- Bank of America (San Jose, CA)
- … Investments Management + Portfolio Analysis + Portfolio Management + Wealth Planning + Causation Analysis + Client Management + Data Visualization + Risk ... knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning , and Investment Management and a comprehensive understanding… more
- Bank of America (San Francisco, CA)
- …in any one of the teams specialized roles of Business Development, Wealth Planning , Investment Management, or Business Management in addition to ... Qualifications:** + Certified Financial Planner (CFP) Designation + Accounting experience/Personal Tax Planning or CPA experience + Invested in personal… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …Position Overview: The Wealth Manager is responsible for managing client relationships, delivering financial planning services, and supporting business ... both Managers and Senior Managers who are passionate about delivering exceptional client service and embody the firm's " Wealth of Life" philosophy-centered… more
- Zions Bancorporation (Irvine, CA)
- …families, and businesses. These services often include personalized investment strategies, financial planning , estate and tax planning , succession ... is retail, commercial and private banking. + Coach, mentor and work closely with wealth advisors. + Make joint client /prospect calls with the advisors. + Monitor… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Vocational Freedom Analysis. + Provide strategic recommendations across investment management, estate planning , tax planning , and risk management. + Review ... Lead Wealth Advisor A nationally recognized, purpose-driven wealth management firm is seeking experienced and client...planning . Skills & Attributes + Expertise in estate, tax , retirement, insurance, investment, and cash flow planning… more
- City National Bank (Los Angeles, CA)
- *SENIOR COUNSEL- LEGAL & WEALTH MANGEMENT* WHAT IS THE OPPORTUNITY? Senior Counsel will provide general regulatory and transactional support to the Bank and its ... wealth management operations and subsidiaries. Substantial expertise in advising...services agreements, and custody agreements. * Review marketing and client facing material, disclosures such as Forms ADV and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- … strategies. + Create spreadsheet analyses for advanced financial topics, including tax loss harvesting, stock options, and wealth transfer strategies. + ... the global community live richer lives. Lead Advisor - Wealth Management San Francisco, CA | $150k-$200k Base +...+ equity. + Work at a respected, growing, and planning -first RIA. + Direct impact on high-net-worth client… more
- Robert Half Finance & Accounting (CA)
- …a client -first financial services firm dedicated to delivering comprehensive wealth management and financial planning . They support individuals and families ... for additional info and immediate consideration. Requirements + 8+ years in financial planning , wealth management. + CFP(R) certification required; Series 65 or… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …strategies for high-net-worth individuals, executives, and multi-generational families. + Collaborate with Wealth Advisors to integrate tax planning with ... with Robert Half Financial Services is recruiting for a Tax Planner at a Nationally recognized Wealth ...Hybrid schedule. This RIA specializes in complex financial and tax planning for high-net-worth individuals, families, and… more
- Deloitte (San Diego, CA)
- …tax compliance and consulting services including restructuring, acquisition planning , tax controversy, philanthropic tax planning , unrelated business ... international tax compliance and consulting, and transfer tax planning . The tax group...Consulting, Audit & Assurance, and Advisory colleagues regularly on client planning projects. Some of our team… more