32 results for Associate Advisor Ria in San Francisco, CA

Associate Advisor | San Ramon RIA Firm

San Ramon, CA
onsite
Permanent
90000 - 120000 USD / Yearly
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. Responsibilities:<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>
2026-03-09T00:00:00Z

Associate Advisor

San Ramon, CA
onsite
Permanent
90000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Associate Advisor | Thriving Wealth Management Firm | San Ramon | Hybrid This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact. 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, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also offering mentorship, a collaborative culture, and a strong commitment to work-life balance. Responsibilities<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>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-27T00:00:00Z

Lead Financial Planner - RIA

Menlo Park, CA
onsite
Permanent
100000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Lead Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program. Some Responsibilities:<ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-28T00:00:00Z

Financial Advisor - $1B AUM RIA

San Ramon, CA
onsite
Permanent
100000 - 150000 USD / Yearly
About the OpportunityThis is a rare chance to step into an established book of recurring-revenue clients—carefully built and nurtured over the years—while having the freedom to grow your own practice. The position is on-site in San Ramon, and we are specifically seeking candidates located in or willing to work in the East Bay Area. You’ll have the full support of a collaborative, high-integrity team and access to resources that empower you to deliver exceptional client outcomes. If you’re an experienced advisor looking for a role where you can make an immediate impact and grow your career, this is the opportunity for you. What You’ll Do<ul><li>Provide strategic advice and comprehensive financial planning across investments, retirement, insurance, and debt management</li><li>Develop personalized financial plans tailored to client goals and risk tolerance</li><li>Build and maintain strong client relationships through proactive communication and ongoing support</li><li>Monitor market trends and client portfolios, making adjustments as needed</li><li>Ensure compliance with all industry regulations and firm policies</li></ul>Why Join Us?<ul><li>Established Client Base: Start with a meaningful book of business from day one</li><li>Supportive Culture: Work alongside seasoned professionals in a collaborative environment</li><li>Growth Potential: Opportunities to expand your practice and develop professionally</li><li>Impact: Make a real difference in clients’ financial lives while building a rewarding career</li></ul> Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!
2026-03-13T00:00:00Z

Associate Advisor at Thriving Wealth Management Firm

San Ramon, CA
onsite
Permanent
90000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Associate Advisor | Thriving Wealth Management Firm | Danville| Hybrid This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact. 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, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also offering mentorship, a collaborative culture, and a strong commitment to work-life balance. Responsibilities<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>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-27T00:00:00Z

Financial Advisor - RIA w/ low turnover

San Mateo, CA
onsite
Permanent
110000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Fee-Only RIA | Foster City | Hybrid Our client is a nationally recognized, fee-only RIA serving high-net-worth individuals and families with complex financial needs. The firm is known for its fiduciary approach, collaborative culture, and strong commitment to long-term client relationships. This is an opportunity to join a growing, supportive team with direct mentorship from experienced advisors and a clear path for career growth and potential ownership. You’ll have the time and support to build meaningful relationships and deliver thoughtful planning. Responsibilities<ul><li>Manage and advise a book of 80–100 client relationships</li><li>Develop and implement comprehensive financial plans</li><li>Partner with clients’ external advisors on complex planning needs</li><li>Build strong client relationships and drive referrals</li><li>Contribute to client experience initiatives and firm growth efforts</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Financial Planner - Fee-Only RIA

San Mateo, CA
onsite
Permanent
120000 - 170000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Fee-Only RIA | Foster City | Hybrid Our client is a nationally recognized, fee-only RIA serving high-net-worth individuals and families with complex financial needs. The firm is known for its fiduciary approach, collaborative culture, and strong commitment to long-term client relationships. This is an opportunity to join a growing, supportive team with direct mentorship from experienced advisors and a clear path for career growth and potential ownership. You’ll have the time and support to build meaningful relationships and deliver thoughtful planning. Responsibilities<ul><li>Manage and advise a book of 80–100 client relationships</li><li>Develop and implement comprehensive financial plans</li><li>Partner with clients’ external advisors on complex planning needs</li><li>Build strong client relationships and drive referrals</li><li>Contribute to client experience initiatives and firm growth efforts</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Paraplanner | RIA Firm

Mill Valley, CA
onsite
Permanent
100000 - 120000 USD / Yearly
Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a growing Registered Investment Advisor (RIA) in Mill Valley seeking a Paraplanner to join their team. This is a great opportunity for someone early in their financial planning career who enjoys supporting advisors and helping deliver thoughtful financial plans to high-net-worth clients. This role will work closely with senior advisors to prepare financial plans, analyze client data, and assist in delivering comprehensive planning strategies. Responsibilities<ul><li>Assist advisors in the preparation and development of comprehensive financial plans</li><li>Gather and organize client financial data including assets, liabilities, income, and cash flow</li><li>Run financial planning scenarios and analyze outputs using planning software</li><li>Prepare meeting materials, reports, and client presentations</li><li>Support advisors with follow-ups and implementation of planning recommendations</li><li>Maintain accurate client records and documentation within CRM systems</li><li>Assist with investment account paperwork and client onboarding when needed</li></ul>
2026-03-10T00:00:00Z

Senior Wealth Analyst - TOP RIA

Menlo Park, CA
onsite
Permanent
100000 - 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.
2026-03-08T00:00:00Z

Relationship Manager | East Bay RIA Firm

Orinda, CA
onsite
Permanent
85000 - 110000 USD / Yearly
A well-established, independent RIA firm in the East Bay is seeking a Relationship Manager to join their collaborative, tight-knit team in the East Bay. This role is ideal for someone passionate about personal finance and on the path to becoming a CERTIFIED FINANCIAL PLANNER™ professional. Whether you’re enrolled in a CFP® program or planning to start soon, this is an exceptional opportunity to learn, grow, and gain direct client-facing experience. Why Join:<ul><li>Average team tenure of 8+ years — people love working here!</li><li>Beautiful office in a BART-accessible location</li><li>Strong emphasis on professional development: firm covers financial education and certifications</li><li>Team-first culture with a focus on quality, integrity, and making a real impact on clients’ lives</li><li>Excellent retirement package, generous PTO, and covered commuting costs</li></ul> Key Responsibilities<ul><li>Partner with the business development team to onboard new households and ensure a smooth transition of assets to the firm</li><li>Guide clients through account establishment, asset transfers, and related service requests</li><li>Execute distribution transactions, including monitoring and facilitating Required Minimum Distributions (RMDs) and tracking annual obligations</li><li>Liaise with custodial partners to complete account maintenance and servicing tasks</li><li>Escalate client matters to appropriate internal stakeholders and maintain thorough documentation of all interactions</li><li>Coordinate client meetings and investment review sessions for the Advisor</li><li>Maintain accurate and detailed client records within the CRM platform</li><li>Support client appreciation events and assist with special initiatives as needed</li></ul>
2026-03-02T00:00:00Z

Relationship Manager at RIA - 1 day onsite

Oakland, CA
onsite
Permanent
80000 - 110000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Relationship Manager | Wealth Management Firm | East Bay| Hybrid; 1 day a week Join a well-established Registered Investment Advisory firm with an exceptional reputation and a loyal client base. This is a team where people stay for the long haul, collaboration is real, and your work genuinely matters. You’ll enjoy strong work-life balance, competitive compensation with annual increases, generous PTO, comprehensive health benefits, a 401(k) with safe harbor and profit sharing, covered commuting costs, and discretionary bonuses. It’s a place where you’re valued and set up to grow. Responsibilities<ul><li>Partner with the sales team to onboard and transition new clients</li><li>Open accounts, manage asset transfers, and handle ongoing service requests</li><li>Process distributions and support RMD tracking</li><li>Work closely with the firm’s custodian on account servicing</li><li>Coordinate client meetings and portfolio reviews</li><li>Maintain accurate CRM records and follow up on client needs</li><li>Support client events and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Real Estate Associate

San Francisco, CA
onsite
Temporary
29 - 29 USD / Hourly
We are looking for a dedicated Real Estate Associate to join our team in San Francisco, CA. This contract position offers the opportunity to contribute to the management of property operations, tenant coordination, and building-related tasks. The ideal candidate will bring expertise in customer service and administrative support while ensuring seamless day-to-day operations. Responsibilities:• Coordinate tenant move-ins and move-outs, ensuring all processes are completed smoothly and efficiently.• Collaborate with the security, janitorial, and engineering teams to address building-related tasks and maintain property standards.• Monitor and manage work orders, including re-dispatching them as needed to ensure timely completion.• Provide administrative support by utilizing Microsoft Office tools such as Excel, Word, and Outlook.• Communicate effectively with tenants and vendors to resolve inquiries and maintain positive relationships.• Assist with basic accounting tasks, including data entry and maintaining financial records.• Leverage commercial property management experience to oversee operational activities.• Ensure compliance with organizational processes and protocols while delivering excellent customer service.• Utilize work order systems to organize and track maintenance and repair activities.• Support marketing and operational initiatives to enhance property management efficiency.
2026-02-25T00:00:00Z

Associate Attorney

San Francisco, CA
remote
Permanent
140000 - 225000 USD / Yearly
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. Qualifications for the Associate Attorney position:• 2-10+ years of civil litigation practice;• Insurance defense and/or public entity law experience is preferred; and• Active and in good standing with the State Bar of California. 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.). 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!
2026-03-09T00:00:00Z

Associate Attorney

Redwood City, CA
onsite
Temporary
70 - 90 USD / Hourly
Reputable litigation defense law firm in Redwood City is seeking a skilled Litigation Attorney with insurance defense experience to join the team. This role is open to candidates statewide in California, with the option for remote work. If local to Redwood City, on-site presence is considered a plus. As a valued member of the litigation team, you will be entrusted with conducting thorough case analysis, formulating litigation strategies, managing discovery, drafting legal documents, and representing clients in court proceedings. The ideal candidate will have 2-8+ years of experience as a practicing attorney in California-based civil litigation. Key Responsibilities:<ul><li>Manage all phases of defense litigation, including case analysis, strategy, legal research, discovery, motion practice, and trial preparation.</li><li>Prepare for mediations, arbitrations, and court hearings.</li><li>Draft legal documents such as pleadings, motions, and discovery requests/responses.</li><li>Conduct and defend depositions.</li><li>Collaborate with clients, expert witnesses, and firm staff to achieve best case outcomes.</li><li>Maintain client communication and provide strategic guidance.</li></ul>
2026-02-27T00:00:00Z

Associate Attorney

Fremont, CA
onsite
Temporary
60 - 80 USD / Hourly
Reputable litigation law firm in San Jose is seeking a skilled Contract Attorney with insurance defense experience to join the team. This role is open to candidates statewide in California, with the option for remote work. If local to San Jose, on-site presence is considered a plus. The firm is able to offer up to 40 hours per week but is flexible to assign less, dependent on your availability. As a valued member of the litigation team, you will be entrusted with conducting thorough case analysis, formulating litigation strategies, managing discovery, drafting legal documents, and representing clients in court proceedings. The ideal candidate will have 2-8+ years of experience as a practicing attorney in California-based civil litigation. Key Responsibilities:<ul><li>Manage all phases of civil litigation, including case analysis, strategy, legal research, discovery, motion practice, and trial preparation.</li><li>Prepare for mediations, arbitrations, and court hearings.</li><li>Draft legal documents such as pleadings, motions, and discovery requests/responses.</li><li>Conduct and defend depositions.</li><li>Collaborate with clients, expert witnesses, and firm staff to achieve best case outcomes.</li><li>Maintain client communication and provide strategic guidance.</li></ul>
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. Responsibilities: • Handle all aspects of civil litigation, including drafting motions, conducting discovery, and preparing briefs. • Represent clients in complex business litigation cases, ensuring effective and ethical advocacy. • Manage real property and construction defect cases, providing strategic legal advice and solutions. • Conduct legal research and analysis to support case strategies and client needs. • Collaborate with clients, opposing counsel, and courts to achieve favorable outcomes. • Participate in trial preparation and courtroom proceedings, showcasing strong litigation skills. • Develop and maintain positive client relationships through clear communication and attentive service. • Contribute to the firm's community engagement by serving on local boards and participating in volunteer activities. • Maintain a high standard of legal writing and analytical skills to deliver accurate and persuasive work. • Work within a team-oriented environment, sharing knowledge and expertise to support colleagues.
2026-02-19T00:00:00Z

Associate Attorney

San Jose, CA
remote
Temporary
80 - 100 USD / Hourly
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. Responsibilities:<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>
2026-03-11T00:00:00Z

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. Responsibilities: • Conduct thorough case reviews and analyze applicable laws to provide strategic legal counsel. • Draft and prepare pleadings, motions, and other legal documents with precision and attention to detail. • Represent clients in court proceedings, including arguing law and motion matters. • Develop and execute discovery strategies, including preparing and responding to written discovery requests. • Collaborate closely with team members to ensure seamless case management and effective representation. • Maintain compliance with billable hour requirements, achieving a minimum of 1,650 hours annually. • Provide guidance on employment law matters as applicable to client cases. • Utilize case management and document management software to organize and track case progress. • Research and summarize legal matters to support case strategy and client advisement.
2026-02-21T00:00:00Z

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. Responsibilities: • Manage a diverse caseload, taking primary responsibility for cases based on your level of experience. • Represent clients during court appearances, depositions, mediations, and other legal proceedings. • Conduct legal research and prepare motions, briefs, and other necessary documentation. • Handle discovery processes, including drafting and responding to interrogatories and requests for production. • Collaborate with clients to provide regular updates and address legal concerns. • Prepare for trials, including pre-trial motions and strategy development. • Participate in settlement negotiations and mediations to advocate for client interests. • Work closely with partners and other team members to ensure high-quality case management. • Maintain effective use of case management and document management software. • Stay current with legal trends and developments to enhance expertise.
2026-02-19T00:00:00Z

Associate Attorney

Dublin, CA
onsite
Permanent
120000 - 145000 USD / Yearly
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 & Employment, or even Public Entity representation. This Associate would work alongside experienced labor & employment (L&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. 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!
2026-02-26T00:00:00Z

Associate Attorney

San Francisco, CA
onsite
Temporary
60 - 90 USD / Hourly
A San Francisco-based litigation boutique has an immediate opening for a Contract Associate Attorney to support two senior partners on complex civil, commercial, or regulatory litigation matters. This engagement is expected to run three to six months, with the possibility of extension based on workload and performance. The ideal candidate will bring 3+ years of post-bar California litigation experience with strong motion practice skills and the ability to contribute substantively to active matters from day one in a supporting role. Responsibilities: <ul><li>Draft substantive motions, including dispositive motions and oppositions to summary judgment, for partner review and filing</li><li>Manage written discovery and assist with deposition preparation</li><li>Conduct legal research and support briefing strategy in state and federal court matters</li><li>Assist with expedited proceedings and injunctive relief matters where applicable</li><li>Support preparation for hearings, mediations, and settlement conferences</li><li>Communicate with clients and opposing counsel at the direction of supervising attorneys</li><li>Collaborate closely with senior partners on litigation planning and case development</li></ul>
2026-03-13T00:00:00Z

Associate Attorney

San Mateo, CA
remote
Contract / Temporary to Hire
70 - 80 USD / Hourly
A boutique law firm based in the San Francisco Bay Area has an immediate opening for an Associate Attorney to support construction and commercial litigation matters on a fully remote, contract basis while they continue their direct hire search for a local candidate who can commit to their onsite requirements. As an Associate with this firm, you will be involved in matters across the full litigation lifecycle, including law and motion, discovery management, depositions, mediation, and trial preparation. The ideal candidate will hold an active California Bar license and bring 3–7+ years of post-bar civil litigation experience, with the ability to step into active matters and contribute meaningfully from day one in a billable law firm environment. Responsibilities:<ul><li>Handle matters through the full litigation lifecycle, including all relevant legal procedures and documentation</li><li>Independently draft substantive pleadings, motions, and briefs, including dispositive motions</li><li>Prepare depositions, including drafting outlines and witness preparation</li><li>Manage written discovery, including drafting and responding to interrogatories, RFAs, and document demands</li><li>Review and manage documents to support case development and litigation strategy</li><li>Participate in mediations and settlement preparation</li><li>Conduct legal research to support case development and motion practice</li><li>Assist with trial preparation, including evidence organization and coordination with legal teams</li><li>Maintain confidentiality and exercise sound professional judgment throughout all matters</li></ul>
2026-02-13T00:00:00Z

Associate Director of Accounting

Los Altos, CA
onsite
Permanent
160000 - 180000 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS ASSOCIATE DIRECTOR OF ACCOUNTING /ASSISTANT CONTROLLER170k-180k+bonus+equity 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. Responsibilities:• Supervise daily accounting operations, including accounts payable, accounts receivable, and general ledger management.• Manage month-end and year-end close processes to ensure accurate financial reporting.• Prepare and review financial statements in compliance with ASC 606 and other relevant accounting standards.• Conduct cost accounting and oversee stock administration activities.• Collaborate on the preparation of quarterly and annual reports, including 10Q and 10K filings.• Provide technical expertise in revenue recognition and related accounting procedures.• Utilize Sage Intacct software to streamline financial operations and reporting.• Offer guidance and support to the team in improving accounting workflows.• Analyze financial data to provide actionable insights for business decisions.
2026-03-05T00:00:00Z

Financial Planner | RIA $4B AUM!

Walnut Creek, CA
onsite
Permanent
115000 - 130000 USD / Yearly
Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with an established East Bay RIA overseeing $4B+ in assets under management to hire a Financial Planner. This is an excellent opportunity for a CFP® professional looking to join a collaborative advisory team and work with a strong client base. Responsibilities<ul><li>Collect and evaluate client financial information to support Advisors in developing tailored financial planning strategies</li><li>Participate in client meetings as a resource for specialized financial planning topics</li><li>Support the design, presentation, and execution of sophisticated financial plans</li><li>Conduct research on financial planning concepts, regulations, and strategies as needed</li><li>Maintain and update client data within financial planning software platforms</li><li>Establish and manage departmental policies, processes, and operational procedures</li><li>Provide guidance to Advisors on financial planning best practices</li><li>Monitor industry developments and communicate relevant financial planning updates to the advisory team</li></ul>
2026-03-09T00:00:00Z

Operations Associate at Wealth Management Firm

Mill Valley, CA
onsite
Permanent
90000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Operations Associate| Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-140k base, depending on experience + bonus Our client is a boutique wealth management firm serving ultra-high-net-worth families and private foundations. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base. This role offers the chance to join a close-knit team and gain hands-on exposure to sophisticated wealth management operations. You’ll work closely with senior leadership, have real ownership of your work, and be part of a growing firm that values balance, flexibility, and quality. Responsibilities<ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-27T00:00:00Z