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27 results for Part Time in Sunnyvale, CA
- San Francisco, CA
- remote
- Permanent / Full Time
- 130000.00 - 170000.00 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>An established investment management and wealth advisory firm with a long-standing history of serving high-net-worth and ultra-high-net-worth individuals, families, foundations, and endowments is looking to add a <strong>Wealth Advisor</strong> to its San Francisco team.</p><p>This is an excellent opportunity for a financial planning professional who enjoys working directly with clients, developing comprehensive financial plans, and partnering with experienced Portfolio Managers to deliver thoughtful, personalized wealth strategies.</p><p>What really sets this opportunity apart is the team culture. This is a close-knit, collaborative group that believes in shared ownership of client relationships. Everyone works together, supports one another, and takes pride in delivering an exceptional client experience.</p><p><br></p><p>What You'll Do</p><ul><li>Develop and maintain comprehensive financial plans tailored to clients' financial goals and long-term objectives.</li><li>Partner with Portfolio Managers to oversee client relationships and implement investment strategies.</li><li>Evaluate clients' financial needs, including cash flow, retirement, tax, estate, philanthropic, and sustainable investing considerations.</li><li>Present financial plans and investment recommendations in a clear, approachable, and client-friendly manner.</li><li>Monitor client portfolios and financial plans, proactively making adjustments as circumstances and goals evolve.</li><li>Build trusted relationships with high-net-worth and ultra-high-net-worth individuals, families, and foundations.</li><li>Participate in prospect meetings, networking, and business development initiatives.</li><li>Collaborate with colleagues across the team to ensure clients receive consistent, personalized support.</li></ul><p><br></p>
- 2026-11-12T22:08:42Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 110000.00 - 120000.00 USD / Yearly
- We are looking for an experienced Legal Secretary to support a busy litigation practice in San Francisco, California. This position is ideal for someone who thrives in a demanding legal setting, brings strong commercial litigation knowledge, and can manage priorities with confidence and precision. The successful candidate will play a key role in keeping matters organized, filings on track, and attorneys well supported in a sophisticated, partner-driven environment.<br><br>Responsibilities:<br>• Prepare, format, and revise litigation materials such as pleadings, motions, discovery documents, correspondence, and other court-related submissions.<br>• Handle electronic filing for matters in state and federal courts, including trial and appellate filings, while ensuring compliance with applicable rules and deadlines.<br>• Maintain organized electronic matter files and manage document workflows within the firm's records and document management systems.<br>• Coordinate new matter intake and support ongoing file administration to ensure records remain accurate, accessible, and up to date.<br>• Assist with attorney time entry, billing support, travel arrangements, and expense processing as part of daily practice operations.<br>• Manage calendars and track important litigation deadlines, court dates, and related scheduling needs for assigned attorneys.<br>• Communicate professionally with clients, attorneys, court personnel, and internal staff to support efficient handling of active matters.<br>• Provide dependable administrative and litigation support in a high-volume practice, taking initiative and maintaining ownership of assigned work.
- 2026-11-10T21:53:43Z