- 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 (San Francisco, 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …or a similar organization, with direct involvement in planning and interactions with high - net -worth clients + MUST have a Certified Financial Planner (CFP) ... Description Our client, a highly reputable Registered Investment Advisor , holds roughly $10 billion in assets, and is known for its strategic acuity. Situated in the… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …or a similar organization, with direct involvement in planning and interactions with high - net -worth clients + MUST have a Certified Financial Planner (CFP) ... consideration for this opportunity. Our client, a nationally recognized Registered Investment Advisor , with ~10 billion in assets and is renowned for its strategic… 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