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38 results for Associate Financial Advisor in San Francisco, CA

Financial Advisor

San Francisco, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days onsite 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. 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. Responsibilities<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>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-01T00:00:00Z

Financial Advisor

San Carlos, CA
onsite
Permanent / Full Time
130000 - 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.
2026-07-03T00:00:00Z

Financial Advisor

Pescadero, CA
onsite
Permanent / Full Time
120000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Financial Planner | Wealth Management Firm| Berkeley| Hybrid | Base + Strong Bonus A well-established boutique wealth management firm is seeking an experienced advisor to join its growing team. The firm is known for its personalized, relationship-driven approach and strong reputation for serving high-net-worth clients. The organization has maintained a collaborative, client-first culture that values mentorship, professional development, and long-term career growth. This is an exciting opportunity to work closely with senior advisors while gradually transitioning into ownership of an established client book from a retiring advisor. The firm offers excellent benefits, employee ownership opportunities, and a flexible hybrid work environment. Responsibilities<ul><li>Partner with advisors and client service teams to deliver a high-touch client experience</li><li>Support financial planning, portfolio reviews, meeting preparation, and ongoing client communication</li><li>Build and maintain strong client relationships through proactive service and responsiveness</li><li>Coordinate with internal teams and outside professionals to support client needs and resolve requests</li><li>Participate in client meetings and support business development initiatives</li><li>Track client activity, maintain CRM records, and ensure timely follow-up</li><li>Assist with operational improvements and special projects as needed</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-02T00:00:00Z

Financial Advisor

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.
2026-07-10T00:00:00Z

Financial Advisor

Alamo, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Advisor | Wealth Management Firm | Walnut Creek | Hybrid, 2-3 Days onsite 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. 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. Responsibilities<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>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-01T00:00:00Z

Take the Next Step in Wealth Management | Financial Advisor

Foster City, CA
onsite
Permanent / Full Time
100000 - 140000 USD / Yearly
Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA Financial Advisor | High-Growth Independent Wealth Management FirmCompensation: Up to $140K Base + Bonus Locations: San Francisco or Walnut Creek (Hybrid 2–3 days/week) If you're a Financial Advisor looking for more than just another advisory role, this is an opportunity to join a fast-growing independent wealth management firm where you'll have real client ownership, direct access to leadership, and a clear path for long-term growth. This isn't a place where you're buried under layers of bureaucracy or competing with office politics.You'll join a close-knit team of experienced advisors that values collaboration, work-life balance, and delivering truly personalized financial advice. What You'll Do✔ Build long-term relationships with clients and serve as their trusted advisor ✔ Develop personalized financial plans and investment strategies ✔ Manage an existing client base while helping grow the business organically ✔ Conduct portfolio reviews and provide ongoing planning guidance ✔ Collaborate closely with an experienced team in a highly supportive environment
2026-06-26T00:00:00Z

Associate Advisor | Advisor Track!

San Ramon, CA
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
Interested in learning more? Connect and send a message to Jennifer Fukumae on LinkedIn to start a conversation! 🚨 Now Hiring: Associate Advisor | San Ramon, CAAre you looking to build a long-term career in wealth management and become a Financial Advisor?A growing, client-focused RIA in San Ramon is seeking an Associate Advisor to join its collaborative team. This is an excellent opportunity for professionals with 1-5 years of wealth management, financial planning, or advisory support experience who are eager to learn, grow, and advance their careers. Why join?✔ Strong mentorship from experienced advisors✔ Clear path for internal promotion and career growth✔ Exposure to the full financial planning process✔ Collaborative, team-oriented culture✔ Support for CFP® and professional development In this role, you'll partner with Senior Advisors to prepare financial plans, support client meetings, analyze client data, implement planning recommendations, and help deliver an exceptional client experience.
2026-07-11T00:00:00Z

Associate Attorney

San Francisco, CA
onsite
Permanent / Full Time
140000 - 190000 USD / Yearly
We are looking for an Associate Attorney to join our dynamic Insurance Coverage team in San Francisco, California. This position offers the opportunity to work on complex insurance coverage matters, including litigation and alternative dispute resolution, while collaborating in a supportive and fast-paced environment. The role is ideal for someone passionate about delivering exceptional legal services and eager to grow. Responsibilities: • Provide legal counsel to insurers on coverage issues, litigation strategies, and alternative dispute resolution processes. • Prepare and review legal documents, including pleadings, motions, and briefs, to support case development and resolution. • Represent clients in court proceedings, mediations, and arbitrations to advocate for favorable outcomes. • Conduct thorough legal research and analysis to ensure compliance with regulations and precedents. • Collaborate with team members to develop case strategies and share insights for effective resolution. • Manage multiple cases efficiently while maintaining attention to detail and meeting deadlines. • Build and maintain strong client relationships to understand their needs and deliver tailored solutions. • Stay informed about changes in insurance laws and policies to provide up-to-date counsel. • Participate in remote or hybrid work settings, leveraging technology to maintain productivity. • Ensure adherence to ethical standards in all legal practices.
2026-06-17T00:00:00Z

Associate Attorney

Oakland, CA
onsite
Permanent / Full Time
125000 - 250000 USD / Yearly
Robert Half is recruiting Associate Attorney for a top-regarded, mid-sized personal injury law firm with a beautiful office in the East Bay. The firm is well-regarded for its commitment to its deserving clientele and the achievement of excellent results (verdicts and settlements) for them and their families. The following are the qualifications for the Associate opportunity:• 2+ years of civil litigation experience, preferably in a personal injury or products liability practice;• Good range of case management experience, including intake, preparation of complaints, discovery, some taking and defending depositions (preferred, but not required), law and motion, drafting / opposing dispositive motions (e.g., MSJs/MSAs), and ideally trial preparation, mediation, and settlement negotiation experience;• Plaintiff-side experience is preferred, but associates with defense experience are encouraged to apply if they have a proven interest in prosecuting injured workers’ / consumers’ rights;• Persuasive legal writing and advocacy skills;• Spanish language fluency is a big plus;• Willing and able to travel often to meet clients, attend depositions, and make court appearances; and• Active and in good standing with the State Bar of California. Make no mistake! This is a unique opportunity with a firm that has an excellent reputation and offers an unparalleled benefits package (including 100% paid for medical / dental / vision / Life / disability insurance coverage & Firm pays an additional 25% of annual total comp into a retirement pension plan). Our client is offering a base salary of $135,000 – 225,000+/yr., DOE, and bonus compensation. Again, the firm’s employment benefits are unbeatable! 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!
2026-07-07T00:00:00Z

Associate Attorney

San Francisco, CA
remote
Permanent / Full Time
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!
2026-07-07T00:00:00Z

Associate Attorney

Santa Rosa, CA
onsite
Permanent / Full Time
150000 - 180000 USD / Yearly
We are looking for an Associate Attorney to join a respected law firm in California. This opportunity is ideal for a litigation attorney who brings strong courtroom readiness, sound legal judgment, and the ability to manage civil matters with increasing independence. The role offers direct exposure to clients, opposing counsel, and the courts while supporting a practice focused on sophisticated business-related disputes. Candidates who value high-quality legal work, growth, and a collegial environment will be well suited for this position. Responsibilities: • Handle business litigation matters through all phases of civil proceedings, from early case assessment through resolution or trial. • Prepare persuasive motions, briefs, pleadings, and other legal filings with careful attention to strategy and detail. • Manage written discovery, document review, and other fact-development activities to build strong case positions. • Represent clients in communications with opposing counsel, court appearances, depositions, mediations, and other litigation events. • Conduct legal research and analyze complex issues involving commercial disputes, real property matters, and construction-related claims. • Collaborate with partners and other attorneys on case strategy while also taking ownership of assigned matters and deadlines. • Advise clients on litigation risks, procedural developments, and practical options for advancing their objectives. • Support trial preparation by organizing evidence, preparing witnesses, developing arguments, and assisting with courtroom presentation.
2026-07-02T00:00:00Z

Associate Attorney

San Francisco, CA
onsite
Permanent / Full Time
178000 - 220000 USD / Yearly
We are looking for an Associate Attorney to join a growing legal team in San Francisco, California, with a focus on retail trade and environmental matters. This role is suited for a lawyer with 2+ years of experience who can handle litigation and regulatory work with confidence, sound judgment, and strong written advocacy. The position offers meaningful client exposure, collaboration with experienced attorneys, and a clear path for career growth within a supportive practice. Responsibilities: • Represent clients in disputes involving consumer protection, advertising, environmental compliance, and related commercial litigation matters. • Prepare pleadings, motions, briefs, and other legal filings with careful attention to legal strategy and factual detail. • Conduct legal research and provide practical guidance on environmental regulations and consumer product compliance requirements. • Support case development through depositions, discovery management, factual analysis, and coordination of litigation strategy. • Defend claims arising under California statutes and federal environmental laws, including matters involving product-related allegations and contamination issues. • Work directly with clients to assess risk, communicate case developments, and deliver business-oriented legal recommendations. • Manage multiple active matters simultaneously while meeting deadlines in a fast-paced practice environment. • Collaborate with attorneys and legal staff across practice groups while also handling assignments independently when needed.
2026-07-02T00:00:00Z

Associate Attorney

San Francisco, CA
onsite
Permanent / Full Time
140000 - 225000 USD / Yearly
Robert Half Legal is recruiting an Estate Planning Associate for a successful trusts, estates, and tax planning boutique law firm in San Francisco’s Financial District (near BART). This is a great opportunity for an attorney who is passionate about wealth planning and tax preparation and ready to take on a partnership track position (non-partnership career track is also possible) at an established practice serving high net worth families in the Bay Area. The following are the qualifications for the Associate position:• 3+ years of estate planning and trust administration experience;• Candidate with experience preparing complicated estates and trusts (e.g., GRATs, CRUTs, QTIPs, etc.) for high net worth clients is ideal;• Preference (but not required) for LL.M in taxation, or good knowledge of generation skipping;• Must be interested in and capable of preparing income tax returns, such as estate and gift tax returns (Forms 706 & 709); and• Smart, intellectually curious about estate planning issues, able to work at a fast pace on a large caseload, and enjoy working directly with clients. This is a fantastic direct-hire opportunity with a unique practice servicing very wealthy clientele. Except during tax season, this is a 40-hour week job. There is no minimum annual billable requirement! Compensation is a base salary of $150,000 - 220,000+/yr, DOE, great health benefits, up to 4 weeks PTO, 401k with 3% contribution upon hire (10% contribution in 2nd year), annual raises and discretionary bonuses. 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!
2026-07-07T00:00:00Z

Associate Attorney

San Mateo, CA
remote
Temporary / Contract
75 - 90 USD / Hourly
Boutique law firm has an immediate opening for a Contract Attorney to support a growing caseload in San Mateo, California. This is a Contract position with flexibility for part-time or full-time scheduling and project-based assignments, making it well suited for attorneys who can step in quickly and contribute with minimal ramp-up time. The role will focus on active litigation matters and upcoming trial work and can be done 100% remotely. The ideal candidate will have 5-10+ years of California-based civil litigation experience and be licensed to practice in California. Responsibilities:• Manage assigned litigation matters from initial case assessment through resolution while maintaining momentum across active deadlines• Prepare persuasive motions, legal memoranda, and other court filings that support overall case strategy• Conduct written advocacy, including briefs and supporting arguments, with careful attention to legal analysis and procedural requirements• Oversee discovery activities such as drafting requests, evaluating responses, and identifying key factual issues• Support trial preparation by organizing evidence, developing case themes, and coordinating materials for hearings and court appearances• Handle discrete projects independently when assigned, allowing multiple contract attorneys to contribute across separate matters• Collaborate with legal team members to assess case developments, recommend next steps, and respond to changing litigation needs• Contribute to trust litigation or appellate-related assignments when prior experience aligns with project needs
2026-07-09T00:00:00Z

Associate Attorney

Corte Madera, CA
onsite
Permanent / Full Time
125000 - 225000 USD / Yearly
Robert Half is recruiting TWO 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 candidates will have 2-20+ 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). 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. The target base salary is $125,000 - 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!
2026-07-10T00:00:00Z

Associate Attorney

San Francisco, CA
onsite
Permanent / Full Time
115000 - 160000 USD / Yearly
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. Responsibilities: • Oversee and manage multiple cases from beginning to end• Draft legal pleadings for various matters• Conduct thorough law and motion practices• Respond efficiently to discovery requests and draft responses• Appear in court for hearings, settlement conferences, and trial calls• Maintain a strong work ethic with a total commitment to success for our clients• Acquire comprehensive knowledge of San Francisco housing law• Demonstrate strong organizational and communication skills• Exhibit excellent research and writing skills• Multitask independently and manage time effectively
2026-06-15T00:00:00Z

Associate Attorney

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. 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.
2026-07-02T00:00:00Z

Associate Attorney

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. 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.
2026-06-25T00:00:00Z

Associate Attorney

Burlingame, CA
onsite
Permanent / Full Time
150000 - 240000 USD / Yearly
We are looking for an Associate Attorney to join a commercial litigation practice in Burlingame, California. This opportunity is well suited for a lawyer who thrives in a fast-paced setting, brings strong judgment to complex disputes, and is eager to take on meaningful case responsibility. The role offers exposure to high-impact matters, close collaboration with accomplished trial lawyers, and the chance to contribute across multiple stages of litigation. Responsibilities: • Manage commercial litigation matters through all phases, from early case assessment and pleadings to discovery, motion practice, trial preparation, and appeal support. • Draft persuasive legal documents, including motions, briefs, memoranda, and other filings requiring strong written advocacy and analytical precision. • Conduct and defend depositions, prepare witnesses, and participate in court appearances with increasing independence and strategic judgment. • Oversee complex discovery efforts by developing case strategies, reviewing records, coordinating document production, and working through procedural disputes. • Collaborate with partners, associates, and support staff to build case theories, evaluate evidence, and advance litigation objectives effectively. • Assume substantive responsibility on significant matters, including opportunities to serve in first- or second-chair capacities where appropriate. • Partner with experts, investigators, and other external resources to strengthen factual development and support litigation strategy. • Contribute to a team-oriented legal environment focused on sophisticated advocacy and representation in impactful disputes.
2026-07-02T00:00:00Z

Financial Planner, Associate Advisor - Clear Growth

San Francisco, CA
onsite
Permanent / Full Time
145000 - 185000 USD / Yearly
Apply here and message me on LinkedIn for immediate consideration - Jeffrey Abrams I am partnered with a rapidly growing, ethics first, independent wealth management firm and we are seeking an experienced financial planning professional to join its reputable advisory team. This opportunity is ideal for a client-focused planner who enjoys building meaningful relationships, delivering sophisticated advice, and playing a central role in helping clients navigate complex financial decisions. This role will align closely with a Senior Lead Advisor who wants to merge their client needs with your skills, boosting your career growth opportunity significantly. The firm combines the personalized service and white-glove experience of a boutique advisory practice with the resources, infrastructure, and growth trajectory of a larger organization. With a strong commitment to professional development, collaboration, and long-term career growth, the firm invests heavily in helping advisors build successful and rewarding careers. Why This Opportunity Stands Out<ul><li>Direct partnership with highly experienced advisors and leadership</li><li>Opportunity to inherit and transition client relationships from a retiring advisor</li><li>Clear path toward greater client ownership and revenue participation</li><li>Comprehensive planning approach that extends beyond investments</li><li>Collaborative, team-oriented culture with a strong "people-first" philosophy</li><li>Significant opportunities for professional growth and advancement</li><li>Access to sophisticated planning resources and internal specialists</li><li>Stable platform with continued organic and acquisition-driven growth</li></ul>As a Senior Financial Planner / Associate Advisor, you will serve as a trusted partner to both clients and lead advisors, helping deliver comprehensive wealth management advice while taking increasing ownership of client relationships over time. You will play a highly visible role in client engagement, financial planning, relationship management, and practice growth initiatives. This position offers a unique opportunity to work closely with established advisors while building the experience, confidence, and client relationships necessary for long-term success as a lead advisor.
2026-06-25T00:00:00Z

Financial Advisor - CFP

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.
2026-06-24T00:00:00Z

Financial Advisor | Own Client Relationships & Accelerate Yo

San Francisco, CA
onsite
Permanent / Full Time
100000 - 140000 USD / Yearly
Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA Financial Advisor | High-Growth Independent Wealth Management FirmCompensation: Up to $140K Base + Bonus Locations: San Francisco or Walnut Creek (Hybrid 2–3 days/week) If you're a Financial Advisor looking for more than just another advisory role, this is an opportunity to join a fast-growing independent wealth management firm where you'll have real client ownership, direct access to leadership, and a clear path for long-term growth. This isn't a place where you're buried under layers of bureaucracy or competing with office politics.You'll join a close-knit team of experienced advisors that values collaboration, work-life balance, and delivering truly personalized financial advice. What You'll Do✔ Build long-term relationships with clients and serve as their trusted advisor ✔ Develop personalized financial plans and investment strategies ✔ Manage an existing client base while helping grow the business organically ✔ Conduct portfolio reviews and provide ongoing planning guidance ✔ Collaborate closely with an experienced team in a highly supportive environment
2026-06-26T00:00:00Z

Lead Wealth Advisor

San Francisco, CA
onsite
Permanent / Full Time
150000 - 250000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Lead Wealth Advisor | Wealth Management Firm | SF; 2 Days Onsite Our client is a highly regarded wealth management firm serving high-net-worth and ultra-high-net-worth individuals and families. This is an exceptional opportunity to advise sophisticated clients, lead complex relationships, and work alongside a collaborative team dedicated to delivering personalized wealth planning and investment solutions. Join a growing, relationship-driven firm where you'll have significant client exposure, direct access to leadership, and a clear path for long-term growth. The firm offers a collaborative, low-ego culture, flexible hybrid schedule, strong work-life balance, continuing education support, competitive compensation, bonus, profit sharing, and partnership potential. Responsibilities<ul><li>Lead and manage complex client relationships as a trusted advisor </li><li>Deliver comprehensive wealth management, investment, and financial planning advice </li><li>Develop customized investment strategies and long-term planning recommendations </li><li>Partner with internal specialists to provide holistic client solutions </li><li>Lead client meetings, portfolio reviews, and ongoing relationship management </li><li>Oversee onboarding, account activity, and client service execution </li><li>Support business development through referrals and relationship building </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-01T00:00:00Z

Lead Financial Planner

Menlo Park, CA
onsite
Permanent / Full Time
100000 - 170000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. 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.
2026-07-02T00:00:00Z

Financial Associate - Tax

San Francisco, CA
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
*Reach out to Ren Friedman via LinkedIn or email (ren.friedman at roberthalf) for immediate consideration and additional info. Ren Friedman is recruiting for a Financial Associate at a venture capital firm in San Francisco. This is a full-time, permanent role with a hybrid schedule (1-2 days in the office). Join a San Francisco-based VC firm specializing in blockchain, crypto, and fintech, where innovation meets institutional expertise. As a Finance Associate, you’ll collaborate with industry leaders, gaining hands-on experience in fund reporting, AI-driven operations, and direct portfolio engagement. This dynamic role offers growth, autonomy, and the opportunity to influence the future of finance and technology. Responsibilities<ul><li>Review and analyze quarterly reports from the fund administrator.</li><li>Reconcile digital asset transactions with blockchain records.</li><li>Prepare and distribute quarterly capital statements to investors.</li><li>Act as the primary liaison for fund administrator relationships.</li><li>Support auditors to ensure timely issuance of audited financial statements.</li><li>Manage audit requests, including confirmations, valuation memos, and transaction support.</li><li>Oversee fund operations and processes.</li><li>Track fund finances and investments in a proprietary portfolio database.</li><li>Respond to finance-related investor inquiries.</li><li>Assist with SPV finance processes and fund tax compliance.</li></ul>*Reach out to Ren Friedman via LinkedIn or email (ren.friedman at roberthalf) for immediate consideration and additional info.
2026-06-25T00:00:00Z