- M&T Bank (Costa Mesa, CA)
- …firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and ... As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team… more
- City National Bank (Irvine, CA)
- …guidance, and ESOP education. * Serve as a senior internal advisor on ESOP-related matters including tax structuring, fiduciary dynamics, and long-term ... independently originate and close ESOP loans in the middle market, including senior and subordinated debt structures. * Strong credit and financial modeling skills;… more
- Deloitte (Los Angeles, CA)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research ... of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Harris & Associates (Sacramento, CA)
- …operational, and financial objectives of the firm. Acting as a trusted advisor and company officer, this role blends field-proven construction expertise with ... senior -level leadership to ensure successful project delivery, client satisfaction,...Director/Vice President leverages deep technical knowledge, operational acumen, and fiduciary responsibility to represent both the firm and the… more
- Robert Half Office Team (San Diego, CA)
- Description Position Summary The Administrative & Investment Assistant supports the CEO (a senior financial advisor and firm owner) and the Advisory Associate ... and follow-ups Invoice & Billing Review + Track and review fiduciary invoices as needed Alternative Investments + Coordinate subscription agreements, AML… more
- Takeda Pharmaceuticals (Thousand Oaks, CA)
- …About the role: As the Site Finance Head, you will act as a trusted advisor and key member of the Site Leadership Team, responsible for leading all financial ... business partnering, planning, forecasting, investment decision support, and ensuring fiduciary and statutory compliance at the Thousand Oaks Manufacturing Site.… more
- Umpqua Bank (Walnut Creek, CA)
- …strategies and goals. + Reports on the activities of the assigned office to senior management of the trust company. + Responsible for leadership and mentoring of the ... Degreeor equivalent work experience, preferred + Certified Trust and Financial Advisor (CTFA) designation or JD degree, preferred + 10+years'experiencein trust… more