<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week</strong></p><p> </p><p>Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base.</p><p> </p><p>You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for a PC Technician to support day-to-day hardware needs for a Contract position based in Campbell, California. This role focuses on preparing, installing, troubleshooting, and maintaining computer equipment and peripheral devices in a hands-on environment. The ideal candidate is comfortable working with both Dell Technologies and Apple devices while ensuring reliable workstation setup and connectivity for end users.<br><br>Responsibilities:<br>• Install, configure, and deploy desktop and laptop hardware for users across the site.<br>• Diagnose and resolve issues involving computers, peripherals, and other associated hardware components.<br>• Set up and organize cabling for workstations, devices, and related equipment to maintain safe and reliable connectivity.<br>• Perform hardware replacements, upgrades, and basic repair tasks on supported systems and accessories.<br>• Provide technical support for Dell Technologies and Apple devices, including initial setup and ongoing troubleshooting.<br>• Test equipment after installation or repair to confirm proper performance and user readiness.<br>• Track completed work, device status, and hardware inventory to support efficient operations.
We are looking for an IT Manager/Director to provide hands-on technical support while helping shape day-to-day technology operations in California. This contract-to-permanent opportunity is ideal for someone who enjoys solving frontline IT issues, coordinating a small support team, and building toward a broader leadership role. The position combines user support, infrastructure oversight, and practical administration across core business systems and office technology.<br><br>Responsibilities:<br>• Oversee daily IT support activities, ensuring employees receive timely assistance with account access, password issues, hardware requests, and general technical problems.<br>• Coordinate the work of a three-person IT team, helping prioritize tasks, maintain service quality, and improve operational coverage.<br>• Manage onboarding technology needs by sourcing and preparing laptops and related equipment for new team members.<br>• Provide direct system administration support across platforms such as Microsoft 365, Google Workspace, Active Directory, and Salesforce.<br>• Serve as the local technical lead for basic network troubleshooting, including hands-on support for connectivity and infrastructure issues.<br>• Support the operation of two colocation data center environments, helping maintain reliability and continuity for key systems.<br>• Maintain hardware, software, and user configurations to keep business technology secure, organized, and functional.<br>• Contribute to IT process improvement and gradually take on broader leadership responsibilities as the role evolves.