- JPMorgan Chase (Los Angeles, CA)
- …limited to credit and lending, multi-asset class investments, wealth advisory and estate planning . **Job Responsibilities** + Help devise customized financial ... team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. As… more
- Robert Half Legal (San Mateo, CA)
- …focus on trusts and estates or probate litigation preferred. * Proficient in estate planning , probate litigation, and civil litigation practices. * Active member ... client matters with empathy and professionalism. * Solid understanding of estate law, probate administration, and tax considerations. * Commitment to delivering… more
- Columbia Bank (Los Angeles, CA)
- …years'involvement in professional organizations Ability to communicate and present advanced estate planning strategies,required + Strong written and verbal ... + 10+ years'thorough understanding of trust administration, fiduciary law and federal estate and state tax requirements and issues,required + 10+… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Research and model scenarios for retirement, tax strategies, equity compensation, and estate planning + Prepare client meeting materials, agendas, and financial ... chance to launch or advance your career in financial planning with a highly specialized wealth advisory team serving...approach is deeply analytical and personalized, focusing on strategic planning for senior executives and board members of public… more
- The Boeing Company (Huntington Beach, CA)
- …great opportunity for professional growth. Find your future with us. Boeing's Global Real Estate & Planning Team is currently seeking a **Facilities Planner** to ... locations.** As a Facilities Planner, you'll work at the intersection of strategic planning and facility optimization. If you're ready to make an impact and help… more
- CBRE (San Diego, CA)
- …management (budget, schedule, procurement, quality, and risk) for individual real estate projects, including planning , design, construction, occupancy, and ... read, understand, and apply standards to complex documents affecting real estate projects, including but not limited to agreements/contracts, leases, work letters,… more
- Charles Schwab (Los Angeles, CA)
- …Planning , Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning + Ability to adapt and implement change as the ... of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …long-term career potential. Key Responsibilities + Prepare detailed analyses for retirement, estate planning , education funding, and stock options. + Build and ... with a experienced advisor and gain hands-on experience in comprehensive financial planning , investment analysis, and client strategy. The role offers a clear… more
- City National Bank (Los Angeles, CA)
- …advice to these clients including: banking, credit, asset management, trust and estate planning , and brokerage. Manages overall relationship profitability and ... and provide tailored advice in collaboration with the client team. Utilize planning capabilities and develop solutions across investments, trust and wealth transfer,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Strong interpersonal and communication skills; detail-oriented and proactive. + Knowledge of estate planning and tax strategies. + Proficiency in Microsoft ... ultra-high-net-worth clients. This role combines client relationship management, strategic planning support, and leadership responsibilities in a collaborative, fast-paced… more