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Wealth Management Jobs in Fremont

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United States
Posted On Aug 05, 26
Full-time 2 views Experience : Min 1 yrs required
Practice Area:
Education - Special Needs Estate & Tax Planning Elder Law Education - General Trusts and Estates - General
Job Tags:
agreements child civil litigation Conservatorship Education Law Estate Planning family Family Law health insurance Insurance PERM Probate school districts title
Practice Area:
Education - Special Needs Estate & Tax Planning Elder Law Education - General Trusts and Estates - General
Job Tags:
agreements child civil litigation Conservatorship Education Law Estate Planning family Family Law health insurance Insurance PERM Probate school districts title

Title: Bilingual Spanish/English Attorney — Special Education & Estate Planning (Temp-to-Perm) Job Responsibilities: - Represent parents and students in Individualized Education Program (IEP) meetings, mediations, resolution sessions, and due process hearings under the Individuals with Disabilities Education Act (IDEA) and California Education...

Posted On Aug 11, 26
Full-time 2 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Software trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Software trusts Wills

Title: Of Counsel Attorney Job Responsibilities: - Virtually consult with clients to review their estate plan, providing legal advice and guidance. - Review estate planning documents to ensure they comply with state requirements. - Ensure that client goals have been effectively met through the...

Posted On Sep 14, 26
Full-time 1 views
Practice Area:
Probate Trusts and Estates - General
Job Tags:
health insurance Litigation Software
Practice Area:
Probate Trusts and Estates - General
Job Tags:
health insurance Litigation Software

Description The law firm, a boutique estate, tax, business planning, estate administration, and trust and estate litigation firm, is the oldest law firm in Palo Alto. The firm is headquartered in Palo Alto, CA and serves a diverse client base, primarily...

Posted On May 22, 26
Full-time 9 views Experience : Min 1 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
children Estate Planning health insurance Insurance
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
children Estate Planning health insurance Insurance

Title: Estate Planning Attorney Job Responsibilities: - Advise clients on estate planning matters, ensuring the protection of their assets and families through thoughtful legal guidance. - Oversee the signing and notarization of estate plans, ensuring all legal documents are executed correctly. - Review and...

Posted On Jul 02, 26
Full-time 7 views Experience : Min 5 yrs required
Practice Area:
Probate Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
abuse civil litigation civil procedure Conservatorship depositions Estate and Trust evidence Litigation Probate stage wealth transfer
Practice Area:
Probate Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
abuse civil litigation civil procedure Conservatorship depositions Estate and Trust evidence Litigation Probate stage wealth transfer

Title: Probate & Trust Litigation Attorney Job Responsibilities: - Handle plaintiff-side probate and trust litigation across California, including will and trust contests, undue influence and elder financial abuse claims, breach of fiduciary duty, trustee removal petitions, accountings and surcharge actions, and conservatorship...

Posted On Sep 14, 26
Full-time 20 views Experience : Min 12 yrs required
Job Tags:
asset management banking credit facilities criminal FINRA private client shareholders
Job Tags:
asset management banking credit facilities criminal FINRA private client shareholders

network to achieve business development goals. Key responsibilities include: - Leading the Client Management Process and partnering across... the enterprise to provide a Branded Client Experience. - Ensuring access to the full array of Private Bank and the bank's capabil...

Posted On Sep 14, 26
Full-time 1 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 Bank - Private Banker - Vice President or Executive Director Job Responsibilities - Manage and maintain client relationships by earning trust, understanding client needs, providing targeted advice, developing solutions, and delivering an exceptional client experience. - Generate...

Posted On Sep 17, 26
Full-time Experience : Min 10 yrs required
Job Tags:
asset management Capital Markets family finance Immigration Insurance investment management marketing partnerships pension portfolio companies private equity sovereign wealth
Job Tags:
asset management Capital Markets family finance Immigration Insurance investment management marketing partnerships pension portfolio companies private equity sovereign wealth

Title: Director, Global Private Markets Job Responsibilities: Strategic Leadership - Support the execution of the Global Private Markets strategy and annual business plan. - Identify emerging trends, opportunities, and client needs across private equity, private credit, infrastructure, real assets, funds, secondaries, and other private...

Posted On Jul 09, 26
Full-time 1 views Experience : 7-10 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title wealth management

Estate Planning Attorney Job Responsibilities: The Estate Planning Attorney is responsible for helping clients complete accurate estate plans that fulfill their wishes efficiently. The attorney must be available for a 'start' meeting within five business days, set a signing meeting at the...

Posted On Sep 15, 26
Full-time 8 views Experience : Min 5 yrs required
Job Tags:
Affirmative Action family Partnership Software
Job Tags:
Affirmative Action family Partnership Software

Title: Tax Manager, Private Wealth Job Responsibilities: - Assist in providing... compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -...

Posted On Sep 15, 26
Full-time 1 views Experience : 1-4 yrs required
Job Tags:
Affirmative Action Immigration partnerships private client special projects
Job Tags:
Affirmative Action Immigration partnerships private client special projects

Experienced Associate - Private Wealth/Private Client Services Job Responsibilities: - Deliver... industry-focused tax advisory and compliance services to middle market clients. - Provide tax compliance and advisory services to S-corporations, partnerships, high-net-worth (HNW) and ultra-high-net-worth (Ultra-HNW) individuals and corporations ranging from small to...

Posted On Sep 15, 26
Full-time 1 views Experience : 1-4 yrs required
Job Tags:
Affirmative Action Immigration partnerships private client special projects Taxation
Job Tags:
Affirmative Action Immigration partnerships private client special projects Taxation

Experienced Associate - Private Wealth/Private Client Services Job Responsibilities: - Serve... as a trusted member of the engagement team, providing tax compliance and consulting services to clients within specific industries. - Deliver tax compliance and advisory services to S-corporations, partnerships, individuals, and corporations...

Posted On Sep 15, 26
Full-time 9 views Experience : Min 5 yrs required
Job Tags:
Affirmative Action family Partnership Software
Job Tags:
Affirmative Action family Partnership Software

Title: Tax Manager, Private Wealth Job Responsibilities: - Assist in providing... compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax...

Posted On Sep 15, 26
Full-time 2 views Experience : 1-4 yrs required
Job Tags:
Affirmative Action Immigration partnerships private client special projects Taxation
Job Tags:
Affirmative Action Immigration partnerships private client special projects Taxation

Associate - NorCal Private Wealth/Private Client Services Job Responsibilities: - Act... as a trusted member of the engagement team, providing various tax compliance and consulting services tailored to industry-specific clients. - Provide tax compliance and advisory services to S-corporations, partnerships, individuals, and corporations...

Posted On Jul 23, 26
Full-time 2 views Experience : 3-7 yrs required
Practice Area:
Corporate - Venture Capital/Emerging Companies Corporate - Private Equity Corporate - M&A Corporate - Securities and Capital Markets Corporate - General
Job Tags:
antitrust Capital Markets corporate governance Corporate Law corporate transactions criminal emerging companies employee benefits equity family federal government finance growth equity Intellectual Property IPO life sciences M&A private equity restructuring Software sovereign wealth stage Venture Capital
Practice Area:
Corporate - Venture Capital/Emerging Companies Corporate - Private Equity Corporate - M&A Corporate - Securities and Capital Markets Corporate - General
Job Tags:
antitrust Capital Markets corporate governance Corporate Law corporate transactions criminal emerging companies employee benefits equity family federal government finance growth equity Intellectual Property IPO life sciences M&A private equity restructuring Software sovereign wealth stage Venture Capital

Title: Associate - Corporate - Emerging Companies, Growth Equity & Private Capital (Innovation Economy) Job Responsibilities: The position involves working with a leading global law firm, particularly in its Emerging Companies, Growth Equity & Private Capital practice in the Bay Area. The...

Posted On Sep 16, 26
Full-time 3 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 Job... initiatives for asset and wealth management clients, confirming adherence... to complex tax regulations. - Reviewing and analyzing financial data to prepare and file accurate tax returns. - Validating clients' compliance with...

Posted On Aug 09, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
document review Estate and Trust Litigation pleadings Probate probate litigation trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
document review Estate and Trust Litigation pleadings Probate probate litigation trusts

Overview We are seeking a highly organized and detail-oriented Estate and Trust Paralegal to join our law firm. In this vital role, you will support Mr. Pupach in preparing, reviewing, and managing probates and probate litigation, trust administrations, trust litigation, and...

Posted On Aug 17, 26
Full-time 15 views Experience : Min 6 yrs required
Practice Area:
Probate Litigation - Trusts & Estates - Plaintiffs
Job Tags:
abuse estates fraud Insurance Litigation probate litigation spectrum trusts Women
Practice Area:
Probate Litigation - Trusts & Estates - Plaintiffs
Job Tags:
abuse estates fraud Insurance Litigation probate litigation spectrum trusts Women

trustees, executors, administrators, and beneficiaries in trust and probate litigation. - Handle contests based upon lack of capacity, undue influence, or fraud. - Address issues of negligent management of assets. - Manage cases... involving failure to account or inadequate accounting. - Resolve co-trustee disputes....

Posted On Aug 09, 26
Full-time 27 views Experience : 1-12 yrs required
Practice Area:
Probate Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General

a detail-oriented and client-focused attorney who has a strong interest in estate planning, wealth transfer strategies, and tax... law. The role offers an excellent opportunity to work closely with high-net-worth individuals, families, and business owners, while developing deep expertise in...

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