Counselor Salary at San Leandro , Ca BETA

Our client is seeking an experienced Wealth Counselor to serve as the primary point of contact for high-net-worth clients. This position is ideal for a skilled financial professional with expertise in creating detailed financial plans and managing multi-asset class portfolios. Responsibilities: Serve as the primary contact for ~100 clients, handling client communications and relationship management. Conduct regular portfolio reviews (quarterly via phone, Zoom, or in-person) and document interactions in Salesforce. Collaborate with the investment team to develop appropriate asset allocations for multi-asset class portfolios. Create comprehensive financial plans through detailed client discussions using eMoney. Liaise between clients, the investment team, and Client Service Specialists for seamless service delivery. Qualifications: 7+ years of experience in the investment industry (client-facing experience preferred). Certified Financial Planner designation with 5+ years of experience in

Overview: Are you a mental health professional that enjoys providing culturally-sensitive, trauma-informed, and family-centered services? Join Seneca's dedicated team of professionals. As the Support Counselor, you will engage in intensive clinical care coordination with the youth and family as well as providing counseling, behavioral, emotional support and skills building. You will engage clients in meaningful and authentic relationships while providing a safe, predictable, and positive environment that aligns with our clients values and cultures. ABOUT THE PROGRAM Seneca serves Santa Clara County children/youth by offering a focus on managing mental and behavioral health needs and increasing placement stabilization. This program provides culturally-competent, team-driven, and strength-based unconditional care for children and families who struggle with profound needs and difficulties. Katie A. Services services dually focus on the child and family team meeting process that focuses on

Job Details Job Location Shrader House - San Francisco, CA Education Level 2 Year Degree Salary Range $4,275.00 Salary/month Job Shift Any Job Category Nonprofit - Social Services Description PRIMARY RESPONSIBILITIES: Under the supervision of the Program Director or the Assistant Director, Counselors provide support and assistance to clients of this adult psychiatric acute residential treatment program. The Counselors advocate for and respond to clients' treatment and rehabilitation needs. Specific functions are outlined in the job description Generally, Counselor duties include: Promote the philosophy of social rehabilitation as it applies to residential treatment; performance of intake interviews; group, individual, and family counseling; treatment plan development and implementation; coordination of activities; discharge planning; and developing and maintaining contact with clients' therapists and related treatment programs. Maintain computer requirements of the City and County of S

Our client is seeking an experienced Wealth Counselor to serve as the primary point of contact for high-net-worth clients. This position is ideal for a skilled financial professional with expertise in creating detailed financial plans and managing multi-asset class portfolios. Responsibilities: Serve as the primary contact for ~100 clients, handling client communications and relationship management. Conduct regular portfolio reviews (quarterly via phone, Zoom, or in-person) and document interactions in Salesforce. Collaborate with the investment team to develop appropriate asset allocations for multi-asset class portfolios. Create comprehensive financial plans through detailed client discussions using eMoney. Liaise between clients, the investment team, and Client Service Specialists for seamless service delivery. Qualifications: 7+ years of experience in the investment industry (client-facing experience preferred). Certified Financial Planner designation with 5+ years of experience in

Organization: Compass Family Services is a 100+ year old nonprofit working on the front lines of San Francisco's homeless crisis. We provide families experiencing or at risk of homelessness with comprehensive support to address immediate needs and ensure long-term success. Program: Compass Family Shelter provides families experiencing homelessness with a safe place to stay. Each family has their own room and access to a kitchen, children's play area, and other communal spaces. While families are at shelter, they receive intensive support from our team. We help them stabilize, find housing, and address challenges and barriers. Schedule: Full time, Sunday - Thursday (off Fri/Sat), 10am-6pm Compensation: $25-30 hourly Organizational Core Competencies: Accountable / Adaptable / Client-centered / Collaborative / Committed to diversity, equity, inclusion and belonging / Resourceful Responsibilities: Residential Counselors are responsible for making sure that all families at the shelter are s

Our client is seeking an experienced Wealth Counselor to serve as the primary point of contact for high-net-worth clients. This position is ideal for a skilled financial professional with expertise in creating detailed financial plans and managing multi-asset class portfolios. Responsibilities: Serve as the primary contact for ~100 clients, handling client communications and relationship management. Conduct regular portfolio reviews (quarterly via phone, Zoom, or in-person) and document interactions in Salesforce. Collaborate with the investment team to develop appropriate asset allocations for multi-asset class portfolios. Create comprehensive financial plans through detailed client discussions using eMoney. Liaise between clients, the investment team, and Client Service Specialists for seamless service delivery. Qualifications: 7+ years of experience in the investment industry (client-facing experience preferred). Certified Financial Planner designation with 5+ years of experience in

Our client is seeking an experienced Wealth Counselor to serve as the primary point of contact for high-net-worth clients. This position is ideal for a skilled financial professional with expertise in creating detailed financial plans and managing multi-asset class portfolios. Responsibilities: Serve as the primary contact for ~100 clients, handling client communications and relationship management. Conduct regular portfolio reviews (quarterly via phone, Zoom, or in-person) and document interactions in Salesforce. Collaborate with the investment team to develop appropriate asset allocations for multi-asset class portfolios. Create comprehensive financial plans through detailed client discussions using eMoney. Liaise between clients, the investment team, and Client Service Specialists for seamless service delivery. Qualifications: 7+ years of experience in the investment industry (client-facing experience preferred). Certified Financial Planner designation with 5+ years of experience in

Our client is seeking an experienced Wealth Counselor to serve as the primary point of contact for high-net-worth clients. This position is ideal for a skilled financial professional with expertise in creating detailed financial plans and managing multi-asset class portfolios. Responsibilities: Serve as the primary contact for ~100 clients, handling client communications and relationship management. Conduct regular portfolio reviews (quarterly via phone, Zoom, or in-person) and document interactions in Salesforce. Collaborate with the investment team to develop appropriate asset allocations for multi-asset class portfolios. Create comprehensive financial plans through detailed client discussions using eMoney. Liaise between clients, the investment team, and Client Service Specialists for seamless service delivery. Qualifications: 7+ years of experience in the investment industry (client-facing experience preferred). Certified Financial Planner designation with 5+ years of experience in