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Wealth Management Attorney Jobs in California

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SPONSORED JOB
Job title
Company
Vivaldi Capital Management LLC
Experience
Min 7 yrs required
Location
Mill Valley, CA
Posted Date
Nov 08,19
Info Source
Total Views
145
wealth Advisor The candidate will be... reviews and identification of wealth planning opportunities. Must have... in private banking or wealth management developing business with... high net worth and/or ultra-high net worth... read more
SPONSORED JOB
Job title
Company
Hogan Lovells
Experience
Min 2 yrs required
Location
Los Angeles, CA
Posted Date
Nov 08,19
Info Source
Total Views
70
Associate The candidate should preferably have excellent academic credentials and large law firm transactional experience in debt financing transactions that is directly relevant to practice. Must have 2+ years of finance... read more
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SPONSORED JOB
Company
BCG Attorney Search
Experience
1-10 yrs required
Location
Los Angeles, CA
Posted Date
Nov 08,19
Info Source
Recruiter
Total Views
65
Total Applies
2
client seeks banking associate attorney with 2+ years of... years of debt financing transactions experience. The candidate will represent lenders, private equity sponsors and public and private companies, both domestically... read more
Company
In-House, JPMorgan Chase & Co,
Experience
Min 6 yrs required
Location
San Diego, CA
Posted Date
Nov 21, 19
Info Source
Employer
Total Views
174
Wealth Management - Private Bank... preserving and managing their wealth. Use knowledge of investments,... asset allocation, investment management, wealth planning, credit and banking... needs. Partner with internal specialists to provide interdisciplinary expertise to clients when needed. Connect your clients across... read more
Company
In-House, Wilmington Trust Corporation
Experience
Min 2 yrs required
Location
Los Angeles, CA
Posted Date
Nov 21, 19
Info Source
Employer
Total Views
94
existing clients by providing Wealth Management solutions to individuals,... ideas, suggestions and alternative Wealth solutions by utilizing a... issues needing escalation to management. Promote an environment that... supports diversity and reflects the Bank brand. Maintain internal control standards, including timely... read more
Company
Recruiter
Experience
Min 3 yrs required
Location
Los Angeles, CA
Posted Date
Oct 22, 19
Info Source
Recruiter
Total Views
1
Banking The candidate should have 3+ years of finance banking experience.... read more
Company
In-House, Bank of Marin
Experience
5-10 yrs required
Location
Novato, CA
Posted Date
Nov 19, 19
Info Source
Employer
Total Views
22
other clients of the Wealth Management and Trust Department.... of trust, tax, investment management and related areas including... with members of the Wealth Management and Trust Department... and... General understanding of investment management with particular emphasis on... Organized with good time management skills. Attention to detail...... read more
Company
In-House
Experience
4-8 yrs required
Location
San Francisco, CA
Posted Date
Nov 10, 19
Info Source
Employer
Total Views
13
Attorney- Wealth Management Litigation Responsibilities: Handle... and inquiries for its Wealth Management business. Arbitration, dispute... resolution and negotiation. Evaluation and resolution of providing information to senior management. Internal and external regulatory... Administrative responsibilities for case management and other internal and...... read more
Company
In-House, JPMorgan Chase & Co,
Experience
Min 6 yrs required
Location
La Jolla, CA
Posted Date
Nov 21, 19
Info Source
Employer
Total Views
130
Wealth Management - Private Bank... preserving and managing their wealth. Use knowledge of investments,... asset allocation, investment management, wealth planning, credit and banking... needs. Partner with internal specialists to provide interdisciplinary expertise to clients when needed. Connect your clients across... read more
Company
Recruiter
Experience
3-7 yrs required
Location
San Francisco, CA
Posted Date
Nov 06, 19
Info Source
Recruiter
Total Views
1
Client And Tax Associate Attorney The candidate should have... experience with private client, wealth management and general tax... HNWI. Exposure to sophisticated Wealth Planning would be preferred.... Some knowledge of income taxation of T&E, gift tax return reporting, GST tax... read more
Company
Recruiter, BCG Attorney Search
Experience
2-10 yrs required
Location
San Francisco, CA
Posted Date
Nov 20, 19
Info Source
Recruiter
Total Views
9
San Francisco office of an AmLaw firm seeks banking and finance associate attorney with 3+ years of... experience representing balance sheet lenders in complex syndicated and non-syndicated real estate secured lending transactions.... read more
Company
Recruiter
Experience
Location
Los Angeles, CA
Posted Date
Nov 04, 19
Info Source
Recruiter
Total Views
3
Banking The candidate must be 3rd-4th year associate with finance banking experience.... read more
Company
In-House
Experience
Min 2 yrs required
Location
Los Angeles, CA
Posted Date
Nov 13, 19
Info Source
Employer
Total Views
8
Associate - Wealth Management (EFO) Duties: Participate... 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
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