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2 results for Hybrid in San Jose, CA

Financial Advisor - Hybrid

San Francisco, California
onsite
Permanent / Full Time
100000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days onsite Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth. This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment. Responsibilities<ul><li>Manage and advise a book of high-net-worth clients</li><li>Develop personalized financial plans and investment strategies</li><li>Build long-term client relationships through proactive communication and portfolio reviews</li><li>Deliver ongoing financial planning and investment guidance</li><li>Identify opportunities to deepen existing relationships and support business development</li><li>Collaborate with advisors and internal teams to provide an exceptional client experience</li><li>Stay current on market trends and economic developments to support client recommendations</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-19T00:00:00Z

Partner (SALT)

San Jose, California
onsite
Permanent / Full Time
150000 - 250000 USD / Yearly
We are looking for an accomplished Partner (SALT) to build and expand our state and local tax practice in the San Francisco Bay Area. This role is suited for an experienced attorney who can deliver strategic counsel on complex California and multistate tax matters while serving as a trusted advisor to a sophisticated client base. The ideal candidate combines strong technical knowledge with a proven ability to develop business, strengthen networks, and lead high-performing legal teams. Responsibilities:• Build and direct the firm’s California state and local tax practice, shaping market strategy, elevating visibility, and driving long-term growth in California.• Advise individuals and businesses on intricate state and local tax matters, including residency and domicile analysis, sourcing questions, and planning approaches supported by clear documentation.• Guide clients through tax planning tied to relocations, major liquidity events, remote work arrangements, and departures from California.• Counsel multistate businesses on issues such as nexus, income allocation, combined reporting, withholding obligations, and related compliance considerations.• Represent clients in tax examinations, administrative disputes, appeals, and court proceedings involving state and local taxing authorities.• Expand relationships with referral partners, financial professionals, family offices, and institutional stakeholders to generate new client opportunities.• Partner with attorneys across tax, private client, corporate, and real estate teams to deliver coordinated legal strategies and broaden client service offerings.• Lead, mentor, and develop associates and counsel, fostering strong performance, client service excellence, and practice depth.
2026-09-01T00:00:00Z