- Bank of America (San Jose, CA)
- …expectations include having knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning , and Investment Management and ... its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment… more
- CIBC (Newport Beach, CA)
- …knowledge of Wealth Advisory solutions including banking products/offerings, asset management, estate and financial planning and capital markets. + Identify ... while surrounding the relationship with specialists (Private Banker, Investment Manager and Trust Advisor). + Focus on external calling and marketing. + Ensure… more
- Deloitte (Los Angeles, CA)
- …investment needs, family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… more
- Charles Schwab (Mission Viejo, CA)
- …Planning , Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning + Ability to adapt and implement change as the ... 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… more
- American Homes 4 Rent (Calabasas, CA)
- …Support, manage, and track legal functions and workflows-such as real estate licensing compliance, contracts, and dispute tracking-using various applications and ... in drafting correspondence and proofreading. + Experience in landlord/tenant, real estate licensing compliance or property management preferred. + Active Notary… more
- Robert Half Legal (San Mateo, CA)
- …focus on trusts and estates or probate litigation preferred. * Proficient in estate planning , probate litigation, and civil litigation practices. * Active member ... negotiations, to build strong cases. * Advise clients on probate and trust administration issues, offering strategic guidance tailored to their needs. * Collaborate… more
- SMBC (Brea, CA)
- …Management role . Minimum of 2 years' experience in deposit acquisition. Fiduciary, Trust & Estate experience is preferred but not required. . Proven ... of Credit, Asset-Based Financing, SBA Loans, and Specialized Financing, Real Estate Loans, Cash Management Services, International Services **Role Description** The… more
- Citigroup (San Francisco, CA)
- …and risk mitigation strategies, governance, next-generation preparation, succession as well as trust and estate and cross-border matters. + Own content and ... Institutional Capital Markets products, including Strategic Equity Solutions, Commercial Real Estate financing and the Markets Direct Access ("MDA") product program,… more
- City of Santa Monica (Santa Monica, CA)
- …and implements underwriting criteria and guidelines. Formulates and implements trust fund guidelines. Facilitates and negotiates loan agreements and other ... KNOWLEDGE, SKILLS, AND ABILITIES Knowledge of: Principles and practices of real estate finance and development, and inclusionary housing programs Federal, state and… more
- SMBC (Beverly Hills, CA)
- …Management role + Minimum of 2 years' experience in deposit acquisition. Fiduciary, Trust & Estate experience is preferred but not required. + Proven ... of Credit, Asset-Based Financing, SBA Loans, and Specialized Financing, Real Estate Loans, Cash Management Services, International Services **JOB SUMMARY:** The… more