37 results for Associate Wealth Planner in San Francisco, CA

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

Operations Associate | Wealth Management Firm

Mill Valley, 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>
2026-03-16T00:00:00Z

Financial Planner - Wealth Management Firm

San Francisco, CA
onsite
Permanent
90000 - 140000 USD / Yearly
Michelle Espejo with Robert Half Financial Services is recruiting for a Paraplanner at a growing RIA. This is a full-time permanent role based in Marin County with a Hybrid schedule. Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks. Responsibilities: <ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul>*Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
2026-02-28T00:00:00Z

Financial Planner - Wealth Management Firm

Alamo, CA
onsite
Permanent
100000 - 130000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base. You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth. Responsibilities<ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-28T00:00:00Z

Senior Financial Planner - Wealth Management Firm

San Francisco, CA
onsite
Permanent
130000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Financial Planner| Wealth Management Firm| Berkeley| Hybrid; 3 days Join a growing financial services firm known for delivering high-touch, personalized advice. The team emphasizes professional development, mentorship, and meaningful client impact, offering strong benefits including a company-funded ESOP, retirement plans, tuition reimbursement, comprehensive healthcare, and generous PTO. Responsibilities<ul><li>Partner with advisors to prepare client meetings and follow-up materials, sometimes acting as Client Relationship Manager</li><li>Develop and present sophisticated financial plans covering cash flow, tax, insurance, retirement, and estate planning</li><li>Advise clients directly and collaborate with attorneys, CPAs, and investment professionals</li><li>Lead financial planning technology integration and process improvements</li><li>Mentor junior team members and support growth of the Advice Strategy function</li><li>Manage complex plan implementations and maintain compliance standards</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-28T00:00:00Z

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

Wealth Analyst

San Ramon, CA
onsite
Permanent
80000 - 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.
2026-03-14T00:00:00Z

Senior Financial Planner

San Francisco, CA
onsite
Permanent
130000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Financial Planner| Wealth Management Firm| Hybrid; 3 days Join a growing financial services firm known for delivering high-touch, personalized advice. The team emphasizes professional development, mentorship, and meaningful client impact, offering strong benefits including a company-funded ESOP, retirement plans, tuition reimbursement, comprehensive healthcare, and generous PTO. Responsibilities<ul><li>Partner with advisors to prepare client meetings and follow-up materials, sometimes acting as Client Relationship Manager</li><li>Develop and present sophisticated financial plans covering cash flow, tax, insurance, retirement, and estate planning</li><li>Advise clients directly and collaborate with attorneys, CPAs, and investment professionals</li><li>Lead financial planning technology integration and process improvements</li><li>Mentor junior team members and support growth of the Advice Strategy function</li><li>Manage complex plan implementations and maintain compliance standards</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

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

Financial Planner

Menlo Park, CA
onsite
Permanent
100000 - 160000 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.
2026-03-14T00:00:00Z

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

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

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

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

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 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

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

Client Service Associate – Wealth Management

San Carlos, CA
onsite
Permanent
75000 - 115000 USD / Yearly
Client Service Associate – Wealth Management📍 San Carlos, CA (Hybrid – 2 days in office: Tues/Thurs)💰 $75K–$115K base + discretionary bonus A growing boutique wealth management firm is looking to add a Client Service Associate to support high-net-worth clients and work closely with a collaborative advisory team. This is a great opportunity for someone early in their wealth management career who wants to grow long-term within a successful RIA and be part of a high-touch client service environment. What you’ll do:<ul><li>Support client onboarding, account opening, and ongoing account servicing</li><li>Prepare materials for client meetings and assist with follow-up tasks</li><li>Coordinate with custodians and client partners such as accountants and attorneys</li><li>Assist with financial planning support and client communications</li><li>Maintain accurate client records and manage workflows within CRM systems</li></ul>
2026-03-16T00:00:00Z

Financial Advisor

San Ramon, CA
onsite
Permanent
100000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Ramon | Hybrid This firm helps individuals and families grow, protect, and transfer their wealth. Known for its personalized approach, you’ll have the opportunity to work with an established client base while advancing your advisory career. The role offers autonomy, mentorship, and excellent benefits including profit-sharing, 401(k) matching, quarterly bonuses, and health coverage. Join a supportive, high-integrity team and build lasting relationships while making a real impact on clients’ financial futures. Responsibilities<ul><li>Provide strategic financial advice across investments, retirement, debt, and insurance</li><li>Create tailored plans to help clients reach their goals</li><li>Build and nurture strong, long-term client relationships</li><li>Monitor portfolios and market trends, making proactive recommendations</li><li>Ensure compliance with regulations and firm policies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z