execution of action items </li><li>Develop and update comprehensive financial plans covering retirement, tax, estate, education, insurance, and cash flow planning </li><li>Support investment portfolio implementation and ongoing monitoring </li><li>Coordinate account openings, transfers, distributions, and other client requests </li><li>Maintain accurate CRM records and ensure operational excellence </li><li>Collaborate closely with advisors and internal team members in a small, team-oriented environment </li><li>Contribute to firm initiatives and support a positive, client-first culture </li></ul>
<p>We are seeking an experienced immigration professional to support high-volume employment-based immigration matters, with a primary focus on independently preparing I-140 petitions and assisting with H-1B filings. This role requires a detail-oriented and highly organized Legal Assistant or Paralegal who can manage a substantial case inventory, meet strict deadlines, and work effectively with minimal supervision. This Legal Assistant must work on-site in San Jose, CA.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Independently prepare high-volume I-140 petitions from intake through filing.</li><li>Review supporting documentation for completeness, accuracy, and consistency.</li><li>Conduct case assessments and identify eligibility, documentary, or procedural issues.</li><li>Assemble petitions and filing packages, including forms, exhibits, and supporting evidence.</li><li>Perform quality control reviews to ensure accuracy and compliance before submission.</li><li>Manage filing procedures, including final assembly, shipment, and case tracking.</li><li>Prepare H-1B forms and supporting documentation.</li><li>Coordinate Labor Condition Applications (LCAs) and monitor related timelines.</li><li>Review position details, worksite information, and client-provided data for accuracy.</li><li>Identify missing, incomplete, or inconsistent information and follow up as needed.</li><li>Maintain organized case records and manage matters through submission.</li><li>Prioritize a high-volume caseload while meeting established and compressed deadlines.</li></ul><p><br></p>
<p>Robert Half, one of FORTUNE’s World’s Most Admired Companies and a Fortune 100 Best Companies to Work For is hiring a Corporate Counsel – Employment Law to join the Legal Department, based in our Menlo Park executive office. This position can work remotely (from Pacific or Mountain Time zone locations) and reports to the Associate General Counsel – Litigation & Employment Law.</p><p><br></p><p>We are seeking an experienced and pragmatic employment attorney to join our in-house Legal Department. This role will provide strategic legal advice and day-to-day counseling to Human Resources, business leaders, and other internal stakeholders on a broad range of employment law issues affecting a nationwide staffing and talent solutions organization. The successful candidate will combine strong legal judgment with practical business acumen and a collaborative approach to solving complex workplace issues.</p><p><br></p><p><u>Key Responsibilities</u></p><p>Advise the Company on a wide range of federal, state, and local employment law matters.</p><p>Provide legal guidance regarding harassment, discrimination, retaliation, whistleblower, disability accommodation, leave of absence, and workplace investigations.</p><p>Counsel business leaders and Human Resources on wage and hour compliance, including employee classification, overtime, meal and rest periods, pay practices, and related compliance issues.</p><p>Advise on restrictive covenant matters, including noncompetition, nonsolicitation, confidentiality, and trade secret issues, while navigating varying state laws.</p><p>Support litigation strategy by partnering with outside counsel on employment claims, agency charges, class and representative actions, and other employment-related disputes.</p><p>Review, draft, and negotiate employment-related agreements, policies, and training materials.</p><p>Monitor changes in employment laws and regulations and provide practical guidance to ensure ongoing compliance.</p><p>Deliver legal training to Human Resources and business leaders on employment law developments and risk mitigation.</p><p>Partner with cross-functional teams to develop legally compliant business solutions that align with operational objectives.</p><p><br></p><p><u>What We're Looking For</u></p><p>The ideal candidate is a trusted legal advisor who exercises sound judgment, communicates effectively with business leaders, and thrives in a collaborative, fast-paced environment. This individual will be comfortable balancing legal risk with business objectives while helping the Company maintain a strong culture of compliance and ethical business practices.</p><p><strong> </strong></p><p><u>Compensation</u></p><p>Robert Half is offering a base salary range of $171,000-223,000/year (depending on experience and telecommute location), discretionary annual bonus (10-12+% of annual salary), comprehensive employment benefits (incl. multiple medical, dental, and vision insurance plans), 401k Plan with employer match, generous Paid Time Off (PTO), and excellent work-life balance.</p><p><br></p><p>For confidential consideration, please email resume to Jon Lucchese, VP - Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
<p>We are looking for a Conflicts Analysts join our firm in San Francisco This role focuses on evaluating conflicts of interest for new matters and attorney hires, helping the firm meet ethical standards while supporting business growth. The position works closely with attorneys and risk partners to assess issues, guide resolution steps, and maintain compliance with firm policies and conduct requirements.</p><p><br></p><p>Responsibilities:</p><p>• Assess submissions for new matters and attorney onboarding to identify potential legal or business conflicts and summarize findings for stakeholders.</p><p>• Research clients, related parties, and corporate relationships to build a complete picture for conflict analysis.</p><p>• Prepare and interpret conflict reports, highlighting key risks, affected parties, and items requiring follow-up.</p><p>• Examine waivers, disclosure documents, and engagement terms to confirm they address conflict concerns and align with firm standards.</p><p>• Support review of outside counsel guidelines and apply those requirements when evaluating conflict and ethical wall obligations.</p><p>• Coordinate with attorneys, conflicts personnel, and risk management leaders to resolve issues tied to new business intake and lateral hires.</p><p>• Establish and maintain ethical screens when required, including drafting supporting notices and documentation.</p><p>• Protect highly sensitive client and firm information by exercising sound judgment, discretion, and confidentiality at all times.</p><p>• Contribute to refinements in conflicts and intake procedures, including testing process improvements and assisting with coverage outside standard business hours when needed.</p>
<p>A reputable San Francisco–based personal injury law firm is seeking an experienced Litigation Secretary to support its busy civil litigation practice. This is a contract-to-hire opportunity for a proactive, detail-oriented legal secretary who is comfortable supporting attorneys in a fast-paced, deadline-driven environment. The Litigation Secretary will provide high-level administrative and litigation support to attorneys handling plaintiff-side personal injury matters. While personal injury experience is preferred, candidates with experience supporting any civil litigation practice area are encouraged to apply.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare, revise, and format pleadings, motions, correspondence, and legal documents</li><li>E-file documents in California state and federal courts</li><li>Maintain attorney calendars, track deadlines, and manage court appearances</li><li>Open, maintain, and organize physical and electronic case files</li><li>Assist with discovery preparation and document management</li><li>Coordinate depositions, mediations, hearings, and meetings</li><li>Handle client communications, phone calls, and general administrative support</li><li>Support attorneys with trial preparation as needed</li></ul>
<p><strong>Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly!</strong></p><p><br></p><p>💰 <strong>Associate Advisor | $120K–$140K Stretch + DOE</strong></p><p><br></p><p>🔥 <strong>Want to build a career as a Financial Planner without sacrificing your work-life balance?</strong></p><p><br></p><p>I’m working on an opportunity with an established, fee-based wealth management firm serving high-net-worth clients with comprehensive investment management and financial planning services.</p><p>They’re looking for an <strong>Associate Advisor</strong> to work directly with Lead Advisors, gaining hands-on exposure to sophisticated financial planning while developing the skills to eventually manage client relationships independently.</p><p><br></p><p>This is an ideal opportunity for an early-career advisor who wants to deepen their expertise in <strong>tax, estate, retirement, and investment planning</strong> while following a clear path toward becoming a Lead Advisor.</p><p><br></p><p><strong>💡 What You’ll Do</strong></p><ul><li>Support Lead Advisors in delivering comprehensive financial planning for high-net-worth clients</li><li>Prepare and update financial plans covering retirement, investments, taxes, and estate planning</li><li>Research planning strategies and prepare client meeting materials</li><li>Participate in client meetings and gain valuable relationship-management experience</li><li>Track follow-ups and ensure client action items are completed</li><li>Build your technical planning expertise and progress toward a future Financial Planner role</li></ul><p><br></p>
<p><br></p><p><strong>Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly!</strong></p><p><br></p><p>💰 <strong>Associate Advisor | $120K–$140K Stretch + DOE</strong></p><p><br></p><p>🔥 <strong>Want to build a career as a Financial Planner without sacrificing your work-life balance?</strong></p><p><br></p><p>I’m working on an opportunity with an established, fee-based wealth management firm serving high-net-worth clients with comprehensive investment management and financial planning services.</p><p><br></p><p>They’re looking for an <strong>Associate Advisor</strong> to work directly with Lead Advisors, gaining hands-on exposure to sophisticated financial planning while developing the skills to eventually manage client relationships independently.</p><p><br></p><p>This is an ideal opportunity for an early-career advisor who wants to deepen their expertise in <strong>tax, estate, retirement, and investment planning</strong> while following a clear path toward becoming a Lead Advisor.</p><p><br></p><p><strong>💡 What You’ll Do</strong></p><ul><li>Support Lead Advisors in delivering comprehensive financial planning for high-net-worth clients</li><li>Prepare and update financial plans covering retirement, investments, taxes, and estate planning</li><li>Research planning strategies and prepare client meeting materials</li><li>Participate in client meetings and gain valuable relationship-management experience</li><li>Track follow-ups and ensure client action items are completed</li><li>Build your technical planning expertise and progress toward a future Financial Planner role</li></ul><p><br></p>