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Wealth Management Attorney Jobs in California

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Job info
Company
In-House, Bank of the West
Experience
3-5 yrs required
Location
Newport Beach, CA
Posted Date
Aug 13, 18
Info Source
Employer
Total Views
30
Wealth Strategist The candidate works... with Wealth Management Group (WMG) Advisors,... PCS team to identify wealth planning solutions; Prepares and... based planning presentations. Delivers wealth planning education and solutions... segments (generally enterprise-wide). Delivers wealth planning in collaboration with... initiatives. Provides client facing wealth planning advice to clients... Wealth... read more
Company
In-House
Experience
3-5 yrs required
Location
Los Angeles, CA
Posted Date
Aug 13, 18
Info Source
Employer
Total Views
10
Wealth Strategist Advisor The candidate... works with Wealth Management Group (WMG) Advisors,... PCS team to identify wealth planning solutions; Prepares and... based planning presentations. Delivers wealth planning education and solutions... segments (generally enterprise-wide). Delivers wealth planning in collaboration with... initiatives. Provides client facing wealth planning advice to clients... Wealth... read more
Company
In-House
Experience
3-5 yrs required
Location
San Francisco, CA
Posted Date
Aug 13, 18
Info Source
Employer
Total Views
13
Wealth Strategist Advisor The candidate... works with Wealth Management Group (WMG) ,... PCS team to identify wealth planning solutions; Prepares and... based planning presentations. Delivers wealth planning education and solutions... segments (generally enterprise-wide). Delivers wealth planning in collaboration with... initiatives. Provides client facing wealth planning advice to clients... Wealth... read more
Company
In-House
Experience
Location
Los Angeles, CA
Posted Date
Aug 13, 18
Info Source
Employer
Total Views
97
Associate - Wealth Management Duties: Participate in... insurance summaries and investment and other tools for use in wealth planning engagements. Prepare long-term... capital sufficiency analyses based on personal financial goals, current financial data, tax rates, and inflation and investment assumptions.... read more
Company
In-House, Mercer Advisors
Experience
Min 5 yrs required
Location
Walnut Creek, CA
Posted Date
Aug 16, 18
Info Source
Employer
Total Views
11
Estate Planning Attorney The candidate will meet... trusts, wills, powers of attorney, healthcare directed, and funding... in estate planning to Wealth Management teams nationwide. Remain... tasks, training, calendars, time management, coaching, and mentoring. Should... have a J.D. degree and license... read more
Company
In-House, Mercer Advisors
Experience
Min 5 yrs required
Location
Santa Barbara, CA
Posted Date
Aug 16, 18
Info Source
Employer
Total Views
7
Estate Planning Attorney The candidate will meet... trusts, wills, powers of attorney, healthcare directed, and funding... in estate planning to Wealth Management teams nationwide. Remain... tasks, training, calendars, time management, coaching, and mentoring. Should... have a J.D. degree and license... read more
Company
In-House
Experience
Location
Los Angeles, CA
Posted Date
Aug 16, 18
Info Source
Employer
Total Views
8
UHNW Wealth/Estate Planning Attorney The candidate... responsible for: Helping Private Wealth Advisors (PWAs), and other... flow modeling and liquidity management; estate, gift, and generation... planning; retirement and educational tax planning; asset protection and risk management; executive compensation and benefits)... .... read more
Company
In-House
Experience
Min 1 yrs required
Location
San Francisco, CA
Posted Date
Aug 10, 18
Info Source
Employer
Total Views
30
Vice President - Investment Management and Trust The candidate... account: 1. Securities portfolio management. 2. Real Estate portfolio... management. 3. General accounting services.... 6. Special asset appraisal, management and disposition (including: closely-held... requested by supervisor or management. Maintain communication with trust... management... read more
Company
Law Firm
Experience
Min 10 yrs required
Location
Pasadena, CA
Posted Date
Aug 09, 18
Info Source
Employer
Total Views
22
have experience with sophisticated wealth transfer strategies including, buy-sell... communication skills; excellent practice management, leadership, interpersonalrelationship building, entrepreneurial... and strong business development. Should have JD degree from an ABA accredited law school. Licensed (or willing to be licensed) to practice... read more
Company
In-House, Mercer Advisors
Experience
Min 5 yrs required
Location
Newport Beach, CA
Posted Date
Aug 16, 18
Info Source
Employer
Total Views
23
Estate Planning Attorney The candidate will meet... trusts, wills, powers of attorney, healthcare directed, and funding... in estate planning to Wealth Management teams nationwide. Remain... tasks, training, calendars, time management, coaching, and mentoring. Should... have a J.D. degree and license... read more
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