Estate Planning Jobs in Los Angeles
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Search Results - Estate Planning Jobs in Los Angeles
RealREPP-Los Angeles
RealREPP a full-service, nationally recognized recruiting firm who is currently teaming with a firm in hiring for a Estate Planner. The Estate Planner is responsible for drafting, planning and reviewing comprehensive estate plans for our clients...
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 -
Adams & Martin Group-Los Angeles
A reputable Los Angeles Valley firm seeks Legal Assistant to join their Estate planning practice group. The Legal Assistant will assist attorneys and paralegals draft estate plans, post death trust administration documents, record deeds, file court...
mindmatch.ai -
Henderson Harbour Group-Los Angeles
Responsibilities
• Provide high quality individual, trust, estate, gift, foundation, and business tax compliance services as well as estate planning advisory services.
• Develop and implement tax planning strategies in alignment with client goals and objectives...
appcast.io -
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 -
Shoup Legal. A Professional Law Co-Los Angeles
Please note, applicants who do not follow instructions when applying will not be considered for the position.
Are you passionate about helping estate planning clients protect themselves and their families? Are you looking for somewhere...
tiptopjob.com -
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 -
Whittier Advisors-Los Angeles
as the “quarterback” of the client relationship, including engaging with outside experts crucial to the client experience (estate planning attorneys, accountants, etc.)
Required Qualifications
• Bachelor’s degree
• 5-10 years of experience in wealth management...
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 -
Shoup Legal. A Professional Law Co-Los Angeles
to join our team as a Salesperson to help prospective clients become clients of our law firm. We are a fast:growing estate planning, probate, and trust administration law firm growing our salesforce.
We provide training in what you need to know to best...
tiptopjob.com -
Robert Half-Los Angeles
planning.
• Conducting comprehensive research on investment strategies, tax planning, estate planning, regulatory requirements, and market trends.
• 2-5 years of experience in individual tax return preparation
• Preferred qualifications include CPA, CFA...
roberthalf.com -
San Pasqual Fiduciary Trust Company-Los Angeles
Willingness to continue education (CTFA, CFP, CFA Foundations Certificate)
• At least 1 year of previous experience involving trust accounting and/or estate planning concepts (previous trust administration, CPA working with trust accounts, attorney...
mindmatch.ai -
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 -
Modern Woodmen Fraternal Financial-Los Angeles
distribution, estate planning, business planning and or employee benefits.
You will meet with clients to map their financial futures by providing guidance and recommendations through our state:of:the:art tools. You will help achieve sales goals and be rewarded...
tiptopjob.com -
Manhattan West-Los Angeles
plans including coordination 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...
mindmatch.ai -
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