- Robert Half Legal (San Jose, CA)
- …California. In this role, you will focus on providing legal counsel and support in estate planning , probate, trust administration, and estate and gift ... fostering long-term client relationships. Responsibilities * Provide legal guidance on estate planning , trust administration, and probate matters. * Draft… more
- Robert Half Legal (Los Angeles, CA)
- …on probate matters is seeking an attorney with 1+ years of experience in probate, trust administration, or estate planning . This role can be hybrid or ... in LA) + CA State Bar + 1+ years of experience in probate, trust administration, or estate planning + JD from an ABA-accredited law school For immediate… more
- Columbia Bank (Walnut Creek, CA)
- …deliver persuasive presentations. + Strategic thinking and decision making. + Familiarity with trust law, estate planning and fiduciary responsibilities. + ... Trust Portfolio Manager Wealth Management Walnut Creek, California...achieve this through the dedication of ourassociates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships,… more
- JPMorgan Chase (Los Angeles, CA)
- …their needs + Engage with clients in financial planning , basic tax, trust and estate planning , retirement, educational, and philanthropic planning ... investment matters and asset allocation, working knowledge of credit and applicable trust and estate planning issues + Strong self-motivator and who can work… more
- JPMorgan Chase (San Francisco, CA)
- …resource to the JPMWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position ... executive issues. + Ability to drive business results with broad background in trust and estate planning issues. + A strong self-motivated individual who can… more
- JPMorgan Chase (Palo Alto, CA)
- …resource to the JPMWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position ... service function + Ability to drive business results with broad background in trust and estate planning issues + A strong self-motivated individual who can… more
- Comerica (El Segundo, CA)
- …manager for a book of business by providing by insight as to specific trust documents and overall estate planning . This position's direct involvement ... Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic alliance...coordinating with outside CPAs and advisors. Provides comprehensive wealth planning advice to clients. May participate in projects which… more
- Robert Half Legal (Stockton, CA)
- …obtain license * At least one year of experience in the legal field, specifically in estate planning , probate, and trust and estate administration * ... advice to individuals and families on a range of estate planning and tax strategies, drafting legal...Administration * Probate Law * Tax - Fiduciary - Trust & Estate * Tax - … more
- Robert Half Legal (Encino, CA)
- …as well as experience in complex trust administration. All levels for this estate planning attorney will be considered! 6 months+ in the practice area ... Description Full service law firm with 50+ attorneys seeks Estate Planning Associate Attorney. The Estate Planning Attorney will drafting estate … more
- Insight Global (San Francisco, CA)
- …with advanced Wealth Management techniques on all facets of investments, taxes and trust and estate planning . Responsibilities include onboarding new ... to meet long-term investment and financial goals including retirement and estate planning with a strong emphasis on tax reduction. Once a comprehensive… more