Post Jobs Upload Your Resume Log in

Legal jobs

48 jobs
  1. Legal Jobs
  2. Browse Legal Jobs
  3. California
  4. Northridge
  5. Wealth Management
  6. In-House

Preview Results

Here’s a preview of jobs we found from direct employer sources. To protect confidentiality and prevent scraping, full results require an email + account access.

Direct-from-employer coverage Private search Less competition vs. paid ads
Filter by

Create a Job Alert for this Search

United States
Posted On Sep 24, 26
Full-time 6 views Experience : 3-5 yrs required
Practice Area:
Probate
Job Tags:
estates Litigation Probate probate litigation Software trusts Wills
Practice Area:
Probate
Job Tags:
estates Litigation Probate probate litigation Software trusts Wills

and contested estates. - Draft, file, and manage legal documents such as petitions, motions, and court filings. - Coordinate case calendars, deadlines, and court appearances. - Communicate with clients, courts, and opposing counsel. - Assist with discovery, case preparation, and document management. - Maintain organized...

Posted On Sep 28, 26
Full-time Experience : 12-12 yrs required
Job Tags:
Affirmative Action appeals family finance spectrum Taxation
Job Tags:
Affirmative Action appeals family finance spectrum Taxation

Tax Director - HNW/Private Wealth (Residency) Job Responsibilities: - Serve... as a senior strategic advisor to high net worth individuals, families, business owners, executives, and family offices on significant state income tax matters. - Lead the firm’s most complex residency, domicile,...

Posted On Sep 28, 26
Full-time Experience : 12-12 yrs required
Job Tags:
Affirmative Action appeals family finance spectrum Taxation
Job Tags:
Affirmative Action appeals family finance spectrum Taxation

Tax Director - HNW/Private Wealth (Residency) Job Responsibilities: - Serve as... a senior strategic advisor to high net worth individuals, families, business owners, executives, and family offices on significant state income tax matters. - Lead the firm's most complex residency, domicile, and multistate...

Posted On Sep 01, 26
Full-time 4 views Experience : 8-10 yrs required
Job Tags:
asset management banking credit facilities Estate Planning family FINRA Insurance lending licensing marketing performer Securities spectrum wealth transfer
Job Tags:
asset management banking credit facilities Estate Planning family FINRA Insurance lending licensing marketing performer Securities spectrum wealth transfer

- Provide integrated financial services advice including banking, credit, asset management, trust and estate planning,... and brokerage. - Manage overall relationship profitability and portfolio risk, ensuring profitable growth of the portfolio. - Serve as a segment or industry specialist, a...

Posted On Aug 10, 26
Full-time 1 views Experience : 10-10 yrs required
Job Tags:
asset management banking credit facilities Estate Planning family FINRA Insurance lending licensing marketing performer Securities spectrum wealth transfer
Job Tags:
asset management banking credit facilities Estate Planning family FINRA Insurance lending licensing marketing performer Securities spectrum wealth transfer

and ultra-high-net-worth individuals and families within a specific market. The role involves providing integrated financial services advice, including banking, credit, asset management, trust and estate planning,... and brokerage. The Private Banker manages overall relationship profitability and portfolio risk and i...

Posted On Aug 27, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
asset management Bank Secrecy Act banking Code of Conduct family FINRA Insurance investment management Securities spectrum wealth management
Job Tags:
asset management Bank Secrecy Act banking Code of Conduct family FINRA Insurance investment management Securities spectrum wealth management

point of contact for Wealth Management within the assigned... families within a specific market. The SFA is responsible for developing new business and maintaining ongoing relationships through asset management, financial planning, and brokerage... services. Key responsibilities include: - Business Development:...

Posted On Sep 14, 26
Full-time 23 views Experience : Min 6 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Title: Private Banker - Vice President or Executive Director Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire...

Posted On Sep 20, 26
Full-time Experience : Min 6 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from existing client base and new client acquisition. - Advise clients on their overall balance sheet, including asset allocation, investment management...

Posted On Sep 07, 26
Full-time 39 views
Job Tags:
banking child family finance higher education investment management lending mother spectrum wealth management
Job Tags:
banking child family finance higher education investment management lending mother spectrum wealth management

Title: Summer Analyst - Wealth Management - Salary Range:... Job Category: Asset & Wealth Management - Locations: Los... United States - Department: Wealth Management About the... Program: - Nine to ten week summer internship for students pursuing a bachelor's...

Posted On Sep 16, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
asset management family finance H-1B regulatory compliance wealth management
Job Tags:
asset management family finance H-1B regulatory compliance wealth management

Job Title Asset & Wealth Management Tax Senior Manager... initiatives for asset and wealth management clients, ensuring adherence... to complex tax regulations. - Reviewing and analyzing financial data to prepare and file accurate tax returns. - Validating clients' compliance with...

Posted On Sep 02, 26
Full-time Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships wealth management
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships wealth management

Asset and Wealth Management Tax Manager Duties:... The candidate will focus on validating clients' compliance with tax laws and regulations. Review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising...

Posted On Sep 16, 26
Full-time Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B regulatory compliance wealth management
Job Tags:
Code of Conduct family finance H-1B regulatory compliance wealth management

Job Title: Asset & Wealth Management - Renewable Energy... Tax Manager Job Responsibilities: - Lead tax compliance workstreams and manage client expectations effectively. - Guide teams in the preparation and filing of tax returns to meet regulatory requirements. - Utilize analytical thinking to review...

Posted On Sep 22, 26
Full-time Experience : Min 4 yrs required
Job Tags:
family finance H-1B regulatory compliance wealth management
Job Tags:
family finance H-1B regulatory compliance wealth management

Job Title: Asset & Wealth Management Tax Manager Job Responsibilities: -... Lead tax compliance workstreams and manage client expectations effectively - Guide teams in preparing and filing tax returns to meet regulatory requirements - Utilize analytical thinking to review and analyze financial data for...

Posted On Sep 25, 26
Full-time 1 views Experience : 9-9 yrs required
Practice Area:
Tax - Private Client Services Tax-General Practice (Transaction) Tax - General
Job Tags:
criminal family finance hedge funds Immigration Insurance investment management Investment Partnerships Mutual Funds Partnership private equity spectrum Taxation
Practice Area:
Tax - Private Client Services Tax-General Practice (Transaction) Tax - General
Job Tags:
criminal family finance hedge funds Immigration Insurance investment management Investment Partnerships Mutual Funds Partnership private equity spectrum Taxation

Manager - IM Private Wealth Job Responsibilities As a Tax Senior... advisory services to investment management clients. Responsibilities include: - Performing... high-level reviews of tax research, partnership work papers, allocations, and tax filings. - Preparing and leading client meetings on compliance and advisory projects...

Posted On Sep 14, 26
Full-time 6 views Experience : Min 5 yrs required
Job Tags:
criminal Estate Planning fiduciary Probate Retirement Planning shareholders trusts wealth management wealth transfer
Job Tags:
criminal Estate Planning fiduciary Probate Retirement Planning shareholders trusts wealth management wealth transfer

Job Title: Wealth Strategies Advisor Job Responsibilities: - Support... planning, personal philanthropy, and wealth transfer/tax minimization. - Build and... partners. - Analyze estate and financial information to develop planning strategies. - Lead client wealth planning engagement processes, including... new business review and onboarding for truste...

Posted On Sep 14, 26
Full-time 1 views Experience : Min 7 yrs required
Job Tags:
banking criminal Deferred Compensation equity Equity Compensation Estate Planning Insurance investment management Retirement Planning shareholders Software stock options Taxation trusts wealth management
Job Tags:
banking criminal Deferred Compensation equity Equity Compensation Estate Planning Insurance investment management Retirement Planning shareholders Software stock options Taxation trusts wealth management

Job Title: Executive Wealth Services Advisor Job Responsibilities: - Serves... participating in the Executive Wealth Services program. - Leads the... wealth planning engagement process from... development and ongoing relationship management. - Develops holistic and integrated... planning strategies tailored to executives' unique financial circumstances, incorporating...

Posted On Sep 25, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer

Tax Manager - Private Wealth Duties: The candidate will... lead high-quality reviews of tax research, workpapers, and tax returns across individual, fiduciary, partnership, closely held corporation, estate, and gift engagements. Prepare for and lead client meetings related to compliance and...

Posted On Sep 22, 26
Full-time 1 views Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

- Private Tax - Wealth Tax Advisory Job Responsibilities: - Lead... structures. - Support clients in wealth transfer, succession planning, and... governance strategies. - Navigate the unique challenges of multijurisdictional families and cross-border tax matters. - Manage and deliver processes, solutions, and projects with a...

Posted On Sep 22, 26
Full-time Experience : 12-12 yrs required
Job Tags:
Affirmative Action appeals family finance spectrum Taxation
Job Tags:
Affirmative Action appeals family finance spectrum Taxation

Tax Director - HNW/Private Wealth (Residency) Job Responsibilities: - Serve as... a senior strategic advisor to high net worth individuals, families, business owners, executives, and family offices on significant state income tax matters. - Lead the firm's most complex residency, domicile, and multistate...

Posted On Sep 14, 26
Full-time 26 views Experience : Min 6 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

and Benefits Salary range from $170,, depending on experience Full-time position with competitive benefits package including health insurance, retirement plan and paid time off Opportunities for growth and advancement within the company Position: . Private...

Narrow Your Search Results - Try Advanced Search
Share these jobs with a friend