- City National Bank (Irvine, CA)
- …with state tax laws, income taxation with respect to trust investment management principles, California and/or Nevada probate code * Demonstrated strategic ... Bank (CNB)/Royal Bank of Canada (RBC) fiduciary solutions; current trust administration, investment management , and planning opportunities in estate and personal… more
- JPMorgan Chase (San Francisco, CA)
- …resource to clients * a Wealth Manager that acts as the day-to-day manager of the client's investment assets * a Financial Planner for certain clients ... individuals and institutions. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth services to… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- Description A respected independent SEC Registered Investment Advisor is expanding its Wealth Management team and seeking both Managers and Senior Managers who ... advisory services. + Assist in developing and executing financial plans across retirement, tax , estate, and risk management . + Support senior advisors in client… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …implementing personalized wealth management plans + Coordinate across disciplines including investment management , estate planning, tax strategy, risk ... planning, preferably within a professional financial services or wealth management firm + Deep expertise in estate, tax... management firm + Deep expertise in estate, tax , retirement, insurance, investment , and cash flow… more
- Bank of America (San Francisco, CA)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ... institutions. Merrill Wealth Management is one of the largest businesses of its...for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth… more
- City National Bank (San Francisco, CA)
- …San Francisco, CA. * WHAT IS THE OPPORTUNITY? Participates in the loan management process by providing loan underwriting, and portfolio management expertise to ... write-ups, property/borrower/guarantor assessments and related due diligence during on-going management of the portfolio. Assists senior credit officers and… more
- Grant Thornton (Los Angeles, CA)
- Technology Modernization - Strategy Manager As a Technology Modernization Strategy Manager , you'll provide strategic technology advisory services to address ... disciplines including accounting, finance, sales, operations, and human capital management and information technology to support the client's business strategy… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …of action items. + Guide clients through complex planning topics including investment management , tax strategies, estate and philanthropic planning, ... and investment reviews. + Serve as a primary relationship manager for clients, providing proactive communication and thoughtful guidance. + Collaborate with… more
- K1 (Manhattan Beach, CA)
- …software companies since inception. As of the date of this posting, K1 Investment Management , LLC reasonably expects to pay $75,000-90,000 for the position ... + Respond to ad-hoc limited partner, internal team member, and portfolio manager requests + Review information provided to tax consultants for quarterly… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Francisco is seeking a Client Associate to serve as a key relationship manager and trusted advisor to a select group of ultra-high-net-worth individuals and ... This firm is known for delivering white-glove service across wealth management , financial planning, lending strategy, and family office services. Client Associate… more