- UCLA Fielding School of Public Health (Los Angeles, CA)
- …Westwood or Downtown locations. A CFP designation is not required but still preferred for Estate Planning if you are a practicing Attorney or for Insurance if ... in Personal Financial Planning + Income Taxation in Personal Financial Planning + Estate Planning + Insurance in Personal Financial Planning +… more
- JPMorgan Chase (Los Angeles, CA)
- …+ Engage with clients in financial planning , basic tax, trust and estate planning , retirement, educational, and philanthropic planning , risk management, ... and asset allocation, working knowledge of credit and applicable trust and estate planning issues + Strong self-motivator and who can work closely with market… more
- Guardian Life (Sacramento, CA)
- …of various sales opportunities and financial products in the business, personal, estate , executive benefits, asset protection, retirement planning and charitable ... + CFP/CLU/ChFC preferred + Expert knowledge of tax planning , exit planning , business succession, executive benefits, asset protection, estate , retirement … more
- Robert Half Legal (Napa, CA)
- Description A respected and established Napa law firm is seeking a Midlevel Estate Planning Attorney to join their team. This is an excellent opportunity for a ... a collaborative, client-focused environment. Key Responsibilities: + Advise clients on estate planning and trust administration matters, including drafting… more
- Robert Half Legal (Roseville, CA)
- Description Reputable estate planning firm is seeking an experienced trust administration paralegal to join their team. This position is full-time in the office ... * Handle the preparation and drafting of various legal documents related to estate planning * Coordinate and manage the probate and estate administration… more
- Providence (Mission Hills, CA)
- …at the forefront of managing, planning , coordinating, and implementing a comprehensive estate planning and gift program. You will interpret and apply laws ... management required. + **Success Record:** Demonstrated experience and success with estate planning and major gift solicitation required. + **Leadership… more
- Robert Half Legal (Vallejo, CA)
- …team. This role centers around the dynamic fields of Business Litigation, Real Estate Litigation, and Probate/ Estate Planning Litigation. Responsibilities: + ... Handle diverse litigation matters related to business disputes, real estate conflicts, and probate/ estate planning ...to business disputes, real estate conflicts, and probate/ estate planning issues. + Conduct comprehensive legal… more
- Bank of America (San Francisco, CA)
- …for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning , diversification of a concentrated position, philanthropy, private ... for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning , diversification of a concentrated position, philanthropy, private … more
- JPMorgan Chase (San Francisco, CA)
- …field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate ... + Ability to drive business results with broad background in trust and estate planning issues. + A strong self-motivated individual who can work closely with… more
- JPMorgan Chase (Palo Alto, CA)
- …field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate ... + Ability to drive business results with broad background in trust and estate planning issues + A strong self-motivated individual who can work closely with… more