Estate Planning Jobs in Los Angeles
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Search Results - Estate Planning Jobs in Los Angeles
Pure Financial Advisors, LLC-Los Angeles
to:
• Supporting Advisors in processing financial data to develop accurate, attractive, and professional reports.
• Assisting Advisors with creating financial planning recommendations (e.g. cash flow, risk management, estate planning, investments, and tax).
Job...
mindmatch.ai -
Novate Legal Search-Los Angeles
Estate Planning Attorney
Los Angeles law firm is seeking an attorney with four to five years experience to join its estate planning/probate practice. Candidates must be members of the California Bar, and they should have a competitive law school class...
resume-library.com -
Talent Elite Group-Los Angeles
of excellence.
What Youll Do:
Work on complex estate planning and estate administration matters
Engage in direct client interactions and business development opportunities
Collaborate with seasoned attorneys and partners on high-profile cases
Be part...
mindmatch.ai -
Robert Half-Los Angeles
law experience
• Tax, estate planning, wealth transfer, and/or probate administration experience
• Experience drafting estate planning documents from templates
• Experience preparing individual and fiduciary income tax returns, gift tax returns...
roberthalf.com -
Pure Financial Advisors, LLC-Los Angeles
comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life – We take a deep and PURE dive into planning.
• Investment Management– Pure’s trading department works...
mindmatch.ai -
Goldman Sachs Bank AG-Los Angeles
and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services...
appcast.io -
Manhattan West-Los Angeles
of estate planning, business management, and tax strategies
• Work with the firm’s head of portfolio management to align clients’ investment strategies with their planning objectives
• Work with the firm’s various fund managers to successfully advise...
mindmatch.ai -
Lewis Search Group-Los Angeles
proceedings
Draft trusts, Wills, and ancillary estate planning documents
Perform other duties as assigned
Qualifications
Minimum of (7) seven years of solid trust & estate paralegal experience, along with a bachelors degree and a paralegal certificate...
jobvertise.com -
Robert Half-Los Angeles
to Vice President of Direct Hire, Samantha Graham at Samantha [dot] Graham [at] RobertHalf [dot] [com]
1. 5+ years of estate planning, probate administration or trust administration experience
2. bachelor's degree OR paralegal certificate
TO APPLY, ONLY send...
roberthalf.com -
New York Life Insurance Company-Los Angeles
to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions...
mindmatch.ai -
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