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The Financial Planner will work closely with clients to develop comprehensive financial plans and provide strategic advice on investment, retirement, tax, risk, and estate planning. Provide strategic advice on investment management, retirement planning, tax planning, risk management, and estate planning.
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The Estate Planning Specialist will report to the Estate Planning Manager and will be primarily responsible for assisting the Estate Planning [Manager] with advising clients regarding estate planning matters.
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We specialize in multifamily development and are responsible for all phases of the real estate development process from site selection to lease-up. Oversees and implements all facets of the development process including project and operational budgeting, planning, design, entitlement, construction, and lease-up stabilization of the projects.
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A Bachelor's degree in philanthropy studies, nonprofit management, law, finance, insurance, trust services, real estate, or other related field required. The Gift Planning Unit at the American Red Cross seeks to secure planned gifts supporting any component of the organization's mission and to establish the Red Cross as the charity of choice for such gifts.
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Manage overall gift planning strategy for complex portfolio and /or line of service needs. A Minimum 5 years of major gift or gift planning experience or equivalent combination of education and related experience required.
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Intermediate skills with Microsoft Office Products – Word, Excel, Skills in Deltek Vision and/or other CRM/real estate software, is helpful. Overview : HGA is an award-winning architecture, engineering, interior design and planning firm with an excellent opportunity in the Northern California region (Sacramento, Oakland, San Francisco, and San Jose) for an experienced business developer and strategist for our Public Corporate market sector.
$102,900 - $190,600Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Participate in facilities budget planning with DHCS, the Cost Reimbursed Accounting team and real estate management firm. Point of Contact for client facility inquiries, facility projects and activities beyond routine real estate manager facility tasks.
$69,100 - $98,700 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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PG&E’s Corporate Real Estate Strategy and Services (CRESS) organization is responsible for governing, planning, acquiring, designing constructing, operating, and maintaining 7.7 million square feet (sq.
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Sacramento office of a BCG Attorney Search Top Ranked Law Firm seeks corporate attorney with 4+ years of corporate, real estate, or transactional experience. These include planning, data management, sales process optimization, sales.
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Estate Planning with our legal team. The position is fully remote, great for the stay-at-home career seeker or those who would like to add another stream of income to their resume. Producer, Agency Bonus, Yearly Renewal, Stock Options, Profit Sharing, etc.
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Strong technical skills in financial planning and estate planning. Provide direction and support to financial advisors by addressing their specific planning inquiries, preparing and presenting financial and estate planning deliverables, and developing advanced and complex financial plans.
$90,300 - $164,700ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Working alongside the Community Manager, your participation in scheduled meetings is critical to strategic planning, weekly traffic analysis, target audience tweaking, and problem solving. Your real estate sales and management credentials position you for a rewarding leadership experience.
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Our core services to families include Investment Advisory (asset allocation strategy, research, portfolio implementation, and investment reporting), Family Wealth (tax strategy and compliance, estate advisory, risk management, expense management and philanthropic planning and advisory), Capital Advisory (liquidity planning, capital structure advisory, lending and cash management), and Fiduciary (estate settlement, trusteeship and trust.
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Support various compliance and anti-money laundering program requirements. Two to three years financial services experience, preferably in a client service and/or investment operations role. The Client Operations Team oversees client onboarding, service and administration, coordinates portfolio implementation on a multi-custodial investment platform, and provides alternative investment administration.
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Manages and executes small construction projects independent of Corporate Real Estate and Construction including all cage and vault construction resulting from expansion or relocation needs. The Capital Projects team supports field warehouse operations in the areas of capital project planning and management, capacity planning, operational process change, and overall DC (distribution center) operating layout optimization.
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estate planning jobs in Sacramento, CA
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