- City National Bank (Irvine, CA)
- …Bank of Canada (RBC) fiduciary solutions; current trust administration, investment management , and planning opportunities in estate and personal trust ... nonprofits. Exceptional, customized service and integrated solutions and strategies, investment management , trust and wealth planning set this team apart.… more
- JPMorgan Chase (Palo Alto, CA)
- …funds) will also be a plus. As a Vice-President, Wealth Planner within JP Morgan Wealth Management , you will need a deep understanding of tax and trust & ... for people as well as planning and for the wealth management industry overall, must demonstrate independent...the areas of both simple and sophisticated tax and trust & estate planning strategies as well… more
- Wells Fargo (Irvine, CA)
- …HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * ... focused on estate services within the Banking, Lending, and Trust division of Wealth and Investment Management . Learn more about the career areas… more
- JPMorgan Chase (Los Angeles, CA)
- The Private Client experience at JP Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) ... Client, marking the initial engagement of bank-only clients with Wealth Management . As a Vice President, Private...+ Engage with clients in financial planning, basic tax, trust and estate planning, retirement, educational, and… more
- Bank of America (San Francisco, CA)
- …18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Francisco/ Wealth -Strategist\_25024971) **Job Description:** Merrill Wealth ... Management is a leading provider of comprehensive wealth management and investment products and services...UHNW families. Focus may be on transfer of inter-generational wealth , estate planning, diversification of a concentrated… more
- JPMorgan Chase (San Francisco, CA)
- …Net Worth individuals and institutions. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase ... Specialist provides high level advice and counsel, offers attractive wealth management solutions, and delivers a high...and institutions. + A sound knowledge base of investing, trust and estates , financial planning, insurance, alternative… more
- Wells Fargo (Pasadena, CA)
- …as they relate to Special Needs Trust administration + Experience in wealth management with high-net-worth clients of at least five million dollars **Job ... and provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic services… more
- Umpqua Bank (Walnut Creek, CA)
- Trust Market Manager Wealth Management South Jordan, Utah Greenwood Village, Colorado Walnut Creek, California **Description** **About Us:** At Umpqua, we ... of trust 's initiatives with those of the Wealth Management Group and organization-wide strategies and... trust administration,required + 10+ years'thorough understanding of trust administration, fiduciary law and federal estate … more
- Deloitte (San Francisco, CA)
- …investment needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. ... and consulting services to individual clients and their trusts, estates , family offices, investment vehicles, charitable pursuits, and closely-held business… more
- Umpqua Bank (San Diego, CA)
- Trust Portfolio Manager Wealth Management Scottsdale, Arizona Boise, Idaho Portland, Oregon Salem, Oregon Greenwood Village, Colorado Phoenix, Oregon San ... for business. Together for better. **About the Role:** A Trust Portfolio Manager provides expertise in the management...+ Strategic thinking and decision making. + Familiarity with trust law, estate planning and fiduciary responsibilities.… more