- Bank of America (San Francisco, CA)
- …individuals and families to provide objective insights aimed at aligning financial and estate strategies with their goals. This is a highly visible position within ... UHNW families. Focus may be on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …programs are current and appropriate to cover all needed coverages for the estates , entities and activities of the Principals. Maintains the highest level of ... * Serves as the primary contact for the CEO, CFO of Investments, and estate leadership on all family office financial and insurance matters. * Builds and maintains… more
- Citigroup (Rolling Hills Estates, CA)
- …referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with ... mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers. Responsibilities: + Consult with customers… more
- JPMorgan Chase (Los Angeles, CA)
- …asset and liability management, asset allocation, diversification, basic trusts & estates , basic individual tax rules (both transfer and income taxes), insurance, ... + Engage with clients in financial planning, basic tax, trust and estate planning, retirement, educational, and philanthropic planning, risk management, and asset… more
- Deloitte (Sacramento, CA)
- …and consulting services to individual clients and their trusts, estates , family offices, investment vehicles, charitable pursuits, and closely-held business ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… more
- Deloitte (Sacramento, CA)
- …and consulting services to individual clients and their trusts, estates , family offices, investment vehicles, charitable pursuits, and closely-held business ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… more
- JPMorgan Chase (Torrance, CA)
- …Torrance,CA $68,640.00 - $68,640.00; Carson,CA $68,640.00 - $68,640.00; Palos Verdes Estates ,CA $68,640.00 - $68,640.00; Rolling Hills Estates ,CA $68,640.00 - ... Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial… more
- Coinbase (Los Angeles, CA)
- …incorporation into the design and deployment of security operations across multiple estates . * Liaise with the principals, private family office staff, vendors, and ... for strategy and implementation of security solutions at rental properties and future estate purchases. * Conduct training sessions and drills for the security team… more
- JPMorgan Chase (Palo Alto, CA)
- …Owns and drives the vision to simplify the Digital Channels and Connectivity estate , reducing technical debt and fragmentation + Leads the delivery of new ... solutions + Proven track record in simplifying complex technology estates and delivering platform transformation initiatives **Preferred qualifications, capabilities,… more
- The County of Los Angeles (Los Angeles, CA)
- …training, case auditing, casework administration including management of estates , assets, trusts, associated fiduciary responsibilities, and decision-making ... manage and manages basic conservatorship cases such as Person Only or Person and Estate with public assistance as only source of income and stabilized placement such… more