- Columbia Bank (San Jose, CA)
- …Structuring: Underwrite and manage a portfolio of cash-flow-based and real estate -secured loans, including practice acquisitions, partner buy-ins, ASC and MOB ... bank partners for wealth management and implementation strategies to include investments, trust , financial planning, and other wealth services. + May be asked to… more
- Columbia Bank (Irvine, CA)
- …client financial needs. This position requires expertise in simple to intermediate estate planning, tax planning and advanced investment management. + Primary role ... the client team. Utilize planning capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit and other appropriate services. +… more
- Banc of California (Los Angeles, CA)
- …internal partners. + Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; ... Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy… more
- Banc of California (San Diego, CA)
- …including, but not limited to asset-based lending, term loans, and commercial real estate loans. + Performs independent credit analysis and risk assessment of new ... of the Bank. + Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept… more
- JPMorgan Chase (Los Angeles, CA)
- …Ability to understand wealth management including, but not limited to: investing, trust and financial planning + Experience and proven success with banking concepts ... but not limited to: marketable secured lending, investment real estate loans, concentrated collateral loans, aircraft lending, owner-occupied commercial real… more
- Deloitte (Sacramento, CA)
- …high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare ... needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications… more
- Deloitte (Sacramento, CA)
- …high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare ... needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications… more
- CalSTRS (Sacramento, CA)
- …who are committed to securing the financial future and sustaining the trust of California's educators. Under the direction of the Teachers' Retirement Board ... counsel on various transactional and litigation matters, including transactional real estate matters and subrogation claims. Attorneys may assist other legal units… more
- Charles Schwab (Milpitas, CA)
- …role, you'll give clients financial guidance while forming lasting relationships built on trust , respect, and reaching a common goal. You'll also have the ability to ... Qualifications:** + Ability to build strong relationships, engage and encourage trust , and deepenthe client relationshipby applying a focused client communication… more
- Edward Jones (Hemet, CA)
- …to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward ... client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones...and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them… more