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31 results for Associate Advisor in Millbrae, CA
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 120000 - 140000 USD / Yearly
- <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> </p><p>A growing, client-focused wealth advisory practice in the Bay Area is seeking an <strong>Associate Advisor</strong> to join its team. The Associate Advisor will work closely with Senior Financial Advisors to support an established book of client relationships, provide financial planning guidance, and develop customized solutions to help clients achieve their financial goals. This is an opportunity for someone looking to grow their advisory career while building meaningful, long-term relationships with high-net-worth clients.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Support an established book of approximately 150 client relationships in partnership with and under the supervision of a Senior Financial Advisor.</li><li>Provide financial planning guidance, helping clients evaluate the advantages and disadvantages of various financial decisions based on their individual needs and goals.</li><li>Develop customized financial planning recommendations and solutions for existing and prospective clients.</li><li>Meet with clients as needed to review their financial goals, overall financial situation, and investment portfolios.</li><li>Maintain a strong understanding of and adherence to the firm's risk management practices, regulatory requirements, policies, and internal controls.</li></ul><p> </p>
- 2026-10-12T00:00:00Z
- 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>
- 2026-09-29T00:00:00Z
- 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.
- 2026-09-29T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 130000 - 170000 USD / Yearly
- <p><strong>Anisa 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>✨ Client Advisor</p><p>📍 San Francisco, CA (Hybrid)</p><p>🏢 Collaborative Wealth Management Firm</p><p>💰 Competitive Base + Bonus + Great Benefits</p><p><br></p><p>Anisa is partnering with a highly respected wealth management firm is seeking a <strong>Client Advisor</strong> to join its close-knit Bay Area team. This is an exceptional opportunity for a financial planning professional who enjoys partnering with clients on complex financial decisions while working alongside experienced investment professionals in a highly collaborative environment. This team embraces a shared-client philosophy. Advisors, planners, portfolio managers, and support staff work together to deliver an outstanding client experience while supporting one another's growth and success.</p><p><br></p><p><strong>What You'll Be Doing</strong></p><ul><li>Develop comprehensive financial plans tailored to the evolving needs of high-net-worth individuals and families</li><li>Partner closely with investment professionals to deliver holistic wealth management solutions</li><li>Guide clients through retirement, tax, estate, cash flow, charitable giving, and other planning considerations</li><li>Present planning strategies and recommendations in a clear, client-friendly manner</li><li>Participate in client meetings and serve as a trusted resource throughout the planning process</li><li>Help monitor and update financial plans as circumstances and goals evolve</li><li>Build strong relationships through proactive service and thoughtful advice</li><li>Support business development efforts through referrals, networking opportunities, and prospect meetings</li></ul><p>If you're a planning-focused wealth management professional seeking a highly collaborative environment with strong growth potential, we'd love to connect.</p><p><br></p><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p><p><br></p><p><br></p><p><br></p><p><br></p>
- 2026-10-28T00:00:00Z
- Oakland, CA
- onsite
- Temporary / Contract
- 27 - 28 USD / Hourly
- <p><strong>Assistant Property Manager</strong></p><p><strong>Brief Job Description</strong></p><p>We are seeking an Assistant Property Manager to support property operations, tenant relations, leasing activities, and administrative functions for residential or commercial properties.</p><p><strong>Responsibilities</strong></p><ul><li>Assist with tenant communication and service requests</li><li>Support leasing, renewals, and move-in/move-out processes</li><li>Maintain property records, rent rolls, and lease files</li><li>Coordinate with vendors and maintenance staff</li><li>Help monitor occupancy, collections, and property compliance</li><li>Provide administrative support to the Property Manager</li></ul>
- 2026-10-09T00:00:00Z
- Oakland, CA
- onsite
- Temporary / Contract
- 25.65 - 29.7 USD / Hourly
- <p>We are seeking an experienced <strong>Temporary Assistant Property Manager</strong> to support an affordable housing community. The ideal candidate will have strong experience with <strong>Tax Credit (LIHTC)</strong> and <strong>Project-Based Housing programs</strong>, including resident recertifications, compliance documentation, and audit preparation. This role requires a highly organized, dependable professional who can work independently while providing excellent service to residents and staff.</p><p><strong>Key Responsibilities</strong></p><ul><li>Process and manage <strong>Tax Credit (LIHTC)</strong> and <strong>Project-Based Housing</strong> recertifications.</li><li>Prepare resident files and documentation for compliance reviews and audits.</li><li>Maintain accurate, complete, and organized resident files, both physical and electronic.</li><li>Assist with audit preparation and ensure compliance-related documentation is up to date.</li><li>Answer incoming calls and respond to resident inquiries professionally.</li><li>Prepare resident correspondence, notices, and letters as needed.</li><li>Post community notices and support day-to-day office operations.</li><li>Provide administrative support to the property management team.</li><li>Maintain confidentiality of resident and property information.</li><li>Deliver professional, patient, and respectful customer service to residents, applicants, and staff.</li></ul><p><br></p>
- 2026-10-21T00:00:00Z