- JPMorgan Chase (Los Angeles, CA)
- …limited to credit and lending, multi-asset class investments, wealth advisory and estate planning . **Job Responsibilities** + Help devise customized financial ... integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing… 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 ... but not limited to: marketable secured lending, investment real estate loans, concentrated collateral loans, aircraft lending, owner-occupied commercial real… 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
- CBRE (Sacramento, CA)
- …for delivering all client commitments. You will be responsible for planning , managing, and directing business operations, financial performance, growth and ... You'll Need:** + Experience in operating and managing custodial in "high trust " environments such as Healthcare, Manufacturing, and/or Life Sciences environments. +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …supporting the same client relationships + Coordinate with outside advisors-tax, legal, estate -to help implement complex wealth planning strategies + Collaborate ... families-people who rely on the team for thoughtful financial guidance, big-picture planning , and day-to-day support that truly makes a difference. If you thrive… more
- JPMorgan Chase (Los Angeles, CA)
- …and managing their wealth. You will use your knowledge of investments, financial planning , credit and banking to both advise current clients on all aspects of ... + Manage and maintain relationships with clients by earning trust , thoroughly understanding client needs, providing targeted advice, developing thoughtful… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …and multi-generational families. + Collaborate with Wealth Advisors to integrate tax planning with estate , investment, and philanthropic strategies. + Translate ... flexible Hybrid schedule. This RIA specializes in complex financial and tax planning for high-net-worth individuals, families, and business owners. This is a… more
- Oracle (Sacramento, CA)
- …privacy-aware physical security solutions in close partnership with Real Estate & Facilities, Oracle Cloud Infrastructure, Data Center Engineering, Legal/Privacy, ... for interoperability, API security, data handling, and alignment with zero trust and segmentation principles. + Stakeholder engagement + Influence without authority… more
- Robert Half Finance & Accounting (Seal Beach, CA)
- …* Prepare and review diverse tax returns, including individual, corporate, partnership, trust , and estate filings. * Analyze financial reports and general ... Conduct in-depth tax research and assist in the development of strategic tax planning solutions for clients. * Handle correspondence and resolve issues related to… more
- WTW (San Francisco, CA)
- …internal resources to deliver on the client experience. + Provide strategic planning and consulting advice to clients; monitor insurance and risk management needs ... client-facing role with industry knowledge in Construction and Real Estate . + 8-10 years of Broking experience in Property,...applicants with arrest and conviction records. At WTW, we trust you to know your work and the people,… more