Hiring Event- 8/01/25 (Montage Palmetto Bluff) (Bluffton)

Associate Financial Advisor Location: San Jose, CA Employment Type: Full-Time | On-Site About the Role: We’re seeking an Associate Financial Advisor to join our team in San Jose, CA. This is not your typical advisor opportunity—this role offers the rare chance to inherit a well-established book of business, allowing you to hit the ground running with existing client relationships and recurring revenue. What You’ll Do: • Build strong, lasting relationships with an existing client base by delivering holistic financial planning and exceptional service. • Develop personalized investment strategies tailored to each client’s goals and values. • Maintain and grow the book of business through proactive outreach, client referrals, and community involvement. • Collaborate with a supportive team and leverage in-house resources, systems, and tools. • Stay current with financial industry trends, regulations, and product knowledge to serve clients at the highest level. What We’re Looking For: • 2+ years of experience as an associate financial advisor, planner, or wealth manager. • Series 7, 65/66 • CFP preferred or willing to obtain. • Proven relationship-building and communication skills. • A growth mindset and client-first attitude. • Desire to plant long-term roots in the San Jose, CA area and become a valued member of the local community. What We Offer: • Natural transition from current Advisor to you for clients. • Competitive payout or compensation structure based on experience. • Access to marketing, compliance, and administrative support. • A collaborative environment with other advisors. • Opportunities for professional growth and succession planning. Why This Role is Unique: Opportunities like this don’t come around often. If you’ve been looking for a way to step into an established client base, grow your career, and make a meaningful impact in the lives of others—all without starting from scratch—this could be the perfect fit.

Established and growing General Contractor in the East Bay has an immediate opening for a full-time Accounting Clerk. The right candidate with potential and ambition will be given the opportunity for advancement. To successfully perform the job, the individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the skills and knowledge required for this position: Key Responsibilities: -Assist with processing subcontractor/vendor invoices -Coordinate with other accounting staff and field staff on invoice approval and payments -Coordinate with project coordinators and AR department to ensure all compliance with subcontractor payments are met -Coordinate and/or comply with any special contractual requirements called by customers prior to payments -Provide administrative support as needed to other staff members -Other misc. duties as assigned by supervisor Qualifications: -Construction industry experience (Public works experience prefer) -Proficient in MS Office (Word, Excel, Outlook) -Knowledge of Lien Waivers -Knowledge of certified payroll is a plus -Knowledge of Procore and American Contractor is a plus -Knowledge of contracts and insurance -Ability to prioritize and multitask -Strong written and verbal communication skills We offer competitive salary and benefits including medical, dental, vision, 401(k), PTO

We are a boutique business law firm looking for an experienced and detail-oriented bookkeeper and office administrator to join our team at our office in San Jose (near SJC Airport). This is a full-time role for someone who excels at managing financial records and wants to contribute to our success. Responsibilities: • Enter time and expense entries in Mycase software. • Maintain and update financial records, including accounts payable and receivable. • Track client payments and handle invoicing. • Receiving and greeting clients at front desk (low traffic). • Answering phone calls. • Assist in court filing and calendaring. • General office admin and other tasks as needed. Qualifications: • Proven experience as a bookkeeper, preferably in legal industry. • Proficiency in Mycase (desired but not required, we will train). • Strong attention to detail and organizational skills. • Ability to multitask and prioritize tasks independently. To Apply: Please send your resume and a cover letter detailing your relevant experience and why you are a great fit for this position.

Walter Hansel Winery & Bistro is a family owned and operated 10,000 case winery and restaurant. Located in our vineyards west of Santa Rosa. Established 30 years ago, our current Office Manager/Bookkeeper has been with us from the beginning and is retiring. We are very strong financially and are seeking a person who desires long term secure employment. We are looking for a detail oriented, self-motivated person with a strong background in accounting, bookkeeping and banking. This person would take ownership of such primary responsibilities as financial reporting, payroll, general administration, GL preparation, accounts payable/receivable and government reporting. Proficient in Quickbooks, experience in the wine industry preferred.

We are looking for an Office/Operations Manager to organize and coordinate administration duties and office procedures in Fire Protection Construction field. Previous experience in a Construction Company Office Management and Business/ Administration atmosphere is highly desired. Your role is to ensure high levels of organizational effectiveness, communication and safety. Office manager duties and responsibilities include scheduling appointments and inspections, customer service including HR responsibilities, A/R, A/P processing, In-house payroll, payroll taxes & filing, certified payroll and insurance audits. Ultimately, the Office manager should be able to ensure the smooth running of the office and help to improve company procedures and day-to-day operations. Lastly, must be able to work independently with minimal supervision.(1 Person Office) NEEDED ASAP Skills • Proven experience as an Office Manager in Construction Trade. • Knowledge of office administrator responsibilities, systems and procedures • Bookkeeping/Payroll Processing • Proficiency in MS Office (MS Excel and MS Outlook, in particular) • Excellent time management skills and ability to multi-task and prioritize work • Attention to detail and problem-solving skills • Excellent written and verbal communication skills • Strong organizational and planning skills in a fast-paced environment • A creative mind with an ability to suggest improvements Job Type: Full-time Pay: $25.00 - $30.00 per hour Experience: • Construction Workforce Management: 2 years (Preferred) • Office Management: 3 years (Required) • QuickBooks Desktop: 4 years (Preferred) Education: High School Diploma Work Location: • One location Typical start time: • 8AM Typical end time: • 4PM Schedule: • Monday to Friday Work Remotely: • No

I'm a 53-year-old male. I suffer from short-term memory loss. I need a little help hear and there with managing Dr. appointments and a little help around the house from time to time. I can offer you room and board at an extremely reduced rate of only $900 a month in exchange for a little help around the house. Believe me, this is a very good deal because luxury condos like this typically go for $2900 a month in Queens. You can get it for only $900 in exchange for just a little help. PLEASE TEXT YOUR PHOTO FOR AN IMMEDIATE INTERVIEW TO MR. JOSEPH. Thank you.