Wealth Management Jobs in Compton

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Posted On Jul 15, 26
Full-time Experience : Min 4 yrs required

Title: Estates Review & Quality Specialist - Hybrid Job Responsibilities: The Estates Review & Quality Specialist is integral to the estate planning review process at the company. Key responsibilities include: - Reviewing estate planning documents submitted by advisors to ensure...

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Posted On Jun 22, 26
Full-time 8 views Experience : Min 2 yrs required

Title: Junior Litigation Associate Job Responsibilities: The Junior Litigation Associate position at the law firm involves engaging in substantial legal work from the beginning. The associate will be tasked with a variety of responsibilities that include: - Drafting and responding to written...

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Full-time 4 views Experience : 1-5 yrs required

Title: Associate Attorney Job Responsibilities: The Associate Attorney at the law firm is responsible for various crucial tasks that ensure the effective delivery of elder law services. Key duties include: - Reviewing and drafting legal documents such as Revocable/Irrevocable Trusts, Wills, Durable Powers...

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Posted On Jun 28, 26
Full-time 6 views Experience : 1-5 yrs required

Title: Paralegal - Litigation Job Responsibilities: The Litigation Paralegal at the law firm will engage in a variety of responsibilities aimed at supporting attorneys and clients in civil litigation matters. Key duties include: - Communicating effectively with clients, trustees,...

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Posted On Jul 20, 26
Full-time 2 views Experience : Min 5 yrs required

Title: Senior Estate Planning & Trust Administration Paralegal (Department Lead) Job Responsibilities: Department Leadership: - Manage the day-to-day operations of the estate planning and trust administration departments with minimal attorney supervision. - Oversee department workflow, matter status, and deadlines across all active files. - Supervise,...

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Posted On Sep 07, 26
Full-time 39 views

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...

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Posted On Aug 25, 26
Full-time 2 views Experience : Min 4 yrs required

Job Title: Asset & Wealth Management Regulated Investment Company... (RIC) - Manager Job Responsibilities: As a Manager in the Asset & Wealth Management Regulated Investment Company... (RIC) at the company, you will be responsible for several key functions that are...

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Posted On Aug 25, 26
Full-time 2 views Experience : Min 6 yrs required

Asset and Wealth Management - Renewable Energy... Tax Senior Manager The candidate will play a pivotal role in advising clients on their local and international tax affairs, acting as a strategic consultant in business analysis, managing working capital, and profit...

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Posted On Aug 25, 26
Full-time 6 views Experience : Min 4 yrs required

Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...

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Posted On Aug 25, 26
Full-time 3 views Experience : Min 4 yrs required

Asset and Wealth Management Tax Manager The... candidate will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance. Coach, leverage team member's unique strengths, and manage...

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Posted On Aug 25, 26
Full-time 2 views Experience : Min 6 yrs required

Job Title: Asset & Wealth Management Regulated Investment Company... projects for asset and wealth management clients, focusing on... regulated investment companies. - Analyze financial data to prepare and file accurate tax returns, minimizing risks of non-compliance. - Provide strategic tax...

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Posted On Aug 13, 26
Full-time 1 views Experience : Min 8 yrs required

Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... Guide clients through tax planning, compliance, and strategy, helping them navigate tax regulations and optimize tax positions. - Validate clients' adherence to tax laws and regulations, review and analyze financial data, prepare...

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Posted On Aug 27, 26
Full-time Experience : Min 8 yrs required

Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... initiatives for asset and wealth management clients. - Overseeing the... preparation and filing of tax returns, confirming adherence to regulatory requirements. - Analyzing financial data to identify tax optimization opportunities and mitigate compliance...

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Posted On Aug 31, 26
Full-time Experience : Min 4 yrs required

Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...

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Posted On Sep 02, 26
Full-time Experience : Min 4 yrs required

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...

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Posted On Aug 25, 26
Full-time 3 views Experience : Min 5 yrs required

Asset and Wealth Management - Tax Senior... Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs, while...

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Posted On Jun 15, 26
Full-time 13 views Experience : 3-7 yrs required

Title: Trust & Estate Paralegal Job Responsibilities: - Manage substantial portions of estate and trust administrations in a sophisticated environment with appropriate supervision. - Prepare asset inventories and assist with valuation, retitling, and distribution of assets. - Draft and coordinate Federal estate and gift...

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Full-time 6 views Experience : Min 8 yrs required

Job Title: Private Wealth Senior Counsel Job Responsibilities: - Design... with all aspects of wealth management, asset protection, and... gift and estate tax issues. - Work primarily with attorneys in the Financial Services & Capital Markets business unit. - Deliver high-quality, personalized service with...

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Posted On Jun 23, 26
Full-time 2 views Experience : 1-8 yrs required

OverviewA law firm seeks an Associate Attorney in Torrance, CA, to join their growing estate planning practice. This role offers a unique opportunity for a motivated attorney to assist individuals and families in asset protection and future with clients...

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