- Wells Fargo (Irvine, CA)
- …provides guidance on a variety of banking and fiduciary topics including investment management , general trust administration, specialty trusts , custody, tax, ... provide personalized advice and wealth and asset management services, including: * Personal trust services....Ability to manage a book of fiduciary accounts, including trusts , estates , investment agency, and custodial accounts… more
- City National Bank (Irvine, CA)
- …Bank of Canada (RBC) fiduciary solutions; current trust administration, investment management , and planning opportunities in estate and personal trust ... select nonprofits. Exceptional, customized service and integrated solutions and strategies, investment management , trust and wealth planning set this team… more
- Columbia Bank (Sacramento, CA)
- …the presentation of potential solutions. + Speak to a broad knowledge of wealth management principles and estate planning strategies. + Demonstrates ... Private Client Advisor Wealth Management South Jordan, Utah Bellevue,...client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust… more
- Robert Half Finance & Accounting (San Francisco, CA)
- … planning, preferably within a professional financial services or wealth management firm + Deep expertise in estate , tax, retirement, insurance, investment, ... CFO for a select group of clients, guiding them through comprehensive wealth management strategies. You'll lead client relationships, collaborate with internal… more
- Charles Schwab (Berkeley, CA)
- …will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your ... Banking & Lending Management , Insurance & Risk Management , and Estate Planning + Ability to...in additional to furthering your own professional development in Wealth Management . **What's in it for you**… more
- Columbia Bank (Walnut Creek, CA)
- Trust Market Manager Wealth Management South Jordan, Utah Greenwood Village, Colorado Walnut Creek, California **Description** **About Us:** At Columbia, 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
- Columbia Bank (Los Angeles, CA)
- …Proven business development, relationship and portfolio management , private banking, and wealth management skills. + Intermediate estate planning, tax, ... Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles,...needs. This position requires expertise in simple to intermediate estate planning, tax planning and advanced investment management… more
- Columbia Bank (Walnut Creek, CA)
- Trust Portfolio Manager Wealth Management Walnut Creek, California **Description** **About Us:** At Columbia, we create a great place to work by offering a ... 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
- Robert Half Legal (Orinda, CA)
- …in estate planning or a related legal field. * Strong knowledge of estate law, including trusts , wills, and tax planning. * Proficiency in drafting ... forms. * Provide guidance on asset protection strategies and wealth transfer planning. * Conduct thorough consultations to understand...estate planning documents such as revocable and irrevocable trusts . * Familiarity with estate tax return… more
- Deloitte (San Francisco, CA)
- …at delivering compliance and consulting services to individual clients and their trusts , estates , family offices, investment vehicles, charitable pursuits, and ... investment needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services.… more