Estate Planning Jobs in Santa Clara
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Search Results - Estate Planning Jobs in Santa Clara
Confidential-Santa Clara
and estate planning services.
Essential Functions
• Adhere to core processes and service models for delivering wealth management services.
• Maintain clear communication with clients regarding service expectations and deliverables.
• Support client...
mindmatch.ai -
New York Life-Santa Clara
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.
Human guidance
When you join New York Life, you’re joining...
talentnest.com -
S Piper Staffing LLC-Santa Clara
investment, tax, insurance, retirement, trust, and estate planning to meet their long-term investment and financial goals with a strong emphasis on tax reduction strategies.
• Develop comprehensive financial plans and assist clients during all phases...
mindmatch.ai -
Innovations PSI-Santa Clara
Responsibilities:
• Manage client portfolios, overseeing assets ranging from $1-3M+.
• Provide tailored financial advice covering equity compensation, tax, real estate, estate planning, insurance, and more.
• Collaborate with the Business Development team—no need...
mindmatch.ai -
SteelPeak Wealth-Santa Clara
investment products, and regulatory changes to offer up-to-date advice.
• Collaborate with other team members to deliver comprehensive financial planning services.
• Assist clients with retirement planning, estate planning, tax strategies, and insurance needs...
mindmatch.ai -
Creative Planning-Santa Clara
The Wealth Manager works directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs. They are responsible for business development and client retention.
The Wealth...
mindmatch.ai -
Lenox Advisors-Santa Clara
is continually looking for ambitious, experienced Sales Professionals, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement...
mindmatch.ai -
Aspen Standard Wealth-Santa Clara
83(b)
• Exchange Funds, options strategies and other solutions for concentrated stock positions
• Employee benefits of Bay Area Firms
• Taxation
• Bay Area Real estate transactions
• Estate Planning
• Insurance
• Highly proficient in MS Office...
mindmatch.ai -
Adams & Martin Group-San Jose, 4 mi from Santa Clara
A well-established, client-focused law firm in the Bay Area specializing in estate planning, probate, and trust administration is looking to hire!
This firm is dedicated to providing personalized and strategic legal services to individuals...
mindmatch.ai -
S Piper Staffing LLC-Sunnyvale, 4 mi from Santa Clara
investment, tax, insurance, retirement, trust, and estate planning to meet their long-term investment and financial goals with a strong emphasis on tax reduction strategies.
• Develop comprehensive financial plans and assist clients during all phases...
mindmatch.ai -
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