- City National Bank (Irvine, CA)
- … administration, investment management, and planning opportunities in estate and personal trust accounts (testamentary and intervolves trusts), Charitable ... TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is...Trusts, and other Agency accounts. Perform initial legal and trust administration review of all potential new trust… more
- Comerica (Palo Alto, CA)
- …Companies and America's Greenest Companies Position Responsibilities: Develop current fee personal trust business through Comerica's various strategic alliance ... account paperwork and effectively hand off the relationship to a Comerica Personal Trust Officer for administration. Qualifications Position Qualifications +… more
- Wells Fargo (San Francisco, CA)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * ... **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank...Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide… more
- Wells Fargo (San Francisco, CA)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * ... begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to… more
- Comerica (Costa Mesa, CA)
- …Serve as a leader for the trust organization to sell Comerica's trust products across personal and institutional markets. Provide input to sales strategies ... Job Description National Trust Sales Manager The Trust Sales Manager is responsible for new client acquisition results across multiple businesses and client… more
- Crane Aerospace & Electronics (Burbank, CA)
- …for adjacent market growth areas and support M&A activities. This role must elicit personal trust and confidence from both internal and external customers as ... a spirit of team play and cooperation across functional lines. Must elicit personal trust and confidence from other team members by maintaining the highest … more
- Comerica (San Diego, CA)
- …Bachelor's degree from an accredited university + 10 years of sales experience in personal trust , investment or financial products + 5 years of experience ... assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals in order to identify prospects… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …always client-first. Core Responsibilities + Maintain ledgers and journal entries across personal , trust , and entity-level accounts + Reconcile bank, investment, ... financial structures + Collaborative, high-integrity culture with low turnover and high trust + Beautiful San Francisco office + hybrid flexibility + Competitive… more
- City National Bank (Los Angeles, CA)
- …environment. Fiduciary and private banking audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, security sales and ... 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego,… more
- BMO Financial Group (Santa Cruz, CA)
- …solutions, insurance, and succession planning - required. + Excellent understanding of personal trust and investment management - required. + In-depth knowledge ... as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities.… more