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Wealth Management Attorney Jobs in San Leandro

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Job info
Company
Academic
Experience
Min 2 yrs required
Location
Oakland, CA
Posted Date
Jul 06, 18
Info Source
Employer
Total Views
36
Attorney Editor - Trusts and... candidate will handle project management of new titles, new... are needed. Excellent project management skills, including supervision of... and resources and effective management of relations with contributors... and co-workers are required. Must have highly effective... read more
Company
Recruiter
Experience
Min 1 yrs required
Location
San Mateo, CA
Posted Date
Mar 24, 18
Info Source
Recruiter
Total Views
7
Trusts & Estates Attorney The candidate will be... recommending, and implementing sophisticated wealth planning strategies and documents... and state law on trusts and estates. Strong project management, ability to balance a... large number of competing priorities. Attention to detail essential.... read more
Company
In-House
Experience
Min 1 yrs required
Location
San Francisco, CA
Posted Date
Jul 05, 18
Info Source
Employer
Total Views
18
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
Recruiter
Experience
5-6 yrs required
Location
San Francisco, CA
Posted Date
Mar 05, 18
Info Source
Recruiter
Total Views
1
recommending, and finalizing sophisticated wealth planning strategies and documents... clients with long term wealth planning strategies are needed.... a plus. Strong project management, ability to balance a... large number of competing priorities.... read more
Company
In-House
Experience
7-10 yrs required
Location
San Francisco, CA
Posted Date
Jul 03, 18
Info Source
Employer
Total Views
37
These conversations could include: wealth transfer techniques using U.S.... trust administration and investment management. Identify trust opportunities through... conversations and book reviews with FAs/PWAs and Market Executives. Build solid relationships with FAs, PWAs, and MEs in the assigned territory. Participate... read more
Company
Recruiter
Experience
Min 1 yrs required
Location
Burlingame, CA
Posted Date
Mar 24, 18
Info Source
Recruiter
Total Views
5
Trusts and Estates Attorney The candidate will be... recommending, and implementing sophisticated wealth planning strategies and documents... of establishing and maintaining long-term productive relationships are needed. Strong project management, ability to balance a... large number of competing priorities are needed.... read more
Company
Public Interest, The Trust For Public Land
Experience
Min 10 yrs required
Location
San Francisco, CA
Posted Date
Jun 18, 18
Info Source
Employer
Total Views
27
Responsible for the overall management of the planned giving... program, for organizational policies related to planned giving, and for the program’s internal and external marketing strategies. Manages and solicits a portfolio of top planned giving donors and prospects. Follows up... read more
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