- Robert Half Legal (Encino, CA)
- Description Full service law firm with 50+ attorneys seeks Estate Planning Associate Attorney . The Estate Planning Attorney will drafting ... estate planning documents and handle the administration too. The Estate Planning Attorney will be designing plans for high-net-worth clients and… more
- Robert Half Legal (Los Angeles, CA)
- …an attorney with 1+ years of experience in probate, trust administration, or estate planning . This role can be hybrid or 100% remote for California-based ... partner and others have been promoted to more senior associate roles. What You'll Do: You'll advise fiduciaries and...1+ years of experience in probate, trust administration, or estate planning + JD from an ABA-accredited… more
- Neuberger Berman (San Francisco, CA)
- …solutions to complex issues including portfolio asset allocation and implementation, retirement planning , philanthropy, and estate planning . + Provide ... **Summaries:** The Wealth Advisor Associate will provide support to seasoned four-person Wealth...wealth management industry. + Demonstrated experience handling complex financial planning . + Expertise in managing the financial needs of… more
- Umpqua Bank (San Diego, CA)
- …with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning , and trust services to frame, acquire, and retain ... relationships with Umpqua Banking partners and external CPA's and Attorney 's. A team of specialists support these efforts by...to a broad knowledge of wealth management principles and estate planning strategies. + Demonstrates compliance with… more
- Carrington (Anaheim, CA)
- …procedures, and applicable laws, including hiring and training employees; planning , assigning, and directing work; monitoring performance; rewarding and disciplining ... provide feedback at minimum twice per month with the associate . * Handle escalated bankruptcy cases and work with.... * Handle escalated bankruptcy cases and work with attorney firms on litigated matters. Escalate all recommendations to… more