Save your search progress and never miss an update
Job Description FINANCIAL ADVISOR SENIOR WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of... contact for assigned line of business to develop new business and maintain ongoing relationships with affluent individuals...
Friendly Job Title: Legal Assistant - Probate & Trust Administration at **MEMBERS ONLY**SIGN UP NOW***. in Ventura, CA H1 Heading: Join Our Team as a Legal Assistant Focused on Probate & Trust Administration H2 Heading: Work with a Prestigious Estate...
Overview A distinguished estate planning law firm is seeking a skilled Estate Planning Attorney based in Ventura, CA, with remote work options available. This role involves providing legal expertise in estate planning matters such as wills, trusts, probate, and tax...
Title: Estate Planning Attorney H1: Join Our Team as an Experienced Estate Planning Attorney H2: Provide Valuable Estate Planning Services to Clients The Law Firm of Westlake Village, California is seeking an experienced Estate Planning Attorney to...
and Estates Attorney: Join Our Growing Team at **MEMBERS ONLY**SIGN UP NOW***.! H1: Trust and Estates Attorney Position Available at **MEMBERS ONLY**SIGN UP NOW***. H2: Join Our Team and Make a Difference in People's Lives Are you passionate about helping...
The ideal candidate will handle client meetings, prepare basic estate planning documents, and implement sophisticated wealth transfer strategies. Proficiency in... computer skills, practice management, and strong business development... skills are essential. Job Details:Conduct client meetings and assess their estate planning needs.Prepar...
has a variety of benefits to support your physical, financial and emotional wellbeing, including: Comprehensive professional development: We provide support, coaching and feedback from some of the most engaging colleagues around Opportunities to develop new skills and...
law firm seeks a dedicated Estate Planning Attorney to handle a variety of estate planning matters, including client consultations, drafting legal documents, and managing estate plans. This full-time, in-office role in Westlake Village involves providing personalized estate planning services to...
Title: Estate Planning AttorneyJob Overview: A distinguished law firm in Westlake Village, California, is seeking an experienced Estate Planning Attorney. This position involves working with clients to craft tailored estate plans, managing legal documentation, and providing expert guidance on estate-related...
- Financial Services - Wealth and Asset Management The... implementing tax strategies that align with the client's business objectives. Oversee Asset Management tax compliance accounts for... Hedge Funds and or Private Equity Funds which involves the ability to review extensiv...