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Fullerton Trusts And Estates Attorney Jobs in In-House

- 8 jobs
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Job info
SPONSORED JOB
Company
CIBC
Experience
Min 10 yrs required
Location
Newport Beach, CA
Posted Date
Mar 12, 2020
Total Views
206
Total Applies
2
Private Wealth Business Development Officer The candidate will be responsible for the creation of new business with high net worth individuals, family offices, endowments and foundations. Works closely with Relationship Managers, Investment and Wealth Specialists and other sales professionals to orchestrate activities to achieve business development strategies. Contribute to the growth of new revenues through the acquisition of new clients who have sophisticated financial ... read more
SPONSORED JOB
Company
PIMCO. (Pacific Investment Man...
Experience
5-10 yrs required
Location
Newport Beach, CA
Posted Date
Apr 14, 2020
Total Views
151
Vice President, Counsel-Private Fund Transactions The candidate will provide transactional support for private fund deal teams (including residential mortgage credit, distressed loan, and special situations/corporate teams). Interact with outside counsel and oversee transactions. Identify and manage various corporate, legal, and regulatory issues associated with transactions, including those related to company and potential expansion of company’s business model. Stay abr... read more
SPONSORED JOB
Company
Andersen Tax LLC
Experience
Min 8 yrs required
Location
Costa Mesa, CA
Posted Date
Apr 03, 2020
Total Views
307
Tax Director - Private Client Services The candidate will oversee the efforts of multiple client service teams on engagements for a variety of clients including entrepreneurs, executives, partnerships, closely-held businesses, estates, and trusts. Plan, execute, direct, and complete tax projects; provide innovative tax planning, consulting, and compliance expertise to clients; market, design, and implement tax-planning strategies for clients and manage to budget. Conduct s... read more
Company
In-House
Experience
Min 8 yrs required
Location
Los Angeles, CA
Posted Date
Jan 12, 2021
Info Source
Employer
Total Views
23
Senior Wealth Manager Fiduciary Specialist The candidate will serve as the trusted advisor to high net worth clients and their families, as well as charitable trusts and foundations. In this role, will have responsibility for managing and administering client relationships primarily comprised of trust accounts. Will need to interpret and understand trust instruments and related legal documents governing each relationship working with internal and external resources as nece... read more
Company
In-House
Experience
Min 5 yrs required
Location
Costa Mesa, CA
Posted Date
Jan 14, 2021
Info Source
Employer
Total Views
44
Senior Associate – Private Client Services The candidate will handle duties includes : To review and prepare complex tax returns; Engage in the tax planning and consulting process; Collaborate with engagement team to identify and research complex client issues and recommend solutions; Draft technical tax memoranda; Provide regular updates to clients; Assist in project management of compliance and consulting engagements; Supervise, train and mentor Associates and Interns;... read more
SPONSORED JOB
Company
D.A. Davidson Companies.
Experience
Min 10 yrs required
Location
Los Angeles, CA
Posted Date
Aug 18, 2020
Total Views
126
Director of Wealth Planning The candidate will be expected to be a subject matter expert on wide range of financial and estate planning strategies, and be masterful in client engagement particularly in complex cases. Will engages in priority consulting services which range from conference calls and/or in-person meetings with Firm’s Financial Advisors and their individual clients, to conducting client seminars and internal training sessions. Serves significant strategic a... read more
SPONSORED JOB
Company
MUFG Union Bank, N.A.
Experience
Min 8 yrs required
Location
Los Angeles, CA
Posted Date
Aug 21, 2020
Total Views
66
Senior trust Officer, Vice President The candidate will be handling all accounts with applicable legal requirements and securing Bank and external professional services as appropriate to fulfill the special needs of trust clients. Responsible for improving the profitability of existing accounts by communicating the benefits of Bank Trust services to clients, prospects and their professional advisors. The position may also have the responsibility of supervising and develop... read more
SPONSORED JOB
Company
Facebook
Experience
Min 3 yrs required
Location
Los Angeles, CA
Posted Date
Sep 03, 2020
Total Views
246
Counsel, M&A, Licensing & Open Source The candidate will cover a wide range of areas in IP, including strategy and counseling, open source licensing, technology transactions, standards organizations, and M&A. Will staff the IP function as part of the firm’s M&A legal cross-functional team. Advise on patent, technology and open source transactions as an IP specialist. Interface with engineers and project managers on technical and open source issues. read more
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Company
Wells Fargo
Location
Fullerton, CA
Senior Trust Team Manager - Philanthropic The candidate manages a Trust Team within an office or center environment. Will be accountable for the performance of the associated Trust Team including growth, profit management and risk management. Assigns accounts and ensures relationships are managed according to fiduciary policies and procedures to ensure satisfactory audits and service standards are met. Provides fiduciary oversight and answers difficult or complex questions...
Company
Wells Fargo
Location
Fullerton, CA
Wealth Management TC Senior Fiduciary Relationship Specialist The candidate will be responsible for managing, retaining and growing an assigned book of the most complex accounts in the affluent segment utilizing the products, processes and tools available. Proactively engages the client in wealth planning conversations in collaboration with business partners. Provides analysis of client s total financial situation and offers creative thinking to arrive at workable solution...
Company
Wells Fargo
Location
Fullerton, CA
Senior Trust Team Manager - Philanthropic The candidate manages a Trust Team within an office or center environment. Will be accountable for the performance of the associated Trust Team including growth, profit management and risk management. Assigns accounts and ensures relationships are managed according to fiduciary policies and procedures to ensure satisfactory audits and service standards are met. Provides fiduciary oversight and answers difficult or complex questions...
Company
Wells Fargo
Location
Fullerton, CA
Wealth Management TC Fiduciary Relations Specialist II The candidate will be responsible for managing, retaining and growing an assigned book of accounts in the affluent segment utilizing the products, processes and tools available. Engages the client in wealth planning conversations in collaboration with business partners. Provides analysis of client s total financial situation and offers creative thinking to arrive at workable solutions using the 12 Wealth Management Iss...
Company
Wells Fargo
Location
Fullerton, CA
Wealth Management TC Senior Fiduciary Relationship Specialist The candidate will be responsible for managing, retaining and growing an assigned book of the most complex accounts in the affluent segment utilizing the products, processes and tools available. Proactively engages the client in wealth planning conversations in collaboration with business partners. Provides analysis of client s total financial situation and offers creative thinking to arrive at workable solution...
Company
Wells Fargo
Location
Anaheim, CA
Senior Trust Team Manager - Philanthropic The candidate manages a Trust Team within an office or center environment. Will be accountable for the performance of the associated Trust Team including growth, profit management and risk management. Assigns accounts and ensures relationships are managed according to fiduciary policies and procedures to ensure satisfactory audits and service standards are met. Provides fiduciary oversight and answers difficult or complex questions...
Company
Wells Fargo
Location
Anaheim, CA
Wealth Management TC Senior Fiduciary Relationship Specialist The candidate will be responsible for managing, retaining and growing an assigned book of the most complex accounts in the affluent segment utilizing the products, processes and tools available. Proactively engages the client in wealth planning conversations in collaboration with business partners. Provides analysis of client s total financial situation and offers creative thinking to arrive at workable solution...
Company
Wells Fargo
Location
Anaheim, CA
Senior Trust Team Manager - Philanthropic The candidate manages a Trust Team within an office or center environment. Will be accountable for the performance of the associated Trust Team including growth, profit management and risk management. Assigns accounts and ensures relationships are managed according to fiduciary policies and procedures to ensure satisfactory audits and service standards are met. Provides fiduciary oversight and answers difficult or complex questions...
Company
Wells Fargo
Location
Anaheim, CA
Wealth Management TC Fiduciary Relations Specialist II The candidate will be responsible for managing, retaining and growing an assigned book of accounts in the affluent segment utilizing the products, processes and tools available. Engages the client in wealth planning conversations in collaboration with business partners. Provides analysis of client s total financial situation and offers creative thinking to arrive at workable solutions using the 12 Wealth Management Iss...
Company
Charles Schwab & Co., Inc
Location
Anaheim, CA
Senior Wealth Strategist The candidate will consult with high net worth clients regarding their wealth management needs with particular attention to topics such as trust and estate planning, risk management and insurance planning, transfer tax and post-mortem planning, charitable planning, business succession planning, and asset protection planning. Will partner closely with internal client relationship owners in order to provide educational support for client questions an...
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