<p><strong>Senior Wealth Advisor– Independent RIA</strong></p><p><strong>Location:</strong> Mill Valley, CA | Hybrid (2–3 days in office)</p><p><strong>Compensation:</strong> $175,000 – $200,000 DOE + Bonus + Profit Share</p><p><br></p><p><strong>Jennifer Fukumae</strong> is partnering with a highly regarded independent SEC-Registered Investment Advisor in Mill Valley to identify a <strong>Senior Wealth Advisor</strong>. This role offers the chance to be part of a firm that blends financial expertise with a holistic “wealth of life” philosophy, supporting clients in achieving financial freedom, well-being, and meaningful impact.</p><p><br></p><p><strong>About the Role</strong></p><p>The Senior Wealth Manager will serve as a trusted advisor to high-net-worth clients while also playing a leadership role within the firm. This position is designed for an experienced advisor with <strong>8+ years of experience</strong> who thrives in a collaborative environment and is excited about mentoring junior advisors, leading client strategy, and contributing to firm-wide initiatives.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead client relationship management and deliver advanced planning strategies.</li><li>Oversee and mentor junior advisors, fostering a culture of excellence.</li><li>Provide financial planning and investment guidance with a high level of expertise.</li><li>Contribute to strategic initiatives and business development.</li><li>Represent the firm in the community and strengthen its reputation.</li></ul>
We are looking for an experienced Content Strategist to partner with senior executives in creating impactful and dynamic content for a variety of platforms. This position requires a creative thinker who can translate complex concepts into clear and engaging narratives while maintaining the executive’s unique voice. As a long-term contract position, this role offers the opportunity to work closely with leadership teams and contribute to influential thought leadership initiatives.<br><br>Responsibilities:<br>• Develop and refine keynote speeches, presentations, and scripts for executive-level events and engagements.<br>• Craft compelling thought leadership articles, blogs, and social media posts tailored to the executive's brand.<br>• Collaborate with cross-functional teams, including PR, marketing, and product, to align content strategies with organizational goals.<br>• Manage a comprehensive content calendar that reflects executive priorities and strategic initiatives.<br>• Provide editorial support for internal communications, ensuring clarity and consistency in messaging.<br>• Assist with personal brand development and positioning on both domestic and international platforms.<br>• Research and simplify complex topics, particularly in the realms of B2B software and AI, for various audiences.<br>• Travel occasionally to support major events, including in-person rehearsals, as required.<br>• Monitor emerging trends and incorporate innovative strategies into content planning.
<p>Robert Half is seeking a skilled and detail-oriented <strong>Full-Time Engagement Professional - AR Specialist</strong> to join our team. As a valued member of our unique FTEP program, you will serve as a trusted resource, supporting essential client projects and interim roles across a variety of industries. This position offers the flexibility of full-time employment with Robert Half while providing diverse opportunities to work on challenging assignments tailored to your expertise in Accounts Receivable.</p><p><br></p><p>For more information on this unique career position offered exclusively through Robert Half - please find my email on LinkedIn (Tawnia Kirshen) and email your resume directly. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and process AR transactions, including invoicing, collections, and payment reconciliation.</li><li>Analyze and resolve disputed invoices or payment discrepancies with professionalism and efficiency.</li><li>Assist with month-end closing activities and ensure accurate AR reporting.</li><li>Maintain compliance with applicable financial policies, procedures, and regulations.</li><li>Partner effectively with clients’ internal teams to ensure seamless AR processes during critical projects.</li><li>Support ad hoc AR-related projects as requested.</li></ul><p><br></p>
<p>Alison Brenchley, Robert Half is on the lookout for an Organizational Development Partner to be part of our team based in Sunnyvale, California. The role is in the IT Software industry where you will be working closely with the VP of Global HR Services. Your primary tasks will be to develop, implement, and maintain impactful organizational development strategies. </p><p><br></p><p>Responsibilities </p><p>• Collaborate with all HR team levels to develop and build organizational and training programs.</p><p>• Utilize your knowledge of ERP solutions and CRM to maintain efficient and accurate customer credit records.</p><p>• Facilitate leadership development programs and present training initiatives.</p><p>• Ensure compliance and effective internal communication within the organization.</p><p>• Use your skills in strategic planning to process customer credit applications accurately and efficiently.</p><p>• Use your experience in ADP - Financial Services to monitor customer accounts and take appropriate action.</p><p>• Contribute to the budget process and internal reporting system to maintain financial health.</p><p>• Utilize your experience in 3M to work on career development strategies for the team.</p><p>• Leverage your skills in Human Resources (HR) Administration for effective organizational development.</p>
<p>Join a dynamic team where you’ll take ownership of the full lifecycle of fixed assets and lease accounting. This role is ideal for a detail-oriented professional with a strong understanding of GAAP and ASC 842 standards, ready to lead, collaborate, and drive process improvements in a fast-paced environment.<strong> Interested? Contact Robyn at (707) 387-0299 to learn more!</strong></p><p><br></p><p><strong>What You’ll Do:</strong></p><ul><li>Manage all aspects of fixed asset and lease accounting, from acquisition to disposal</li><li>Ensure compliance with ASC 842 lease accounting standards</li><li>Reconcile, track, and report on owned and leased equipment</li><li>Prepare audit schedules and provide support during internal and external audits</li><li>Monitor capital expenditures to ensure alignment with approved budgets</li><li>Collaborate cross-functionally to enhance internal controls and streamline asset processes</li><li>Mentor and support the development of accounting team members</li><li>Identify opportunities for system improvements and process efficiencies</li><li>Deliver ad hoc financial analysis to support strategic business decisions</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><strong>Chief Financial Officer (CFO)</strong></p><p><strong>Location:</strong> San Jose, California - On Site</p><p><strong>Industry:</strong> Technology Manufacturing</p><p><strong>Position Overview:</strong></p><p>The <strong>Chief Financial Officer (CFO)</strong> reports directly to the <strong>Chief Executive Officer (CEO)</strong> and serves as a critical member of the executive leadership team. The CFO will be responsible for the overall financial strategy, planning, reporting, and operations of the company. This individual will ensure financial health, regulatory compliance, and strategic growth by leading a high-performing finance and accounting team.</p><p><strong>This role requires extensive experience in the manufacturing sector.</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and execute long-term financial strategies aligned with company goals.</li><li>Lead budgeting, forecasting, cash flow management, and capital planning efforts.</li><li>Serve as a strategic advisor to the CEO and executive team.</li><li>Ensure timely and accurate financial reporting in accordance with GAAP and applicable regulations.</li><li>Maintain and enhance internal financial controls and compliance systems.</li><li>Analyze manufacturing costs and implement process improvements to drive profitability.</li><li>Identify cost-saving opportunities while maintaining product quality and operational integrity.</li><li>Assess and mitigate financial, operational, and market risks.</li><li>Oversee cash management, investments, and debt strategies to ensure financial flexibility and liquidity.</li><li>Manage banking relationships and investor communications.</li><li>Support capital raising, debt refinancing, and equity-related initiatives.</li><li>Represent the company in investor meetings as requested by the CEO.</li><li>Lead, mentor, and develop the finance and accounting team (5+ direct reports).</li><li>Promote a culture of accountability, innovation, and continuous improvement.</li><li>Direct tax planning, compliance, and strategy to minimize liabilities and ensure adherence to local, state, and federal regulations.</li></ul><p><strong>Required Qualifications</strong></p><ul><li>Bachelor’s degree in finance, Accounting, or a related field.</li><li>Minimum of <strong>10+ years of progressive experience in finance and accounting</strong>, with at least <strong>10 years in leadership roles</strong>.</li><li><strong>Direct experience in the manufacturing industry is required.</strong></li><li>Demonstrated success in managing financial operations within a complex, growth-oriented organization.</li><li>Strong knowledge of U.S. GAAP, tax regulations, and compliance practices.</li><li>Exceptional analytical, strategic thinking, and decision-making abilities.</li><li>Strong interpersonal and communication skills.</li><li>Proficiency in Microsoft Office Suite and financial ERP systems.</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>MBA or equivalent advanced degree in Finance or Business.</li><li>Certified Public Accountant (CPA).</li><li><strong>IATR Certification is a plus</strong></li></ul>
<p><strong>Staff Accountant</strong></p><p><strong>Employment Type:</strong> [Contract | Full-Time | Contract | Contract-to-Hire]</p><p><strong>Compensation:</strong> $30 - $42 hourly </p><p> </p><p><strong>About the Role</strong></p><p>Robert Half is seeking a skilled and detail-oriented <strong>Staff Accountant</strong> to join a dynamic and growing team. This is an excellent opportunity to work with a leading organization that values innovation, teamwork, and career development. In this role, you will play a key part in supporting financial operations and contributing to the success of our client’s business.</p><p><strong>Responsibilities</strong></p><p> </p><p><strong>As a Staff Accountant, you will:</strong></p><ul><li>Prepare monthly financial statements, reconciliations, and journal entries.</li><li>Process accounts payable and receivable transactions accurately and in a timely manner.</li><li>Maintain the general ledger, analyzing and resolving discrepancies to ensure accuracy.</li><li>Assist with month-end and year-end closing procedures.</li><li>Support budgeting, forecasting, and audit processes when needed.</li><li>Collaborate with other departments to resolve financial and accounting inquiries.</li><li>Ensure compliance with company policies, applicable laws, and best practices.</li></ul><p><br></p>
<p><strong>Key Responsibilities:</strong></p><ul><li><strong>Office Management</strong>: Ensure the workplace is well-maintained, organized, and equipped with necessary resources.</li><li><strong>Vendor Oversight</strong>: Manage contracts and communication with facility service providers, ensuring timely and quality service delivery.</li><li><strong>Employee Support</strong>: Coordinate workplace services and address employee needs related to office operations.</li><li><strong>Event Coordination</strong>: Assist in planning and executing onsite events, meetings, or workshops.</li></ul>
<p>We are looking for a Human Resources (HR) Assistant to join our client's team in Fremont, California. This is a contract position offering an excellent opportunity to support key HR functions and enhance your skills. The role involves handling administrative tasks, employee onboarding, and assisting with HR systems to ensure smooth operations. Manufacturing experience along with working knowledge of Spanish would be a plus but not essential.</p><p><br></p><p><br></p>
<p>Robert Half is seeking an experienced and detail-oriented <strong>Full-Time Engagement Professional - Senior Accountant</strong> to join our team. As a member of our esteemed Full-Time Engagement Professionals program, you will enjoy full-time employment with Robert Half while being deployed on diverse client assignments. Your expertise in accounting will enable you to play a critical role in managing client projects, providing interim support, and driving process improvements across a variety of industries.</p><p><br></p><p>For more information on this unique career position offered exclusively through Robert Half - please find my email on LinkedIn (Tawnia Kirshen) and email your resume directly. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and analyze financial statements, ensuring accuracy and compliance with GAAP and other regulatory standards.</li><li>Manage general ledger operations, including reconciliations, journal entries, and month-end/year-end closings.</li><li>Oversee accounting processes such as fixed assets, payroll, and accruals, ensuring timely and accurate reporting.</li><li>Provide guidance and support to clients during audits, including the preparation of audit schedules and documentation.</li><li>Identify opportunities for process improvement and implement best practices to enhance operational efficiencies.</li><li>Collaborate with cross-functional teams to support budgeting, forecasting, and financial analysis activities.</li><li>Assist with special projects, such as system implementations, policy updates, or mergers and acquisitions.</li></ul><p><br></p>
<p><strong>Staff Accountant</strong></p><p><strong>Employment Type:</strong> Contract </p><p><strong>Compensation:</strong> $30 - $42 hourly </p><p> </p><p><strong>About the Role</strong></p><p>Robert Half is seeking a skilled and detail-oriented <strong>Staff Accountant</strong> to join a dynamic and growing team. This is an excellent opportunity to work with a leading organization that values innovation, teamwork, and career development. In this role, you will play a key part in supporting financial operations and contributing to the success of our client’s business.</p><p><strong>Responsibilities</strong></p><p> </p><p><strong>As a Staff Accountant, you will:</strong></p><ul><li>Prepare monthly financial statements, reconciliations, and journal entries.</li><li>Process accounts payable and receivable transactions accurately and in a timely manner.</li><li>Maintain the general ledger, analyzing and resolving discrepancies to ensure accuracy.</li><li>Assist with month-end and year-end closing procedures.</li><li>Support budgeting, forecasting, and audit processes when needed.</li><li>Collaborate with other departments to resolve financial and accounting inquiries.</li><li>Ensure compliance with company policies, applicable laws, and best practices.</li></ul><p><br></p>
<p>We are looking for an experienced Senior Accountant to join our team in San Francisco, California. This role offers the opportunity to work closely with clients and senior leadership, managing complex tax strategies and financial processes. The ideal candidate will bring expertise in tax preparation, research, and planning, along with a commitment to accuracy and excellence. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><p>• Prepare and review various tax filings, including corporate, partnership, individual, trust, and estate income returns.</p><p>• Conduct in-depth research on tax regulations and financial practices to develop effective strategies.</p><p>• Collaborate directly with clients to address tax-related concerns and implement solutions.</p><p>• Develop and execute tax projections and strategies, ensuring compliance with quarterly tax payments.</p><p>• Oversee and guide less experienced tax accountants, providing mentorship and training on best practices.</p><p>• Represent clients during audits, working in partnership with senior leadership.</p><p>• Manage multiple client engagements simultaneously while maintaining high standards of quality.</p><p>• Identify potential tax issues and propose proactive measures to mitigate risks.</p><p>• Ensure the accuracy and completeness of all financial and tax documentation.</p><p>• Provide consulting services on accounting policies and procedures for diverse businesses.</p>
We are looking for a dedicated Customer Service Representative to join our team in Tracy, California. In this role, you will play a vital part in ensuring customer satisfaction by managing orders, responding to inquiries, and maintaining accurate documentation. This is a long-term contract position offering the opportunity to grow and contribute within a collaborative team environment.<br><br>Responsibilities:<br>• Process and manage customer orders accurately using word processing and spreadsheet tools.<br>• Ensure timely order fulfillment and monitor delivery schedules to meet customer expectations.<br>• Address customer inquiries and provide clear and thoughtful responses to requests.<br>• Prepare detailed reports and correspondence for internal and external stakeholders.<br>• Collaborate with team members to maintain efficient account coverage and resolve issues.<br>• Maintain accurate records and documentation related to customer accounts and transactions.<br>• Book orders promptly while adhering to company guidelines and processes.<br>• Support the team by participating in group activities and contributing to shared goals.<br>• Assist in resolving order-related concerns under the guidance of supervisors and experienced colleagues.
<p>We are looking for an experienced Property Manager to oversee the day-to-day operations of a residential property in Oakland, California. This is a Contract position requiring strong organizational skills, attention to detail, and a customer-focused approach to ensure the property is well-maintained and compliant with all applicable laws and regulations. The ideal candidate will bring expertise in affordable housing management and be able to lead a team effectively.</p><p><br></p><p>Responsibilities:</p><p>• Manage all aspects of property operations, including implementing policies, procedures, and programs to ensure a well-maintained and compliant building.</p><p>• Enforce property rules and regulations, monitor lease agreements, and address violations in a consistent and detail-oriented manner.</p><p>• Maintain accurate and up-to-date resident files, ensuring compliance with regulatory guidelines during move-ins and recertifications.</p><p>• Recruit, train, evaluate, and, when necessary, terminate staff to maintain a high-performing team.</p><p>• Ensure compliance with federal, state, and local housing programs, including obtaining documentation, completing certifications, and managing deposits and rent collection.</p><p>• Respond promptly and courteously to resident inquiries, requests, and complaints, ensuring a high level of customer satisfaction.</p><p>• Oversee the completion of work orders and ensure vacant units are turned over efficiently and within deadlines.</p><p>• Utilize software tools such as Microsoft Word, Excel, and Outlook to manage property operations, with knowledge of Boston Post software as a plus.</p><p><br></p><p><strong>LIHTC and HUD experience required!</strong></p>
<p><strong>Ready to Pivot Out of Public Accounting?</strong></p><p>You’ve done the grind — busy seasons, tick-and-tie, late nights. Now you’re ready for something more <strong>dynamic</strong>, <strong>strategic</strong>, and <strong>forward-looking</strong>.</p><p>If you’re a CPA (or close to it) with Big 4 or national firm experience and thinking about what’s next, this opportunity might be for you.</p><p> </p><p>M& A Finance Associate </p><p>📍 San Francisco (Hybrid)</p><p>💰 $90K–$120K + Bonus + Full Benefits</p><p>A growing M& A advisory firm in SF is hiring a <strong>Finance Associate</strong> to dive deep into deals, support major private equity and strategic buyers, and help them evaluate acquisitions with confidence. This is your chance to <strong>break into deals</strong> while applying your audit-hardened skills in a more analytical, high-impact way.</p><p> </p><p><strong>🧠 What You'll Do:</strong></p><ul><li>Analyze financials for companies being acquired — think: quality of earnings, working capital trends, and cash flow</li><li>Build & refine Excel models (don’t worry, they’ll train you on the M& A side)</li><li>Turn your insights into client-ready reports and presentations</li><li>Partner with senior team members and clients at every stage of the deal</li><li>Learn how transactions really work—start to finish</li></ul><p> <strong>🧬 You Might Be a Fit If You:</strong></p><ul><li>Have 3+ years in public accounting (audit, advisory, or transaction services)</li><li>Hold your CPA (or are in the final stretch)</li><li>Are ready to move from past-looking audits to future-looking deal work</li><li>Are confident in Excel and can spot the story behind the numbers</li><li>Want to build your career in private equity/M& A</li><li>Thrive in fast-paced, team-first environments</li></ul>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>ASSISTANT CONTROLLER/CONTROLLER</strong></p><p><strong>155K-175K+BONUS</strong></p><p><br></p><p>Well established real estate development company is seeking an Assistant Controller/Controller to join their expanding team. The position will be managing all aspects of financial reporting and compliance and will play a key role in preparing financial statements, analyzing financial data, and ensuring accuracy and completeness in the company's financial records. The Assistant Controller may also collaborate with auditors, support budgeting and forecasting activities, and help implement internal controls to safeguard the organization's financial integrity. Provide Controller support in managing the financial operations of the accounting department.</p><p><br></p><p>Responsibilities:</p><p>-Manage all aspects of financial reporting for construction projects, ensuring accuracy and adherence to deadlines.</p><p>-Prepare and analyze financial statements (income statements and balance sheets)</p><p>-Review/manage work-in-progress quarterly, working closely with project managers.</p><p>-Manage cash flow with line of credit</p><p>-Oversee accounts payable and accounts receivable processes.</p><p>-Ensure timely and accurate processing of invoices, payments, and collections.</p><p>-Manage payroll functions and compliance with payroll tax requirements.</p><p>-Ensure compliance with local, state, and federal regulatory requirements.</p><p>-Coordinate audits and financial reviews, providing necessary documentation and explanations.</p><p>-Communicate financial information effectively to non-financial stakeholders.</p><p><br></p><p><br></p>
We are looking for an Operations Specialist to join our team in Berkeley, California, on a long-term contract basis. This role offers an exciting opportunity to lead and optimize operational processes while managing key systems and platforms. The ideal candidate will bring expertise in order fulfillment, team leadership, and customer service excellence.<br><br>Responsibilities:<br>• Supervise and guide the Dealer and Customer Service Team to ensure exceptional service delivery.<br>• Manage order processing workflows, outbound logistics, and related operational systems.<br>• Utilize platforms such as Amazon Vendor Central and Walmart Supplier Link to oversee B2B operations.<br>• Collaborate with Sales, Marketing, and Operations teams to address and resolve order-related challenges.<br>• Develop team capabilities to handle complex customer and dealer requirements effectively.<br>• Drive process improvements to enhance efficiency and accuracy in operations.<br>• Maintain and update order management systems, ensuring data integrity and seamless operations.<br>• Monitor team performance metrics and implement strategies for continuous improvement.<br>• Coordinate with stakeholders to ensure timely resolution of customer inquiries and issues.<br>• Ensure compliance with company policies and industry standards in all operational activities.
<p>We are looking for a meticulous and detail-oriented Payroll Administrator to join our client on a contract basis in San Ramon, California. This role involves managing payroll processes for both certified and non-certified employees, ensuring accuracy and compliance with all regulations. The position requires strong organizational skills, the ability to work independently, and a commitment to delivering reliable results.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Verify payroll entries for accuracy and address discrepancies promptly.</p><p>• Maintain compliance with multi-state payroll regulations and certified payroll requirements.</p><p>• Collaborate with team members to resolve payroll-related queries and improve processes.</p><p>• Generate reports and documentation to support payroll audits and internal reviews.</p><p>• Adhere to tight deadlines while maintaining high standards of reliability and precision.</p><p>• Provide support for timekeeping system updates and integrations.</p><p>• Ensure confidentiality of payroll data and sensitive information.</p>
<p><strong>Robert Half’s Full-Time Engagement Professionals Team is hiring a Senior Accountant</strong> to join our full-time team and support a range of client projects across <strong>Contra Costa County, the Tri-Valley, and occasionally remote</strong>.</p><p>If you thrive on variety, enjoy working across different industries, and are looking to make a real impact through meaningful, hands-on work — this could be the ideal next step in your accounting career.</p><p><br></p><p>To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located in LinkedIn. </p><p><br></p><p> Job Duties:</p><ul><li>Prepare and analyze financial statements in accordance with GAAP standards.</li><li>Manage month-end, quarter-end, and year-end close processes.</li><li>Conduct account reconciliations and variance analysis to ensure accuracy.</li><li>Oversee the accounts payable, accounts receivable, and general ledger functions.</li><li>Assist in internal and external audit processes by providing necessary documentation and support.</li><li>Collaborate with cross-functional teams to streamline processes and improve efficiency.</li><li>Mentor and support entry level accounting staff.</li></ul><p><br></p>
<p>Robert Half is working with a respected <strong>insurance defense firm in Emeryville</strong> seeking an experienced <strong>Litigation Paralegal</strong> to join their team on a <strong>contract-to-hire</strong> basis. This is a fantastic opportunity for a skilled paralegal to contribute to complex defense cases while building a long-term career with a dynamic legal team.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Draft, review, and respond to discovery requests</li><li>Assist with trial preparation, including exhibit binders, witness coordination, and trial notebooks</li><li>Conduct legal and factual research to support defense strategies</li><li>Summarize depositions, medical records, and expert reports</li><li>Manage case calendars, deadlines, and filings (state and federal courts)</li><li>Provide comprehensive litigation support through trial and resolution</li></ul><p><br></p>
<p>We are looking for an experienced Controller to join our team on a contract basis in San Francisco. In this role, you will oversee financial operations, manage a team, and ensure the organization's fiscal responsibilities are met with precision. This position requires strong leadership skills, a commitment to confidentiality, and the ability to thrive in a dynamic and fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Support ongoing audit processes by ensuring compliance with all regulatory standards.</p><p>• Oversee and guide the preparation of budgets, ensuring accuracy and alignment with organizational goals.</p><p>• Manage a team of 6-7, providing leadership, mentorship, and clear direction to meet departmental objectives.</p><p>• Coordinate month-end and year-end close procedures, ensuring timely and accurate reporting.</p><p>• Maintain and reconcile the general ledger, ensuring transparency and accuracy in financial records.</p><p>• Develop and implement efficient workflows to optimize accounting processes.</p><p>• Collaborate with internal and external stakeholders to ensure clear communication and effective decision-making.</p><p>• Uphold the highest standards of confidentiality and discretion while delivering financial transparency.</p><p>• Utilize problem-solving skills to address financial challenges and escalate critical issues effectively.</p><p>• Ensure compliance with financial regulations and internal policies to maintain organizational integrity.</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Lead Advisor </strong>at a <strong>Thriving Wealth Management Firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This growing wealth management firm helps clients align their wealth with their passions through holistic financial strategies. Trusted by high-net-worth families nationwide, the firm blends innovation, integrity, and a values-driven culture that empowers both clients and employees.</p><p> </p><p>You’ll be part of a nationally recognized firm with a boutique feel, offering best-in-class training, leadership development, and long-term incentives like profit-sharing. The culture emphasizes empathy, purpose, and collaboration, creating an environment where your career growth and meaningful impact go hand in hand.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Act as a Personal CFO, leading client relationships and implementing holistic strategies</li><li>Advise on investments, estate, tax, insurance, and retirement planning</li><li>Prepare and present tailored financial plans, portfolios, and cash flow analyses</li><li>Build business by engaging attorneys, CPAs, and other centers of influence</li><li>Lead and mentor a service team to deliver exceptional client outcomes</li><li>Contribute to firm-wide initiatives and community impact efforts</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We are looking for an Administrative Coordinator to join our team on a contract basis in San Francisco, California. In this role, you will play a pivotal part in supporting our recruiting team with scheduling and administrative tasks, ensuring smooth day-to-day operations. This is an excellent opportunity for someone with strong organizational skills and prior coordination experience.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate scheduling and calendar management for a team of recruiters, ensuring appointments are timely and accurate.</p><p>• Utilize Ashby software to manage recruitment-related tasks and maintain organized workflows.</p><p>• Serve as the sole Recruiting Coordinator for the team, providing dedicated support to five recruiters.</p><p>• Communicate effectively with candidates and internal team members to confirm schedules and address inquiries.</p><p>• Assist in tracking and updating recruitment activities to ensure data accuracy.</p><p>• Provide administrative support, including answering inbound calls and managing correspondence.</p><p>• Maintain an efficient and detail-oriented work environment, ensuring all equipment and resources are utilized effectively.</p><p>• Collaborate with team members to streamline processes and improve efficiency.</p><p>• Handle ad hoc administrative tasks as needed to support the recruiting team.</p><p>• Adapt to the hybrid work schedule, reporting onsite as required on Monday, Tuesday, and Thursday.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Allison Jacques at Allison.jacques - at - roberthalf - .com with your word resume and reference job ID#*00410-0013288584*</p>
<p>A values-driven wealth advisory firm is seeking an exceptional <strong>Planner</strong> to join its team of professionals dedicated to delivering personalized, high-impact financial guidance. This role is ideal for a seasoned advisor who thrives on building trusted relationships, simplifying complexity, and making a meaningful difference in clients’ lives.</p><p><br></p><p>The Planner will be responsible for managing and deepening client relationships, coaching junior team members, and delivering comprehensive financial planning and investment strategies. This is a high-touch, client-facing role that requires both technical expertise and emotional intelligence.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead the development and execution of personalized financial plans, estate strategies, cash flow analyses, and investment reviews.</li><li>Serve as a primary relationship manager for clients, providing proactive communication and thoughtful guidance.</li><li>Collaborate with internal teams and external advisors (CPAs, attorneys, etc.) to deliver holistic wealth management solutions.</li><li>Oversee client meeting preparation, follow-up communications, and execution of action items.</li><li>Guide clients through complex planning topics including investment management, tax strategies, estate and philanthropic planning, and intergenerational wealth transfer.</li><li>Supervise and mentor Associate Planners, supporting their professional development and ensuring quality execution of client deliverables.</li><li>Maintain accurate client records and ensure compliance with fiduciary standards and internal policies.</li><li>Participate in strategic initiatives across planning, investments, business development, and team goals.</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>
