- US Bank (Irvine, CA)
- …what you excel at-all from Day One. **Job Description** Serves as a dedicated Philanthropic Advisor for selected high net worth and ultra-high net worth ... of the relationship team to meet all of client's philanthropic planning, wealth planning, estate planning and...transfer needs. Responsible for developing new and expanding current wealth management relationships, with focus on private… more
- BMO Financial Group (Walnut Creek, CA)
- Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages ... Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax, succession, … more
- Deloitte (San Diego, CA)
- …work with clients who are actively involved in improving the community via their philanthropic vehicles? If you answered "Yes" to any of these questions, you should ... and consulting services including restructuring, acquisition planning, tax controversy, philanthropic tax planning, unrelated business tax consulting and more. You… more
- Wells Fargo (San Francisco, CA)
- …seeking a senior attorney to support the Trust Services business within its Wealth and Investment Management (WIM) business. The successful candidate will focus ... on general fiduciary activities, investment management , philanthropic trusts, and dispute resolution. **In...Corporation and its subsidiaries + Serve as a legal advisor to the businesses within Wells Fargo + Review… more
- LTD Global (Livermore, CA)
- …financial products including personal and business banking, mortgage lending, and wealth management . It distinguishes itself through relationship-based service, ... local decision-making, and support for regional economic growth through philanthropic initiatives and community engagement. Position Overview The Sr. Manager,… more
- University of Southern California (Los Angeles, CA)
- …potential partners, funders, and thought leaders. Project Oversight & Team Management + Oversee the practice's portfolio, including ShadeLA, the California Solar ... a thought-leader in the practice area. + Serve as a subject-matter expert advisor to the growing Public Exchange network, providing counsel and guidance on climate… more