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9 results for Jr Wealth Advisor East Bay in Orinda, CA

Financial Advisor - San Mateo

San Carlos, CA
onsite
Permanent / Full Time
140000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients</li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies</li><li>Advise on retirement, investments, insurance, and major financial decisions</li><li>Strengthen and expand client relationships through proactive planning</li><li>Partner with senior advisors on complex cases</li><li>Support onboarding and development of new client relationships</li><li>Maintain accurate planning and CRM documentation</li><li>Stay current on markets and evolving planning strategies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-12T00:00:00Z

Wealth Advisor | RIA Firm

Mountain View, CA
onsite
Permanent / Full Time
120000 - 150000 USD / Yearly
Step Into a Lead Planner Role — Real Client Exposure, Real GrowthJennifer Fukumae with Robert Half is working with a high-performing, independent Registered Investment Advisor managing over $1B+ for a concentrated group of high-net-worth families. With strong recent growth and a collaborative team model, this is an ideal seat for someone ready to take ownership in the planning process and move toward a Lead Advisor path. If you’re interested in this Wealth Advisor opportunity, reach out to Jennifer Fukumae on LinkedIn to begin the conversation. What You’ll Own<ul><li>Partner directly with senior advisors in client meetings and relationship management</li><li>Translate client goals and financial data into comprehensive planning strategies</li><li>Build and refine financial plans, investment frameworks, and client deliverables</li><li>Collaborate across investments, planning, and client service teams to execute strategies</li><li>Support implementation—working alongside CPAs, attorneys, and other external partners</li><li>Prepare polished presentations and communications for clients and prospects</li><li>Help enhance internal systems, workflows, and planning tools</li></ul>
2026-06-19T00:00:00Z

Associate Wealth Advisor

San Francisco, CA
onsite
Permanent / Full Time
80000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Financial Advisor | Wealth Management | San Francisco; Hybrid; 3 days 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. 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. Responsibilities<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>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn
2026-06-10T00:00:00Z

Associate Wealth Advisor

San Francisco, CA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Wealth Advisor | Wealth Management | San Francisco; Hybrid; 3 days 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. 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. Responsibilities<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>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn
2026-05-22T00:00:00Z

Senior Wealth Analyst

Menlo Park, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Wealth Analyst | Top Wealth Management Firm| Menlo Park | Hybrid | Base + Excellent Perks Our client is a leading wealth management firm dedicated to helping ultra-high-net-worth families manage complex financial lives and build long-term legacies. The firm is known for its high-touch service, collaborative culture, and commitment to excellence.This is a great opportunity to join a rapidly growing independent RIA where you’ll work closely with experienced advisors, gain deep exposure to financial planning, and grow your career within a supportive team environment. Responsibilities<ul><li>Support Wealth Advisors in delivering high-level client service and financial planning</li><li>Gather and analyze client data to build and refine financial plans</li><li>Prepare planning analyses and investment recommendations using financial planning tools</li><li>Assist with portfolio monitoring, account maintenance, and client requests</li><li>Support proposal development for prospective clients</li><li>Maintain organized client records within Salesforce</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-12T00:00:00Z

Trust and Estates Attorney

Walnut Creek, CA
onsite
Temporary / Contract
70 - 80 USD / Hourly
A Walnut Creek-based law firm with a practice spanning both trust & estate litigation and transactional matters is seeking an attorney to join the team on a hybrid contract basis, with the potential for conversion. This role is designed to provide immediate coverage support and offers flexibility for an attorney who leans more heavily toward either litigation or transactional work, with a preference for exposure to both. Responsibilities<ul><li>Support attorneys on trust & estate litigation matters, including case strategy, pleadings, discovery, and court filings</li><li>Assist with transactional trust & estate work, including drafting estate planning documents and trust administration support</li><li>Manage caseloads and deadlines, ensuring timely and accurate completion of assignments</li><li>Conduct legal research and draft correspondence, memoranda, and client communications</li><li>Collaborate with attorneys and staff across both litigation and transactional matters as needed</li><li>Step in to provide immediate support on active matters to help manage workflow demands</li></ul>
2026-06-19T00:00:00Z

Wealth Analyst

San Francisco, CA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Wealth Analyst | Wealth Management Firm | San Francisco| Hybrid 2 Days Onsite | Base + Bonus + Profit Sharing A growing and highly respected wealth management firm is seeking a Wealth Analyst to join its collaborative team supporting high-net-worth individuals and multigenerational families. The firm is known for its high-touch client experience, strong culture, approachable leadership, and flexible hybrid environment. This is an excellent opportunity for someone who wants a blend of client exposure, financial planning, and portfolio management experience while maintaining strong work-life balance. The team offers meaningful mentorship, support for CFP growth, and long-term advancement potential within an expanding platform. Responsibilities<ul><li>Support wealth managers with financial planning, portfolio management, and client service needs </li><li>Assist with retirement, estate, tax, insurance, education, and cash flow planning analyses </li><li>Help monitor portfolios, cash levels, trading activity, and rebalancing </li><li>Prepare client meeting materials and participate in meetings and follow-ups </li><li>Manage client workflows, account administration, and ongoing communication </li><li>Partner cross-functionally to support client projects and operational needs</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-12T00:00:00Z

VP, Fund Accounting | Private Equity Firm in SF

San Francisco, CA
onsite
Permanent / Full Time
225000 - 300000 USD / Yearly
If you are interested in learning more about the firm, please message Jennifer Fukumae with Robert Half on LinkedIn for quickest consideration. A growth equity firm based in San Francisco is seeking a Vice President of Fund Accounting to lead the fund reporting function and oversee all accounting and financial reporting activities for the firm’s investment funds and general partner entities. This is a highly visible leadership role responsible for managing the fund accounting team and ensuring the accuracy, efficiency, and integrity of fund reporting, liquidity management, and regulatory compliance. Responsibilities<ul><li>Lead, manage, and mentor the fund accounting team</li><li>Oversee the end-to-end accounting and financial reporting process for investment funds and general partner entities</li><li>Partner with external tax advisors to coordinate the preparation of tax estimates, tax reporting packages, K-1s, and tax returns while ensuring compliance with federal, state, and local regulations</li><li>Manage fund and GP liquidity, including cash forecasting and oversight of fund lines of credit</li><li>Lead the annual audit process and coordinate with external auditors to ensure timely completion</li><li>Support investment closings by partnering with the deal and accounting teams on funds flow reviews, wire coordination, and closing workflows</li><li>Collaborate with the compliance team to support regulatory filings and ensure investor reporting materials meet applicable requirements</li></ul>
2026-06-09T00:00:00Z

Valuation & Finance Associate - Reputable VC Firm

San Mateo, CA
onsite
Permanent / Full Time
11000 - 145000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Valuation & Finance Associate | Prosperous Venture Capital Firm | Menlo Park | Hybrid Join a global venture capital firm partnering with innovative founders from early stage through IPO. This is a hands-on leadership role within a high-performing, collaborative finance team. Comp includes a strong base and bonus, phantom carry participation, generous 401(k) match, unlimited PTO and 100% employer-paid medical, dental, and vision for you and your dependents. Responsibilities<ul><li>Lead quarterly ASC 820 valuations of portfolio companies</li><li>Present valuation insights to auditors, committees, and partners</li><li>Support quarterly close and annual audits</li><li>Review capital call and distribution allocations</li><li>Oversee cash management and capital planning</li><li>Mentor fund accountants and support LP communications</li><li>Drive process improvements and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-12T00:00:00Z