- Fidelity TalentSource LLC (Newport Beach, CA)
- …strategy and encouraging annual reviewsSeeing opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated ... a key player on the Wealth Management team as you directly support the Advisor s efforts to increase and develop their business. The Skills You BringExtraordinary… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …investment advisory firm with offices in Seattle and Menlo Park. They serve ultra- high - net -worth families and have over $4.0 billion in assets under management. ... They are seeking a new Associate Wealth Advisor to join the team. Responsibilities include: + Prepare...complex financial analyses on a wide range of investment, tax , estate and financial planning topics + Perform general… more
- Citizens (San Francisco, CA)
- …range of highly technical estate, tax and financial advice to Ultra High Net Worth individuals/ families, including succession advice to business owners. + ... provide full investment and wealth management services; comprehensive income tax and estate tax planning, structuring, compliance...Qualifications + 5+ Years Broad Knowledge and Understanding of High Net and Ultra High … more
- KPMG (Sacramento, CA)
- …key role in growing KPMG's private client tax practice, which focuses on ultra- high net worth individual, trust and estate clients + Review and provide ... tax , gift, estate, and trust returns for ultra- high net -worth individuals and Family Offices +...individuals and Family Offices + Serve as the trusted advisor to ultra- high net worth… more
- Comerica (San Francisco, CA)
- Private Banking Advisor The Private Banking Advisor will serve as primary relationship advisor for high net worth and ultra- high net worth, ... and tax planning, cash flow analysis and budgeting, and risk management to ultra- high net worth clients. Uses advanced credit knowledge to help lead the… more
- Cherry Bekaert (Los Angeles, CA)
- …heads of families, family businesses, private equity fund owners, as well as high net worth individuals. Our expertise includes providing services associated ... in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success… more
- Zions Bancorporation (Irvine, CA)
- …present complex financial modeling. + Exhibit a track record of building and managing high net worth client relationships, with a proven history of successfully ... within the bank that offers comprehensive financial services to affluent, high - net -worth individuals, families, and businesses. These services include… more
- Robert Half Finance & Accounting (Los Gatos, CA)
- …other related parties to assigned accounts. Requirements * 10 + years of Private Client/ High Net Worth experience. * Series 65 license or commitment to obtain ... an exceptional company in the search for a Wealth Advisor to join their esteemed Wealth Advisory team. The...including performing general research in areas of investments, income tax planning, estate planning, and impact of recent regulations.… more
- Robert Half Finance & Accounting (San Jose, CA)
- …and regional travel may be required. Requirements Keys: * 10 + years of Private Client/ High Net Worth experience. * Series 65 license or commitment to obtain the ... and more details, please reach out to Michael Lauer via LinkedIn Wealth Advisor Los Gatos (Hybrid) $125K-$175K + Bonus and Profit Sharing + Excellent Benefits… more
- Robert Half Finance & Accounting (Los Gatos, CA)
- …holistic financial planning with a demonstrated ability to partner with internal stakeholders to manage High Net Worth (HNW) and Ultra High Net Worth ... tasks and deadlines. * Proficient in financial planning software and tools (eMoney Advisor , MoneyGuidePro, etc). * High level of integrity both personally and… more
- City National Bank (San Francisco, CA)
- …provide white-glove service focused on intelligently personalized portfolio management for high - net -worth individuals, families, and institutions. For 30 years, ... cash needs, firm strategy changes and general rebalancing; assess tax liabilities and client directed account restrictions to determine...stand in as the PM - team, client, and advisor facing; mindset of serving clients and advisors +… more
- City National Bank (Los Angeles, CA)
- …Overseas the risk associated with the operational and administrative aspects of high net worth client servicing and transaction processing. **What you ... stock, securities settlement, cashiering, corporate reorganizations, dividends, margin, and tax inquiries. + Provide supervisory level technical support for CNS… more
