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50 results for Associate Wealth Advisor in Napa, CA
- Corte Madera, CA
- onsite
- Permanent / Full Time
- 140000 - 225000 USD / Yearly
- <p>Robert Half is recruiting Labor & Employment Attorney (Associate or Of Counsel level) for the Marin County office (hybrid telecommute OK) of its large statewide law firm client. The ideal candidate will have 2-10+ years of practice in employment litigation, ideally but not necessarily involving municipality and public sector entities. Qualifications include excellent writing and oral advocacy skills, good discovery (including conducting depositions) and law & motion experience, and optimally some work doing oral arguments in adversarial hearings (e.g., ALJ for PERB, DFEH, DOL; state and Federal trial courts; arbitration). </p><p><br></p><p>These are litigation and advice & counsel positions. And, they are definitely partnership-track opportunities, so career-minded litigators with strong work ethic are encouraged to apply.</p><p><br></p><p>The target base salary is $140,000 - 225,000+/yr, DOE, plus bonuses ranging from $10,000 to $30,000+, depending on amount of hours billed. Comprehensive benefits, including the firm’s profit-sharing contributions to the retirement plan, are a part of the employment package. For confidential consideration, please email your resume to Jon Lucchese, Vice President for Permanent Placement Services Division, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
- 2026-11-06T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 115000 - 160000 USD / Yearly
- <p>Boutique real estate litigation and landlord/tenant law firm located in San Francisco is seeking a skilled Associate Attorney! As part of the team, you will be handling cases from initiation to conclusion, making court appearances, and getting trained in San Francisco housing law. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee and manage multiple cases from beginning to end</p><p>• Draft legal pleadings for various matters</p><p>• Conduct thorough law and motion practices</p><p>• Respond efficiently to discovery requests and draft responses</p><p>• Appear in court for hearings, settlement conferences, and trial calls</p><p>• Maintain a strong work ethic with a total commitment to success for our clients</p><p>• Acquire comprehensive knowledge of San Francisco housing law</p><p>• Demonstrate strong organizational and communication skills</p><p>• Exhibit excellent research and writing skills</p><p>• Multitask independently and manage time effectively</p>
- 2026-11-10T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 135000 - 185000 USD / Yearly
- We are looking for a dedicated Associate Attorney to join our team in San Francisco, California. This role offers an exciting opportunity to work in civil litigation defense within a collaborative and supportive environment. If you are a licensed attorney passionate about building your career and gaining hands-on experience, this position is ideal for you.<br><br>Responsibilities:<br>• Manage a diverse caseload, taking primary responsibility for cases based on your level of experience.<br>• Represent clients during court appearances, depositions, mediations, and other legal proceedings.<br>• Conduct legal research and prepare motions, briefs, and other necessary documentation.<br>• Handle discovery processes, including drafting and responding to interrogatories and requests for production.<br>• Collaborate with clients to provide regular updates and address legal concerns.<br>• Prepare for trials, including pre-trial motions and strategy development.<br>• Participate in settlement negotiations and mediations to advocate for client interests.<br>• Work closely with partners and other team members to ensure high-quality case management.<br>• Maintain effective use of case management and document management software.<br>• Stay current with legal trends and developments to enhance expertise.
- 2026-10-22T00:00:00Z
- Walnut Creek, CA
- onsite
- Temporary / Contract
- 50 - 70 USD / Hourly
- <p><strong>Calling all newly barred attorneys and recent law school graduates!</strong></p><p><br></p><p>Are you looking to launch your litigation career with a team that will provide hands-on training, mentorship, and meaningful case exposure? We are partnering with several respected law firms across the East Bay that are actively seeking newly licensed attorneys and junior associates for contract-to-hire opportunities with long-term growth potential.</p><p><br></p><p>These are excellent opportunities for attorneys who want to gain real courtroom exposure, work closely with experienced litigators, and build a strong foundation in civil litigation.</p><p><br></p><p><strong>Practice Areas</strong></p><ul><li>Insurance Defense</li><li>Employment Litigation</li><li>Asbestos Litigation</li><li>Toxic Tort</li><li>Medical Malpractice Defense</li></ul><p><strong>What You'll Do</strong></p><ul><li>Assist with all phases of litigation from case inception through resolution</li><li>Conduct legal research and draft memoranda, pleadings, motions, and discovery</li><li>Prepare discovery responses and review document productions</li><li>Support trial preparation</li><li>Communicate with clients, opposing counsel, experts, and witnesses</li><li>Work closely with attorneys who are committed to mentorship and professional development</li></ul><p><br></p>
- 2026-10-30T00:00:00Z
- Santa Rosa, CA
- onsite
- Permanent / Full Time
- 160000 - 190000 USD / Yearly
- We are looking for a skilled Associate Attorney to join our team in Santa Rosa, California. This role requires a detail-oriented individual with a strong background in civil litigation and at least four years of relevant experience, particularly in commercial litigation. Familiarity with employment law is highly desirable, as well as a demonstrated ability to manage case reviews, draft pleadings, and handle law and motion matters effectively.<br><br>Responsibilities:<br>• Conduct thorough case reviews and analyze applicable laws to provide strategic legal counsel.<br>• Draft and prepare pleadings, motions, and other legal documents with precision and attention to detail.<br>• Represent clients in court proceedings, including arguing law and motion matters.<br>• Develop and execute discovery strategies, including preparing and responding to written discovery requests.<br>• Collaborate closely with team members to ensure seamless case management and effective representation.<br>• Maintain compliance with billable hour requirements, achieving a minimum of 1,650 hours annually.<br>• Provide guidance on employment law matters as applicable to client cases.<br>• Utilize case management and document management software to organize and track case progress.<br>• Research and summarize legal matters to support case strategy and client advisement.
- 2026-11-12T00:00:00Z
- Sacramento, CA
- onsite
- Permanent / Full Time
- 120000 - 175000 USD / Yearly
- <p>Robert Half is recruiting an Associate Attorney for the Sacramento office of its large statewide law firm client servicing mostly public entities, school districts, and higher education clientele. This Associate would work alongside a highly regarded labor & employment (L&E) partners to do investigations at private and public sector workplaces and university campuses (incl. some Title IX work). The Associate is responsible for doing on-site witness interviews and investigations and then analyzing and preparing comprehensive investigative reports of findings. As a core part of this practice, the Associate helps case manage, counsel, and defend against various L&E grievances in administrative hearings.</p><p><br></p><p>The qualifications include 1-7+ years of practice experience (preferably in L&E, education, or public law), active and in good standing with the State Bar of California, strong academic record, superior writing and analytical skills, excellent interpersonal skills, ambitious and eager to develop one’s own practice ad book of business, and keen ability to act as a neutral, and reliable about prioritizing and meeting competing deadlines.</p><p><br></p><p>This is a unique direct-hire, partnership-track opportunity to build an education law practice under the mentorship of partners with years of experience and top recognition as leading local government and public school lawyers The annual base salary guidance for this opportunity is $120,000 – 170,000+, DOE, plus monthly productivity bonuses and an annual discretionary bonus totaling $15,000 to $40,000/yr. Good benefits, including the firm’s profit-sharing contributions to the retirement plan, are part of the employment package. This is a very good firm at which to grow your career and practice! </p><p><br></p><p>For confidential consideration, please email resume to Jon Lucchese, Vice President for Permanent Placement Services Division, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
- 2026-10-27T00:00:00Z
- 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
- 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
- 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
- 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
- San Ramon, CA
- onsite
- Permanent / Full Time
- 105000 - 125000 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><strong>San Ramon, CA | $105,000–$125,000 + Bonus | Excellent Benefits + 401(k) Match</strong></p><p> </p><p>Robert Half Financial Services is partnering with an established <strong>Registered Investment Advisory (RIA) firm in San Ramon</strong> on an exciting opportunity for an <strong>Associate Advisor</strong> to join a growing wealth management team.</p><p>This role is ideal for someone with a strong foundation in wealth management who enjoys working directly with clients, has an interest in financial planning, and is looking for a long-term career path within an RIA environment.</p><p>As an Associate Advisor, you will work closely with an established Wealth Manager and play an important role in delivering a high-touch client experience. You’ll gain exposure to the full wealth management and financial planning process while receiving coaching and mentorship designed to help you grow into greater responsibility over time.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Partner closely with an established Wealth Manager to support high-net-worth client relationships.</li><li>Prepare for client meetings by gathering, organizing, and analyzing client financial information.</li><li>Assist with financial planning analysis and draft comprehensive financial plans and recommendations.</li><li>Help implement investment, financial planning, and other client recommendations.</li><li>Coordinate and follow up on client action items to ensure a seamless and responsive client experience.</li><li>Leverage the firm’s CRM to maintain accurate client information, track activities, and manage follow-up.</li><li>Collaborate with Client Services, Operations, and Compliance to ensure accuracy and timely execution.</li><li>Participate in client meetings and gradually take on increased responsibility within client relationships.</li><li>Build knowledge and confidence across financial planning, investments, and overall wealth management.</li><li>Develop toward the ability to independently manage client relationships and potentially pursue future leadership or partnership opportunities.</li></ul><p><br></p>
- 2026-11-03T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 100000 - 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> </p><p>Robert Half is partnering with an established and reputable Registered Investment Advisor (RIA) in San Francisco is seeking a Client Associate to join its team. The firm is known for its commitment to delivering high-quality investment management and personalized client service. This is an excellent opportunity to join a collaborative, professional environment where attention to detail, integrity, and a proactive approach are valued.</p><p> </p><p><strong>Position Overview</strong></p><p>The Client Associate will play an important role in supporting the firm's day-to-day client service and operational activities. This individual will work closely with clients, internal team members, and external custodians to help ensure a seamless client experience and efficient account operations.</p><p>The ideal candidate has at least three years of experience in client service or investment operations, preferably within an RIA or investment management firm. They are highly organized, technology-savvy, dependable, and comfortable handling confidential client and financial information. An understanding of cybersecurity risks and best practices is a strong plus.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Provide day-to-day client service and operational support, responding to client requests and helping ensure a high level of service.</li><li>Support mutual fund-related servicing and operational activities, ensuring transactions and account-related requests are handled accurately and efficiently.</li><li>Coordinate with custodians and other external service providers to resolve account issues, process requests, and maintain accurate client records.</li><li>Assist with the preparation of client meeting materials, presentations, and supporting documentation.</li><li>Support account maintenance, documentation, and other administrative processes related to client relationships.</li><li>Identify opportunities to improve internal workflows, procedures, and operational efficiencies.</li><li>Handle sensitive client and financial information with the highest level of professionalism, discretion, and confidentiality.</li><li>Maintain awareness of technology and cybersecurity best practices to help protect client information and firm data.</li></ul>
- 2026-11-12T00:00:00Z
- San Ramon, CA
- onsite
- Permanent / Full Time
- 65000 - 85000 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>Are you interested in markets and looking for a role in Wealth Management?</p><p> </p><p>An established Registered Investment Advisory (RIA) firm in San Ramon is seeking a Trading Associate to join its collaborative team. This role works closely with Financial Advisors and internal stakeholders, with no direct client-facing responsibilities. It's a great opportunity to gain hands-on exposure to Wealth Management while learning from and supporting an experienced team of advisors.</p><p> </p><p> </p><p><strong><u>Responsibilities</u></strong>:</p><ul><li>Serve as the primary point of contact for trade execution, processing trade requests submitted by advisors accurately and efficiently</li><li>Execute an average of 40–80 trades per day across custodial platforms including Schwab and Fidelity</li><li>Ensure precise trade entry and maintain high standards of data integrity throughout the process</li><li>Partner with custodians’ trading desks to resolve trade discrepancies, errors, and execution issues in a timely manner</li><li>Monitor trade activity and escalate any irregularities or operational risks as needed</li><li>Support the investment team and Analyst with ad hoc projects, reporting, and process improvements</li></ul><p><br></p>
- 2026-10-29T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 90000 - 150000 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>Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days onsite</strong></p><p> </p><p>Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth.</p><p><strong> </strong></p><p>This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage and advise a book of high-net-worth clients </li><li>Develop personalized financial plans and investment strategies </li><li>Build long-term client relationships through proactive communication and portfolio reviews </li><li>Deliver ongoing financial planning and investment guidance </li><li>Identify opportunities to deepen existing relationships and support business development </li><li>Collaborate with advisors and internal teams to provide an exceptional client experience </li><li>Stay current on market trends and economic developments to support client recommendations </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
- 90000 - 120000 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>Client Service Associate | Wealth Management Firm | San Francisco; Hybrid; 3 days onsite | Base + Bonus + Profit Sharing</strong></p><p> </p><p>Join a growing investment management firm known for its collaborative culture, high-touch client service, and long-term approach to client relationships. This is an opportunity to work closely with advisors, clients, and operations teams while gaining broad exposure across wealth management and private client services.</p><p><br></p><p>This role is ideal for someone looking to deepen their career in wealth management. You'll be a key member of the client team, supporting sophisticated investors while gaining experience across <strong>client service, account administration, investment operations, and process improvement</strong>. The position offers strong visibility, variety in day-to-day responsibilities, and the opportunity to make a meaningful impact on the client experience.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Serve as a primary point of contact for client requests and account needs</li><li>Support account openings, transfers, cash movements, and ongoing account maintenance</li><li>Coordinate with custodians and internal teams to ensure timely execution and issue resolution</li><li>Prepare client meeting materials, reports, and follow-up items</li><li>Maintain accurate client records and documentation</li><li>Manage workflows, track requests, and ensure an exceptional client experience</li><li>Assist with operational projects and <strong>process improvement initiatives</strong></li><li>Support advisors and private client professionals across a wide range of client activities</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
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 120000 - 160000 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>Financial Planner | Wealth Management Firm | Walnut Creek; Hybrid (1 Day Onsite)</strong></p><p> </p><p>Join a boutique wealth management firm serving high-net-worth individuals, families, and institutional clients. The firm is known for its planning-focused approach, strong culture, and commitment to delivering highly personalized advice.</p><p> </p><p>This is an excellent opportunity for a financial planner who wants to focus on what they do best: solving complex planning challenges and influencing client outcomes. You'll work closely with advisors and clients on sophisticated planning matters, serving as the firm's go-to resource for tax, estate, retirement, equity compensation, and wealth transfer strategies. The role offers significant visibility, intellectual variety, and the opportunity to help shape planning best practices across the organization.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the development and analysis of comprehensive financial plans</li><li>Partner with advisors on complex client planning engagements</li><li>Present recommendations and planning strategies to clients</li><li>Develop solutions across tax, estate, retirement, cash flow, Social Security, and equity compensation planning</li><li>Research advanced planning concepts and regulatory changes</li><li>Serve as an internal resource on financial planning best practices</li><li>Help improve planning processes, workflows, and planning deliverables</li><li>Monitor industry developments and educate the advisory team on emerging planning opportunities</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 Francisco, CA
- onsite
- Permanent / Full Time
- 100000 - 145000 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>Finance Associate | $5B+ Venture Capital Firm| San Francisco; Hybrid </strong></p><p> </p><p>Join a highly regarded venture capital firm with a strong track record of backing innovative, technology-driven companies. The firm offers a collaborative, entrepreneurial environment where you'll work closely with senior leaders and gain broad exposure across the finance function.</p><p><br></p><p>This is a <strong>high-visibility, high-ownership role</strong> on a lean team, providing exposure to <strong>fund accounting, valuations, investor reporting, transactions, and fund operations</strong>. Ideal for someone who enjoys solving complex problems, improving processes, and taking on meaningful responsibility. You'll also have the opportunity to help drive <strong>AI and automation initiatives</strong> as the platform continues to scale.</p><p><br></p><p>Responsibilities</p><ul><li>Manage monthly and quarterly close across funds and SPVs</li><li>Prepare NAVs, capital accounts, allocations, and reporting schedules</li><li>Coordinate with fund administrators, auditors, and tax providers</li><li>Support LP reporting, valuations, and fund performance reporting</li><li>Prepare transaction wires and supporting documentation</li><li>Maintain fund, investment, and operational trackers</li><li>Support regulatory filings and process improvements</li><li>Identify opportunities for <strong>AI and automation</strong></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 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>💰 <strong>Associate Advisor | $120K–$140K Stretch + DOE</strong></p><p><br></p><p>🔥 <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>💡 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
- 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>💰 <strong>Associate Advisor | $120K–$140K Stretch + DOE</strong></p><p><br></p><p>🔥 <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>💡 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
- 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
- San Francisco, CA
- onsite
- Permanent / Full Time
- 110000 - 145000 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>Finance Associate | $5B+ Venture Capital Firm| San Francisco; Hybrid </strong></p><p> </p><p>Join a <strong>highly regarded venture capital firm</strong> with a strong track record of backing innovative, technology-driven businesses. This is a <strong>high-visibility, high-ownership role</strong> within a lean finance team, offering broad exposure across fund accounting, reporting, valuation, transactions, and operations.</p><p> </p><p>Ideal for someone who <strong>thinks critically, works independently, and wants meaningful responsibility and growth</strong> within a sophisticated investment platform. <strong>Strong team culture, process improvement focus, and exposure to AI and automation.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage monthly and quarterly close across funds and SPVs</li><li>Prepare NAV, capital accounts, allocations, and reporting schedules</li><li>Coordinate with fund administrators, audit, and tax providers</li><li>Support LP reporting, valuations, and fund performance reporting</li><li>Prepare transaction wires and supporting documentation</li><li>Maintain fund, investment, and operational trackers</li><li>Support regulatory filings and process improvements</li><li>Identify opportunities for <strong>AI and automation</strong></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 Francisco, CA
- onsite
- Permanent / Full Time
- 110000 - 145000 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>Senior Finance Associate | Investment Firm | San Francisco; Hybrid</strong></p><p> </p><p>Join a <strong>high-growth private investment platform</strong> focused on liquidity solutions across venture and growth-stage private markets. With strong institutional backing and a differentiated strategy, the firm offers the opportunity to join a sophisticated investment platform at an exciting stage of growth.</p><p> </p><p>This role offers broad exposure across <strong>fund accounting, financial reporting, treasury, and investor activity</strong>, with a strong focus on <strong>review, oversight, and analysis</strong> rather than transactional accounting. You’ll work closely with a lean, high-caliber finance team and external providers while gaining meaningful exposure to complex institutional funds. Additional perks include <strong>strong bonus potential, excellent healthcare and retirement benefits, and employee meals</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Review third-party <strong>fund accounting, NAVs, capital activity, and financial reporting</strong></li><li>Oversee external fund administrators and resolve accounting issues</li><li>Review financial statements, reconciliations, and supporting schedules</li><li>Support <strong>treasury, cash forecasting, and liquidity management</strong></li><li>Assist with capital calls, distributions, subscriptions, and investor activity</li><li>Respond to investor inquiries and provide fund information</li><li>Support <strong>audits, tax processes, and external providers</strong></li><li>Perform financial analysis and support special projects</li><li>Drive <strong>process improvements and stronger controls</strong></li><li>Partner with the broader finance team across multiple investment vehicles</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
- 110000 - 140000 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>Finance Associate | Venture Capital Firm | San Francisco; Hybrid (3 days onsite) | Strong Comp (Base + Bonus + Carry!)</strong></p><p> </p><p>Join a <strong>leading venture capital </strong>firm investing in innovative companies across AI, automation, and other transformative sectors. The firm offers a collaborative, entrepreneurial culture and the opportunity to work closely with both finance and investment teams.</p><p><br></p><p>This is a <strong>high-visibility role on a lean finance team</strong>, providing exposure to <strong>fund accounting, valuations, investor reporting, transactions, and fund operations</strong>. Ideal for someone who enjoys <strong>AI, automation, process improvement, and taking ownership</strong> in a fast-growing platform. Competitive compensation, bonus potential, carry participation, schedule flexibility, and strong long-term growth opportunities.</p><p><br></p><p>Responsibilities</p><ul><li>Manage monthly and quarterly close processes across funds and SPVs</li><li>Prepare NAV calculations, capital account activity, allocations, and reporting schedules</li><li>Coordinate with fund administrators, auditors, and tax providers</li><li>Support LP reporting and investor communications</li><li>Assist with <strong>valuations, portfolio analysis, and performance reporting</strong></li><li>Support investment transactions and cash movement activity</li><li>Maintain fund and operational reporting trackers</li><li>Drive <strong>process improvements, systems enhancements, and automation initiatives</strong></li><li>Identify opportunities to leverage <strong>AI across finance operations</strong></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
- Concord, CA
- onsite
- Permanent / Full Time
- 90000 - 110000 USD / Yearly
- <p>Essential Duties and Responsibilities: This person will support the Lease Administrator, and property management functions by coordinating lease documentation, tracking key dates, and ensuring compliance with lease terms. This role acts as a liaison between property managers, brokers, tenants, legal teams, and accounting to ensure accurate and timely lease execution and administration.</p><p><br></p><p>Key Responsibilities</p><p>• Integrate AI into the Key Responsibilities and duties of lease management and reporting</p><p>• Interface with tenants, brokers, legal counsel, and internal teams to resolve lease-related issues </p><p>• Negotiate with tenants on renewals as designated by Management</p><p>• Work with the Lease Administrator to prepare, review, and process lease documents, including new leases, amendments, renewals, and terminations </p><p>• Track critical lease dates (e.g., expirations, rent escalations, options) and ensure timely action </p><p>• Maintain accurate lease data in lease management systems and digital files </p><p>• Assist with rent commencement, billing setup, and communication with accounting teams </p><p>• Monitor compliance with lease terms and flag discrepancies or issues </p><p>• Generate reports related to lease status, expirations, and financial obligations </p><p>• Assist with special projects, including portfolio transitions or system implementations· </p><p><br></p><p>Qualifications: </p><p>• Detail-oriented with strong data accuracy focus </p><p>• Ability to manage multiple deadlines and priorities </p><p>• Problem-solving and analytical thinking </p><p>• Strong coordination and follow-up skills </p><p>• Team-oriented with ability to work cross-functionally</p><p>• Ability to integrate AI into Documents review and abstracts, redlines</p><p>• Familiarity with lease terminology and commercial real estate practices </p><p>• Experience with lease management software (e.g., Yardi) is a plus </p><p>• Strong organizational skills and attention to detail </p><p>• Proficiency in Microsoft Excel and document management systems </p><p>• Excellent written and verbal communication skills </p><p><br></p><p>Standards: High standards of quality and accuracy; strong work ethic. </p><p><br></p><p><br></p>
- 2026-11-12T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 100000 - 150000 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>Finance Associate | $5B+ Venture Capital Firm| San Francisco; Hybrid </strong></p><p> </p><p>Join a <strong>highly regarded venture capital firm</strong> with a strong track record of backing innovative, technology-driven businesses. This is a <strong>high-visibility, high-ownership role</strong> within a lean finance team, offering broad exposure across fund accounting, reporting, valuation, transactions, and operations.</p><p> </p><p>Ideal for someone who <strong>thinks critically, works independently, and wants meaningful responsibility and growth</strong> within a sophisticated investment platform. <strong>Strong team culture, process improvement focus, and exposure to AI and automation.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage monthly and quarterly close across funds and SPVs</li><li>Prepare NAV, capital accounts, allocations, and reporting schedules</li><li>Coordinate with fund administrators, audit, and tax providers</li><li>Support LP reporting, valuations, and fund performance reporting</li><li>Prepare transaction wires and supporting documentation</li><li>Maintain fund, investment, and operational trackers</li><li>Support regulatory filings and process improvements</li><li>Identify opportunities for <strong>AI and automation</strong></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