Find Jobs Control your career. Find the right role for you - remote, hybrid or on-site. Find your next job Search jobs now Find the right job type for you Create a job alert Explore how we help job seekers Hire Talent We're ready to help you hire talent at every level, from office support roles to C-suite. Hire talent Contract talent Full-Time talent Learn how we work with you Executive search Finance and Accounting Technology Marketing and Creative Legal Administrative and Customer Support Explore Consulting Solutions See how our consulting capabilities can help transform your business. Explore consulting solutions Cloud • Cybersecurity • Data & Analytics • Data Privacy • Intelligent Automation • IT Service Desk Technology Internal Audit • Regulatory Compliance • Financial Crimes Compliance • Risk Management • Sarbanes-Oxley Risk, Audit and Compliance Finance Transformation • Process Optimization • Finance Technology & Data • Reporting & Compliance • Cost & Performance Management Finance and Accounting Digital Transformation • Marketing Services • Marketing Technology • Creative and Design Digital, Marketing and Customer Experience Data Privacy • Legal Consulting • Transaction Services Legal Contact Centers • Sustainability • Operational Effectiveness • Supply Chain • Sourcing & Procurement Operations HR Transformation • Employee Experience • Managed Talent • Future of Work • Organizational Transformation Human Resources Discover Insights Make smarter decisions with the latest hiring trends and career insights. Discover Insights 2027 Salary Guide Demand for Skilled Talent Report Job Market Outlook Press Room Tech insights Labor market overview AI in recruiting Navigating the AI era Staffing for small businesses Cost of a bad hire Browse jobs Find your next hire Our locations

Add your latest resume to match with open positions.

47 results for Associate Advisor in Napa, CA

Associate Attorney
  • San Ramon, CA
  • onsite
  • Permanent / Full Time
  • 13000 - 200000 USD / Yearly
  • We are looking for a motivated Associate Attorney to join a growing legal team in San Ramon, California. This position offers the opportunity to handle a broad range of litigation matters, contribute to case strategy, and work closely with clients and colleagues across multiple areas of practice. The ideal candidate brings strong advocacy, writing, and analytical abilities, along with the judgment needed to move matters forward effectively from early assessment through resolution.<br><br>Responsibilities:<br>• Oversee litigation matters from initial case evaluation through settlement, trial, or other final disposition.<br>• Prepare persuasive legal documents, including complaints, motions, briefs, and related court submissions.<br>• Perform thorough legal research and translate findings into practical case strategies and recommendations.<br>• Lead discovery efforts by drafting written discovery, reviewing responses, and taking or defending depositions.<br>• Ready clients and witnesses for key proceedings such as hearings, mediations, arbitrations, and trial appearances.<br>• Represent clients in court proceedings, case management conferences, and settlement discussions.<br>• Assess exposure, examine claims and defenses, and advise clients on risk and potential outcomes.<br>• Partner with attorneys in different practice areas to support litigation goals across commercial, insurance, real estate, employment, contract, partnership, and general civil disputes.
  • 2026-11-12T00:00:00Z
Associate Attorney
  • Sacramento, CA
  • onsite
  • Permanent / Full Time
  • 140000 - 180000 USD / Yearly
  • We are looking for an Associate Attorney to join a growing litigation practice in California. This opportunity is well suited for a licensed attorney who brings hands-on experience managing insurance defense matters and enjoys working across a broad range of civil disputes. The role offers meaningful responsibility in case development, client advocacy, and courtroom preparation while collaborating within a multi-office law firm environment.<br><br>Responsibilities:<br>• Manage insurance defense litigation matters from initial case assessment through resolution.<br>• Prepare motions, briefs, pleadings, and other legal filings with strong attention to detail and persuasive written advocacy.<br>• Conduct written discovery, review case documents, and develop strategies based on factual and legal analysis.<br>• Take and defend depositions while working closely with clients, witnesses, and expert partners.<br>• Handle matters involving personal injury, construction disputes, business conflicts, premises liability, negligence, transportation claims, product liability, and real estate-related litigation.<br>• Appear in court for hearings, conferences, and other litigation proceedings as needed.<br>• Support trial preparation activities, including organizing evidence, developing case themes, and coordinating with litigation teams.<br>• Communicate regularly with clients and internal stakeholders regarding case status, risk evaluation, and recommended next steps.
  • 2026-11-12T00:00:00Z
Associate Attorney
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 140000 - 165000 USD / Yearly
  • <p>We are looking for an Associate Attorney to join our litigation team focusing on class action, data privacy, securities, and antitrust. This opportunity is well suited for a motivated legal team member who thrives in a fast-paced practice and brings hands-on experience supporting or leading civil litigation matters. The role offers meaningful involvement across all phases of case development, from early pleadings through discovery, negotiation, and courtroom appearances. We value candidates who pair strong legal analysis and writing ability with initiative, sound judgment, and a forward-thinking approach to building client relationships and identifying new matters.</p><p><br></p><p>Responsibilities:</p><p>• Prepare pleadings, dispositive motions, and other case filings with careful attention to strategy, accuracy, and deadlines.</p><p>• Perform detailed legal research and translate findings into persuasive written work product and practical case recommendations.</p><p>• Manage written discovery by drafting requests, evaluating responses, and helping shape overall discovery strategy.</p><p>• Take part in depositions by preparing witnesses, examining parties or third parties, and defending testimony as needed.</p><p>• Represent the firm in mediations, hearings, and other litigation proceedings while supporting case strategy and client advocacy.</p><p>• Collaborate on civil and complex litigation matters, contributing to case assessment, factual development, and litigation planning.</p><p>• Identify and evaluate potential case opportunities through strategic networking, market awareness, and creative issue spotting.</p><p>• Support business development efforts by cultivating referral sources and helping generate strong leads for future client engagements.</p>
  • 2026-11-12T00:00:00Z
Associate Advisor - RIA Firm, East Bay
  • Walnut Creek, CA
  • onsite
  • Permanent / Full Time
  • 115000 - 140000 USD / Yearly
  • <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>
  • 2026-11-03T00:00:00Z
Associate Wealth Advisor at RIA
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 80000 - 130000 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 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>
  • 2026-11-04T00:00:00Z
Associate Advisor $140K Potential 1 Day in Office
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 120000 - 140000 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>&#128176; <strong>Associate Advisor | $120K–$140K Stretch + DOE</strong></p><p><br></p><p>&#128293; <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>&#128161; 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>
  • 2026-11-09T00:00:00Z
Associate Advisor $140K Potential 1 Day in Office
  • Oakland, CA
  • onsite
  • Permanent / Full Time
  • 120000 - 140000 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>&#128176; <strong>Associate Advisor | $120K–$140K Stretch + DOE</strong></p><p><br></p><p>&#128293; <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>&#128161; 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>
  • 2026-11-09T00:00:00Z
Associate
  • 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 &amp; 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
Associate
  • 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
Associate
  • 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 &amp; 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
Associate
  • Sacramento, CA
  • onsite
  • Permanent / Full Time
  • 150000 - 240000 USD / Yearly
  • <p>Reputable and collegial Sacramento firm is looking for an attorney with 4+ years of experience in litigation to join their practice. This role will be handling exciting and complex construction matters throughout California. If you are eager to learn construction litigation and the opportunity to grow long term with a respected law firm, please apply now!</p><p> </p><p>This role offers competitive compensation, healthcare benefits, HYBRID REMOTE WORK OPTIONS, and a great retirement package. If you have strong interpersonal skills and exceptional writing skills, this might be the role for you.</p><p> </p><p>For confidential consideration, please email your resume to Jennifer Shin, Vice President for Permanent Placement Services Division, at jennifer.shin‹at›roberthalf‹dot›com . Thank you!</p><p> </p><p>Responsibilities will include:</p><p> </p><p>·      Preparing for trial</p><p>·      Drafting pleadings</p><p>·      Drafting and responding to discovery</p><p>·      Legal research</p><p>·      Law and motion practice</p>
  • 2026-11-12T00:00:00Z
Associate
  • 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
Associate
  • 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
Associate
  • 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
Corporate Associate
  • Sacramento, CA
  • onsite
  • Permanent / Full Time
  • 160000 - 200000 USD / Yearly
  • We are looking for a skilled Corporate Associate Attorney to join our detail-oriented services team in Sacramento, California. The ideal candidate will have 1–4 years of experience handling corporate and business transactions, including mergers and acquisitions, entity formations, financing arrangements, and drafting complex commercial agreements. This role offers the opportunity to work closely with senior attorneys and clients from a variety of industries, contributing to their growth and success.<br><br>Responsibilities:<br>• Provide legal counsel and representation on corporate transactions, including mergers and acquisitions, entity formations, reorganizations, and sales.<br>• Draft, review, and negotiate various transactional documents, such as purchase agreements, shareholder agreements, operating agreements, and commercial contracts.<br>• Conduct thorough legal and due diligence reviews to support corporate transactions and ensure compliance.<br>• Assist with financing transactions by preparing and reviewing loan documents and related agreements.<br>• Collaborate with attorneys across practice groups, including tax and real estate, to address specialized client needs.<br>• Manage multiple assignments and priorities effectively while adhering to deadlines in a dynamic environment.<br>• Communicate clearly and effectively with clients, opposing counsel, and internal teams to facilitate successful outcomes.<br>• Stay updated on changes in corporate law and emerging industry trends to provide informed legal advice.
  • 2026-11-12T00:00:00Z
Client Advisor
  • 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 &amp; 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>&#128205; San Francisco, CA (Hybrid)</p><p>&#127970; Collaborative Wealth Management Firm</p><p>&#128176; 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&#39;s growth and success.</p><p><br></p><p><strong>What You&#39;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&#39;re a planning-focused wealth management professional seeking a highly collaborative environment with strong growth potential, we&#39;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
Client Advisor
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 130000 - 170000 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 &amp; 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>&#128205; San Francisco, CA (Hybrid)</p><p>&#127970; Collaborative Wealth Management Firm</p><p>&#128176; 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&#39;s growth and success.</p><p><br></p><p><strong>What You&#39;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&#39;re a planning-focused wealth management professional seeking a highly collaborative environment with strong growth potential, we&#39;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>
  • 2026-11-12T00:00:00Z
Assistant Property Administrator
  • Hayward, CA
  • onsite
  • Temporary / Contract
  • 26 - 27 USD / Hourly
  • <p>Robert Half&#39;s property management client is seeking a Temporary Assistant Community Manager to support the day-to-day operations of a residential community in Vallejo, CA. This position will assist with resident relations, maintenance coordination, administrative responsibilities, and compliance-related processes, while ensuring excellent customer service for residents and visitors.</p><p><br></p><p>Assistant Community Manager Key Responsibilities:</p><ul><li>Serve as a point of contact for residents, providing exceptional tenant relations and customer service.</li><li>Respond to and coordinate maintenance requests, ensuring timely follow-up and resolution.</li><li>Enter and maintain accurate resident, property, and leasing information in Yardi.</li><li>Answer and direct incoming phone calls and assist visitors at the front desk.</li><li>Support move-in and move-out processes, including preparation and management of required documentation.</li><li>Assist with resident recertifications and compliance-related paperwork.</li><li>Perform data entry, filing, document management, and other administrative duties as assigned.</li><li>Maintain accurate records and assist with general office operations.</li></ul><p>Qualifications:</p><ul><li>Previous property management experience required.</li><li>Experience with Tax Credit and/or HUD housing programs required.</li><li>Working knowledge of Yardi software.</li><li>Strong communication and interpersonal skills.</li><li>Excellent follow-up and organizational abilities.</li><li>Ability to take direction, prioritize tasks, and work effectively in a fast-paced environment.</li><li>Proficient with general administrative and office support functions.</li></ul><p>If you are interested in this Assistant Community Manager role, please submit your application today!</p>
  • 2026-11-12T00:00:00Z
Associate Wealth Advisor - Boutique RIA Firm in SF
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 90000 - 120000 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><br></p><p><strong>A Great Next Step for a Client Service Associate Ready to Grow into an Advisory Role</strong></p><p>A growing Wealth Management firm is looking for an Associate Financial Advisor to join its highly collaborative team! This is an excellent opportunity for a Client Service Associate or aspiring advisor who wants to take the next step in their career, gain greater exposure to financial planning, and build meaningful client relationships.</p><p>You&#39;ll work closely with Senior Advisors in a team-oriented environment where people genuinely enjoy working together, support one another, and value work-life balance. This is an opportunity to expand beyond traditional client service responsibilities while developing the skills and experience needed to grow as an advisor.</p><p><br></p><p><strong>What You&#39;ll Do:</strong></p><ul><li>Partner with Senior Advisors to support and manage client relationships, ensuring a high level of personalized service.</li><li>Serve as a key point of contact for clients, handling day-to-day communications via phone and email.</li><li>Participate in client meetings by preparing financial planning materials, reviewing account information, and following up on next steps.</li><li>Gain hands-on exposure to financial planning and investment advisory services.</li><li>Proactively track client requests, coordinate deliverables, and ensure action items are completed in a timely manner.</li><li>Identify opportunities to enhance the client experience and help resolve questions or concerns.</li><li>Build trusted relationships with clients while continuing to develop your knowledge of the advisory business.</li></ul><p><br></p>
  • 2026-11-12T00:00:00Z
Assistant Property Manager
  • Oakland, CA
  • onsite
  • Temporary / Contract
  • 26 - 28 USD / Hourly
  • <p><strong>Assistant Property Manager</strong></p><p><strong>Brief Job Description</strong></p><p>We are hiring an Assistant Property Manager to support daily property operations, tenant relations, leasing activities, and administrative functions.</p><p><strong>Responsibilities</strong></p><ul><li>Assist with day-to-day management of residential or commercial properties</li><li>Respond to tenant inquiries and help resolve service issues</li><li>Support rent collection, lease administration, and renewals</li><li>Coordinate maintenance requests with vendors and staff</li><li>Maintain accurate tenant and property records</li><li>Assist with inspections, move-ins, and move-outs</li></ul>
  • 2026-11-06T00:00:00Z
Assistant Property Manager
  • Oakland, CA
  • onsite
  • Temporary to Hire
  • 25.65 - 29.7 USD / Hourly
  • We are looking for a detail-oriented Assistant Property Manager to support daily property operations and administrative activities in Oakland, California. This contract position with permanent potential is ideal for someone who enjoys keeping processes organized, assisting with tenant and vendor coordination, and helping maintain efficient office workflows. The person in this role will contribute to smooth property administration by managing documentation, tracking requests, and supporting the overall needs of the management team.<br><br>Responsibilities:<br>• Support day-to-day administrative functions for the property management team to help maintain organized and efficient operations.<br>• Prepare, update, and file documents, reports, correspondence, and other records with a high level of accuracy.<br>• Process routine office tasks such as copying, scanning, data entry, and document preparation as needed.<br>• Monitor office and property supply levels, coordinate replenishment, and help keep materials readily available for staff use.<br>• Track maintenance requests, document updates, and help ensure service issues are communicated to the appropriate parties.<br>• Assist with tenant, vendor, and internal communications by responding to inquiries and directing requests promptly.<br>• Maintain orderly physical and digital records to support compliance, accessibility, and day-to-day property administration.
  • 2026-10-30T00:00:00Z
Employment Associate Attorney
  • Sacramento, CA
  • onsite
  • Permanent / Full Time
  • 15000 - 210000 USD / Yearly
  • We are looking for an Employment Associate Attorney to join a collaborative legal team in Sacramento, California. This hybrid position is well suited for a lawyer who is confident handling employment disputes and enjoys working in a detail-oriented, office-based environment. The role offers the opportunity to support a range of litigation matters, including proceedings involving arbitration, mediation, and public sector employment issues.<br><br>Responsibilities:<br>• Represent clients in employment-related disputes through all phases of litigation, from case assessment to resolution.<br>• Conduct and defend depositions, gather witness testimony, and develop factual records to support case strategy.<br>• Prepare motions, pleadings, briefs, and other legal documents with strong attention to detail and persuasive analysis.<br>• Manage matters involving arbitration and mediation, including case preparation, participation, and follow-up actions.<br>• Advise on employment law issues affecting public sector organizations and help address complex workplace disputes.<br>• Collaborate with attorneys and internal stakeholders in a hybrid work setting while maintaining an active presence in the office.<br>• Analyze legal risks, evaluate claims and defenses, and recommend practical litigation strategies aligned with client objectives.
  • 2026-10-22T00:00:00Z
1