- Robert Half Finance & Accounting (Orinda, CA)
- Description A well-established, fiduciary -focused wealth management firm with several hundred million dollars under management is seeking an Associate Financial ... Planner to join its collaborative and client-centered team. Known for its long employee tenure and supportive work environment, the firm is dedicated to providing clients with personalized financial strategies that align with their goals and best interests.… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Architects, supporting their professional development. + Ensure compliance with fiduciary standards and internal policies. + Contribute to strategic initiatives ... across planning, investments, and business development. Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario - I'd love to connect! Requirements Qualifications + Bachelor's degree in business,… more
- Umpqua Bank (Sacramento, CA)
- …the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles. Initially, ... the priority of the role is responsible for identifying, closing, and deepening client relationships. The PCA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to… more
- Robert Half Office Team (San Diego, CA)
- …and follow-ups Invoice & Billing Review + Track and review fiduciary invoices as needed Alternative Investments + Coordinate subscription agreements, AML ... docs, capital calls, and online access + Conduct quarterly reviews and upload K-1s Tax Coordination + Distribute tax documents to CPAs and process estimated tax payments Addepar Reporting + Generate, reconcile, and distribute Addepar reports Administrative… more
- Anywhere Real Estate (San Diego, CA)
- …of accounts monthly and/or on an as needed basis. Exercises sound fiduciary judgment in recommending settlements, write off and negotiating partial payments with ... debtor Assists cross functional teams (Billing, AP, GL, Operations, Client Services, and Supply Chain) on an as needed basis to resolve pending issues. Participate on special task teams and projects. Recommend process improvements. QUALIFICATIONS/SELECTION… more
- Charles Schwab (San Diego, CA)
- …will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. ... SWA's advice philosophy will empower you to use a vast array of products (ie stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You'll… more
- Robert Half Accountemps (San Jose, CA)
- …to our dynamic environment. Responsibilities: * Prepare and review individual, corporate, fiduciary , and estate tax returns with precision and attention to detail. * ... Conduct in-depth research on international tax issues tailored to specific client needs. * Manage communications and correspondence with clients to ensure seamless service delivery. * Handle interactions with tax authorities, including responding to inquiries… more
- Harris & Associates (Sacramento, CA)
- …the Director/Vice President leverages deep technical knowledge, operational acumen, and fiduciary responsibility to represent both the firm and the client with ... integrity, insight, and impact. Core Responsibilities + Lead a business unit or major function with strategic impact, responsible for delivering financial performance, client success, and operational excellence. + Identify opportunities for growth,… more
- Dignity Health (Merced, CA)
- …clinic(s). Works closely with staff and providers to ensure that all fiduciary and clinic goals are met. Proactively determines workload priorities through planning, ... coordination and managing staff and providers to meet the administrative, operational and support requirements. Engages staff and promotes a positive culture that prioritizes humankindness and patient-centric care consistent with Dignity Health's mission,… more
- City National Bank (Irvine, CA)
- …prospects of City National Bank (CNB)/Royal Bank of Canada (RBC) fiduciary solutions; current trust administration, investment management, and planning opportunities ... in estate and personal trust accounts (testamentary and intervolves trusts), Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency accounts. Perform initial legal and trust… more