• Wealth Strategist (Financial Planner)

    City National Bank (Beverly Hills, CA)
    …future life-changing events, understand client's family dynamics, and educate clients on tax risks. May work with clients to understand their specific goals and ... services to clients. * Keep abreast of legislative and tax changes. * Participate in the sales process to...months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18… more
    City National Bank (08/07/25)
    - Related Jobs

  • Merrill Market Client Relationship Manager

    Bank of America (Newport Beach, CA)
    …The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital ... developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching teams to… more
    Bank of America (09/04/25)
    - Related Jobs

  • Merrill Market Client Relationship Manager

    Bank of America (Walnut Creek, CA)
    …through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions ... and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions… more
    Bank of America (08/29/25)
    - Related Jobs

  • SSDS Tactical Action Officer Trainer, San Diego,…

    General Dynamics Information Technology (San Diego, CA)
    …experience **US Citizenship Required:** Yes **Job Description:** Training Specialist Advisor - **SSDS Tactical Action Officer/Air Defense Warfare Coordinator ... instruction and performance/scenario-based shipboard laboratory training. As a Training Specialist Advisor , the candidate would serve as a Senior Instructor to train… more
    General Dynamics Information Technology (08/22/25)
    - Related Jobs

  • Wealth Planner (FP)

    Bank of America (San Jose, CA)
    …**Job Description:** This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning solutions. Key ... of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management and a comprehensive understanding of the… more
    Bank of America (08/21/25)
    - Related Jobs

  • Client Service Associate for Multi Family Office

    Robert Half Finance & Accounting (San Francisco, CA)
    …a Client Associate to serve as a key relationship manager and trusted advisor to a select group of ultra-high-net-worth individuals and families. This firm is ... + Assist with advanced estate planning, philanthropic strategies, and tax -advantaged planning + Coordinate with clients' extended teams (eg,...with CRM systems (MS Dynamics or Salesforce) and Schwab Advisor Center is a plus Benefits & Perks: +… more
    Robert Half Finance & Accounting (08/30/25)
    - Related Jobs

  • Senior Deputy County Counsel - Information…

    The County of Los Angeles (Los Angeles, CA)
    …in the nation. + Flexible Benefit Plans - Benefits may be purchased using tax -free County contribution of an additional 14.5%-17% of the employee's monthly salary. + ... Robust Retirement Packages - Contributory-defined benefit plans; optional tax -deferred income plans that may include a County matching contribution up to 4% of… more
    The County of Los Angeles (08/30/25)
    - Related Jobs

  • Associate Account Manager - Client Service

    ADP (La Palma, CA)
    …success! **Are you ready to own a book of business and become a trusted advisor and advocate to our clients? In this role, your mission is to cultivate meaningful, ... technology, offering the latest AI and machine learning-enhanced payroll, tax , human resources, benefits, and much more. We believe...can expect on a typical day:** **Be a** **Trusted Advisor and Problem Solver.** You will use your wide… more
    ADP (08/01/25)
    - Related Jobs

  • Strategic Planning Sr Director

    ADP (San Dimas, CA)
    …Compliance and Shared Services under Smart Compliance Solutions and be a trusted advisor and thought leader to senior leadership to assess, build, and lead strategic ... the business. A self-starter who serves as a trusted advisor to senior business leaders and works collaboratively across...and Benefits policies and procedures + Knowledge of the Tax , Payroll, ERPs, System Integrators, and Software industry +… more
    ADP (07/25/25)
    - Related Jobs

  • Analyst II Accounts Payable

    Anywhere Real Estate (San Francisco, CA)
    …and Responsibilities:** + Audit invoices to client policy, supplier contracts, tax authority requirements and supporting documents to ensure accurate client ... invoicing. + Assess Value Added Tax , Goods and Services tax...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more
    Anywhere Real Estate (08/28/25)
    - Related Jobs