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123 results for Associate Attorney in Mill Valley, CA
- Lafayette, CA
- onsite
- Permanent / Full Time
- 130000 - 200000 USD / Yearly
- We are looking for an attorney with 2+ years of experience to join a growing law firm serving community associations in California. This opportunity offers exposure to a broad legal practice that touches contract matters, real property issues, corporate governance, tort claims, fair housing concerns, and insurance-related disputes. The ideal candidate brings strong legal writing, sound analytical judgment, and the confidence to represent clients effectively in both court proceedings and day-to-day counsel. This is a permanent, in-office position for someone motivated to deepen subject-matter expertise in a specialized and expanding area of law.<br><br>Responsibilities:<br>• Represent community association clients in litigation and advisory matters across a range of legal issues affecting common interest developments.<br>• Prepare persuasive legal documents, including motions, briefs, pleadings, and other court filings, with close attention to detail and legal strategy.<br>• Manage discovery activities by drafting requests and responses, reviewing produced materials, and helping develop case positions.<br>• Communicate directly with clients, opposing counsel, and the court in a detail-focused and confident manner.<br>• Analyze disputes involving contracts, property rights, governance matters, tort exposure, housing-related issues, and insurance concerns.<br>• Support case progression from initial assessment through resolution while maintaining required billable hour expectations.<br>• Contribute to the firm’s expanding practice by delivering responsive legal service and building knowledge in community association law.
- 2026-10-22T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 130000 - 200000 USD / Yearly
- <p>We are looking for an Attorney/Lawyer to join a collaborative legal team in San Francisco, California. This opportunity is well suited for a motivated attorney with multiple years of experience, while also offering consideration to recently licensed candidates. The role provides meaningful litigation work on cases that have a real impact on clients and broader public interests, including matters involving environmental exposure. Attorneys in this position can expect a supportive workplace, strong team camaraderie, and the chance to grow alongside respected colleagues.</p><p><br></p><p>Responsibilities:</p><p>• Manage civil litigation matters from initial case assessment through resolution, ensuring deadlines, filings, and strategy remain on track.</p><p>• Prepare persuasive motions, legal briefs, and other written advocacy materials tailored to the facts and procedural posture of each case.</p><p>• Conduct discovery activities such as drafting requests, reviewing responses, analyzing records, and helping develop case themes.</p><p>• Collaborate with attorneys, paralegals, and support staff to advance litigation strategy and maintain efficient case progress.</p><p>• Perform legal research and apply relevant statutes, regulations, and case law to support client representation.</p><p>• Participate in case development for matters involving significant personal and public impact, including litigation tied to environmental exposure issues.</p><p>• Communicate effectively with clients, opposing counsel, and internal team members while maintaining professionalism throughout the litigation process.</p>
- 2026-10-22T00:00:00Z
- San Francisco, CA
- remote
- Permanent / Full Time
- 135000 - 200000 USD / Yearly
- We are looking for an Attorney/Lawyer to join a litigation practice serving clients in San Francisco, California. This role is suited for a licensed attorney with a solid background in California civil litigation who can manage insurance-related disputes involving automobile and property claims. The position offers hands-on involvement across the life of a case, from early strategy and written advocacy through discovery, depositions, and trial preparation in both state and federal courts.<br><br>Responsibilities:<br>• Handle a docket of civil litigation matters involving insurance coverage disputes and bad faith allegations tied primarily to personal auto and property claims.<br>• Prepare persuasive motions, briefs, and other court filings that support case strategy in California state courts and federal district courts.<br>• Lead and defend depositions, manage written discovery, and coordinate fact development to strengthen the overall litigation approach.<br>• Oversee case progression from initial evaluation through resolution, ensuring deadlines, pleadings, and litigation tasks are managed effectively.<br>• Partner with clients and internal legal teams to provide updates, assess exposure, and recommend practical next steps on active matters.<br>• Support trial readiness by organizing evidence, preparing witnesses, and assisting with pre-trial filings and hearing preparation.
- 2026-11-10T00:00:00Z
- San Mateo, CA
- onsite
- Permanent / Full Time
- 150000 - 200000 USD / Yearly
- We are looking for a skilled Attorney with extensive experience in civil litigation to join our team in San Mateo, California. The ideal candidate will have a strong background in construction litigation and be capable of managing cases from inception to resolution. This role offers an exciting opportunity to contribute to complex legal matters within the construction industry.<br><br>Responsibilities:<br>• Handle construction litigation cases, ensuring thorough preparation and strategic case management.<br>• Draft and file motions and briefs that effectively support client positions.<br>• Conduct comprehensive discovery processes, including depositions, interrogatories, and document reviews.<br>• Represent clients in court proceedings, mediations, and negotiations.<br>• Provide legal advice and guidance on matters related to construction disputes.<br>• Collaborate with clients and internal teams to develop case strategies and solutions.<br>• Stay updated on legal developments and industry trends relevant to construction litigation.<br>• Manage multiple cases simultaneously while maintaining attention to detail and deadlines.<br>• Work with external experts and consultants to strengthen case arguments.
- 2026-11-12T00:00:00Z
- Oakland, CA
- remote
- Permanent / Full Time
- 180000 - 220000 USD / Yearly
- <p>Reputable firm is seeking a skilled Attorney with expertise in civil defense litigation and insurance law to join their team. The ideal candidate will have extensive experience in handling complex legal cases, providing strategic counsel, and navigating California's legal framework. This role offers an opportunity to work on challenging cases while collaborating with a dynamic and meticulous team. This role offers competitive compensation based on experience + a comprehensive benefits package that includes health insurance, paid time off, and retirement benefit.</p><p><br></p><p>Responsibilities:</p><p>• Represent clients in civil defense and insurance-related litigation, ensuring their interests are effectively protected.</p><p>• Conduct thorough legal research using platforms like Westlaw to support case strategies and arguments.</p><p>• Draft and review legal documents, including motions, pleadings, and discovery requests, with accuracy and attention to detail.</p><p>• Interpret and apply the California Code of Civil Procedure and federal rules to litigation processes.</p><p>• Manage case files efficiently, ensuring deadlines and procedural requirements are met.</p><p>• Engage in negotiations with opposing counsel to achieve favorable outcomes for clients.</p><p>• Provide clear and precise communication with clients, courts, and colleagues.</p><p>• Prepare for and participate in hearings, depositions, and trials as needed.</p><p>• Stay updated on changes in state and federal laws relevant to civil defense and insurance litigation.</p><p>• Collaborate with team members to develop strategies for complex legal cases.</p>
- 2026-11-12T00:00:00Z
- Pleasanton, CA
- onsite
- Permanent / Full Time
- 130000 - 200000 USD / Yearly
- <p>Are you looking to advance your career in a collegial and supportive environment that prioritizes work-life balance, long-term growth, and meaningful, engaging work? A reputable East Bay firm is seeking a Business and Real Estate <strong>Litigation Associate</strong> to join their team of dedicated professionals.</p><p><br></p><p>This is a fantastic opportunity to work on complex business and real estate litigation cases without the stress of overwhelming billable requirements. With a focus on collaboration, professional development, and achieving exceptional results for clients, they offer a unique chance to grow your practice in a firm where your contributions will truly be valued. This role offers competitive compensation based on experience, along with a comprehensive benefits package that includes health insurance, paid time off, and retirement benefits.</p><p><br></p><p>Responsibilities:</p><p>• Manage litigation cases involving business and real estate disputes from inception through trial.</p><p>• Conduct in-depth legal research and draft high-quality motions, briefs, and other legal documents.</p><p>• Lead and participate in depositions, hearings, and settlement negotiations.</p><p>• Develop litigation strategies and provide strategic advice to clients throughout the legal process.</p><p>• Collaborate with team members to ensure comprehensive case preparation and representation.</p><p>• Handle discovery processes, including drafting and responding to discovery requests and managing document reviews.</p><p>• Represent clients in court proceedings, including trials and mediations, with a focus on achieving favorable outcomes.</p><p>• Stay updated on legal trends and developments relevant to business and real estate law.</p>
- 2026-11-12T00:00:00Z
- Oakland, CA
- remote
- Permanent / Full Time
- 150000 - 225000 USD / Yearly
- <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. This role offers competitive compensation based on experience + a comprehensive benefits package that includes health insurance, paid time off, and retirement benefit.</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>
- 2026-11-12T00:00:00Z
- Oakland, CA
- remote
- Permanent / Full Time
- 150000 - 200000 USD / Yearly
- <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. This role offers competitive compensation based on experience + a comprehensive benefits package that includes health insurance, paid time off, and retirement benefit.</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>
- 2026-11-12T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 110000 - 160000 USD / Yearly
- <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. This role offers competitive compensation based on experience + a comprehensive benefits package that includes health insurance, paid time off, and retirement benefit.</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>
- 2026-11-12T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 110000 - 200000 USD / Yearly
- <p>National law firm is seeking an attorney to join their team. This role is centered around litigation law, particularly within the areas of toxic tort, complex product liability, general liability, and commercial litigation. You will be responsible for handling local and national accounts throughout the state of California, managing a litigation caseload, and preparing for and participating in trials. This role offers competitive compensation based on experience, along with a comprehensive benefits package that includes health insurance, paid time off, and retirement benefits.</p><p><br></p><p>Responsibilities</p><p>• Manage a litigation caseload, ensuring all aspects of each case are attended to in a timely and organized manner</p><p>• Conduct depositions, preparing witnesses for deposition and trial</p><p>• Review and analyze discovery requests, preparing and responding to discovery responses and pleadings</p><p>• Prepare court filings and service to counsel, utilizing e-filing where applicable</p><p>• Prepare for and provide support during trials</p><p>• Maintain accurate time records, ensuring all work is accounted for</p><p>• Utilize your skills in defending depositions, trial experience, and civil litigation to effectively carry out your duties</p><p>• Analyze complex matters, drawing on your ability to work independently and multi-task</p><p>• Exhibit superior research and writing skills, using these to benefit the team and our clients.</p>
- 2026-11-12T00:00:00Z
- Napa, CA
- onsite
- Permanent / Full Time
- 110000 - 160000 USD / Yearly
- A respected and established Napa law firm is seeking a Midlevel Estate Planning Attorney to join their team. This is an excellent opportunity for a driven legal detail oriented who wants to further their career in a collaborative, client-focused environment. This role offers competitive compensation based on experience + a comprehensive benefits package that includes health insurance, paid time off, and retirement benefit. <br> Key Responsibilities: Advise clients on estate planning and trust administration matters, including drafting wills, trusts, powers of attorney, and related documents. Conduct legal research and analysis pertaining to estate planning, gift and estate tax, and related areas. Represent clients in probate and trust administration proceedings. Collaborate with clients, colleagues, and other professionals to develop and implement comprehensive estate planning strategies. Stay current on developments in estate and tax law to ensure best practices and client service. Participate in firm business development and client relationship management efforts as needed.
- 2026-11-12T00:00:00Z
- Hayward, CA
- onsite
- Permanent / Full Time
- 150000 - 180000 USD / Yearly
- <p>Boutique law firm is seeking a dedicated Associate to join their firm. In this role, you will focus on employment litigation, primarily on the defense side, while contributing to other legal matters as needed. They pride themselves on maintaining a balanced work environment that emphasizes quality advocacy, professionalism, and collaboration. This role offers competitive compensation based on experience, along with a comprehensive benefits package that includes health insurance, paid time off, and retirement benefits.</p><p><br></p><p>Responsibilities:</p><p>• Handle employment litigation cases, including drafting motions, conducting legal research, and preparing court filings.</p><p>• Represent clients in depositions, hearings, and other legal proceedings with professionalism and strategic insight.</p><p>• Collaborate with colleagues to develop case strategies and ensure effective representation of clients.</p><p>• Maintain clear and consistent communication with clients to address their needs and provide updates on case progress.</p><p>• Write and edit legal documents with precision and attention to detail, ensuring high-quality deliverables.</p><p>• Conduct thorough analysis of employment law matters, offering strategic advice and solutions to clients.</p><p>• Participate in firm initiatives that promote diversity, collaboration, and work-life balance.</p><p>• Stay informed about changes in employment law and related legal practices to ensure compliance and effectiveness.</p><p>• Uphold ethical standards and client-centered advocacy in all aspects of your work.</p>
- 2026-11-12T00:00:00Z
- Oakland, CA
- onsite
- Permanent / Full Time
- 140000 - 200000 USD / Yearly
- We are looking for a Personal Injury Associate Attorney to join a plaintiff-focused law firm serving injured clients in Oakland, California. This role is well suited for a licensed California attorney with at least two years of experience who can independently manage active matters and help move cases toward resolution or trial. The position offers the flexibility of primarily remote work, along with periodic travel for litigation events and in-person proceedings.<br><br>Responsibilities:<br>• Manage plaintiff-side personal injury matters from initial review through resolution, maintaining momentum across each stage of litigation.<br>• Evaluate case files, develop legal strategy, and advance claims with a strong focus on building matters for trial readiness.<br>• Take and defend depositions, gather testimony, and use discovery tools to strengthen case development.<br>• Prepare motions, pleadings, and other litigation documents with clear legal analysis and persuasive writing.<br>• Appear for hearings, site visits, trials, and related proceedings as needed in various jurisdictions throughout California.<br>• Communicate with clients, opposing counsel, experts, and other parties to support effective case progression and client service.<br>• Assess liability, damages, and evidentiary issues to help maximize outcomes for injured clients.<br>• Work independently in a small-firm setting while contributing to high-quality representation across an active caseload.
- 2026-10-22T00:00:00Z
- Brentwood, CA
- remote
- Permanent / Full Time
- 150000 - 200000 USD / Yearly
- <p>Our client is looking for a skilled Pre-Litigation Attorney to join their team. This role involves managing personal injury cases from intake through settlement, ensuring efficient resolution while maximizing case value. The ideal candidate will possess strong negotiation skills and a deep understanding of pre-litigation processes, contributing to a collaborative and results-driven environment.</p><p><br></p><p>Responsibilities:</p><p>• Handle a high-volume caseload of personal injury cases from intake through settlement.</p><p>• Assess liability, damages, and overall case value to develop strategic approaches.</p><p>• Guide clients through treatment plans and the progression of their cases.</p><p>• Collect, review, and organize medical records, bills, and supporting documents.</p><p>• Prepare and submit detailed demand packages to insurance carriers.</p><p>• Conduct settlement negotiations to resolve cases effectively prior to litigation.</p><p>• Identify cases requiring escalation to litigation and oversee a seamless transition.</p><p>• Maintain consistent communication with clients and internal teams to ensure case updates.</p><p>• Collaborate with support staff to optimize case outcomes and efficiency.</p>
- 2026-11-12T00:00:00Z
- San Francisco, CA
- remote
- Permanent / Full Time
- 190000 - 260000 USD / Yearly
- We are looking for an experienced Senior Attorney to join our dynamic family law firm in San Francisco, California. This role offers the opportunity to handle complex and high-stakes cases while contributing to the firm's growth and reputation for excellence. If you are an experienced legal expert seeking a collaborative environment that values your expertise and provides a flexible structure, this position may be the ideal fit for you.<br><br>Responsibilities:<br>• Represent clients in high-stakes family law cases, including court appearances in the Bay Area.<br>• Draft and review legal motions, briefs, and other documentation with precision and attention to detail.<br>• Manage discovery processes, ensuring thorough preparation and compliance with legal protocols.<br>• Provide strategic advice and counsel to clients, addressing their unique needs with compassion and attention to detail.<br>• Collaborate with colleagues to refine legal templates and enhance operational systems for improved efficiency.<br>• Maintain a proactive approach to case management, advancing matters effectively and meeting deadlines.<br>• Participate in firm-wide initiatives aimed at client growth and business development.<br>• Uphold ethical standards and contribute to the firm's reputation for delivering exceptional legal services.<br>• Mentor entry-level attorneys to foster growth and development within the team.<br>• Ensure compliance with all relevant laws and regulations while representing clients.
- 2026-11-10T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 150000 - 270000 USD / Yearly
- <p>We are looking for an experienced Senior Attorney or 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>
- 2026-11-10T00:00:00Z
- Santa Rosa, CA
- onsite
- Permanent / Full Time
- 15000 - 190000 USD / Yearly
- We are looking for an experienced Transactional Attorney to support a wide range of business and property matters in Santa Rosa, California. This role is well suited for a legal practitioner who is confident handling sophisticated agreements, advising on deal structure, and guiding transactions from initial review through closing. The attorney will work across corporate and commercial real estate matters, providing practical counsel that helps clients manage risk and move deals forward efficiently.<br><br>Responsibilities:<br>• Advise clients on transactional matters involving corporate operations, asset transfers, and commercial real estate deals.<br>• Prepare, review, and negotiate contracts related to acquisitions, purchases, sales, leases, and other business arrangements.<br>• Support mergers and acquisitions by conducting legal analysis, organizing transaction documents, and coordinating key deal terms through closing.<br>• Structure and document purchase and sale transactions with attention to legal compliance, timing, and risk mitigation.<br>• Draft a variety of agreements, ensuring terms are clear, enforceable, and aligned with client objectives.<br>• Perform due diligence for business and property transactions, identifying legal issues and recommending practical solutions.<br>• Collaborate with internal and external stakeholders to move transactions forward efficiently and resolve contract-related concerns.<br>• Provide strategic guidance on transactional law matters while maintaining accuracy, responsiveness, and high standards.
- 2026-10-22T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 150000 - 200000 USD / Yearly
- <p>Our client is looking for a Litigation Associate to join their growing insurance defense practice in Walnut Creek, California. This role offers the opportunity to work on a varied caseload involving liability-related disputes, including bodily injury, premises, automobile, and construction matters. The attorney in this position will contribute across the life of each case, from initial evaluation through discovery, motion practice, and trial readiness.</p><p><br></p><p>Responsibilities:</p><p>• Manage defense matters involving personal injury, premises liability, auto, and construction-related claims from assignment through resolution.</p><p>• Prepare litigation documents such as pleadings, motions, briefs, affidavits, discovery materials, and settlement communications with accuracy and attention to deadlines.</p><p>• Support case strategy by performing legal research, analyzing facts, and developing arguments for motions, hearings, and other proceedings.</p><p>• Attend court appearances, depositions, mediations, and hearings, and represent clients professionally in each setting.</p><p>• Work closely with clients, expert witnesses, attorneys, and legal support staff to keep matters moving efficiently and strategically.</p><p>• Maintain organized case files and monitor litigation calendars to ensure timely filings, responses, and case preparation.</p><p>• Assist with trial preparation by organizing exhibits, reviewing evidence, coordinating witnesses, and preparing case materials.</p>
- 2026-11-12T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 180000 - 210000 USD / Yearly
- <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>
- 2026-11-10T00:00:00Z
- Danville, CA
- onsite
- Permanent / Full Time
- 80000 - 100000 USD / Yearly
- <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 Advisor | Wealth Management Firm | San Ramon</strong></p><p> </p><p>Join a growing, relationship-driven wealth management firm serving successful individuals, families, and businesses. This is a <strong>high-visibility role working closely with senior advisors and leadership</strong>, with broad exposure across financial planning, investments, operations, and client service.</p><p> </p><p>Ideal for someone looking to <strong>deepen their financial planning experience </strong>and grow toward a client-facing role. Supportive leadership,<strong> strong work/life balance</strong>, and company support for licensing and professional development.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support senior advisors with financial planning and investment strategy</li><li>Build financial plans and prepare for client meetings</li><li>Participate in client meetings and manage follow-up</li><li>Support client onboarding and ongoing relationship management</li><li>Review client financial information and prepare planning materials</li><li>Handle account openings, transfers, and client paperwork</li><li>Support insurance planning and coordinate with custodians/external partners</li><li>Maintain CRM records and improve planning workflows</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-06T00:00:00Z
- San Mateo, CA
- onsite
- Permanent / Full Time
- 80000 - 95000 USD / Yearly
- <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 Wealth Advisor | $80K–$95K + Discretionary Bonus</strong></p><p><strong>📍 Hybrid</strong></p><p>🚀 <strong>Growing Wealth Management Firm | Financial Planning | Client Advisory | Career Growth</strong></p><p><br></p><p><br></p><p>I'm working with a growing wealth management firm that helps successful individuals, families, and business owners navigate their financial futures through personalized financial planning and investment strategies.</p><p><br></p><p>They're looking for an <strong>Associate Wealth Advisor</strong> to work directly alongside senior advisors, supporting financial planning, investment management, and client relationships.</p><p><br></p><p>This is more than a traditional client service role. You'll be involved in building financial plans, analyzing client portfolios, participating in client meetings, and helping drive the overall client experience.</p><p><br></p><p>The opportunity offers excellent exposure to all aspects of wealth management, hands-on mentorship from senior leadership, and the potential to eventually manage your own client relationships.</p><p><br></p><p>💡 What You'll Do</p><ul><li>Partner directly with senior advisors to support financial planning and wealth management initiatives</li><li>Build customized financial plans and investment strategies using industry-specific planning software</li><li>Participate in client meetings, prepare agendas, take notes, and manage follow-up action items</li><li>Review financial documents, including income, expenses, insurance policies, and investment information</li><li>Analyze financial data and spreadsheets, identify discrepancies, and ensure accuracy across client accounts</li><li>Support insurance planning, including life, disability, and long-term care proposals</li><li>Manage client onboarding, account openings, transfers, and ongoing account maintenance</li><li>Maintain CRM records and coordinate with custodians, broker-dealers, and external partners</li><li>Help improve financial planning workflows, client reporting, and overall operational processes</li></ul><p><br></p>
- 2026-11-09T00:00:00Z
- San Ramon, CA
- onsite
- Permanent / Full Time
- 80000 - 100000 USD / Yearly
- <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 Advisor | Wealth Management Firm | San Ramon</strong></p><p> </p><p>Join a growing, relationship-driven wealth management firm serving successful individuals, families, and businesses. This is a <strong>high-visibility role working closely with senior advisors and leadership</strong>, with broad exposure across financial planning, investments, operations, and client service.</p><p> </p><p>Ideal for someone looking to <strong>deepen their financial planning experience </strong>and grow toward a client-facing role. Supportive leadership,<strong> strong work/life balance</strong>, and company support for licensing and professional development.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support senior advisors with financial planning and investment strategy</li><li>Build financial plans and prepare for client meetings</li><li>Participate in client meetings and manage follow-up</li><li>Support client onboarding and ongoing relationship management</li><li>Review client financial information and prepare planning materials</li><li>Handle account openings, transfers, and client paperwork</li><li>Support insurance planning and coordinate with custodians/external partners</li><li>Maintain CRM records and improve planning workflows</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-04T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 100000 - 125000 USD / Yearly
- <p><strong>Anisa Henry is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Associate Wealth Advisor </p><p>📍 San Francisco, CA (Hybrid)</p><p>🏢 Growing Wealth Management Firm</p><p>💰 Competitive Base + Bonus </p><p><br></p><p>Anisa is partnered with a wealth management firm is seeking an <strong>Associate Wealth Advisor</strong> to join its team. This role offers the opportunity to work alongside experienced advisors while supporting the delivery of financial planning and investment guidance to clients. </p><p><br></p><p>The <strong>Associate Wealth Advisor</strong> will assist with financial plan preparation, support client meetings, and help clients navigate important financial decisions while developing the skills necessary to take on increased client-facing responsibilities over time. This position is ideal for a motivated wealth management professional who enjoys building relationships, learning from experienced advisors, and contributing to a collaborative team environment with strong long-term growth potential.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Prepare and update financial plans using financial planning software</li><li>Build and maintain strong relationships with clients and team members</li><li>Follow up with clients to gather information and clarify financial objectives</li><li>Participate in client meetings and document discussions</li><li>Support advisors in helping clients define and achieve their financial goals</li><li>Monitor client progress and assist with ongoing financial planning needs</li><li>Meet established deadlines and service standards</li><li>Coordinate account administration and assist with investment-related requests and client inquiries</li><li>Research and resolve account and operational issues</li><li>Process account transactions while maintaining accuracy and regulatory compliance</li><li>Identify opportunities to improve processes, efficiencies, and client service delivery</li><li>Support goals-based financial planning and wealth management strategies</li><li>Collaborate with internal subject matter experts and team members as needed</li><li>Participate in training, professional development, and continuing education programs</li><li>Stay current on industry trends, regulations, policies, and procedures</li><li>Perform additional duties and special projects as assigned</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-11-12T00:00:00Z
- San Ramon, CA
- onsite
- Permanent / Full Time
- 105000 - 135000 USD / Yearly
- <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 Advisor | Wealth Management Firm | San Ramon</strong></p><p> </p><p>Join a <strong>growing, highly regarded wealth management firm</strong> known for high-touch client service and a collaborative, team-oriented culture. This is an excellent opportunity for someone looking to build a <strong>long-term career in financial advising</strong> with strong mentorship, training, and exposure to experienced advisors.</p><p> </p><p>Partner closely with a highly productive Senior Advisor across <strong>financial planning, client meetings, planning analysis, and ongoing relationship management</strong>. You’ll also gain exposure to the firm’s 401(k) practice, supporting participants and trustees and participating in plan review and investment discussions.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support financial plan preparation and planning analysis</li><li>Prepare for and participate in client review meetings</li><li>Analyze client information and help implement planning recommendations</li><li>Manage follow-up items and ensure timely execution</li><li>Partner with client service, operations, and compliance teams</li><li>Support 401(k) participants and trustees</li><li>Assist with plan review meetings and investment selection discussions</li><li>Deliver a high-touch, detail-oriented client experience</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-04T00:00:00Z
- San Francisco, CA
- onsite
- Temporary / Contract
- 40 - 65 USD / Hourly
- <p>A well-established San Francisco–based law firm is seeking a Family Law Attorney to support its growing family law practice. This is a contract-to-hire opportunity for an attorney with hands-on experience handling a broad range of family law matters. The role offers direct client interaction, meaningful case responsibility, and the potential for long-term placement within a collaborative team-oriented environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage family law matters from inception through resolution, including dissolution, custody, support, and related issues</li><li>Draft pleadings, motions, declarations, and settlement agreements</li><li>Conduct case analysis, legal research, and factual investigations</li><li>Prepare for and attend court appearances, hearings, mediations, and settlement conferences</li><li>Communicate directly with clients, opposing counsel, and court personnel</li><li>Maintain organized case files and manage multiple deadlines</li></ul>
- 2026-11-09T00:00:00Z