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2 results for Hybrid in San Jose, CA
- San Francisco, CA
- onsite
- Permanent / Full Time
- 100000 - 150000 USD / Yearly
- <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days onsite</strong></p><p> </p><p>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.</p><p><strong> </strong></p><p>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.</p><p> </p><p><strong>Responsibilities</strong></p><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><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-10-07T00:00:00Z
- San Leandro, CA
- onsite
- Temporary / Contract
- 24 - 28 USD / Hourly
- <p>We're seeking a highly organized and customer-focused Dispatcher to coordinate service schedules, communicate with field personnel, and ensure timely response to customer requests. This position serves as the communication hub between customers, drivers, technicians, and internal teams to ensure operations run efficiently and service commitments are met.</p><p><br></p><p>The ideal candidate is detail-oriented, thrives in a fast-paced environment, and can confidently manage multiple priorities while maintaining exceptional customer service.</p><p><br></p><p>Responsibilities:</p><ul><li>Coordinate and schedule daily service calls, routes, deliveries, or field assignments.</li><li>Monitor schedules and adjust routes or priorities as operational needs change.</li><li>Track job progress and provide status updates to customers and internal stakeholders.</li><li>Respond quickly to schedule changes, emergencies, and service interruptions.</li><li>Maintain detailed records of work orders, service tickets, and operational documentation.</li><li>Prepare daily, weekly, and monthly operational reports as needed.</li><li>Coordinate with vendors, clients, and internal departments to ensure seamless service delivery.</li><li>Assist with billing support, invoicing documentation, and data entry when required.</li><li>Work closely with operations, customer service, and field teams to improve efficiency.</li><li>Ensure all service requests are completed accurately and on time.</li></ul>
- 2026-10-16T00:00:00Z