- Children's Hospital Los Angeles (Los Angeles, CA)
- …CHLA Foundation is seeking a strategic, relationship-driven fundraising professional to serve as Associate Vice President, Gift Planning (AVP). This is a unique ... fundraising areas/mechanisms. This non-supervisor role will report to the Associate Senior Vice President (ASVP), Gift Planning ,...educational setting or 7+ years experience practicing law or estate /tax planning may be considered and /or… more
- The Fuller Foundation (Pasadena, CA)
- …giving and investment management. We offer donor-advised funds, charitable trusts, estate planning , and investment services to individuals and families ... with a registered investment adviser Familiarity with charitable giving vehicles and estate planning . Interest in working successfully in an entrepreneurial,… more
- Fox Rothschild LLP (San Francisco, CA)
- Trust & Estate Associate - San Francisco,...office for a Trust & Estate Associate to join our Taxation & Wealth Planning Department. ... The ideal candidate will have three to five years of experience with estate planning and trust administration. Our Trust & Estate Practice is… more
- Grant Thornton (San Francisco, CA)
- As a Real Estate & Construction Advisory Senior Associate , you will have the opportunity to grow and contribute to our global clients' business needs through all ... wide variety of industries, with a focus on real estate and construction. The work you will be doing...+ Run client engagements from start to finish, including planning , organizing, conducting, directing, and completing projects and services… more
- Columbia Bank (Los Angeles, CA)
- …years'involvement in professional organizations Ability to communicate and present advanced estate planning strategies,required + Strong written and verbal ... experience in trust administration,required + 10+ years'thorough understanding of trust administration, fiduciary law and federal estate and state tax… more
- Robert Half Legal (Napa, CA)
- …in a collaborative, client-focused environment. Key Responsibilities: + Advise clients on estate planning and trust administration matters, including ... law school. + Active bar membership and in good standing. + 4+ years of estate planning and trust administration experience in a law firm. + Experience with… more
- Columbia Bank (San Diego, CA)
- …deliver persuasive presentations. + Strategic thinking and decision making. + Familiarity with trust law, estate planning and fiduciary responsibilities. + ... **About the Role:** A Trust Portfolio Manager provides expertise in the management...a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability… more
- Columbia Bank (Los Angeles, CA)
- …with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning , and trust services to frame, acquire, and ... to a broad knowledge of wealth management principles and estate planning strategies. + Demonstrates compliance with... and taxation. + Extensive knowledge of Columbia Banking, Trust Services, Taxation planning , Asset Allocation concepts… more
- Columbia Bank (Irvine, CA)
- …complex client financial needs. This position requires expertise in simple to intermediate estate planning , tax planning and advanced investment management. ... and portfolio management, private banking, and wealth management skills. + Intermediate estate planning , tax, advanced investment management skills. + CFP, CIMA,… more
- Zions Bancorporation (San Diego, CA)
- …individuals, families, and businesses. These services include personalized investment strategies, financial planning , estate and tax planning , succession ... needs of the bank's clients. Primary responsibilities will include financial planning , investment management, insurance, trust services, making presentations,… more
