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Financial Planner - Private Wealth Management
The candidate will provides Private Client Reserve clients with the opportunity to obtain objective, comprehensive and needs-based advice for building and preserving wealth and transferring to future generations. Will provide the following comprehensive planning services to affluent clients: asset allocation, wealth management, retirement planning, education funding, estate planning, tax strategies, investment planning, stock o...
Debt Finance Attorney
The candidate should have preferable 2-5 years of BigLaw experience in a transactional practice and strong academic backgrounds from nationally recognized schools. Must be licensed to practice in California. Must have a J.D. from an ABA-approved law school and be an active member in good standing of the Bar.