- Bank of America (Walnut Creek, CA)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Walnut-Creek/Merrill-Market- Client -Relationship-Manager\_25023276) **Job Description:** ... the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other… more
- Bank of America (San Diego, CA)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Diego/Merrill-Market- Client -Relationship-Manager\_25031102) **Job Description:** Merrill ... the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …managing complex client needs + Familiarity with estate and tax planning concepts + Leadership experience in fast-paced, high-accountability teams ... is known for delivering white-glove service across wealth management, financial planning , lending strategy, and family office services. Client Associate -… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …in fast-paced or high-growth environments + Familiarity with estate planning and tax strategies + Highly responsive and client -focused, with a commitment to ... to ultra-high-net-worth individuals and families, including investment management, estate and tax planning , lending strategies, and comprehensive family office… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …in high-growth or dynamic environments. + Familiarity with estate planning and tax strategies. + Highly responsive and client -focused, with a commitment to ... families, offering a full suite of solutions including investment management, estate and tax planning , lending strategies, and family office services. About the… more
- Robert Half Legal (Orinda, CA)
- …* Provide guidance on asset protection strategies and wealth transfer planning . * Conduct thorough consultations to understand client goals and recommend ... and possess the expertise to guide clients through the complexities of wills, trusts, and tax planning . This role offers an opportunity to work on a variety of… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …seamless execution + Support clients with wealth transfer, philanthropy, and tax -efficient strategies + Maintain close ties with client teams (executive ... consideration. Requirements + Bachelor's degree with 2+ years in client -facing roles (family office or wealth management...a client -first mindset + Knowledge of estate planning and tax strategies + Proficiency in… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …limited number of ultra-wealthy clients, offering direct investment access, proprietary after- tax planning , and operational infrastructure. The firm's culture ... operational workflows for family office clients. + Support philanthropic operations for client -run foundations. + Monitor and assist with tax -related workflows… more
- City National Bank (Los Angeles, CA)
- *LEAD CLIENT SERVICES OFFICER* WHAT IS THE OPPORTUNITY? Oversee the City National Securities Investment Relationship Officers and Assistant Investment Officers ... Relationship Officers, Assistant Investment Officers and licensed representatives in client servicing, business development, retention, and portfolio management efforts.… more
- Columbia Bank (Los Angeles, CA)
- …management, private banking, and wealth management skills. + Intermediate estate planning , tax , advanced investment management skills. + CFP, CIMA, CPWA, ... This position requires expertise in simple to intermediate estate planning , tax planning and advanced...clients and provide tailored advice in collaboration with the client team. Utilize planning capabilities and develop… more