<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>
<p>We are seeking a knowledgeable and driven Insurance Defense Attorney to join our client's SF legal team on a contract basis. This role involves managing a diverse caseload of insurance-related litigation, including personal injury, property damage, and liability claims. </p><p><br></p><p>Key Responsibilities:</p><ul><li>Handle all aspects of insurance defense litigation from case inception through resolution.</li><li>Draft and respond to pleadings, motions, and discovery requests.</li><li>Conduct depositions of parties, witnesses, and experts.</li><li>Represent clients in mediations, arbitrations, and court proceedings.</li><li>Analyze complex legal and factual issues to develop case strategies.</li><li>Communicate effectively with insurance carriers, clients, and opposing counsel.</li><li>Negotiate settlements and prepare case evaluations.</li><li>Ensure compliance with billing guidelines and maintain accurate timekeeping.</li><li>Collaborate with paralegals and support staff to manage case files and deadlines.</li></ul>
<p>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. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Handle civil litigation cases and manage related documentation</p><p>• Utilize legal software such as 3M, LexisNexis, and Case Management Software for efficient case handling</p><p>• Administer claims and manage complaints with a high level of professionalism</p><p>• Draft and prepare legal briefings to support litigation processes</p><p>• Practice real estate law within the context of homeowners associations</p><p>• Adapt to a hybrid work model, with the flexibility to work onsite as needed</p><p>• Meet annual billable hours targets to ensure the firm's productivity</p><p>• Continually update and maintain the management system for optimal organizational efficiency.</p>
<p>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. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee and manage multiple cases from beginning to end</p><p>• Draft legal pleadings for various matters</p><p>• Conduct thorough law and motion practices</p><p>• Respond efficiently to discovery requests and draft responses</p><p>• Appear in court for hearings, settlement conferences, and trial calls</p><p>• Maintain a strong work ethic with a total commitment to success for our clients</p><p>• Acquire comprehensive knowledge of San Francisco housing law</p><p>• Demonstrate strong organizational and communication skills</p><p>• Exhibit excellent research and writing skills</p><p>• Multitask independently and manage time effectively</p>
<p><strong><u>ABOUT THE POSITION</u></strong></p><p>The Legal Billing and Collections Specialist will have overall responsibility of performing full-cycle billing and collections functions and will be expected to provide outstanding service to their assigned attorneys, clients and others in the firm. The position is designed for a proactive problem-solver with a self-starter mentality; skilled at navigating ambiguity and independently driving projects to completion. Our team members are committed to quality, customer service, teamwork and have the ability to perform in a fast-paced environment.</p><p><br></p><p><strong>This position is located fully onsite in Oakland, California near public transit.</strong></p><p><strong>The work schedule is Monday to Friday, standard business hours.</strong></p><p><br></p><p><strong><u>ESSENTIAL FUNCTIONS</u></strong></p><p>The position’s essential functions include but are not limited to:</p><ul><li>Generate monthly pre-bills and verify correct billing rates before distribution to Billing Attorneys;</li><li>Edit and finalize client invoices;</li><li>Prepare write-off request forms for approval (if necessary);</li><li>Pull and copy expense backup to accompany invoices;</li><li>Mail/scan/e-bill final invoices to clients;</li><li>Process revised invoices upon request of attorney and/or client;</li><li>Review client contracts for billing guidelines and set up spreadsheet in Excel;</li><li>Update client budgets in billing system;</li><li>Make changes or corrections to time entries requested by the timekeeper in the billing system;</li><li>Calculate and prepare rate increases annually for assigned clients;</li><li>Timely respond to questions and inquiries from internal and external clients;</li><li>Prepare daily deposit and post cash receipts which includes scanning checks and backup documents for online filing;</li><li>Assist team members with their client billing lists;</li><li>Manage and prioritize multiple projects simultaneously;</li><li>Work cordially, cooperatively, and productively with department and firm employees;</li><li>Ability to work under pressure and deadlines and produce a quality product;</li><li>File client-matter documentation electronically and in iManage;</li><li>Collaborate with Billing Attorneys on collections, with ability to interact with clients regarding same;</li><li>Monitor and track accounts receivables to ensure collection goals are met;</li><li>Other functions as assigned; and</li><li>Work overtime as needed;</li></ul><p><br></p>
We are looking for a skilled and dedicated Attorney with expertise in family law to join our team in Menlo Park, California. This is a hybrid role, offering the opportunity to work on a variety of legal matters while maintaining a balance of in-office and remote work. Our firm provides a supportive environment, competitive benefits, and opportunities for growth and performance-based bonuses.<br><br>Responsibilities:<br>• Manage multiple assignments from partners, prioritize tasks effectively, and meet tight deadlines.<br>• Represent clients in family law hearings and other court proceedings independently.<br>• Collaborate with team members to provide clear and precise communication with clients, opposing counsel, and legal experts.<br>• Draft, review, and analyze a wide range of legal documents, including motions, pleadings, and correspondence.<br>• Conduct thorough legal research using various tools and resources, such as LexisAdvance and Attorney's Briefcase.<br>• Summarize and provide clear analyses of legal documents and case findings.<br>• Maintain effective communication with clients to keep them informed and updated on their cases.<br>• Work closely with legal secretaries, paralegals, and attorneys to ensure smooth case management.
We are looking for an experienced Attorney specializing in estate planning, trust, and probate administration to join our dedicated team in San Mateo, California. This role requires a proactive and client-focused individual with exceptional analytical and writing skills. If you thrive in a dynamic environment and are committed to delivering outstanding legal solutions, we invite you to apply.<br><br>Responsibilities:<br>• Draft, review, and finalize complex estate planning documents tailored to client needs.<br>• Manage trust and probate administration cases from inception to resolution, ensuring compliance with legal regulations.<br>• Conduct thorough legal research to support case strategies and provide informed counsel.<br>• Collaborate with clients to understand their objectives and provide customized solutions.<br>• Prepare detailed legal briefs and memoranda with precision and clarity.<br>• Utilize case management and document management software to organize and track case progress effectively.<br>• Handle civil litigation matters related to estate disputes and claims.<br>• Address and resolve client complaints with professionalism and efficiency.<br>• Stay updated on legal trends and changes in estate planning and probate laws.<br>• Provide mentorship and guidance to less experienced team members as needed.
<p>Our client, a highly-regarded litigation firm in Oakland, is seeking a contract-to-hire litigation paralegal to support attorneys on a hybrid basis in their office (2 days on-site, 3 days remote).</p><p><br></p><p>Job Summary:</p><p>The firm is seeking a talented Litigation Paralegal to provide critical support to three busy attorneys working on construction defect matters. The ideal candidate will be proficient in eDiscovery, trial preparation, and expert/witness preparation.</p><p><br></p><p>Key Responsibilities:</p><ul><li>eDiscovery: Manage all aspects of electronic discovery, from initial collection and processing to review and production, ensuring compliance with legal standards and deadlines.</li><li>Trial Preparation: Organize trial materials, prepare exhibits, draft subpoenas, and handle logistics to assist attorneys in seamless litigation readiness.</li><li>Expert and Witness Preparation: Coordinate communication, organize deposition materials, and prepare witness binders to support attorney strategy and case development.</li><li>Case Management: Handle case calendars, monitor court deadlines, and help organize pleadings, motions, and other critical case documents.</li><li>Client Communication: Assist with client correspondence and maintain regular updates on case progress.</li></ul>
<p>We are looking for an experienced Trust and Estate Attorney/Lawyer to join our team in Los Altos, California. The ideal candidate will specialize in trust and estate planning, probate administration, and estate tax strategies, providing tailored legal solutions to meet the unique needs of each client. This role requires someone with excellent communication skills and a deep understanding of state and federal regulations.</p><p><br></p><p>Responsibilities:</p><p>• Advise clients on trust and estate planning, probate administration, estate tax, and asset protection strategies.</p><p>• Draft, review, and finalize legal documents such as wills, trusts, powers of attorney, and healthcare directives.</p><p>• Manage trust administration processes and oversee probate cases while ensuring compliance with California laws.</p><p>• Represent clients in court proceedings and mediation sessions related to estate disputes when necessary.</p><p>• Develop customized plans for high-net-worth individuals and families, addressing complex estate needs.</p><p>• Communicate effectively with clients to explain legal options and provide updates on case progress.</p><p>• Stay informed about changes in laws affecting estate planning, trusts, and probate to deliver accurate advice.</p><p>• Collaborate with other professionals, such as financial advisors or tax experts, to optimize client outcomes.</p>
<p><br></p><p><strong>Position Title:</strong> Human Resources Specialist – Title IX & Title V Compliance</p><p><br></p><p><strong>Location:</strong> 5-day onsite, Los Altos, CA</p><p><br></p><p><strong>Employment Type:</strong> 6 month contract</p><p><br></p><p><strong>About the Role:</strong></p><p>Are you a seasoned HR professional with a passion for compliance and experience navigating the complexities of federal regulations like Title IX and Title V? We are seeking a detail-oriented and proactive HR Specialist to lead initiatives and ensure organizational adherence to these vital legal frameworks. This role is ideal for a highly motivated individual who thrives in addressing nuanced compliance issues, developing robust policies, and fostering a culture of inclusivity and equity within the workplace.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the company’s subject-matter expert on Title IX and Title V compliance, staying informed of regulatory updates and advising leadership on necessary changes to policies and procedures.</li><li>Develop, implement, and manage policies, processes, and training programs ensuring compliance with Title IX and Title V mandates.</li><li>Oversee and conduct prompt, equitable, and impartial investigations of Title IX and Title V complaints, collaborating with internal and external stakeholders as required.</li><li>Provide guidance on matters relating to discrimination, harassment, workplace equity, and other compliance-related issues to ensure a respectful and safe environment for all employees.</li><li>Monitor and analyze workplace practices and statistics related to equity, diversity, and inclusion, and suggest actionable improvements.</li><li>Partner with cross-functional teams, such as legal counsel, diversity officers, and employee resource groups, to align compliance initiatives with broader organizational goals.</li><li>Create and deliver training to staff and leadership on Title IX and Title V compliance requirements, as well as broader HR compliance topics.</li><li>Ensure confidentiality and employ appropriate documentation protocols during all investigations and records management activities.</li></ul><p><br></p>
<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>
<p>Robert Half Legal is partnering with a groundbreaking technology company to identify an experienced Commercial Counsel for a 4-month contract engagement through February 2026. This role offers a unique opportunity to work on high-impact commercial transactions and strategic initiatives in a fast-paced, global environment. As Commercial Counsel, you will join a collaborative and dynamic legal team to draft, negotiate, and manage a broad range of commercial agreements while advising leadership on corporate and regulatory matters. The ideal candidate will be based locally to report onsite as needed, proactive, highly organized, and able to balance complex projects with business-minded solutions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead drafting and negotiation of partnership, customer, and other complex commercial agreements.</li><li>Negotiate SaaS and vendor contracts, advisor and consultant agreements, and event sponsorships.</li><li>Collaborate with executives and business stakeholders to structure, document, and negotiate joint ventures and innovative deal types.</li><li>Develop playbooks, templates, and fallback positions to streamline contracting while protecting company interests.</li><li>Provide clear, practical advice on corporate and regulatory issues impacting commercial initiatives.</li><li>Manage multiple priorities in a fast-moving environment and contribute to process improvement initiatives.</li></ul><p><br></p>
<p>Robert Half Legal is recruiting a Trusts, Estates & Probate Paralegal for its well-regarded estate and tax planning law firm client in downtown San Francisco (close to BART/MUNI). The firm services the estates of many of the Bay Area's high net worth and ultra-high net worth families.</p><p><br></p><p>The following are the responsibilities of the Paralegal position:</p><p>- Help the attorneys draft, revise, and finalize trusts, wills, and other estate planning and real estate transaction documents (e.g., purchase & sale agreements);</p><p>- Perform online research (on LexisNexis) and County records research with the various Recorders Offices to gather information on asset transfers, prepare real estate conveyance documents and the transfer of stocks and bonds, partnership and corporate interests, and other assets;</p><p>- Handle filings with the Probate Courts per court procedures and manage those petitions through final distribution;</p><p>- Conduct business entity formation, filings, and maintenance; and</p><p>- Assist with court supervised trust & estate administrations, as well as accountings.</p><p><br></p><p>The following are the qualifications for the Paralegal position:</p><p>- 3++ years of paralegal experience doing estate planning work, and ideally has expertise in Probate Code, Probate Court proceedings, and Heggstad petitions;</p><p>- Paralegal Certificate, Attorney Attestation of Paralegal Work, or otherwise qualified under California Business & Professions Code §6450 et seq.;</p><p>- Software proficiency: MS Word for word processing, Excel (preferred), and Adobe;</p><p>- Notary Public commission is preferred, but can become active once hired; and</p><p>- Flexible work style, able to work independently and complete projects on time, comfortable working on rush assignments, and dedicated to providing high quality legal work product to law firm clientele.</p><p><br></p><p>This is an excellent direct-hire (perm) opportunity with a boutique wealth planning practice that has done very well. The office is very familial-like (good team of paralegals) and is a fairly laid-back atmosphere with very little need for overtime. The base salary range is $80,000-110,000+/yr, DOE, and the employment benefits package is competitive. 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!</p>
<p><strong>This is a long-term contract role - 100% On-Site near San Ramon, CA</strong></p><p>We are looking for an experienced Senior HR Business Partner for a long-term contract opportunity, where you will play a pivotal role in supporting and guiding organizational members on HR best practices, labor relations, compliance, and fostering growth and development. The ideal candidate will possess strong expertise in union environments and collective bargaining.</p><p><br></p><p>Responsibilities:</p><p>• Interpret and enforce collective bargaining agreements (CBAs) while advising members on wage schedules, fringe benefits, and contract language.</p><p>• Provide negotiation support, including gathering member feedback, preparing surveys, analyzing economic data, and drafting proposals related to wages, benefits, and working conditions.</p><p>• Assist member companies in resolving grievances and disputes by offering guidance, coordinating with union representatives, legal counsel, and trust fund administrators, and tracking outcomes to identify trends and training needs.</p><p>• Develop and deliver training programs for member contractors on topics such as compliance, workplace communication, harassment prevention, safety protocols, and supervisory skills.</p><p>• Ensure regulatory compliance with federal and California employment laws, prevailing wage statutes, and industry-specific requirements.</p><p>• Offer HR consulting services to members, covering recruitment, onboarding, performance management, compensation, and benefits administration.</p><p>• Collaborate with leadership to disseminate HR-related updates through newsletters, websites, and social media channels.</p><p>• Lead internal HR operations by managing recruitment, onboarding processes, benefits administration, performance reviews, and staff development for the organization itself.</p><p>• Monitor labor relations trends and integrate findings into educational seminars that promote strong labor-management collaboration.</p>
<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>
<p>A well-established law firm situated in San Jose, California is looking for an experienced Paralegal to join their team. The ideal candidate will be adept at focusing on the processing of legal documents, maintaining accurate client records, and resolving legal inquiries. The Paralegal will also be responsible for monitoring case deadlines, court hearings, and discovery requests.</p><p><br></p><p>Responsibilities:</p><p>• Analyze law sources such as statutes, judicial decisions, legal articles, treaties, constitutions, and legal codes, and prepare summaries or reports.</p><p>• Organize, draft, and file legal documents and correspondence within the document management system.</p><p>• Prepare draft discovery responses and ensure compliance with case deadlines.</p><p>• Collect, categorize, and interpret data, including electronically stored information through eDiscovery software.</p><p>• Review and analyze reports, responses, and records produced by opposing counsel.</p><p>• Coordinate requests between multiple parties involved in litigation, maintaining regular communication with clients.</p><p>• Assist attorneys in preparing for and attending depositions, including summarizing deposition transcripts.</p><p>• Manage all details before, during, and after trial, which may occasionally include attendance and assistance at trial.</p><p>• Record daily billable and non-billable hours accurately in the firm’s timekeeping system.</p><p>• Adhere to all legal and ethical standards, maintaining client confidentiality and complying with firm policies.</p><p>• Foster an atmosphere of teamwork and cooperation, working productively and cooperatively with other employees.A well established la</p>
<p>Robert Half is recruiting a Litigation Paralegal for the East Bay office of a leading national trial law firm. The Litigation Paralegal is responsible for managing the firm's casework. This is a wonderful opportunity to work in a FRIENDLY office with a VERY COLLEGIAL TEAM and have great hands-on litigation and substantive discovery experience.</p><p><br></p><p>The following are the responsibilities for the position:</p><p>• Open and maintain case files containing medical records, case activity, list of court dates, settlement information, etc.;</p><p>• Summarize and upload medical records, radiology films, medical billing, pathology results into database;</p><p>• Handle requests for medical, employment, military, Social Security, autopsy, and other records and prepare draft of objections to release;</p><p>• Draft responses to interrogatories, discovery requests, and meet and confer letters;</p><p>• Obtain authorizations from plaintiffs and provide records to opposing counsel and medical experts;</p><p>• Contact physicians and hospitals to get and draft declarations for deposition and trial preference motions for terminally ill plaintiffs;</p><p>• Prepare depo notices, book court reporters/videographers, draft and serve subpoenas for witnesses and documents;</p><p>• Enter court appearances and discovery / motion due dates into Master Calendar and apprise attorneys of upcoming deadlines;</p><p>• Draft pleadings including ex parte applications, noticed motions (e.g., preference, consolidate), offers to compromise, case management conference (CMC) statements, etc.;</p><p>• Prepare correspondence with clients, referring counsel, opposing counsel for supervising attorneys’ signature;</p><p>• Phone clients and treaters to update status reports;</p><p>• Significant trial preparation (and even war room coordination and trial attendance for senior paralegal) work for busy trial calendar.</p><p><br></p><p>The following are the qualifications for the role:</p><p>• 2+ years of experience as a paralegal working with plaintiffs and their families and reviewing medical and personnel records in a tort/personal injury practice (need for sensitivity and compassion!);</p><p>• High attention to detail, very organized (understand the flow of civil litigation and the motion calendar and the due dates), sound decision making and creative problem solving abilities;</p><p>• Excellent communication skills, team player but can also work independently, able to work fast under pressure to meet multiple deadlines, and manage numerous tasks for heavy caseload; and</p><p>• IT literate, experience with preparing tables of contents and tables of authorities (TOCs/TOAs), proficiency with Microsoft Word (good formatting skills needed) and litigation support software; and</p><p>• Trial preparation experience is a plus.</p><p><br></p><p>This is a direct-hire opportunity. Our well-regarded law firm client pays a base salary of $75,000 - 95,000+/yr, DOE, and great benefits (e.g., 100% of medical insurance premium covered for employee and family and 401(k) Plan with Firm match)! 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!</p>
We are looking for an experienced Trust and Estate Of Counsel to join our team in San Ramon, California. In this role, you will provide expert guidance to high-net-worth clients, focusing on estate planning, trust administration, and business succession strategies. The ideal candidate will be passionate about delivering exceptional service and have a strong commitment to precision and integrity.<br><br>Responsibilities:<br>• Provide strategic advice on estate planning, trust administration, and succession planning for high-net-worth individuals.<br>• Draft and analyze complex estate planning documents to ensure accuracy and compliance.<br>• Facilitate entity formation and structure real estate transactions to meet client needs.<br>• Collaborate closely with financial advisors, CPAs, and insurance professionals to deliver integrated solutions.<br>• Adapt to and utilize firm systems and workflows efficiently.<br>• Build and maintain strong client relationships, gradually taking on leadership roles within the firm.
<p>Are you ready to make a meaningful impact in the lives of others? A nationally recognized and rapidly growing Registered Investment Advisor (RIA) firm is seeking a <strong>Lead Advisor </strong>to join its San Francisco office. This is a unique opportunity to serve as a trusted financial partner, helping clients align their wealth with their passions and purpose.</p><p><br></p><p><strong>About the Role:</strong></p><p>As a Lead Advisor, you will act as a Personal CFO for a select group of clients, guiding them through comprehensive wealth management strategies. You’ll lead client relationships, collaborate with internal teams, and leverage external resources to deliver exceptional service and results. This role is ideal for someone who thrives in a fast-paced, team-oriented environment and is passionate about helping others live richer lives.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the primary relationship manager for clients, designing and implementing personalized wealth management plans</li><li>Coordinate across disciplines including investment management, estate planning, tax strategy, risk management, and general financial planning</li><li>Represent the firm’s value proposition to prospective clients and build long-term trust</li><li>Develop relationships with centers of influence (e.g., attorneys, CPAs) and custodial retail branches</li><li>Participate in public speaking engagements and community events to promote the firm’s mission</li><li>Lead a local service team to ensure high client satisfaction and retention</li><li>Support business development efforts and generate referrals from existing clients</li><li>Mentor and coach team members, contributing to their professional growth</li><li>Assist in developing and delivering internal training programs</li></ul><p><strong>Compensation & Benefits:</strong></p><ul><li>Competitive compensation package</li><li>Comprehensive benefits including medical, dental, vision, retirement plans, paid time off, parental leave, transportation benefits, and wellness stipends</li><li>Flexible work culture with a focus on in-office collaboration</li><li>Opportunities for career advancement and personal development</li><li>Inclusive and values-driven workplace committed to equity and community impact</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>
<p>Are you ready to make a meaningful impact in the lives of others? A nationally recognized and rapidly growing Registered Investment Advisor (RIA) firm is seeking a <strong>Lead Advisor </strong>to join its San Francisco office. This is a unique opportunity to serve as a trusted financial partner, helping clients align their wealth with their passions and purpose.</p><p><br></p><p><strong>About the Role:</strong></p><p>As a Lead Advisor, you will act as a Personal CFO for a select group of clients, guiding them through comprehensive wealth management strategies. You’ll lead client relationships, collaborate with internal teams, and leverage external resources to deliver exceptional service and results. This role is ideal for someone who thrives in a fast-paced, team-oriented environment and is passionate about helping others live richer lives.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the primary relationship manager for clients, designing and implementing personalized wealth management plans</li><li>Coordinate across disciplines including investment management, estate planning, tax strategy, risk management, and general financial planning</li><li>Represent the firm’s value proposition to prospective clients and build long-term trust</li><li>Develop relationships with centers of influence (e.g., attorneys, CPAs) and custodial retail branches</li><li>Participate in public speaking engagements and community events to promote the firm’s mission</li><li>Lead a local service team to ensure high client satisfaction and retention</li><li>Support business development efforts and generate referrals from existing clients</li><li>Mentor and coach team members, contributing to their professional growth</li><li>Assist in developing and delivering internal training programs</li></ul><p><strong>Compensation & Benefits:</strong></p><ul><li>Competitive compensation package</li><li>Comprehensive benefits including medical, dental, vision, retirement plans, paid time off, parental leave, transportation benefits, and wellness stipends</li><li>Flexible work culture with a focus on in-office collaboration</li><li>Opportunities for career advancement and personal development</li><li>Inclusive and values-driven workplace committed to equity and community impact</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>
<p><strong>Wealth Advisor / Lead Wealth Advisor</strong></p><p>A nationally recognized, purpose-driven wealth management firm is seeking experienced and client-focused professionals to join its growing advisory team. With a collaborative, team-based approach and a commitment to helping clients align their wealth with their passions and purpose, this firm offers a dynamic environment for advisors who want to make a meaningful impact.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Client Relationship Management</strong></p><ul><li>Act as a Personal CFO, leading client relationships and delivering tailored wealth management strategies.</li><li>Serve as the first point of contact for client communications and ensure timely, thorough responses.</li><li>Lead client meetings and oversee execution of post-meeting action items.</li></ul><p><strong>Financial Planning & Strategy</strong></p><ul><li>Prepare and present comprehensive planning deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis.</li><li>Provide strategic recommendations across investment management, estate planning, tax planning, and risk management.</li><li>Review and approve trades, portfolio rebalances, and tactical implementation steps.</li></ul><p><strong>Team Leadership & Collaboration</strong></p><ul><li>Mentor and guide team members on complex planning topics and service delivery.</li><li>Collaborate with internal specialists and external partners (e.g., CPAs, attorneys) to achieve client objectives.</li><li>Lead local service teams and contribute to firm-wide initiatives and training programs.</li></ul><p><strong>Business Development & Community Engagement</strong></p><ul><li>Support new client acquisition through referrals, networking, and participation in the sales process.</li><li>Represent the firm at public speaking engagements and community events.</li><li>Cultivate relationships with centers of influence and custodial partners.</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive compensation based on experience and role.</li><li>Comprehensive benefits package including medical, dental, vision, retirement plans, paid time off, parental leave, transportation benefits, and wellness stipends.</li><li>Flexible work culture with in-office collaboration and opportunities for career growth.</li><li>Award-winning workplace culture focused on authenticity, inclusion, and community impact.</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>
<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 (remote work is OK). 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 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. 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>
