40 results for Associate Wealth Advisor in San Francisco, CA

Wealth Advisory Associate

San Ramon, CA
onsite
Permanent
100000 - 120000 USD / Yearly
Jennifer Fukumae with Robert Half's Financial Services division is partnering with a wealth management firm dedicated to helping high-net-worth individuals, families, and businesses gain clarity on their financial future. Their 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>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></ul>Operations/Client Service<ul><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li><li>Handle client paperwork — from opening accounts to transfers and updates.</li><li>Provide clear, consistent client communication.</li><li>Prepare meeting agendas and client presentations.</li></ul>Financial Planning and Investment Process<ul><li>Collect and review financial documents (insurance, expenses, earnings) for accuracy.</li><li>Prepare notes and track action items from client meetings.</li><li>Identify and improve financial planning workflows.</li><li>Assist with insurance proposals (life, disability, long-term care).</li></ul>
2026-02-16T00:00:00Z

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

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

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

Operations Associate | Wealth Management Firn

Mountain View, CA
onsite
Permanent
110000 - 130000 USD / Yearly
Jennifer Fukumae with Robert Half’s Finance and Accounting is partnering with a boutique wealth management firm specializing in ultra-high-net-worth families. The firm has an average client relationship exceeding $15M. They are seeking an Operations Associate to support their team! Responsibilities <ul><li>Trade Execution: Process trades across custodial platforms, resolve discrepancies, and ensure timely settlement.</li><li>Data Oversight: Maintain accurate data across portfolio reporting systems, CRM, and custodians.</li><li>Reconciliation: Review and reconcile transactions, cost basis, and holdings across client accounts.</li><li>Account Support: Assist with account setup and system integrations, ensuring proper configuration and data flow.</li><li>Client Reporting: Prepare and distribute quarterly performance reports.</li><li>Operational Support: Provide general support to advisors and contribute to process improvements and efficiency initiatives.</li></ul>
2026-03-02T00:00:00Z

Tax Associate - Wealth Management Firm

San Francisco, CA
onsite
Permanent
75000 - 100000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Tax Associate | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week Join a fast-growing wealth management firm launching a new Tax and Estate Planning team. This is a high-visibility, entry-level role supporting high-net-worth clients and working directly with senior professionals. Clear path for growth, strong mentorship, competitive pay, full benefits, 401(k) match, generous PTO, and a December holiday shutdown. Responsibilities<ul><li>Support tax and estate planning projects, including data gathering and projections</li><li>Prepare estate and trust summaries and review entity structures</li><li>Draft client-ready materials and coordinate team workflows</li><li>Manage key administrative tasks and keep deliverables on track</li><li>Conduct research and provide analytical support across the department</li><li>Serve as an initial point of contact for select requests</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-28T00:00:00Z

Associate Attorney

Oakland, CA
onsite
Permanent
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!
2026-02-11T00:00:00Z

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

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

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

San Francisco, CA
onsite
Permanent
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.
2026-02-05T00:00:00Z

Associate Attorney

Corte Madera, CA
onsite
Permanent
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!
2026-02-06T00:00:00Z

Associate Attorney

Los Gatos, CA
onsite
Permanent
100000 - 150000 USD / Yearly
We are in search of a dedicated Associate Attorney to join our team in Los Gatos, California. This role is within the field of Homeowners Association Real Estate Law and will involve working in a hybrid environment. This is a unique opportunity for anyone looking to further their legal career in the real estate industry. Responsibilities:• Work on litigation cases, supporting the team of seven attorneys • Contribute to the annual target of 1700 billables• Leverage legal software such as 3M, Case Management Software, LexisNexis to manage cases efficiently • Prepare and present briefings on complex legal issues• Handle civil litigation cases and work closely with the claim administration team• Address and resolve customer complaints in accordance with company policies• Maintain and update legal documentation in the company's management system• Utilize your experience in real estate law to provide legal advice and guidance• Work on civil litigation cases and provide expertise in real estate law.
2026-02-06T00:00:00Z

Associate Attorney

San Francisco, CA
onsite
Permanent
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
2026-02-09T00:00:00Z

Associate Attorney

San Francisco, CA
onsite
Permanent
165000 - 180000 USD / Yearly
A prominent plaintiff-focused litigation firm in San Francisco is seeking a driven Mid-Level Associate Attorney with 2 - 4 years of experience in complex litigation. This is an opportunity to join a team known for tackling high-stakes cases across a range of impactful areas. The firm excels in representing clients in complex disputes, including those involving antitrust and competition, consumer protection, environmental issues, human rights, data security, and commercial and financial matters. In this role, the Associate will be deeply involved in all aspects of the litigation process. Responsibilities include:<ul><li>Evaluating potential claims and conducting thorough investigations.</li><li>Preparing key legal documents, such as memoranda, pleadings, and briefs.</li><li>Managing discovery, including taking and defending depositions.</li><li>Contributing to trial preparation and in-court proceedings.</li><li>Participating in settlement strategy and negotiations.</li></ul>While the Associate will contribute to antitrust litigation, they will also have the chance to gain experience in other areas of the firm’s practice. The firm is seeking candidates who demonstrate:<ul><li>Strong teamwork and collaboration skills, combined with the ability to take initiative.</li><li>Excellent organizational skills and the capacity to manage multiple projects effectively.</li><li>A strong academic foundation, exceptional legal writing, and sharp analytical abilities.</li><li>The ability to thrive in a demanding, fast-paced environment.</li><li>A passion for complex problem-solving and a commitment to the firm’s mission.</li></ul>Qualifications:<ul><li>Juris Doctor (JD) degree.</li><li>2-4 years of litigation experience and/or federal clerkship experience.</li><li>Admission to the State Bar of California, or eligibility for prompt admission.</li></ul>Compensation and Benefits:<ul><li>Competitive salary range of $140,000 - $180,000 annually.</li><li>Comprehensive benefits package, including generous paid time off, parental leave, health coverage, and retirement plan options.</li><li>A hybrid work model with expectations of in-office presence a couple of days each week, plus some flexibility for remote work.</li></ul>The firm is dedicated to fostering a diverse and inclusive workplace and encourages applications from candidates from all backgrounds.
2026-02-09T00:00:00Z

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

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

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

Los Gatos, CA
onsite
Permanent
110000 - 130000 USD / Yearly
We are looking for an Associate Attorney to join our team based in Los Gatos, California. The successful candidate will be involved in the area of Real Estate Litigation. This role is pivotal in the resolution of customer inquiries and the maintenance of accurate customer records, as well as processing customer applications. Responsibilities: • Handle civil litigation cases and manage related documentation• Utilize legal software such as 3M, LexisNexis, and Case Management Software for efficient case handling• Administer claims and manage complaints with a high level of professionalism• Draft and prepare legal briefings to support litigation processes• Practice real estate law within the context of homeowners associations• Adapt to a hybrid work model, with the flexibility to work onsite as needed• Meet annual billable hours targets to ensure the firm's productivity• Continually update and maintain the management system for optimal organizational efficiency.
2026-02-06T00:00:00Z

Associate Attorney

San Francisco, CA
onsite
Temporary
60 - 85 USD / Hourly
A San Francisco-based litigation boutique has an immediate opening for a Contract Associate Attorney to support two senior partners on active employment and complex civil litigation matters. This engagement is expected to run three to six months, with the possibility of extension based on case needs and performance. The ideal candidate will bring 3–6 years of post-bar California litigation experience with substantive exposure to employment-related matters and the ability to step into active cases and contribute immediately in a supporting capacity. This position is full-time and requires reporting onsite to the firm’s San Francisco office. Responsibilities:<ul><li>Draft dispositive motions and oppositions, including summary judgment briefing, for partner review and filing</li><li>Manage written discovery in employment-related matters, including wage and hour and PAGA claims</li><li>Conduct legal research related to California employment statutes and applicable federal law</li><li>Support preparation for hearings, mediations, and settlement conferences</li><li>Assist with expedited proceedings, injunctive relief matters, and high-exposure litigation</li><li>Communicate with clients and opposing counsel at the direction of supervising attorneys</li><li>Support overall litigation strategy in collaboration with senior partners</li></ul>
2026-02-24T00:00:00Z

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>
2026-03-03T00:00:00Z

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

Senior Client Service Associate | Wealth Management

Walnut Creek, CA
onsite
Permanent
90000 - 125000 USD / Yearly
Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a respected wealth management firm in a beautiful new office in Walnut Creek seeking a Senior Client Service Associate to support a Senior Financial Advisor and deliver a high-touch client experience. This role blends relationship management, financial planning support, and operational oversight within a collaborative advisory team. Key Responsibilities:<ul><li>Partner closely with a Senior Financial Advisor to support existing and prospective client relationships</li><li>Prepare for and attend client meetings, manage follow-up items, and conduct select review meetings independently</li><li>Present financial plan updates and serve as a secondary advisor on designated client relationships</li><li>Act as a primary contact for client servicing needs, account questions, and transaction requests</li><li>Lead onboarding for new clients, including account opening and asset transfers</li><li>Gather and input financial planning data into planning software</li><li>Maintain accurate CRM documentation and ensure all client interactions are properly recorded</li><li>Execute ongoing account maintenance and operational requests</li><li>Ensure adherence to firm policies and regulatory standards (SEC/FINRA)</li><li>Monitor account activity and maintain compliance-ready documentation</li><li>Collaborate with advisors and the investment committee to implement portfolio adjustments</li><li>Support process improvements and firm-wide initiatives as needed</li></ul>
2026-02-16T00:00:00Z

Senior Client Service Associate - Wealth Management

San Francisco, CA
onsite
Permanent
80000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Client Services Associate| Wealth Management Firm| Walnut Creek Join a respected wealth management firm known for delivering an exceptional client experience and thoughtful, strategic advice to high-net-worth individuals. The culture is collaborative, growth-oriented, and built on trust. You’ll have real ownership, a voice in strategy, and the opportunity to build lasting client relationships. Competitive pay, ongoing training, and clear growth potential included. Responsibilities<ul><li>Partner with advisors to onboard new clients and deliver white-glove service</li><li>Lead and support client meetings, including reviews and plan presentations</li><li>Open and maintain accounts; handle client inquiries and service requests</li><li>Keep CRM records accurate and fully documented</li><li>Act as a primary contact for client servicing and proactively anticipate needs</li><li>Monitor account activity and ensure compliance with industry regulations</li><li>Collaborate on investment strategy and participate in team initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-28T00:00:00Z

Client Service Associate | Wealth Management Firm

San Jose, CA
onsite
Permanent
90000 - 120000 USD / Yearly
Are you ready to elevate your career with a fast-growing Wealth Management Firm that has expanded by $400 million in recent years? We’re seeking a driven and detail-oriented Client Service Advisor to join this dynamic team! This is your chance to be part of a company that values work-life balance, delivers outstanding investment returns, and offers competitive compensation. Join a collaborative team where your skills will make a direct impact on clients' success and the firm's continued growth. If you're passionate about providing exceptional client service and want to grow with a firm on the rise, we want to hear from you! Apply now to take the next step in your career. Responsibilities:<ul><li>Generate performance reporting and analyze effects of contribution and attribution.</li><li>Assist with implementing back office reconciliation processes.</li><li>Provide a high level of customer support to high net worth individuals.</li><li>Keeping up-to-date with client documentation.</li><li>Adhering to regulatory rules.</li><li>Processing client transactions accurately and punctually.</li><li>Assisting in bank operations (web calls) and international banking support.</li></ul>
2026-02-16T00:00:00Z