- City National Bank (Los Angeles, CA)
- …services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the ... Worth or Ultra High Net Market markets * Working knowledge of financial planning , investment and/or HNW economic issues (aka "continual learner") and the ability to… more
- Comerica (San Francisco, CA)
- …custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals to ... client experience with a robust platform of investments, credit, trust and planning solutions. We offer a competitive compensation and benefits package and the… more
- City National Bank (Los Angeles, CA)
- …and advice to clients including: banking, credit, asset management, trust and estate planning . Manages overall relationship profitability, risk and is ... * Manage relationships by leading the client team in planning , delivery, and regular review with clients. Deliver a...sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and… more
- Charles Schwab (Pleasanton, CA)
- …for helping individuals and families with their financial goals, including retirement planning , charitable giving, estate planning , active investing or ... managing banking and lending needs. If you are seeking the next step in your career as a leader within wealth management, this may be the role for you. **What you have** **Required Qualifications:** + Bachelor's degree or equivalent work-related experience + A… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Strong communication skills; highly responsive with a client-first mindset + Knowledge of estate planning and tax strategies + Proficiency in Microsoft Office; ... successful families. This multi-family office provides investment management, financial planning , lending strategies, and tailored family office services, all while… more
- Comerica (El Segundo, CA)
- …business by providing by insight as to specific trust documents and overall estate planning . This position's direct involvement in business development is ... activities, coordinating with outside CPAs and advisors. Provides comprehensive wealth planning advice to clients. May participate in projects which affect the… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …* Strong analytical and accounting skills, with basic knowledge of investments, financial planning , and estate planning . * Demonstrated ability to handle ... complex tax issues and provide practical solutions. * Excellent communication skills to effectively collaborate with internal teams and external partners. * Ability to manage multiple tasks and deliver results within tight deadlines. * Commitment to continuous… more
- Salado Isolation Mining Contractors (Livermore, CA)
- …date of hire + Surgical concierge service + EAP services including wellness plans, estate planning , financial counseling and more + Modern work arrangements to ... include 4-day workweeks (four 10-hour days)* + Relocation assistance* + Shuttle commuter service from the local areas + Paid time off (PTO) and paid holidays + Tuition reimbursement program + On-site fitness center and other wellness support including some… more
- SpaceX (Hawthorne, CA)
- …supporting the space allocation and adjudication process across the enterprise + Coordinate real estate planning and management functions as needed + Take on new ... projects ad-hoc as the business needs BASIC QUALIFICATIONS: + Bachelor's degree in civil engineering, mechanical engineering, structural engineering or construction management + 1+ years of construction experience PREFERRED QUALIFICATIONS: + 3+ years of… more
- SpaceX (Hawthorne, CA)
- …supporting the space allocation and adjudication process across the enterprise + Coordinate real estate planning and management functions as needed + Take on new ... projects ad-hoc as the business needs BASIC QUALIFICATIONS: + Bachelor's degree in civil engineering, mechanical engineering, structural engineering or construction management + 5+ years of professional experience in architecture, engineering, construction or… more