- Gavin de Becker & Associates (Los Angeles, CA)
- …+ 3+ years of experience conducting close protection/executive protection operations for high - net - worth clients/at-risk clients. Experience working in one of ... 12-Day Introductory Training Academy, plus continual training and qualifications + Medical/Dental/Vision Insurance + 401k and Life Insurance + Gym, Ammunition… more
- BMO Financial Group (Los Angeles, CA)
- …personal and corporate financial statements, liquidity, contingent liabilities, cash flow, and net worth to determine repayment support and mitigate credit risk. ... agreements. + Ensure that loan renewals, annual reviews and high -risk loan monitoring are completed on a timely basis....real estate investors such as REITs, pension funds, life insurance companies, family office or private equity sponsors. +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …its growing team. This firm delivers highly customized financial solutions to ultra- high - net - worth individuals and families, including investment management, ... to enhance the client experience, and the team thrives in a supportive, high -performance environment. Role Overview As a Senior Client Service Associate, you'll be… more
- Robert Half Finance & Accounting (Carmel, CA)
- …1120S, and 1065), and trusts. * Offer strategic tax planning advice tailored to high - net - worth individuals and diverse businesses. * Analyze and present ... an amazing career growth tracks! This firm is recognized for delivering high -quality tax and accounting services to an exclusive clientele, emphasizing personalized… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Client Service Associate to join its team. This firm specializes in serving ultra- high - net - worth individuals and families, offering a comprehensive suite of ... related industries. + Strong interpersonal and communication skills; detail-oriented with a high sense of ownership. + Proven leadership experience in high… more
- Robert Half Legal (Pasadena, CA)
- …review and execution. * Collaborate with clients ranging from middle-class families to high - net - worth individuals, providing tailored legal solutions. * Work ... with the firm's principal, associate attorneys, and support staff to maintain high -quality service standards. * Engage directly with clients to address their legal… more
- BMO Financial Group (City Of Industry, CA)
- …more frequent monitoring may be appropriate. + Understands borrower types typical in the high net worth market and their relation to collateral ownership, ... as other perks and rewards. BMO also offers health insurance , tuition reimbursement, accident and life insurance ,...health insurance , tuition reimbursement, accident and life insurance , and retirement savings plans. To view more details… more
- Charles Schwab (San Francisco, CA)
- …in English and Mandarin is required **Preferred Qualifications** **:** + Experience servicing high net worth clients + Bachelor's Degree **In addition ... leave and family building benefits + Tuition reimbursement + Health, dental, and vision insurance What's in it for you: At Schwab, we're committed to empowering our… more
- Robert Half Finance & Accounting (Woodland Hills, CA)
- …Minimum of 1 year of experience in accounting or bookkeeping, ideally working with high - net - worth individuals or in a business management setting. * ... with significant transactions, such as purchasing homes or vehicles, and handle insurance claims and renewals. * Provide prompt and thorough responses to client… more
- Robert Half Legal (Encino, CA)
- …the administration too. The Estate Planning Attorney will be designing plans for high - net - worth clients and designing and drafting irrevocable trusts such ... as Crummey trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, charitable split-interest trusts, and grantor retained annuity trusts,… more