BUSINESS OPPORTUNITIES

The Member Exchange

March 7, 2022

There are 17 advisor, 2 m&a and 12+ job opportunities this week
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Attorney - Construction Management Agreement (SFO)
Looking for an attorney to assist my client in negotiating a construction management agreement with the would-be management firm. The management firm provided its template, which is too one-sided. Looking for an attorney with experience in such agreements to help negotiate the agreement, possibly start with something more standard and balanced in the construction industry. The management firm would oversee the retrofit / update of my client's recently obtained factory for manufacturing new products. The factory is located in Michigan.
Attorney to help with FINRA complaint - Eastern, MA
Client looking for someone who can help her navigate around FINRA, the financial industry and their code of ethics, and a possible lack of compliance therewith.
Basic Filing Tax Preparer (LA)
Seeking a tax professional who can assist with a return for 2021... Married filing jointly: W2 returns, minimal other things going on tax-wise. Would rather refer within Provisors than send to H&R block if there's someone who might want to take this on...
Business Attorney Utah,Puerto Rico, New Jersey to Review Contract
Solar Equipment Sales & Installation client of mine in CA needs contract I drafted reviewed for compliance with Utah, Puerto Rico and New Jersey laws. Please send contact information for recommended business contract attorneys in those states/territories.
California Divorce Attorney
Advice regarding the potential effects on spousal support obligations of a California beneficiary of a non-resident California Trust
CPA needed in the Thousand Oaks/Moorpark CA
Couple needing a CPA for personal tax preparation. Must be local to Thousand Oaks area.
Employment Attorney
I have a client in North Carolina in need of an employer side employment attorney.
Global Employment Organization (GEO) Set-up
One of our clients is seeking assistance with setting up a Global Employment Organization (GEO). The client is a Government Contractor that has contracts with the US Agency for International Development and Department of State and has employees and independent contractors working overseas. They are exploring the idea of forming a GEO to house their overseas staff and would like to be connected with someone who can guide them through that process.
Hernia Mesh Litigation Contact
Good evening, I have a client who needs to be connected with a litigation attorney who is handling hernia mesh lawsuits. Does anyone handle this?
Licensing Attorney - Florida
My client is looking for an attorney that can assist with a licensing matter before the Florida Department of Education. Any referrals would be greatly appreciated.
LinkedIn Search firm / Service Provider
Seeking a firm or service that searches LinkedIn for employment candidates. Our client would want the firm to find the candidates, make the initial contact and then turn them over to us for interview.
Looking for CPA specializing in Small Business
My client has an S Corp and is 60% owner of a transportation/specialty business and is in need of tax planning, succession planning and business guidance. Current CPA is not a fit. Any help would be appreciated. Contact me at vintriago@cfiemail.com - Vickie Intriago
Looking for Property Manager for Smaller Sized Family Portfolio
I have a family trust what owns a small portfolio (under 75 units) in Los Angeles and is looking for a property manager or firm. Is this of interest please reach out.
Manufacturing Consultant Needed
City of Commerce - established aircraft parts manufacturing business in need of consultant to evaluate current job costing system, re-design and implement updated system.
Medical Billing Professsional
In need of Medical Billing Professional for new practice. Advice and guidance needed. If good fit, opportunity for on going book keeping work.
Personal bookkeeper needed in West L.A.
High net worth client in West LA (very close to UCLA), whose bookkeeper of 30 years is retiring, needs someone trustworthy, that will respect her confidences, and preferably has their own business. The new bookkeeper would work at least one and possibly two days a week, one day in the client's home and probably additional hours outside of the home. Client is elderly (but sharp). Contact Bob Birgen at rbirgen@abridgepartnersllc.com.
Personal Injury Attorney Kansas City, MO
Looking to refer a friend to a Personal Injury Attorney in Kansas City, MO. Auto Accident case, ER treatment night of accident and diligent post accident follow up treatment.
5-10 Year CPA / Growth Potential
Burbank CPA Firm seeking CPA with 5-10 years of local accounting and tax experience to join this 38 year old firm. Firm is a full service accounting, tax and business management practice. Partnership potential to the right person. Please contact Paul @ 818 399-9982 or send resume to paul@epbcpa.com
Admin Asst (Entry level)
PCL is a leader in providing mortgage services to financial professionals, has an Admin Asst position for an energetic person who is motivated to be successful, has strong communication skills, is a fast learner, and has quick multi-tasking abilities, and detailed oriented. This person would assist and work closely with our operations team. The position is available immediately. Work experience is a plus but not required in Mortgage banking, financial services, and/or the real estate industry. A strong work ethic, ambition, and positive attitude are a must. Ability to grow. $20-23 hourly. FT
Attorney (REMOTE) Prop 65 Defense -- -- The Food Lawyers®
California attorney sought to handle Prop 65 defense cases remotely part time. Experience handling Prop 65 cases desirable. Hours are flexible. Send resume to Evelyn.Fong@TheFoodLawyers.com.
Branch Manager Fresno / Clovis, CA
The executive recruiting firm Saenger Associates has been exclusively retained to conduct a search for a Branch Manager, $100K+, for our industry leading landscaping client. Their growth and success have created this immediate new role. The primary goal for a Branch Manager is to sustain and grow the existing commercial maintenance business. This will be accomplished by your personal sales efforts, managing the sales efforts of business developer(s), while overseeing and maintaining quality and safety at all levels.
Brand Manager for a Popular Pet Food & Treat Company
Our client is a popular pet food and treat company dedicated to the health and happiness of pets. They are part of a family-owned food and agriculture company that has been around for over a century, but operate in many ways like a thriving start-up. They are seeking a roll-up-your-sleeves Brand Manager to lead traditional brand management, art development, and go-to-market strategies for the company. This is a flexible position requiring the candidate to be in the office 1-2 days/week in Los Angeles and work from home the rest of the week.
Business Development Manger
Our local mortgage team is looking to hire a Business Development Manager to be the face of our business. We help hundreds of people finance residential property each year. We are looking to grow our market share and need to hire someone that will develop new long lasting referral business relationships. The bulk of your time will be spent visiting with Realtors, Financial planners, as well as other lenders and professionals, attending and/or presenting at sales meetings, taking accounts to coffee or lunch, etc Please reach out if you know someone or for more details about this position!
Chief Financial Officer
CFO needed for entrepreneurial CPG distribution firm located in Valencia. High energy environment. Build an accounting/finance team to support explosive growth. Oversee the entire accounting/finance function; enhance/implement systems, policies, procedures; be an integral part of management team. Comp to $200k+ plus benefits.
Controller
Reporting to the CFO, you will have primary responsibility for accurate and timely preparation of the company's accounting records and financial statements, as well as managing the day-to-day operations of the accounting department. This is a hands-on role requiring someone who can roll up their sleeves and dig into the numbers, critically review results, provide business and process recommendations and can successfully manage various initiatives, and can thrive in a fast-paced dynamic environment where teamwork and strong internal and external relationships are important.
Controller
Controller needed for technology firm based in Encino, CA. Oversee accounting, financial reporting, analysis, HR function, internal controls. Provide analytic support to sales, marketing, and operations. Interpret data and provide insights to exec team. Must be expert in QuickBooks and Excel. Base comp to $200K + 15% bonus + 401K + equity. Help position company for liquidity event in 3-5 yrs. Remote work environment encouraged.
Director of Infrastructure
The IT Infrastructure Director is responsible for leadership and oversight of the cloud migration, Network Operations, Information Security and Technical Support areas within Company's IT department. This role is responsible for defining the short- and long-term Cloud and infrastructure strategy for the business and leading a team to execute to the defined strategy. This role will provide critical leadership to help deliver solutions as scale using Cloud and advance infrastructure tools and solutions. See link for more details: https://integressinc.com/job/director-of-infrastructure-tustin-ca
Employment Law Associate - Los Angeles
The Los Angeles office of Lewis Brisbois Bisgaard & Smith LLP is seeking an associate attorney to join the Employment Group. Applicants should have 1 to 7 years of civil litigation experience, should be highly motivated, have excellent writing skills, and have a genuine interest in employment law. Previous employment litigation experience is preferred but not required. Those interested should contact Ashleigh.Kasper@lewisbrisbois.com.
Employment Law Partner - Los Angeles
The Los Angeles office of Lewis Brisbois Bisgaard & Smith LLP is seeking an attorney to join the Employment Group as a lateral partner. Applicants should have 7+ years of civil litigation and employment litigation experience, should be highly motivated, have excellent writing skills, and have experience managing a caseload and supervising associates. Portable business is not required. Those interested should contact Ashleigh.Kasper@lewisbrisbois.com.
Escrow Officer
West LA Real Estate Mortgage Co. seeks professional with min. 3 years experience. Part/Full time, flexible schedule. Salary+Benefits. 310 820 4300 psteigleder@fidelityca.com
Executive Director
CSR is working with CommunityWorks in West Virginia to recruit an Executive Director. Please apply through our Indeed posting: https://indeedhi.re/3BQbn4Y patrick@expertiseinresults.com
Experienced Probate Litigation Attorney - Orange County
Southern California trusts and estate firm looking for experienced probate litigation attorney. Competitive salary plus benefits. Management possibilities open.
Experienced Probate Litigation Attorney - San Diego
Southern California trusts and estate firm looking for experienced probate litigation attorney. Competitive salary plus benefits. Management possibilities open.
Family Law Associate Attorney (Bay Area)
FLICKER, KERIN, KRUGER & BISSADA LLP, has an opening for full-time family law attorney (in our Menlo Park or San Ramon office). Employees work primarily from home at this time. Attorneys receive assignments from other senior attorneys and must be able to prioritize assignments, work on a number of assignments simultaneously and meet deadlines. Excellent research skills needed as well as comfortable with numerous research means. Qualifications: Minimum of 3 years of licensed family law experience and must be licensed to practice law in California. Resumes should be sent to sgolden@fkkblaw.com
Financial Advisor - Seattle
Highly organized, people-centered, proficient advisor. Alterra Advisors is hiring a Financial Advisor Associate to deliver the daily 'wow' to our valued clients through effective financial planning and wealth management. In collaboration with a Lead Advisor, you'll meet with clients to understand their unique situation and desired outcomes, and design creative planning strategies. As you then take the lead on the implementation of financial plan items and wealth management services throughout the year, you'll be an integral part of delivering the 5-star experience we strive for every day.
General Manager (40 Year LA Regional HVAC Company)
Our client is seeking a general management leader with a successful track record of building and growing profitable businesses. This position includes equity in the business where growth plans are 2-3X in the next 3 years due to significant B2B service contracts. Reporting to ownership, this candidate will have responsibility for the commercial and residential divisions of the company. You will be the key operating member of the leadership team. Please email your resume with current compensation, to h45iubiyyx7i6ao1iisu8hdwta@crelate.net
Industrial Controls & Automation Engineer
The Industrial Controls and Automation Engineer develops industrial control systems and automation logic. Controls and automation engineers will directly interact with engineers from other disciplines, project managers, and customers as projects move from the preliminary design phase to complete, operational, systems. See link for more details: https://integressinc.com/job/industrial-controls-automation-engineer-ontario-ca/
Lead IT Business Analyst
The Lead IT Business Analyst is part of our ERP Support Team. Support team is responsible for the day-to-day support of AX or D365 ERP, managing support tickets, reproducing and troubleshooting issues in the ERP, conducting meetings and screen shares with users to capture process or functional problems, documenting new requirements or issues, communicating those to development resources, testing solutions, managing configuration changes, etc. See link for more details: https://integressinc.com/job/lead-it-business-analyst-tustin-ca/
Legal Positions Available (LA & SD)
Divorce/Family Law practice with offices in Woodland Hills and San Diego seeking legal assistants, paralegals, and attorneys for growing practice. We offer a flexible, congenial, and supportive work environment that allows you to balance life and work responsibilities. Please contact lindsay@wolffamilylaw.com
Loan Processor
Fidelity Mortgage Lenders, Inc. in West LA seeks qualified processor with min 3 years experience. Part or Full Time. Flexible schedule. Salary + Benefits. 310 820 4300. Ask for Peter or Chuck.
Looking for an Administrative Assistant
We are looking to hire an administrative assistant to work in the financial services industry for a large financial institution. The ideal candidate will have a Bachelor's degree and have at least two years of experience in an administrative role. The position is full time and in the office in Pasadena, working with a financial advisory team that manages over $250mm in client assets. This is an entry level position with plenty of room for growth, salary plus discretionary bonus dependent on experience and performance. For more information please send inquires to eg_cfp@me.com
Mechanical Design Supervisor
The Mechanical Design Supervisor leads a team of mechanical designers and drafters who utilize manual methods and computer-aided drafting programs to translate design information and specifications from engineers into schematics, technical drawings and production plans. See link for more details: https://integressinc.com/job/mechanical-design-supervisor-ontario-ca/
Planning Associate - Seattle
Highly organized, people-centered, finance enthusiast. Alterra Advisors is hiring a Planning Associate to deliver the daily 'wow' to our valued clients through effective financial planning and wealth management. You'll be indoctrinated from day one into the world of advanced financial planning and wealth management for people with complex finances to create the maximum impact for their family, business, and their charities. You will be challenged not only to fulfill your role supporting the advising team, but to learn all it takes to be an effective financial advisor to this unique clientele.
Project Manager
The Logistics Business Unit (LBU) is searching for a Project Manager with external customer facing experience. The Project Manager will be interacting and managing customers who are the global leaders in the e-commerce, retail distribution, parcel delivery and airport baggage handling market segments. Engaging within the pre-sales phase of potential project lifecycle's, you'll be responsible to prepare accurately, assess risks and subsequently deliver the hottest technology in this market. See link for more details: https://integressinc.com/job/project-manager-detroit-mi/
Sales Operations Analyst
The Sales Operations Analyst works independently and is responsible for the development of business reports, requirements, and insights. The Sales Operations Analyst will support sales leadership by identifying and driving process improvement within the department. See link for more details: https://integressinc.com/job/sales-operations-analyst-irvine-ca/
Sales Positions - Seattle
Super organized and amazing people person. Alterra Advisors is hiring a Client Care Coordinator to deliver the daily "wow" to our valued clients. As the first line of defense to serving our valuable clients, you're an integral part of delivering the 5-Star experience we strive for every day. You'll be the ultimate host to our clients in servicing their financial plans and whatever is needed to give them a great experience with Alterra. Not a finance person? That's not necessary - this position is all about caring for clients and we'll teach you about the financial world along the way.
Senior IT Business Relationship Manager, C&R
Senior IT Business Relationship Manager will be accountable for developing strategic and operational relationships with Clinical and Regulatory organizations and driving long-term technology strategy/vision to meet business objectives. This role requires in-depth understanding of business area strategy, domain knowledge of Clinical and Regulatory, and relevant technical expertise to drive the creation of new technology solutions. See link for more details: https://integressinc.com/job/senior-it-business-relationship-manager-cr-el-segundo-ca/
Senior Veeva Technical Analyst
The Senior Veeva Technical Analyst is part of our enterprise Support Team. Support team is responsible for the day to day support of Veeva Qualitydocs, Veeva QMS, and Training, managing support tickets, troubleshooting issues in the system by recreating the user scenario, conducting meetings and screen shares with users to capture process or functional problems, etc. See link for more details: https://integressinc.com/job/senior-veeva-technical-analyst-tustin-ca/
Temporary Paralegal - New England
I have hired a new paralegal who will begin in June. I need someone to fill in for 2.5-3 months in this role. Experience not required. We are Looking for a self-starter; excellent communication skills; strong computer skills; willing to work 9-5 daily; hybrid (Needham, MA office and remote); excellent pay, and a great opportunity for resume building! Please email me at mike@chinitzlawllc.com, and check out my firm at www.ChinitzlawLLC.com Thanks!!
Transactional Associate Attorney (flex hours + remote) SFO
3+ years, business law preferred. CA bar required, but permanent remote so no physical location restrictions. Must have transactional experience in at least one of these practice areas: business law, employment law, intellectual property/trademarks. Business law transactional experience preferred. Flex hours, permanent work from home, part time or full time, lots of room for growth. Full job posting here: https://www.indeed.com/viewjob?t=pt+associate+attorney+flexible+hours+100+remote+california+only&jk=5a4d208f55e2f41c&_ga=2.125675402.1220069583.1644951905-1392646452.1634034505
Private Bank Lender - National
Have a client with large block of restricted stock. Looking for advance liquidity from independent private banking lender who will not compete in asset management. We are also looking for a longer term partner for lending solutions and using this immediate case to look around.
Seeking Financial Planning Practice Acquisition
Mike Fibiger michael.fibiger@trilogyfs.com My financial planning firm is rapidly growing and one of the ways we want to continue that growth is through the acquisition of books of business. We are both RIA and Broker Dealer licensed and have experience both transitioning advisors into retirement as well as blending them into our planning system if they are simply looking to make a firm change.

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