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The candidate will be responsible for handling all stages of estate planning and trust administration, client management, and advising on wealth transfer strategies for high-net-worth individuals.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Strong client service background with significant work history within a wealth management, asset manager, insurance company, bank or related industry (RIA Experience Preferred.
$60,000 - $75,000 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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As an Associate Attorney, you will work closely with our experienced attorneys to provide exceptional legal services to our clients in the areas of estate planning, trusts, probate, and conservatorships.
$90,000 - $120,000 a yearFull-timeExpandApply NowActive JobUpdated 19 days ago - UpvoteDownvoteShare Job
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Our client is a leading player in the telecom industry, is currently seeking an experienced Site Acquisition Manager to oversee projects in the Irvine market. Technologies we support: Wireless : 4G, 5G, LTE, iDAS/oDAS, Small Cell, VoLTE, IOT, Microwave, NOC, BTS (Base stations) Wireline : Broadband, Fiber, Outside Plant (OSP), CATV, switching (MSC, CO), transport and provisioning About us Formed by industry veterans in 2005, TekCom Resources is a full-service national recruiting firm specializing in telecommunications and network infrastructure contracting and recruiting.
$40 an hourExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
$146,510 - $272,090 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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This is a full-time hybrid role as an Estate Planning Paralegal at Finn Legal Group, APC in Newport Beach, CA. The Estate Planning Paralegal will be responsible for day-to-day tasks related to estate planning, including legal document preparation, communication with clients, legal research, and document review.
$65,000 - $85,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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In this capacity the incumbent may work on multi-modal transportation and facility design, Visual Impact Assessments (VIA), erosion control design, structure aesthetics, mitigation, roadside management, resource conservation, regional planning, site planning and development, complete streets, and sustainable design.
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This position will play a key role in helping to build and support PIMCO's $145bn+ suite of Alternative Credit & Private Strategies products, including multi-sector private lending, asset-based finance and commercial real estate by partnering with teams across the firm including Portfolio Management, Client Management, Legal & Compliance and other areas.
$105,000 - $115,000 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Providing legal counsel to management and business partners in our Wealth Management business on a broad range of trust and fiduciary matters, including review of trust documents, estate settlement matters, trust real estate matters, homestead issues, trust and estate litigation and complex trust/fiduciary legal issues.
$158,010 - $213,325 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Our sales process educates prospective clients on the estate planning process and helps them think through their needs and options and make courageous decisions for their future and loved ones.
$50,000 - $60,000 a year (bonuses)ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Tasks assigned pertain to supporting activities of the administration of a trust or estate, conservatorship or guardianship of an individual, financial and/or healthcare matters of a client, and other project management tasks.
Part-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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The Sr. Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and local office Wealth Management leadership to support the team’s region-wide business development and client service efforts.
$75,000 - $200,000 a yearFull-timeExpandApply NowActive JobUpdated 14 days ago - UpvoteDownvoteShare Job
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Currently, the Community Development Department has one flexibly staffed vacancy at either the Planning Technician, Assistant Planner, or Associate Planner leveldepending on the applicant's qualifications.
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On-site Wellness Centers at our Irvine and Newport Beach campuses that include discounted services for massage therapy, acupuncture, meditation and mindfulness, yoga, Pilates and fitness coaches.
ExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Participates in CalOptima Health's real estate initiatives and project management, including proposal review, site visits and other real estate related activities. CalOptima Health is seeking a highly motivated an experienced Program Manager (Real Estate and Grant Management) to join our team.
$77,000 - $127,094 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago
wealth management client service associate estate planning on site jobs in Irvine, CA
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