- Columbia Bank (Newport Beach, CA)
- …complex client financial needs. This position requires expertise in simple to intermediate estate planning , tax planning and advanced investment management. ... and portfolio management, private banking, and wealth management skills. + Intermediate estate planning , tax, advanced investment management skills. + CFP, CIMA,… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …flow analyses). + Provide objective, comprehensive advice on investment management, estate planning , tax strategies, and philanthropic initiatives. + Prepare ... management and retention of client relationships. + Review and complete financial planning deliverables (balance sheets, strategic plans, estate maps, cash… more
- University of Southern California (Los Angeles, CA)
- …Public Policy provides education and conducts research focused on public policy, urban planning and real estate development. Ranked 3rd nationwide among 268 ... School advances society through better governance and institutional leadership, sustainable urban planning and real estate development, and more effective social… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …databases. + Support technology integration and document management initiatives to streamline planning processes. Requirements Associate Planner: + 3+ years of ... Description Jennifer Fukumae is seeking a talented financial planning professionals to join a team-based wealth advisory environment. The firm manages a… more
- Robert Half Finance & Accounting (Novato, CA)
- Description We are looking for a dedicated and detail-oriented Sr. Tax Associate to join our CPA firm located in the Novato/Petaluma area. This role offers an ... and consulting projects for clients across industries such as real estate , restaurants, and manufacturing. Responsibilities: * Prepare tax returns for partnerships,… more
- 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 ... bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to...onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities… 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
- Columbia Bank (San Jose, CA)
- …Structuring: Underwrite and manage a portfolio of cash-flow-based and real estate -secured loans, including practice acquisitions, partner buy-ins, ASC and MOB ... for wealth management and implementation strategies to include investments, trust, financial planning , and other wealth services. + May be asked to coach, mentor,… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …covering retirement, tax, estate , and risk management. + Mentor and train associate advisors; foster a culture of excellence. + Source, close, and manage new ... experienced Senior Wealth Manager to lead high-value client relationships, mentor associate advisors, and contribute to firm-wide strategic initiatives. This role… more
- MetroLink (Los Angeles, CA)
- …design, and compile and review project cost estimates. + Coordinate preliminary planning for civil and railroad engineering projects, site visits, determining the ... with project stakeholders. + Work with outside agencies to ensure real estate leases, licenses, easements, and construction agreements after reviewing and giving… more