- Wells Fargo (Pasadena, CA)
- …Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Special Needs Trust Manager - Fiduciary Manager Working at Wells Fargo | ... variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax , specialty assets,… more
- Umpqua Bank (Walnut Creek, CA)
- …years'thorough understanding of trust administration, fiduciary law and federal estate and state tax requirements and issues,required + 10+ years'involvement ... Trust Market Manager Wealth Management South...in professional organizations Ability to communicate and present advanced estate planning strategies,required + Strong written and verbal communication… more
- JPMorgan Chase (Palo Alto, CA)
- …Vice-President, Wealth Planner within JP Morgan Wealth Management, you will need a deep understanding of tax and trust & estate laws and must be able to ... Advice is a group of experts in trusts & estates , tax planning, financial planning and planning...field in the areas of both simple and sophisticated tax and trust & estate … more
- City National Bank (Irvine, CA)
- …current trust administration, investment management, and planning opportunities in estate and personal trust accounts (testamentary and intervolves trusts), ... profile clients with an emphasis on retaining business * Familiarity with state tax laws, income taxation with respect to trust investment management principles,… more
- Bank of America (San Francisco, CA)
- …relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access ... to provide objective insights aimed at aligning financial and estate strategies with their goals. This is a highly...or similar experience in transfer taxation or trusts and estates with a focus on planning experience for UHNW… more
- JPMorgan Chase (Los Angeles, CA)
- …to better serve their needs + Engage with clients in financial planning, basic tax , trust and estate planning, retirement, educational, and philanthropic ... and liability management, asset allocation, diversification, basic trusts & estates , basic individual tax rules (both transfer...and asset allocation, working knowledge of credit and applicable trust and estate planning issues + Strong… more
- Banc of California (Santa Ana, CA)
- …perform analysis, due diligence, and underwriting of proposed commercial real estate loan requests. Review initial borrower submissions, perform analysis of ... presentation of loan request. Guide credit request through review by division manager , and senior credit review officers. Assist loan administration through the… more
- Banc of California (San Diego, CA)
- …business unit partner(s) (ie, Commercial Banking, Business Banking, Real Estate Banking, Specialty Banking and/or Community Banking). Presents customers with ... growth consistent with bank's appetite and at direction of Manager . Work with lending teams to ensure (i) new...+ Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold… more
- Umpqua Bank (Newport Beach, CA)
- …client financial needs. This position requires expertise in simple to intermediate estate planning, tax planning and advanced investment management. + Primary ... Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California...management, private banking, and wealth management skills. + Intermediate estate planning, tax , advanced investment management skills.… more
- Cherry Bekaert (Sacramento, CA)
- …Cherry Bekaert's Strategic Financing Services (SFS) Group is looking for a Consultant Manager to join the SFS Consulting team. We offer an opportunity to work ... experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, NMTC placement and deployment,...and NMTC compliance and asset management services. The Consultant Manager will build a pipeline of potential borrowers, and… more