- Robert Half Finance & Accounting (San Francisco, CA)
- …and experienced Senior Client Service Associate to join its team. This firm provides ultra- high - net - worth clients with a full spectrum of services, including ... resourceful, and committed to continuous learning. + Proven leadership in high -growth environments. + Familiarity with estate planning and tax strategies. +… more
- 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 ... This is a full-time position with benefits, including: Medical, Dental, Vision, Life Insurance , and 401(k). GDBA's Mission: The Safety, Privacy, and Wellbeing of our… more
- JPMorgan Chase (San Francisco, CA)
- …leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world. ... Qualifications, Capabilities, and Skills** + Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- PennyMac (Moorpark, CA)
- …level items and document system of record with actions taken + Manage high volume, high net worth , complex client accounts + Review pipeline of all loans ... gyms and cafe style dining (select locations) + Retirement benefits, life insurance , 401k match, and tuition reimbursement + Philanthropy Programs including matching… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Registered Investment Advisor (RIA) with over $1.2 billion AUM serving approximately 250 high - net - worth clients-typically with $2M-$10M in assets. The firm ... firm. + Exceptional interpersonal, written, and verbal communication skills. + High attention to detail, accuracy, and follow-through. + Warm, professional demeanor… more
- Robert Half Legal (Irvine, CA)
- …matters, and some large bankruptcies. This firm works with Fortune 100 companies and high net worth individuals on large, complex litigation matters. The ... professionals, including medical, vision, dental, and life and disability insurance . Hired contract/temporary professionals are also eligible to enroll in… more
- City National Bank (Irvine, CA)
- …National's Private Banking group, you will help deliver tailored financial solutions to high - and ultra- high - net - worth families, select professional ... (testamentary and intervolves trusts), Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and… more
- SitusAMC (Los Angeles, CA)
- …on origination opportunities among regional and national brokerage firms, local developers, high net worth individuals, corporations and other owners ... + Proven track record of originating and closing a high volume of CRE loans + At least 15+...various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with… more
- Zions Bancorporation (Irvine, CA)
- …division within the bank that offers comprehensive financial services to affluent, high - net - worth individuals, families, and businesses. These services often ... great banks under local brands and management teams in high -growth western markets. Zions is regularly recognized by _American...role. + Series 7, 63, 65 and General Lines Insurance Agent licenses required. + CFP(R) preferred This position… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …lives. Role Overview The Advisor will serve as a trusted resource for high - net - worth clients, providing comprehensive financial planning and investment ... professionals, including medical, vision, dental, and life and disability insurance . Hired contract/temporary professionals are also eligible to enroll in… more