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Attorney Advisor Jobs in California

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SPONSORED JOB
Company
Strategic Wealth Legal Advisor...
Experience
Location
Roseville, CA
Posted Date
Feb 12,19
Info Source
Employer
Total Views
483
Total Applies
5
will be the primary attorney for the estate planning... is a plus. Please send resume, cover letter, writing sample, and unofficial transcript to Terry Wheeler attorney Strategic Wealth Legal Advisors. ...... read more
SPONSORED JOB
Job title
Company
Stanford University.
Experience
Location
Stanford, CA
Posted Date
Feb 06,19
Info Source
Total Views
12
Contracts advisor New Business Affairs: Financial Management... 79163 Contracts advisor Job Code: 4421 Job Grade: G Exempt Financial... department seeks a Contracts advisor to work with a... dynamic position as Contracts advisor you will be working advisor read more
SPONSORED JOB
Company
Willis Towers Watson.
Experience
Min 7 yrs required
Location
Irvine, CA
Posted Date
Feb 14,19
Info Source
Total Views
20
Senior Regulatory advisor The candidate will build relationships... with U.S. colleagues by providing expertise and advice on the Employee Retirement Income Security Act (ERISA), the Internal Revenue Code (IRC), the Age... read more
Company
In-House
Experience
Location
San Francisco, CA
Posted Date
Feb 06, 19
Info Source
Employer
Total Views
11
Registered Investment Advisor The candidate should have... AUM range: $50 million - $500 million. CPA, JD or CFP (dual credentials preferred) is needed. Should have 5+ years financial planning experience with HNW clients. Must have previous comprehensive, fee-based planning experience.... read more
Company
In-House, Piedmont Capital
Experience
Min 2 yrs required
Location
San Francisco, CA
Posted Date
Feb 15, 19
Info Source
Employer
Total Views
324
Loan Advisor The candidate will be... introduced as an in-house resource to investment sales teams with transactions. Participate in a proven and rigorous 10-week training program, including: Mentorship and coaching sessions from the best of the best; Weekly training from... read more
Company
In-House
Experience
Min 7 yrs required
Location
San Francisco, CA
Posted Date
Feb 14, 19
Info Source
Employer
Total Views
8
Senior Regulatory Advisor The candidate will build... relationships with U.S. colleagues by providing expertise and advice on the Employee Retirement Income Security Act (ERISA), the Internal Revenue Code (IRC), the Age Discrimination in Employment Act (ADEA), securities law, and related... read more
Company
In-House, City National Bank
Experience
Location
La Jolla, CA
Posted Date
Feb 13, 19
Info Source
Employer
Total Views
63
legal and trust administration review of all potential new trust or investment business. Partner with Business Development colleagues (Banker, Financial Advisor, Portfolio Manager, etc.) to... ensure proposed new relationships are within firm risk appetite and can be managed without issue.... read more
Company
In-House, Sempra Energy
Experience
Min 8 yrs required
Location
San Diego, CA
Posted Date
Feb 15, 19
Info Source
Employer
Total Views
31
Principal Mergers & Acquisitions Advisor Responsibilities: The candidate will... perform advanced financial modeling to support acquisition and divestiture efforts, including pro formas, valuation, EPS accretion/dilution, credit, etc.; has the ability to model complex and nuanced transaction/financing structures, such as joint... read more
Company
In-House, U.S. Trust
Experience
Location
Palo Alto, CA
Posted Date
Feb 07, 19
Info Source
Employer
Total Views
28
Private Client Advisor - Palo Alto, CA... Responsibilities: •Act as trusted advisor to, and advocate for,... clients and prospects; provide integrated recommendations that encompass multiple products and services as needed •Develop in-depth understanding of clients needs, preferences and overall wealth;... read more
Company
In-House, Piedmont Capital
Experience
Min 2 yrs required
Location
Oakland, CA
Posted Date
Feb 15, 19
Info Source
Employer
Total Views
428
Loan Advisor The candidate will be... introduced as an in-house resource to investment sales teams with transactions. Participate in a proven and rigorous 10-week training program, including: Mentorship and coaching sessions from the best of the best; Weekly training from... read more
Company
In-House
Experience
Min 7 yrs required
Location
Los Angeles, CA
Posted Date
Feb 14, 19
Info Source
Employer
Total Views
7
Senior Regulatory Advisor The candidate will build... relationships with U.S. colleagues by providing expertise and advice on the Employee Retirement Income Security Act (ERISA), the Internal Revenue Code (IRC), the Age Discrimination in Employment Act (ADEA), securities law, and related... read more
Company
In-House
Experience
Min 7 yrs required
Location
Los Angeles, CA
Posted Date
Feb 08, 19
Info Source
Employer
Total Views
18
Senior Private Client Advisor The candidate focus on... new sales revenue through client acquisition and expansion of existing clients and have responsibility for consulting and coordinating the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners,... read more
Company
In-House
Experience
Min 5 yrs required
Location
Santa Ana, CA
Posted Date
Feb 13, 19
Info Source
Employer
Total Views
7
Regulatory Senior Advisor The candidate will be... responsible for providing leadership, team development and direct hands-on support for projects, industry specific clients and related requests thereof in areas such as strategic planning and management, product development, regulatory applications, litigation consulting,... read more
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