- Robert Half Finance & Accounting (Mountain View, CA)
- …documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports. + Develop and deepen client relationships ... high-net-worth tax, investment management, or related fields. + Must hold a CFP (R), CFA(R), CPA, JD, or similar professional designation. + Strong communication,… more
- UMB Bank (Sacramento, CA)
- …relative to financial & estate planning + Juris doctorate + CTFA or CFP **Knowledge & Skills** **_MINIMUM:_** + General knowledge of Trust and Bank products and ... + Provides solution-oriented planning for clients + Coordination of wealth and estate planning strategies + When appropriate, for accounts without an assigned… more
- UCLA Fielding School of Public Health (Los Angeles, CA)
- …region. Course / Program Description The Personal Financial Planning program is a CFP Board registered program which focuses on two goals: + Providing the student ... student with skills and knowledge necessary to pass the CFP Board Exam. Job Description We are looking for... designation is not required but still preferred for Estate Planning if you are a practicing Attorney or… more
- JPMorgan Chase (San Francisco, CA)
- …Management, you will leverage your deep understanding of tax and trust & estate laws to communicate complex information in a simple, non-technical manner to both ... of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position...4-year college degree and either JD, LLB, CPA or CFP + 7 plus years of practice as a… more
- JPMorgan Chase (Palo Alto, CA)
- …Morgan Wealth Management, you will need a deep understanding of tax and trust & estate laws and must be able to communicate that knowledge in a simple, non-technical ... of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position...4-year college degree and either JD, LLB, CPA or CFP + 5 plus years of practice as a… more
- Insight Global (San Francisco, CA)
- …degree and the CFP designation * 7+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth ... techniques on all facets of investments, taxes and trust and estate planning. Responsibilities include onboarding new clients, servicing existing clients,… more
- Guardian Life (Sacramento, CA)
- …funds and annuities, by: + Preparing business valuations and model income and estate tax reductions strategies + Reviewing 1040 returns as well as 1120/1120S/1065 ... sales opportunities and financial products in the business, personal, estate , executive benefits, asset protection, retirement planning and charitable planning… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …and finalize financial planning deliverables, including balance sheets, strategic plans, estate maps, and cash flow analyses. + Provide objective, holistic advice ... on investment management, estate planning, tax strategies, and philanthropic initiatives. + Prepare...or a related field; advanced degree or professional designation ( CFP (R), CFA, CPA, JD, etc.) required. + 5-10+ years… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Key Responsibilities + Prepare in-depth analyses including retirement planning, estate considerations, education funding models, stock option strategies, and ... Key Responsibilities + Prepare in-depth analyses including retirement planning, estate considerations, education funding models, stock option strategies, and… more
- Columbia Bank (Newport Beach, CA)
- …skills. + Intermediate estate planning, tax, advanced investment management skills. + CFP , CIMA, CPWA, ChFC, CTFA, CPA, CFA, CWS or AWMA, any one certification, ... client financial needs. This position requires expertise in simple to intermediate estate planning, tax planning and advanced investment management. + Primary role… more