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13 results for Associate Advisor in San Francisco, CA

Associate Advisor at Thriving Wealth Management Firm
  • San Ramon, CA
  • onsite
  • Permanent
  • 90000 - 120000 USD / Yearly
  • <p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Associate Advisor | Thriving Wealth Management Firm | Danville| Hybrid </strong></p><p> </p><p>This firm manages hundreds of millions in AUM and partners with <strong>high-net-worth clients to deliver strategies </strong>that truly make an impact.</p><p><br></p><p>In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role,<strong> we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. </strong></p><p><br></p><p>The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also <strong>offering mentorship, a collaborative culture</strong>, and a strong commitment to<strong> work-life balance</strong>.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-02-27T00:00:00Z
Associate Attorney
  • Santa Rosa, CA
  • onsite
  • Permanent
  • 150000 - 180000 USD / Yearly
  • We are looking for a skilled Associate Attorney to join our established legal team in Santa Rosa, California. This position offers an exciting opportunity to work on complex business litigation, real estate, and civil matters while collaborating closely with clients and colleagues. If you have a passion for delivering exceptional legal representation and thrive in a dynamic environment, we encourage you to apply.<br><br>Responsibilities:<br>• Handle all aspects of civil litigation, including drafting motions, conducting discovery, and preparing briefs.<br>• Represent clients in complex business litigation cases, ensuring effective and ethical advocacy.<br>• Manage real property and construction defect cases, providing strategic legal advice and solutions.<br>• Conduct legal research and analysis to support case strategies and client needs.<br>• Collaborate with clients, opposing counsel, and courts to achieve favorable outcomes.<br>• Participate in trial preparation and courtroom proceedings, showcasing strong litigation skills.<br>• Develop and maintain positive client relationships through clear communication and attentive service.<br>• Contribute to the firm&#39;s community engagement by serving on local boards and participating in volunteer activities.<br>• Maintain a high standard of legal writing and analytical skills to deliver accurate and persuasive work.<br>• Work within a team-oriented environment, sharing knowledge and expertise to support colleagues.
  • 2026-02-19T00:00:00Z
Associate Attorney
  • San Francisco, CA
  • remote
  • Permanent
  • 140000 - 225000 USD / Yearly
  • <p>Robert Half Legal is recruiting an Associate Attorney for a civil litigation defense law firm in San Francisco (option to work remotely or hybrid in-office). This is a leading local firm in public entity and municipality representation and their practice defends a variety of matters, including catastrophic PI, premises liability, civil rights, and employment claims. Plenty of opportunity to get direct advocacy experience by arguing motions in court, taking/defending depositions, and trial preparation.</p><p><br></p><p>Qualifications for the Associate Attorney position:</p><p>• 2-10+ years of civil litigation practice;</p><p>• Insurance defense and/or public entity law experience is preferred; and</p><p>• Active and in good standing with the State Bar of California.</p><p><br></p><p>This is a partnership-track position and the Firm offers lots of mentorship to develop its litigation team and assist them with business development. Our client is offering a starting base salary range of $140,000 to 220,000+/yr., DOE, generous automatic bonuses for exceeding annual billable hour target as well as a discretionary year-end bonus [has been paid every year for over a decade], and comprehensive employment benefits package (incl. 100% firm-paid medical, dental, vision insurance, 401k Plan with 3% firm contribution, commuter costs reimbursement [free office parking, rideshare reimbursement, REMOTE OK], etc.).</p><p><br></p><p>For confidential consideration, please email resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
  • 2026-03-09T00:00:00Z
Associate Attorney
  • San Francisco, CA
  • onsite
  • Temporary
  • 55 - 65 USD / Hourly
  • <p>Our client, a respected San Francisco-based law firm, is seeking a recently barred Civil Litigation Associate Attorney to join their litigation team on a contract-to-hire basis. This role provides a unique opportunity for a newly licensed attorney to build core litigation skills with a pathway to a permanent role. The contract phase requires on-site work in San Francisco, CA five days a week to foster collaboration, transitioning to a hybrid model upon conversion.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee civil litigation cases from pre-filing through resolution, including all aspects of case analysis, strategy development, and client communication.</li><li>Conduct detailed legal research, draft persuasive legal documents including complaints, answers, motions, and briefs, and prepare legal memoranda.</li><li>Manage discovery processes, including drafting and responding to discovery requests, conducting depositions, document review, and analysis.</li><li>Collaborate on trial strategy, assist in witness preparation, jury selection, and prepare exhibits and trial materials.</li><li>Represent clients in court proceedings, including motions, hearings, and settlement conferences.</li><li>Work closely with clients, keeping them informed of case status and strategy developments.</li></ul><p><br></p>
  • 2026-03-20T00:00:00Z
Associate Attorney
  • San Francisco, CA
  • onsite
  • Permanent
  • 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.
  • 2026-02-19T00:00:00Z
Associate Attorney
  • San Jose, CA
  • remote
  • Temporary
  • 80 - 100 USD / Hourly
  • <p>Our established Bay Area defense firm is seeking an experienced Litigation Attorney to join our practice and play a key role in representing clients across a diverse range of civil litigation matters. In this position, you will have the opportunity to work alongside seasoned attorneys in a collaborative environment dedicated to delivering exceptional results for our clients. The ideal candidate will bring at least 5 years of proven civil litigation experience, a strong background in case management, and the ability to handle complex matters independently from inception through resolution. Prior experience with insurance coverage is a plus and will be highly valued, as our practice includes a robust portfolio of insurance-related cases. This position offers both remote and hybrid flexibility, providing you with the support and resources needed to succeed while enjoying work-life balance tailored to your need.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage all phases of civil litigation, including case strategy, discovery, motion practice, depositions, trial preparation, and court appearances</li><li>Draft and respond to pleadings, written discovery, and dispositive motions</li><li>Conduct legal research and provide client counsel on risk evaluation, liability, and potential exposure</li><li>Collaborate with firm partners and staff to ensure efficient, thorough legal representation</li><li>Maintain clear and timely communication with clients, opposing counsel, and the courts</li><li>Handle cases from inception through resolution, including mediations and settlement negotiations</li><li>Advise and defend firm clients on insurance coverage issues, if relevant experience exists</li></ul><p><br></p>
  • 2026-03-11T00:00:00Z
Associate Attorney
  • Dublin, CA
  • onsite
  • Permanent
  • 120000 - 145000 USD / Yearly
  • <p>Robert Half is recruiting an Associate for the East Bay office (near BART / some telecommute) of its large regional law firm client. The ideal candidate will have 1-5+ years of experience in Education Law, Labor &amp; Employment, or even Public Entity representation. This Associate would work alongside experienced labor &amp; employment (L&amp;E) practitioners defending claims and doing investigations at private and public sector workplaces and university campuses (incl. some Title IX work). Qualifications include strong research, excellent writing and oral advocacy skills, and preferably experience appearing in administrative hearings and doing on-site investigations. </p><p><br></p><p>This is a unique direct-hire, partnership-track opportunity to build an education law practice at a leading firm representing public school and community college district clientele. The target base salary is $120,000 - 145,000+/yr., 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. For confidential consideration, please email your resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
  • 2026-02-26T00:00:00Z
Associate Attorney
  • Santa Rosa, CA
  • onsite
  • Permanent
  • 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.
  • 2026-02-21T00:00:00Z
Associate Advisor | San Ramon RIA Firm
  • San Ramon, CA
  • onsite
  • Permanent
  • 90000 - 120000 USD / Yearly
  • <p>We are partnering with a wealth management firm dedicated to helping high-net-worth individuals, families, and businesses gain clarity on their financial future. Our approach goes beyond traditional financial advice, empowering clients to elevate their financial strategy and achieve meaningful growth. With a focus on personalized service and strategic planning, we guide our clients toward their long-term financial goals. Managing $600M in assets, we work with clients whose average portfolio size is $1.5M.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Develop customized financial plans and investment strategies using company software.</li><li>Assist with onboarding new clients and foster relationships, particularly with CPA firms for investment management support.</li><li>Participate in client meetings, taking detailed notes and following up on action items.</li><li>Serve as a primary point of contact for client communication, providing high-level support.</li><li>Build trust with clients by engaging directly, with a focus on relationship-building before offering investment recommendations.</li><li>Manage the CRM and track client interactions.</li><li>Handle client documentation from start of opening to account maintenance.</li><li>Prepare meetings and client presentations.</li></ul><p><br></p>
  • 2026-03-09T00:00:00Z
Associate Director of Accounting
  • Los Altos, CA
  • onsite
  • Permanent
  • 160000 - 180000 USD / Yearly
  • <p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>ASSOCIATE DIRECTOR OF ACCOUNTING /ASSISTANT CONTROLLER</strong></p><p><strong>170k-180k+bonus+equity</strong></p><p><br></p><p>Publicly traded medical device company is seeking a hands-on Associate Director of Accounting to join their expanding team. This role is ideal for someone with a keen attention to detail and a strong background in accounting and financial operations, particularly within the medical device industry. You will play a key role in overseeing technical accounting processes while ensuring compliance with regulatory standards.</p><p><br></p><p>Responsibilities:</p><p>• Supervise daily accounting operations, including accounts payable, accounts receivable, and general ledger management.</p><p>• Manage month-end and year-end close processes to ensure accurate financial reporting.</p><p>• Prepare and review financial statements in compliance with ASC 606 and other relevant accounting standards.</p><p>• Conduct cost accounting and oversee stock administration activities.</p><p>• Collaborate on the preparation of quarterly and annual reports, including 10Q and 10K filings.</p><p>• Provide technical expertise in revenue recognition and related accounting procedures.</p><p>• Utilize Sage Intacct software to streamline financial operations and reporting.</p><p>• Offer guidance and support to the team in improving accounting workflows.</p><p>• Analyze financial data to provide actionable insights for business decisions.</p>
  • 2026-03-05T00:00:00Z
Assistant Property Manager
  • Oakland, CA
  • onsite
  • Temporary
  • 24 - 26 USD / Hourly
  • <p>Supports property managers in the oversight and administration of residential or commercial buildings.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist with tenant communications and issue resolution</li><li>Coordinate lease signings and renewals</li><li>Help monitor budgets and expenses</li><li>Arrange routine property maintenance</li><li>Maintain records and reports</li></ul>
  • 2026-03-06T00:00:00Z
Assistant Property Manager
  • Berkeley, CA
  • onsite
  • Temporary
  • 25.65 - 29.7 USD / Hourly
  • We are looking for a dedicated Assistant Property Manager to join our team in Albany, California. In this contract role, you will support the daily operations of our property management office, ensuring smooth workflows and excellent service delivery. This is an opportunity to contribute to a dynamic environment where organizational skills and customer service are key.<br><br>Responsibilities:<br>• Oversee the daily activities of the front desk and main office to ensure smooth operations.<br>• Route electronic faxes and mail to appropriate recipients, and assist with preparing and mailing FedEx packages.<br>• Manage incoming deliveries of office supplies and equipment, ensuring timely distribution.<br>• Provide exceptional customer service to vendors, visitors, and callers, including referring them to housing resources and addressing inquiries about the organization.<br>• Monitor building access by screening visitors and employees through the intercom system.<br>• Coordinate group lunch orders when necessary and maintain stock of snacks and refreshments.<br>• Offer administrative support for special projects and events as assigned.<br>• Handle additional responsibilities and tasks as needed to support office operations.
  • 2026-03-20T00:00:00Z
Assistant Outlets Manager
  • Berkeley, CA
  • onsite
  • Temporary
  • 28 - 31 USD / Hourly
  • <ul><li>Direct the day-to-day operations of bar outlets, maintaining top standards for service and quality.</li><li>Interview, hire, train, and mentor associates; conduct performance evaluations, resolve problems, and make disciplinary recommendations as needed.</li><li>Assist in the implementation of company programs, ensuring compliance with LSOPs/SOPs, safety protocols, and federal, state, and local regulations.</li><li>Monitor and forecast outlet budgets—labor, food, beverage, supplies, and equipment—to maximize revenue and control costs while ensuring adequate staffing and supply levels.</li><li>Proactively respond to guest needs, comments, and issues to drive satisfaction and future sales opportunities.</li><li>Oversee maintenance and sanitation of outlet areas and equipment to protect assets, ensure regulatory compliance, and maintain quality service.</li><li>Maintain regular attendance and availability in accordance with company policy.</li><li>Perform additional duties as assigned by management.</li></ul><p><br></p>
  • 2026-02-25T00:00:00Z