We are looking for a dedicated Associate Attorney to join our team in San Francisco, California. This role offers an exciting opportunity to work in civil litigation defense within a collaborative and supportive environment. If you are a licensed attorney passionate about building your career and gaining hands-on experience, this position is ideal for you.<br><br>Responsibilities:<br>• Manage a diverse caseload, taking primary responsibility for cases based on your level of experience.<br>• Represent clients during court appearances, depositions, mediations, and other legal proceedings.<br>• Conduct legal research and prepare motions, briefs, and other necessary documentation.<br>• Handle discovery processes, including drafting and responding to interrogatories and requests for production.<br>• Collaborate with clients to provide regular updates and address legal concerns.<br>• Prepare for trials, including pre-trial motions and strategy development.<br>• Participate in settlement negotiations and mediations to advocate for client interests.<br>• Work closely with partners and other team members to ensure high-quality case management.<br>• Maintain effective use of case management and document management software.<br>• Stay current with legal trends and developments to enhance expertise.
<p>A prominent plaintiff-focused litigation firm in San Francisco is seeking a driven Mid-Level Associate Attorney with 2 - 4 years of experience in complex litigation. This is an opportunity to join a team known for tackling high-stakes cases across a range of impactful areas. The firm excels in representing clients in complex disputes, including those involving antitrust and competition, consumer protection, environmental issues, human rights, data security, and commercial and financial matters.</p><p><br></p><p>In this role, the Associate will be deeply involved in all aspects of the litigation process. Responsibilities include:</p><ul><li>Evaluating potential claims and conducting thorough investigations.</li><li>Preparing key legal documents, such as memoranda, pleadings, and briefs.</li><li>Managing discovery, including taking and defending depositions.</li><li>Contributing to trial preparation and in-court proceedings.</li><li>Participating in settlement strategy and negotiations.</li></ul><p>While the Associate will contribute to antitrust litigation, they will also have the chance to gain experience in other areas of the firm’s practice.</p><p><br></p><p>The firm is seeking candidates who demonstrate:</p><ul><li>Strong teamwork and collaboration skills, combined with the ability to take initiative.</li><li>Excellent organizational skills and the capacity to manage multiple projects effectively.</li><li>A strong academic foundation, exceptional legal writing, and sharp analytical abilities.</li><li>The ability to thrive in a demanding, fast-paced environment.</li><li>A passion for complex problem-solving and a commitment to the firm’s mission.</li></ul><p>Qualifications:</p><ul><li>Juris Doctor (JD) degree.</li><li>2-4 years of litigation experience and/or federal clerkship experience.</li><li>Admission to the State Bar of California, or eligibility for prompt admission.</li></ul><p>Compensation and Benefits:</p><ul><li>Competitive salary range of $140,000 - $180,000 annually.</li><li>Comprehensive benefits package, including generous paid time off, parental leave, health coverage, and retirement plan options.</li><li>A hybrid work model with expectations of in-office presence a couple of days each week, plus some flexibility for remote work.</li></ul><p>The firm is dedicated to fostering a diverse and inclusive workplace and encourages applications from candidates from all backgrounds.</p><p><br></p>
We are looking for an Associate Attorney to join our dynamic Insurance Coverage team in San Francisco, California. This position offers the opportunity to work on complex insurance coverage matters, including litigation and alternative dispute resolution, while collaborating in a supportive and fast-paced environment. The role is ideal for someone passionate about delivering exceptional legal services and eager to grow.<br><br>Responsibilities:<br>• Provide legal counsel to insurers on coverage issues, litigation strategies, and alternative dispute resolution processes.<br>• Prepare and review legal documents, including pleadings, motions, and briefs, to support case development and resolution.<br>• Represent clients in court proceedings, mediations, and arbitrations to advocate for favorable outcomes.<br>• Conduct thorough legal research and analysis to ensure compliance with regulations and precedents.<br>• Collaborate with team members to develop case strategies and share insights for effective resolution.<br>• Manage multiple cases efficiently while maintaining attention to detail and meeting deadlines.<br>• Build and maintain strong client relationships to understand their needs and deliver tailored solutions.<br>• Stay informed about changes in insurance laws and policies to provide up-to-date counsel.<br>• Participate in remote or hybrid work settings, leveraging technology to maintain productivity.<br>• Ensure adherence to ethical standards in all legal practices.
<p>This well-known firm has an opening for a midlevel real estate transactions attorney. You could thrive in this role. If you are eager to learn from an experienced partner with an interest in furthering their career, consider this opportunity. This role can be mostly remote, but this person must be located in the Northern CA region. </p><p><br></p><p>How you will make an impact</p><p><br></p><p>- Communicate with clients and the counsel for the other side</p><p><br></p><p>- Legal research and drafting of a wide range of legal documents</p><p><br></p><p>- Supporting attorneys and staff within the practice groups department</p><p><br></p><p>- Analyze and summarize legal documents</p>
We are looking for a skilled and motivated Litigation Associate to join our team in San Mateo, California. In this role, you will manage various aspects of civil litigation cases, from initial analysis to trial preparation, while collaborating with partners and other associates to deliver exceptional legal services. The ideal candidate will possess strong litigation experience, excellent communication skills, and a proactive approach to problem-solving.<br><br>Responsibilities:<br>• Conduct initial case evaluations, including analysis of claims and investigation files.<br>• Draft and review pleadings, motions, and other legal documents, with a focus on summary judgment motions.<br>• Prepare and respond to discovery requests, including interrogatories, requests for production, and deposition notices.<br>• Take and defend depositions, including preparation of clients and witnesses.<br>• Represent clients at case management conferences, hearings, and other court proceedings.<br>• Perform legal research and draft points and authorities, declarations, and case briefs.<br>• Collaborate with paralegals, client service coordinators, and other team members to ensure efficient file management.<br>• Provide written status updates on case progress and develop litigation strategies.<br>• Handle public entity defense cases, including matters involving dangerous conditions, negligence, and civil rights issues.<br>• Support trial preparation, including evidence gathering, witness coordination, and budget planning.
<p>Looking for a skilled litigation attorney for a growing law firm based in San Francisco, handling high-stakes and impactful complex litigation cases.</p><p><br></p><p>Responsibilities:</p><p>• Handle complex litigation cases with professionalism and precision</p><p>• Draft complaints, motions, pleadings, and discovery documents as required</p><p>• Take and defend depositions effectively and thoroughly</p><p>• Argue motions in court</p><p><br></p>
<p>We are seeking a Litigation Associate to join a growing law firm based in San Mateo, California, particularly in the field of complex intellectual property litigation. </p><p><br></p><p>Responsibilities:</p><p>• Handle complex litigation cases, with a focus on patent and intellectual property disputes</p><p>• Conduct comprehensive legal research and prepare detailed legal documents</p><p>• Engage in discovery and motion practice, managing a substantive portion of litigation matters</p><p>• Develop and maintain strong professional relationships with clients and understand their business needs</p><p>• Collaborate with team members to strategize and execute litigation processes effectively</p><p>• Take the lead in preparing for oral arguments and depositions</p><p>• Ensure all litigation activities comply with the applicable laws and regulations</p><p>• Utilize your technical aptitude to understand and manage cases related to intellectual property</p><p>• Work efficiently and creatively to resolve disputes in favor of our clients</p>
<p>We are looking for a talented Associate Attorney to join a collegial team in the East Bay. The ideal candidate will bring 1+ years of experience in insurance litigation and demonstrate a strong commitment to excellence in legal practice. This role provides the opportunity to work in a hybrid environment, balancing remote flexibility with in-person responsibilities as needed to meet client and case demands.</p><p><br></p><p>Responsibilities:</p><p>• Manage litigation cases from inception to resolution, including drafting motions and handling discovery requests.</p><p>• Conduct depositions and represent clients effectively in court proceedings.</p><p>• Perform thorough legal research and prepare high-quality written materials.</p><p>• Collaborate with colleagues and clients to develop case strategies and solutions.</p><p>• Stay updated on relevant legal developments and apply them effectively to cases.</p><p>• Ensure compliance with all applicable laws and regulations in insurance litigation.</p><p>• Participate in activities requiring travel, as needed, for case-related matters.</p><p>• Build and maintain strong, attentive relationships with clients and stakeholders.</p><p>• Utilize strong presentation skills to deliver compelling arguments and case updates.</p>
<p>Plaintiff-side Law Firm looking to hire a Staff Attorney to join team in San Francisco, California. The ideal candidate will bring a passion for social justice and a strong commitment to delivering high-quality legal services.</p><p><br></p><p>Responsibilities will include, but not be limited to: document review, legal research and writing, deposition preparation, and more. </p><p><br></p>
<p>We are looking for an experienced Senior Attorney/Partner to join small law firm in San Francisco, California. This role offers an exciting opportunity for a legal expert with a strong background in family law and civil litigation to advance their career while contributing to the growth and success of our firm. The ideal candidate will have a passion for leadership, client advocacy, and business development.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage cases in family law, probate, and trust and estate practices, ensuring high-quality representation for clients.</p><p>• Prepare and complete legal documents, conduct client meetings, and represent clients in hearings and depositions.</p><p>• Oversee the filing and service of legal documents, maintaining strict adherence to deadlines and court requirements.</p><p>• Conduct legal research and provide strategic advice to clients and the firm.</p><p>• Mentor and supervise associates, fostering growth and ensuring effective case management.</p><p>• Build and maintain a book of business by cultivating strong client relationships and networking within the legal community.</p><p>• Stay updated on developments in family law and related areas to provide cutting-edge legal strategies.</p><p>• Assist with transactional work, including drafting and reviewing contracts and other documentation.</p><p>• Contribute to administrative functions and support the overall operations of the firm.</p>
<p>Established law firm is seeking an Associate Attorney to join their dynamic team. This remote role offers an opportunity to engage in challenging civil litigation cases, focusing on combating insurance fraud and advocating for justice on behalf of our clients. The ideal candidate will bring strong analytical and writing skills, a collaborative mindset, and a willingness to take on significant responsibilities from the outset. This person MUST RESIDE IN CALIFORNIA, TEXAS, OR WASHINGTON & have an active California bar license. </p><p><br></p><p>Responsibilities:</p><p>• Represent clients in civil litigation cases, with a primary focus on insurance fraud matters.</p><p>• Conduct legal research, draft pleadings, and prepare comprehensive legal documents.</p><p>• Participate in depositions, including both conducting and defending them effectively.</p><p>• Manage the discovery process, including drafting and responding to discovery requests.</p><p>• Collaborate with team members to develop and execute litigation strategies.</p><p>• Handle pre-trial and trial responsibilities, including preparing evidence and presenting cases in court.</p><p>• Communicate and negotiate with opposing counsel to seek resolutions or settlements when appropriate.</p><p>• Maintain up-to-date knowledge of relevant laws and regulations affecting insurance fraud cases.</p><p>• Foster strong client relationships through regular communication and updates on case progress.</p>
<p>If you are searching for a prominent firm to join as an Land Use & Environmental Associate or Senior Counsel, you're in luck! Come be an integral part of a high-performing team where you will have numerous opportunities to learn and contribute. This rewarding Attorney position may be for you. =</p><p><br></p><p>Key responsibilities</p><p><br></p><p>- Analyze and summarize legal documents</p><p><br></p><p>- Correspond with clients and opposing counsel</p><p><br></p><p>- Supporting attorneys and staff within the practice groups department</p><p><br></p><p>- Legal research and drafting of a wide range of legal document</p>
<p>We are offering an engaging opportunity in San Jose, California. We are seeking an Employment Attorney to join our team. In this role, you will be handling various aspects of labor law and employment litigation, managing cases independently, and providing counsel on wage and hour laws among other responsibilities.</p><p><br></p><p>Responsibilities:</p><p>• Manage cases from inception to conclusion with minimal supervision</p><p>• Lead counsel on employment litigation cases</p><p>• Conduct depositions and handle hearings effectively</p><p>• Provide counsel to clients on various aspects of wage and hour laws</p><p>• Litigate wage and hour cases, class action cases, as well as employment discrimination and wrongful termination matters in California state and federal courts</p><p>• Respond to administrative charges effectively</p><p>• Familiarize with wage laws, leave, and compliance matters (FMLA, CFRA, ADA, FLSA and Ca Labor Codes)</p><p>• Develop policies and conduct compliance training</p><p>• Manage pre-litigation disputes efficiently</p><p>• Draft motions and other legal documents as required.</p>
<p>Mid-sized law firm looking to hire a Senior Associate/ Counsel. </p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough investigations and evaluations of potential legal claims.</p><p>• Draft and review legal documents such as complaints, briefs, and memoranda.</p><p>• Lead discovery processes, including managing document reviews and conducting depositions.</p><p>• Prepare for and actively participate in trials, ensuring strategic representation of clients.</p><p>• Negotiate settlements and collaborate on case resolutions in complex litigation matters.</p><p>• Supervise eDiscovery efforts and ensure compliance with legal standards.</p><p>• Coordinate with internal teams and external stakeholders to manage case progress.</p><p>• Stay informed on legal precedents and industry developments to strengthen case strategies.</p><p>• Contribute to the firm's mission-driven initiatives through innovative problem-solving.</p>
We are looking for a dedicated Attorney to join our legal team in Pleasanton, California. In this role, you will gain expertise in Special Education Law through comprehensive training and mentorship, while actively contributing to case handling and legal processes. This position offers the opportunity to engage in meaningful client work, legal research, and skill development.<br><br>Responsibilities:<br>• Manage and oversee legal cases, including document review, research, and client consultations.<br>• Draft legal memos, motions, and responses to complaints with precision and attention to detail.<br>• Represent clients in mediations, settlement negotiations, and hearings.<br>• Handle discovery processes and develop case strategies to support successful outcomes.<br>• Prosecute cases through appeals while adhering to legal standards and practices.<br>• Contribute to the firm’s publications and create informative content for legal audiences.<br>• Deliver workshops and presentations to share legal insights and expertise.<br>• Attend conferences and networking events to build meaningful relationships and represent the firm.
<p>We are looking for a motivated and detail-oriented entry-level attorney to join our practice in Salinas, California. This role is a fantastic opportunity for a recent law school graduate to gain hands-on experience in estate planning, real estate litigation, and construction law. The ideal candidate will be fluent in Spanish and passionate about serving the local community while advancing their legal career.</p><p><br></p><p>Responsibilities:</p><p>• Conduct client consultations and assist in creating comprehensive estate plans tailored to individual needs.</p><p>• Handle various aspects of litigation, including real estate disputes and construction law cases, from initiation to resolution.</p><p>• Draft and review legal documents such as motions, demands, and responses to discovery requests.</p><p>• Perform detailed legal research and provide thorough analyses to support case strategies and decision-making.</p><p>• Communicate effectively with clients, courts, and opposing counsel to advocate for clients' interests.</p><p>• Represent clients in court by attending hearings, motions, and other legal proceedings.</p><p>• Collaborate with colleagues to meet deadlines and achieve favorable outcomes for clients.</p><p>• Actively participate in networking events and community initiatives to build relationships and promote the firm.</p><p>• Assist in pro bono or low-cost legal services to support the Spanish-speaking community.</p><p>• Take on additional tasks as needed to contribute to the firm's overall success.</p>
<p>We are looking for an experienced Attorney with a minimum of seven years of legal expertise to join our client in CA on a fully remote basis. This long-term and part-time contract position offers the opportunity to work on diverse civil litigation cases, focusing on areas such as wage and hour discovery, harassment, defamation, and contract disputes. The role requires strong analytical skills and the ability to handle complex legal matters effectively.</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough legal research and analysis to support case strategies.</p><p>• Draft and file motions, briefs, and other legal documents with precision and attention to detail.</p><p>• Manage discovery processes, including gathering and analyzing evidence relevant to litigation.</p><p>• Represent plaintiffs in contingency-based cases, including wage and hour disputes, harassment claims, and defamation matters.</p><p>• Negotiate settlements in contract dispute cases to achieve favorable outcomes.</p><p>• Provide strategic legal advice to clients regarding case developments and potential resolutions.</p><p>• Collaborate with colleagues and stakeholders to ensure seamless handling of assigned cases.</p><p>• Prepare for and participate in interviews or meetings to discuss case progress and strategies.</p><p>• Review and refine written materials, including legal writing samples, to ensure clarity and professionalism.</p><p>• Maintain up-to-date knowledge of relevant laws and regulations to inform case strategies.</p>
<p>We are looking for a dedicated and skilled Trust Litigation Attorney to join an established trusts and estates practice. In this role, you will handle a variety of estate-related disputes, including trust and probate litigation, contested wills, and conservatorship matters. This position offers a unique opportunity to provide strategic legal counsel, advocate for clients, and contribute to achieving favorable outcomes in complex cases.</p><p><br></p><p>Responsibilities:</p><p>• Represent clients in estate-related litigation, including disputes involving trusts, wills, and conservatorships.</p><p>• Develop and implement case strategies tailored to estate planning conflicts, fiduciary disputes, and elder law matters.</p><p>• Draft and file legal documents such as motions, pleadings, discovery requests, and briefs for estate litigation.</p><p>• Conduct depositions, interview witnesses, and prepare expert testimony for court proceedings.</p><p>• Advocate for clients in courtroom trials, mediation sessions, and settlement negotiations.</p><p>• Collaborate with executors, trustees, beneficiaries, and family members to navigate probate and conservatorship processes.</p><p>• Monitor compliance with relevant estate planning, probate, and conservatorship laws and regulations.</p><p>• Provide clear and strategic legal advice to clients throughout the litigation process.</p>
<p>We are looking for a dedicated Employment and Civil Rights Attorney to join our team in California. This role focuses on representing plaintiffs in employment and civil rights cases, requiring a strong background in litigation and advocacy. The ideal candidate will thrive in trial settings and demonstrate expertise in handling complex legal matters.</p><p><br></p><p>Responsibilities:</p><p>• Represent plaintiffs in employment and civil rights litigation, advocating for justice and fair treatment.</p><p>• Prepare and draft motions, briefs, and other legal documents with precision and attention to detail.</p><p>• Conduct thorough discovery processes to gather evidence and build compelling cases.</p><p>• Manage all aspects of civil litigation, including pre-trial preparation and courtroom representation.</p><p>• Collaborate with clients to understand their needs and develop effective legal strategies.</p><p>• Analyze case law and legal precedents to support arguments and strengthen cases.</p><p>• Handle employment litigation cases, addressing workplace discrimination, harassment, and wrongful termination.</p><p>• Engage in civil rights litigation, defending clients' constitutional and legal protections.</p><p>• Participate in trials, presenting cases effectively to judges and juries.</p><p>• Maintain compliance with legal standards and ethical practices throughout all case proceedings.</p>
<p>We are looking for a dedicated Research and Writing Attorney to join an established legal team in the Bay Area. In this role, you will focus on conducting thorough legal research, drafting essential legal documents, and collaborating with attorneys to support case strategies. This position offers an opportunity to contribute meaningfully to litigation cases while staying informed on relevant legal developments.</p><p><br></p><p>Responsibilities:</p><p>• Perform detailed legal research on matters such as personal injury, employment law, and civil litigation.</p><p>• Draft a variety of legal documents, including pleadings, motions, briefs, and correspondence.</p><p>• Analyze case law, statutes, and regulations to develop compelling legal arguments.</p><p>• Collaborate with attorneys and legal staff to formulate effective case strategies.</p><p>• Review discovery materials and summarize findings pertinent to case preparation.</p><p>• Stay informed about legal trends, rulings, and updates that may impact ongoing or future cases.</p><p>• Assist in creating client-focused deliverables, such as demand letters and settlement proposals.</p>
<p>Are you an experienced Litigation Attorney looking for an exciting new opportunity? We are seeking a dedicated professional with a minimum of 2+ years of litigation experience, ideally within Labor & Employment (L& E) law. However, commercial law, product liability, insurance defense/cover, professional liability, workers compensation, breach of contracts/warranty, torts, or construction law experience will also be favorably received.</p><p><br></p><p>The chosen candidate will be a key part of the law firm's Employment defense litigation team. Responsibilities will include drafting motions, court appearances, discovery, trial prep, and various other duties related to the management and oversight of a case. If this sounds like your next big career move, apply today. </p><p><br></p><p>This position is hybrid (3 days in office / 2 days remote) in San Francisco, CA. </p>
<p>A leading global immigration law firm is seeking a Business Immigration Attorney to support its Writing Team on a remote, contract basis. This role is focused on high-volume writing projects for a large technology client and requires deep, hands-on experience with extraordinary ability and national interest waiver petitions. The ideal candidate can contribute immediately with minimal oversight in a fast-paced, writing-intensive environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Draft and file O-1, EB-1, and EB-2 NIW petitions in a high-volume setting</li><li>Prepare and respond to RFEs and NOIDs with thorough legal analysis and supporting evidence</li><li>Review and refine petition narratives, exhibits, and supporting documentation</li><li>Conduct legal research and advise on complex case strategy</li><li>Collaborate with writing teams, case managers, and attorneys to ensure accuracy and efficiency</li></ul><p><br></p><p><br></p>
<p>We are looking for a skilled Litigation Attorney to join an established law firm in Walnut Creek, California. This role offers an exciting opportunity to work with a highly respected firm specializing in construction litigation. If you thrive in a collaborative environment and are passionate about delivering exceptional legal solutions, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Handle various aspects of litigation, including preparing pleadings, drafting motions, and managing discovery processes.</p><p>• Conduct legal research and analysis to support case strategies and provide informed recommendations to clients.</p><p>• Represent clients in mediation and dispute resolution proceedings to achieve favorable settlements.</p><p>• Take and defend depositions with professionalism and attention to detail.</p><p>• Collaborate with team members to develop comprehensive legal strategies and solutions.</p><p>• Manage settlement agreements and ensure compliance with negotiated terms.</p><p>• Provide legal guidance and representation in matters related to community association law.</p><p>• Argue motions effectively in court to support case objectives.</p><p>• Maintain clear and persuasive communication with clients and stakeholders to address their legal needs.</p><p>• Stay updated on relevant legal developments and apply knowledge to enhance case outcomes.</p>
<p>Director - Legal Non-profit</p><p><br></p><p>We are looking for a dedicated Director for a legal nonprofit to oversee operations and ensure compliance within a key legal program based in the San Francisco Bay Area. In this role, you will guide organizational processes, monitor financial performance, and foster collaboration with various stakeholders to achieve high-quality legal representation for indigent clients. The ideal candidate will have significant experience in criminal law and a proven ability to lead teams effectively.</p><p><br></p><p>Responsibilities:</p><p>• Ensure adherence to program contracts, applicable laws, organizational policies, and regulations, recommending updates to rules, procedures, or fee schedules to enhance operations and financial sustainability.</p><p>• Represent the organization in court, county, and inter-agency meetings, collaborating with stakeholders to improve services and legal outcomes for indigent clients.</p><p>• Monitor financial activities, including revenue and expenses, while analyzing monthly attorney fees and ensuring alignment with budgetary goals.</p><p>• Provide support to the advisory committee by fostering positive relationships with members, coordinating training resources, and responding to panel attorney inquiries.</p><p>• Develop and implement a mentoring program that pairs less experienced attorneys with highly skilled professionals, supporting skill advancement and career growth.</p><p>• Train, coach, and supervise staff to maintain efficient administrative operations, assisting with case referrals, billing processes, and timely attorney payments as needed.</p><p>• Identify and implement data collection systems and procedures that promote accuracy and optimize resource use.</p><p>• Coordinate peer and judicial evaluations, including courtroom observations, to maintain high standards of attorney performance.</p><p>• Address compliance issues effectively and consistently, ensuring resolutions align with organizational goals.</p>
<p><strong>Jennifer Fukumae</strong> is seeking a talented financial planning professionals to join a <strong>team-based wealth advisory environment</strong>. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services. With a one-team approach, all planners work closely with Lead Advisors to gain exposure to diverse planning styles and develop expertise across all aspects of wealth management.</p><p>This is an excellent opportunity for candidates looking to <strong>grow their careers in financial planning</strong>, gain hands-on experience with high-net-worth clients, and participate in every step of the planning and investment process—from gathering client data to presenting custom financial plans.</p><p><strong>Responsibilities</strong></p><ul><li>Participate in client meetings alongside Lead Advisors, collecting and analyzing client data.</li><li>Assist in creating and presenting financial plans using a structured planning process.</li><li>Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management.</li><li>Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports.</li><li>Develop and deepen client relationships through regular communication and proactive service.</li><li>Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans.</li><li>Prepare client and prospect presentations, correspondence, and meeting materials.</li><li>Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates.</li><li>Maintain and expand client, advisor, and prospect databases.</li><li>Support technology integration and document management initiatives to streamline planning processes.</li></ul><p><br></p>
