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97 results for Attorneylawyer in San Jose, CA

Sr. Attorney
  • San Jose, CA
  • onsite
  • Permanent
  • 150000.00 - 190000.00 USD / Yearly
  • We are looking for an experienced Senior Attorney to join our team in San Jose, California. In this role, you will handle a dynamic caseload, manage litigation files, and provide legal expertise in civil litigation, with a focus on insurance defense. This position offers an opportunity to work on challenging cases while demonstrating excellence in courtroom advocacy and legal analysis.<br><br>Responsibilities:<br>• Manage litigation files from initiation through trial, ensuring timely and effective case handling.<br>• Draft and prepare legal documents, including pleadings, discovery requests, motions, and responses.<br>• Conduct thorough legal analysis and prepare detailed case reports.<br>• Represent clients in court, including jury trials, and provide skilled advocacy.<br>• Collaborate with colleagues and clients to develop case strategies and solutions.<br>• Ensure compliance with all applicable rules of conduct and maintain high ethical standards.<br>• Handle additional legal assignments and responsibilities as required.<br>• Utilize case management software to organize and track litigation files effectively.
  • 2025-09-12T23:34:09Z
Litigation Attorney
  • Walnut Creek, CA
  • onsite
  • Permanent
  • 150000.00 - 220000.00 USD / Yearly
  • <p>Our client is seeking an experienced Litigation Attorney to join their team in Walnut Creek, California. The ideal candidate will work on high-profile cases, including catastrophic personal injury, products liability, and general negligence, representing Fortune 500 companies. This role offers the opportunity to handle complex litigation matters and collaborate with a team of skilled legal professionals.</p><p><br></p><p>Responsibilities:</p><p>• Conduct and defend depositions of witnesses and experts to gather critical case information.</p><p>• Draft motions, pleadings, and other legal documents for complex litigation cases.</p><p>• Prepare and respond to discovery requests to ensure thorough case preparation.</p><p>• Develop and maintain strong client relationships through clear and precise communication.</p><p>• Manage trial preparation, including drafting motions in limine, creating exhibit lists, and organizing witness lists.</p><p>• Handle high-stakes cases involving catastrophic personal injury, products liability, and general negligence.</p><p>• Collaborate with team members to strategize and execute effective litigation plans.</p><p>• Represent clients in court by arguing motions and presenting evidence.</p><p>• Conduct legal research to support case strategy and decision-making.</p><p>• Provide guidance to less experienced attorneys and staff as needed.</p>
  • 2025-09-23T16:53:45Z
Senior Attorney / In-House Legal Counsel
  • San Francisco, CA
  • remote
  • Permanent
  • 150000.00 - 250000.00 USD / Yearly
  • <p>AI legal start up is looking for an experienced Senior Plaintiff Associate/ Legal Counsel to join the team on a REMOTE basis. </p><p><br></p><p>Responsibilities:</p><p>• Assess the viability of mass tort and class action cases while enhancing the functionality of the case assessment system.</p><p>• Build and maintain strategic partnerships with plaintiff firms to generate new revenue opportunities.</p><p>• Convert market insights into actionable product requirements for litigation-focused tools.</p><p>• Conduct in-depth research on liability theories, damages calculations, and procedural strategies.</p><p>• Allocate time across business development for case sourcing, case intelligence engine development, and auditing case assessments, with a gradual emphasis on business development and product innovation.</p><p>• Collaborate with product and engineering teams to refine legal tech solutions.</p><p>• Provide expert guidance on complex legal issues to internal teams.</p><p>• Contribute to achieving organizational goals through impactful litigation strategies.</p><p>• Stay informed about trends in legal technology and mass tort litigation to enhance organizational capabilities.</p>
  • 2025-09-23T17:14:24Z
L&E Attorney
  • San Francisco, CA
  • onsite
  • Permanent
  • 120000.00 - 200000.00 USD / Yearly
  • <p>Our client is looking for a detail-oriented and skilled L& E Attorney to join their team in San Francisco, California, 94105, United States. In this role, you will handle various aspects of litigation, including conducting interviews, managing discovery, and drafting legal motions. You will also represent clients in court and oversee case management processes.</p><p><br></p><p>Responsibilities </p><p>• Conduct thorough witness interviews to gather substantive case information </p><p>• Manage and organize discovery responses and related documentation </p><p>• Draft and prepare various motions, including dispositive motions and anti-SLAPP motions </p><p>• Take depositions and defend depositions effectively </p><p>• Argue motions and represent clients during court appearances </p><p>• Oversee all aspects of case management to ensure timely progress </p><p>• Draft motions for summary judgment and motions for judgment </p><p>• Coordinate with clients and legal teams to address case-specific needs </p><p>• Handle civil litigation processes and complaint administration tasks </p><p>• Utilize case management and document management software to maintain accurate records</p>
  • 2025-09-23T16:53:45Z
Human Resources
  • San Francisco, CA
  • onsite
  • Permanent
  • 72000.00 - 125000.00 USD / Yearly
  • <p>Natalie Lue, Robert Half is partnering with a thriving law firm in the San Francisco Financial District seeking an HR professional with 2+ years previous law firm industry (or Professional Services) This key HR hire will own payroll, onboarding/offboarding, and recruiting, with heavy emphasis on Attorney recruiting. This is a hybrid role with plenty of potential for growth in HR. If you’re organized, proactive, and ready to advance your HR career, apply today.</p>
  • 2025-09-12T18:18:53Z
Litigation Attorney
  • Novato, CA
  • remote
  • Permanent
  • 120000.00 - 160000.00 USD / Yearly
  • <p>We are looking for a skilled Litigation Attorney to join our legal team in California. This role involves representing clients in complex personal injury and wrongful death cases, requiring a strong background in plaintiff litigation. The ideal candidate will excel in managing cases, preparing legal documents, and navigating various court proceedings while delivering exceptional client advocacy.</p><p><br></p><p>Responsibilities:</p><p>• Draft and review legal documents, including briefs, complaints, and other case-related materials.</p><p>• Conduct and defend depositions to gather evidence and build strong cases.</p><p>• Attend court hearings and trials to advocate for clients and present arguments effectively.</p><p>• Manage and oversee case progress, ensuring deadlines and procedural requirements are met.</p><p>• Provide legal advice and guidance to clients, addressing their concerns and explaining case strategies.</p><p>• Collaborate with legal teams and utilize case management software to organize and track case information.</p><p>• Translate and interpret legal documents and proceedings in Spanish when necessary to support Spanish-speaking clients.</p><p>• Work remotely or in hybrid settings, as required, and travel to court and deposition locations.</p><p>• Maintain compliance with legal regulations and ethical standards in all aspects of practice.</p>
  • 2025-09-04T16:04:24Z
Insurance Coverage Attorney
  • San Francisco, CA
  • onsite
  • Permanent
  • 195000.00 - 210000.00 USD / Yearly
  • We are looking for an experienced Insurance Coverage Attorney to join our team in San Francisco, California. This role offers a unique opportunity to work on complex insurance disputes, including first-party property litigation and coverage matters. If you have a passion for legal analysis and a commitment to excellence, we invite you to bring your expertise to our dynamic and collaborative environment.<br><br>Responsibilities:<br>• Analyze and evaluate first-party property insurance claims to assess coverage and liability.<br>• Draft detailed and comprehensive coverage opinions for clients.<br>• Prepare legal pleadings, motions, and other litigation documents to support case strategy.<br>• Conduct discovery processes, including drafting interrogatories and reviewing responses.<br>• Represent clients during hearings, depositions, and other legal proceedings.<br>• Collaborate with colleagues to develop case strategies and ensure alignment with client goals.<br>• Provide legal advice and counsel on insurance coverage disputes and litigation.<br>• Manage multiple cases simultaneously while maintaining high attention to detail.<br>• Stay updated on relevant legal trends and case law to inform strategies.
  • 2025-09-23T22:48:42Z
Transactions Analyst
  • San Francisco, CA
  • remote
  • Permanent
  • 60000.00 - 90000.00 USD / Yearly
  • <p>Robert Half Legal is recruiting a Transactions Analyst, or corporate paralegal, for a highly successful public finance law firm in the San Francisco Bay Area. The Transactions Analyst is responsible for assisting in the drafting and preparation of bond prospectuses (official statements), bond indentures, loan agreements, bond purchase agreements and legal opinions. This is a fantastic telecommute (or, if desired, hybrid or in-office) opportunity for a local corporate paralegal or transactional legal assistant to gain experience in the world of large public works projects and important public financing transactions.</p><p><br></p><p>The following are the qualifications for the Transactions Analyst:</p><p>• 2+ years of legal experience (transactional is desired) or financial industry experience;</p><p>• Desire to become a career corporate paralegal/legal analyst ; </p><p>• Very detail-oriented and analytical (good at issue spotting), highly organized, strong writing and editing skills, and good with numbers (Excel proficiency is a plus); and</p><p>• College degree is preferred.</p><p><br></p><p>This is a coveted direct-hire opportunity to work remotely (or in-office, if wanted) with a wonderful law firm with long-term staff tenure. We have placed several paralegals at the firm over the past decade and they all really love the attorneys and very interesting analytical work. There are very occasional in-person all-hands meetings, mostly teambuilding get-togethers, so only candidates living in the SF Bay Area will be considered for this position. The base salary range (for 7-hour work day, plus overtime) is $60,000 – 85,000+/year, generous bonuses and annual salary reviews, and they offer excellent employment benefits (comprehensive medical and dental plans, 401k with match, commuter checks, etc.). </p><p><br></p><p>For confidential consideration, please email resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com. Thank you!</p>
  • 2025-09-25T01:38:44Z
Estate Planning + Tax Attorney
  • San Jose, CA
  • onsite
  • Permanent
  • 180000.00 - 250000.00 USD / Yearly
  • <p>Our client is looking for a highly organized and detail-oriented Estate Planning + Tax Attorney to join our team in San Jose, California. In this role, you will focus on providing legal counsel and support in estate planning, probate, trust administration, and estate and gift tax matters. You will work collaboratively with colleagues and independently manage client matters while fostering long-term client relationships. </p><p><br></p><p>Responsibilities </p><p>• Provide legal guidance on estate planning, trust administration, and probate matters. </p><p>• Draft and review complex estate plans, trusts, and related legal documents. </p><p>• Advise clients on compliance with estate and gift tax regulations. </p><p>• Manage trust administration processes, ensuring proper execution and documentation. </p><p>• Collaborate with team members on intricate legal matters and client strategies. </p><p>• Build and maintain strong relationships with clients through consistent communication and service. </p><p>• Handle wealth transfer planning and offer tailored solutions to meet client objectives. </p><p>• Represent clients in probate proceedings and other related legal processes. </p><p>• Stay current on changes in estate and tax laws to provide accurate and effective counsel. </p><p>• Develop and grow a long-term practice within a supportive and team-focused environment.</p>
  • 2025-09-23T16:53:45Z
Trial Attorney
  • Stockton, CA
  • onsite
  • Permanent
  • 200000.00 - 250000.00 USD / Yearly
  • We are in search of a Trial Attorney to become a part of our team in the industry of law and legal services, located in Stockton, California. As a Trial Attorney, you will be tasked with reviewing, proofreading, and correcting various legal documents, managing a large volume of tasks, and communicating effectively with clients and colleagues. You will also be asked to adapt to new software programs, complete specific forms, and utilize the local e-filing system.<br><br>Responsibilities:<br>• Review and correct errors in legal documents such as pleadings and letters<br>• Effectively manage and prioritize a high volume of tasks and responsibilities<br>• Familiarize with and apply rules related to family law disclosures, service of process, and calculating deadlines<br>• Communicate verbally in an effective manner with both clients and co-workers<br>• Adapt and learn to use new software programs for case management and document handling<br>• Handle a busy practice while paying attention to details and prioritizing tasks<br>• Complete family law, civil, and other California Judicial Council Forms with minimal assistance<br>• Utilize the San Joaquin County Superior Court e-filing system<br>• Gain proficiency with Vision SQL/Compulaw/Aderant calendaring software<br>• Develop skills with Microsoft Office 365 for tasks and calendars, spreadsheets and formulas, and other advanced features of the Office programs.
  • 2025-08-28T02:24:11Z
Applicants' Workers' Compensation Attorney
  • Novato, CA
  • remote
  • Permanent
  • 120000.00 - 165000.00 USD / Yearly
  • <p>We are in search of a dedicated Applicants' side Workers' Compensation Attorney to join our team. This role plays a vital part in our legal industry by representing injured workers in their workers' compensation claims. The firm offers <strong>remote</strong> flexibility throughout California. </p><p><br></p><p>Responsibilities:</p><p>• Advocate for injured workers in their compensation claims</p><p>• Manage a full caseload of claims through various stages of litigation </p><p>• Use your knowledge of Workers Compensation and Civil Litigation to build strong cases</p><p>• Utilize Case Management Software and Adobe Acrobat for document management and organization </p><p>• Handle claim administration and complaint handling with detail-oriented and empathetic approach</p><p>• Employ your Spanish Translation skills when necessary to ensure clear communication with all clients </p><p>• Leverage your knowledge of Personal Injury Plaintiffs in the handling of cases</p>
  • 2025-08-28T02:24:11Z
Civil Defense Attorney
  • Walnut Creek, CA
  • onsite
  • Permanent
  • 140000.00 - 190000.00 USD / Yearly
  • We are looking for a skilled Civil Defense Attorney to join our team in Walnut Creek, California. This role offers an exciting opportunity to handle high-stakes litigation cases, focusing on defending trucking companies in accident-related claims. The ideal candidate will actively participate in all aspects of litigation, including pre-suit investigations, depositions, motion practice, hearings, and trials, representing a diverse range of clients, including Fortune 100 companies and top-rated insurers.<br><br>Responsibilities:<br>• Represent clients in complex civil litigation cases, with a focus on defending trucking companies in accident claims.<br>• Conduct thorough pre-suit investigations to develop case strategies and gather critical evidence.<br>• Manage all stages of litigation, including drafting and filing motions, pleadings, and other legal documents.<br>• Take and defend depositions, ensuring thorough preparation and effective questioning.<br>• Prepare for and participate in hearings, mediations, arbitrations, and trials.<br>• Collaborate with clients to provide legal advice, updates, and strategic recommendations.<br>• Work closely with expert witnesses and other professionals to build strong defense cases.<br>• Oversee the management of case files, ensuring timely and accurate documentation.<br>• Stay updated on legal trends, regulations, and precedents relevant to civil defense and insurance litigation.<br>• Maintain strict compliance with ethical standards and bar admission requirements.
  • 2025-08-29T17:29:42Z
Associate Attorney General Liability
  • San Francisco, CA
  • onsite
  • Permanent
  • 150000.00 - 230000.00 USD / Yearly
  • We are looking for a dedicated Associate Attorney specializing in general liability to join our team in San Francisco, California. This role offers the opportunity to work in a collaborative environment while managing diverse litigation cases. If you are passionate about providing strategic legal solutions and have a strong background in liability law, we encourage you to apply.<br><br>Responsibilities:<br>• Represent clients in a variety of general liability cases, ensuring thorough and strategic defense.<br>• Investigate claims, analyze liability and damages, and devise effective case strategies.<br>• Conduct legal research and draft detailed motions, pleadings, memos, and correspondence.<br>• Prepare and respond to discovery requests, as well as manage depositions effectively.<br>• Advocate for clients during court appearances, hearings, mediations, and trials/arbitrations.<br>• Maintain clear communication with partners, clients, opposing counsel, and team members.<br>• Manage 1850 billable hours while upholding quality and efficiency.<br>• Collaborate with colleagues to ensure comprehensive case preparation and execution.
  • 2025-09-18T17:29:06Z
Litigation Associate
  • San Mateo, CA
  • onsite
  • Permanent
  • 140000.00 - 180000.00 USD / Yearly
  • <p>We are seeking a Litigation Associate to join a growing law firm based in San Mateo, California, particularly in the field of complex intellectual property litigation. </p><p><br></p><p>Responsibilities:</p><p>• Handle complex litigation cases, with a focus on patent and intellectual property disputes</p><p>• Conduct comprehensive legal research and prepare detailed legal documents</p><p>• Engage in discovery and motion practice, managing a substantive portion of litigation matters</p><p>• Develop and maintain strong professional relationships with clients and understand their business needs</p><p>• Collaborate with team members to strategize and execute litigation processes effectively</p><p>• Take the lead in preparing for oral arguments and depositions</p><p>• Ensure all litigation activities comply with the applicable laws and regulations</p><p>• Utilize your technical aptitude to understand and manage cases related to intellectual property</p><p>• Work efficiently and creatively to resolve disputes in favor of our clients</p>
  • 2025-09-23T17:19:06Z
Commercial Counsel
  • San Francisco, CA
  • remote
  • Temporary
  • 60.00 - 71.00 USD / Hourly
  • <p>A San Francisco–based fintech company is seeking a Commercial Counsel to support its legal team on a remote contract basis. Reporting to the Senior Commercial Counsel, this attorney will take the lead on reviewing, drafting, and negotiating vendor and procurement agreements, with particular focus on SaaS, data privacy (including DPAs), and AI-related provisions. The ideal candidate brings hands-on experience managing complex technology contracts, strong business judgment, and the ability to operate independently in a fast-paced, high-growth environment.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Review, draft, and negotiate a wide range of vendor and procurement contracts, including SaaS, technology, and professional services agreements.</li><li>Advise on data privacy and security issues in vendor engagements, including Data Processing Agreements (DPAs) and related privacy/security terms.</li><li>Negotiate AI-related provisions in vendor and data licensing contracts (e.g., data rights, model training, use restrictions, regulatory compliance).</li><li>Provide practical and strategic legal guidance to cross-functional teams with minimal ramp-up.</li><li>Maintain organized contract records and support improvements to templates, playbooks, and contract management processes.</li><li>Partner with business stakeholders to align contract terms with operational and strategic goals.</li></ul><p><br></p>
  • 2025-09-27T01:04:17Z
Medical Malpractice Attorney
  • San Francisco, CA
  • onsite
  • Permanent
  • 140000.00 - 180000.00 USD / Yearly
  • <p>Our client is looking for a highly organized and detail-oriented Medical Malpractice Attorney to join their team in San Francisco, California. As a Medical Malpractice Attorney, you will handle various aspects of litigation, including trial preparation, discovery planning, and court appearances, while working in a dynamic and collaborative environment. </p><p><br></p><p>Responsibilities </p><p>• Develop defense strategies tailored to medical malpractice and product liability cases </p><p>• Prepare and respond to discovery requests in compliance with legal standards </p><p>• Draft and file motions and other legal documents to support case objectives </p><p>• Represent clients during depositions and summarize deposition findings for case preparation </p><p>• Attend court appearances, including hearings and trials, to advocate for client interests </p><p>• Collaborate with team members to manage high-volume caseloads effectively </p><p>• Conduct thorough legal research to support case development and arguments </p><p>• Analyze case details and provide expert recommendations to clients and stakeholders </p><p>• Participate in trial preparation activities, including organizing evidence and witness coordination </p><p>• Maintain accurate and detailed case records for ongoing litigation processes</p>
  • 2025-09-23T16:53:45Z
Estate Planning + Tax Attorney
  • San Francisco, CA
  • onsite
  • Permanent
  • 160000.00 - 260000.00 USD / Yearly
  • <p>Our client is looking for an experienced Estate Planning + Tax Attorney to join their team in San Francisco, California, 94105, United States. In this role, you will focus on developing tailored estate plans, providing tax planning expertise, and advising clients on wealth transfer strategies. You will also assist in trust administration, probate matters, and resolving disputes within the estate planning framework.</p><p><br></p><p>Responsibilities</p><p>• Develop and implement comprehensive estate plans, including drafting revocable trusts and wills.</p><p>• Advise clients on multi-generational planning and succession strategies for family-owned businesses.</p><p>• Structure family wealth transfer mechanisms such as family partnerships and limited liability companies.</p><p>• Create and manage irrevocable trusts, including dynasty trusts, personal residence trusts, and grantor retained annuity trusts.</p><p>• Guide clients through charitable gift planning, including charitable remainder trusts, charitable lead trusts, private foundations, and donor-advised funds.</p><p>• Handle estate and gift tax planning, including preparation and audit representation for related tax returns.</p><p>• Administer trusts and estates, ensuring compliance with fiduciary responsibilities and relevant tax laws.</p><p>• Represent clients in probate and trust dispute resolution, including litigation when necessary.</p><p>• Provide advisory services on sale transactions within estate planning contexts.</p><p>• Collaborate with clients to ensure continuity and long-term relationships in their estate planning process.</p>
  • 2025-09-23T16:53:45Z
3-5 year Litigation Asociate
  • San Francisco, CA
  • onsite
  • Permanent
  • 150000.00 - 190000.00 USD / Yearly
  • <p>Our client, a well-respected law firm in San Francisco office is seeking a full-time Litigation Associate with three to five years of substantive general litigation experience including experience with dispositive motions, discovery, and exceptional research, writing, and analytical skills. This position can be based in <strong>San Francisco</strong> or <strong>Sacramento</strong> and is open to a hybrid schedule after 90 days with 3 days in office and no more than 2 days remote.  </p><p><strong>Requirements</strong></p><ul><li>3-5 years solid experience in general Litigation</li><li><strong>Strong writing and research skills</strong></li><li>Depo and Trial experience is a plus</li><li>Experience with dispositive motions and discovery  </li></ul><p><br></p>
  • 2025-09-23T16:53:45Z
Litigation Associate - Securities/Antitrust
  • San Francisco, CA
  • onsite
  • Permanent
  • 165000.00 - 185000.00 USD / Yearly
  • We are seeking a Litigation Associate with a focus on Securities/Antitrust for our team situated in San Francisco, California. The successful candidate will have the opportunity to work in a dynamic and challenging environment, handling multiple cases and utilizing their strong writing skills in the securities or antitrust litigation field.<br><br>Responsibilities:<br>• Utilizing strong brief writing skills to effectively communicate complex legal information<br>• Engaging in securities or antitrust litigation, or general litigation if necessary<br>• Proactively managing 1-5 cases at any given time, while ensuring workload remains manageable<br>• Demonstrating an entrepreneurial spirit in plaintiff's side work, taking charge of cases and showing initiative<br>• Conducting depositions with precision and professionalism<br>• Ensuring high caliber work in line with top tier law firm standards<br>• Collaborating with all levels of staff for case management and oversight.
  • 2025-09-23T16:53:45Z
Paralegal
  • San Francisco, CA
  • onsite
  • Permanent
  • 80000.00 - 95000.00 USD / Yearly
  • Responsibilities<br><br>Conduct legal research<br>Update and maintain internal databases<br>Organize exhibits, documents, evidence, briefs, and appendices<br>Aid attorneys with interrogatories and other discovery requests<br>Gather relevant information from a variety of sources<br>Liaise between trial team and internal/external third parties<br>Communicating with retained experts and preparing relevant materials for expert review<br>Help with voir dire, jury selection and witness preparation<br>Subpoena medical, billing, and radiology records, employment records, workers compensation records, and other entities<br>Prepare comprehensive medical chronologies and Howell analysis<br>Summarize written discovery and document productions<br>Conduct background checks, social media investigations, litigation history<br><br><br>Qualifications<br><br>3+ years’ recent experience in civil litigation – employment and/or wage and hour class action/PAGA experience required<br>You MUST be competent and proficient in the use of Word, Outlook, and One Drive<br>You MUST be able to navigate the web like Magellan<br>You must be able to handle working with several different databases of information and comfortable organizing data<br>Think on your feet and make smart decisions<br>Your ability to listen to what you are being told and ask follow-up questions is very important<br>Able to talk to people (employees, clients, visitors, salespeople, servers, the public, doctors, and people at the insurance company) in a manner that is polite, detail oriented, well-spoken, and that puts them at ease<br>You need to be willing to do what it takes to get the job done right the first time<br>Strong organizational skills and the ability to handle a high caseload<br>Trial preparation and trial support experience is required<br>Applicable knowledge of motions, discovery, evidence, litigation documents, court rules and procedures, practices, etc.<br>ABA approved paralegal certificate or other relevant certification
  • 2025-09-10T22:24:06Z
Financial Planner - ~$1B Emerging RIA Firm
  • Mountain View, CA
  • remote
  • Permanent
  • 100000.00 - 150000.00 USD / Yearly
  • <p><strong>Financial Planner</strong></p><p><strong>Location:</strong> San Francisco Bay Area (Hybrid or Onsite)</p><p><strong>Industry:</strong> Financial Services / Wealth Management</p><p><br></p><p><br></p><p>Are you a seasoned financial advisor who thrives on building deep, trusted relationships and delivering holistic, values-driven financial guidance? A boutique wealth management firm is seeking a <strong>Wealth Architect</strong> to join its mission-driven team. This is a unique opportunity to work in a collaborative, client-first environment where service excellence and personal impact are at the heart of everything.</p><p><br></p><p><strong>About the Firm</strong></p><p>This firm is built on a foundation of trust, compassion, and clarity. It serves a diverse client base with a commitment to simplifying the complex and delivering tailored financial strategies that align with each client’s values and long-term goals. The team operates with a shared belief in service excellence, teamwork, and continuous growth—both professionally and personally.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Wealth Architect is responsible for managing and retaining client relationships, coaching Associate Wealth Architects, and collaborating with senior advisors and technical specialists to deliver comprehensive financial advice. This role is ideal for someone who takes a holistic approach to wealth planning and thrives in a values-driven, entrepreneurial environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and deepen client relationships through regular communication and strategic planning</li><li>Lead and oversee the development of financial plans, estate maps, cash flow analyses, and investment strategies</li><li>Collaborate with internal teams and external advisors (CPAs, attorneys, etc.) to ensure seamless client service</li><li>Prepare for and follow up on client meetings, ensuring all action items are completed</li><li>Provide unbiased financial advice across investment management, estate planning, tax strategy, and philanthropic planning</li><li>Oversee and mentor Associate Wealth Architects, supporting their professional development</li><li>Maintain accurate client records and ensure compliance with fiduciary standards</li><li>Participate in firm-wide strategic initiatives, planning committees, and business development efforts</li><li>Serve as a steward of the firm’s planning philosophy, values, and client service standards</li></ul><p><strong>Why Join This Team?</strong></p><ul><li>Work with a purpose-driven firm that values trust, compassion, and excellence</li><li>Collaborate with a close-knit team of professionals who support each other</li><li>Make a meaningful impact in clients’ lives through holistic financial planning</li><li>Grow professionally in a firm that invests in your development and success</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect</p>
  • 2025-09-27T04:28:42Z
Lead Advisor for Established Firm
  • Mountain View, CA
  • remote
  • Permanent
  • 120000.00 - 150000.00 USD / Yearly
  • <p><strong>Jennifer Fukumae</strong> is seeking a talented financial planning professionals to join a <strong>team-based wealth advisory environment</strong>. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services. With a one-team approach, all planners work closely with Lead Advisors to gain exposure to diverse planning styles and develop expertise across all aspects of wealth management. This is an excellent opportunity for candidates looking to <strong>grow their careers in financial planning</strong>, gain hands-on experience with high-net-worth clients, and participate in every step of the planning and investment process—from gathering client data to presenting custom financial plans.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Participate in client meetings alongside Lead Advisors, collecting and analyzing client data.</li><li>Assist in creating and presenting financial plans using a structured planning process.</li><li>Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management.</li><li>Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports.</li><li>Develop and deepen client relationships through regular communication and proactive service.</li><li>Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans.</li><li>Prepare client and prospect presentations, correspondence, and meeting materials.</li><li>Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates.</li><li>Maintain and expand client, advisor, and prospect databases.</li><li>Support technology integration and document management initiatives to streamline planning processes.</li></ul><p><br></p>
  • 2025-09-19T22:24:04Z
3