Legal Wealth Management Jobs Jobs in Hermosa Beach, CA

Attorney in Manhattan Beach, CA

In-House • **Members Only** Manhattan Beach, CA

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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

Title . Private Bank - 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...

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Legal Staff Paralegal in Torrance, CA

In-House • **Members Only** Torrance, CA

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Posted On Jul 15, 26

Full-time 2 views Experience : Min 4 yrs required

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

company policies Estate Planning estates fiduciary Insurance special projects trusts wealth management Wills

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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Legal Staff Paralegal in Torrance, CA

Law Firm • **Members Only** Torrance, CA

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Posted On Sep 18, 26

Full-time 1 views Experience : 2-3 yrs required

Practice Area:

Probate Estate & Tax Planning Trusts and Estates - General

Job Tags:

Conservatorship Estate Planning estates Financial Institutions health insurance Insurance pleadings Probate Software trusts Wills

Title: Mid-Level Paralegal Job Responsibilities: - Assist attorneys with probate, trust administration, estate planning, conservatorship, and related legal matters. - Draft pleadings, Judicial Council forms, correspondence, and legal documents. - Prepare court filings and coordinate service of documents. - Review, organize, and summarize complex legal,...

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Elder Law Attorney / Estate & Tax Planning Attorney / Trusts and Estates - General Attorney in Torrance, CA

Law Firm • **Members Only** Torrance, CA

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Posted On Jun 30, 26

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

Practice Area:

Elder Law Estate & Tax Planning Trusts and Estates - General

Job Tags:

Elder Law Estate Planning HIPAA trusts Wills

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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Attorney in El Segundo, CA

In-House • **Members Only** El Segundo, CA

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Posted On Sep 14, 26

Full-time Experience : Min 6 yrs required

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 relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate...

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Attorney in Century City, CA

In-House • **Members Only** Century City, CA

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Posted On Aug 21, 26

Full-time 1 views Experience : Min 6 yrs required

Job Tags:

family finance

be responsible for the management and execution of research... and development (R&D) tax credit studies. Key duties include conducting client interviews, reviewing client data, developing client and industry-specific tools and templates, and preparing technical reports. You will be expected to...

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Legal Staff Paralegal in Long Beach, CA

Law Firm • **Members Only** Long Beach, CA

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Posted On Jun 28, 26

Full-time 6 views Experience : 1-5 yrs required

Practice Area:

Probate

Job Tags:

civil litigation Estate Planning family health insurance Insurance Litigation pleadings Probate

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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Legal Staff Paralegal in Long Beach, CA

Law Firm • **Members Only** Long Beach, CA

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Posted On Sep 16, 26

Full-time 2 views Experience : 2-3 yrs required

Practice Area:

Adoption Law Divorce Law Family Law - General Estate & Tax Planning Trusts and Estates - General Immigration - General

Job Tags:

civil litigation commercial litigation document review Environmental Law Estate Planning Family Law Patent personal injury Personal Injury Law pleadings

with some involvement in estate planning and immigration law. Your energetic approach and exceptional organizational skills will ensure smooth case management, thorough legal research, and... efficient document handling. This paid position offers an exciting opportunity to develop your legal suppor...

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Attorney in Beverly Hills, CA

In-House • **Members Only** Beverly Hills, CA

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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

- 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...

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Attorney in Beverly Hills, CA

In-House • **Members Only** Beverly Hills, CA

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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

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...

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Law Student - In-House in Los Angeles, CA

In-House • **Members Only** Los Angeles, CA

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Posted On Sep 07, 26

Full-time 39 views

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...

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Attorney in Los Angeles, CA

In-House • **Members Only** Los Angeles, CA

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Posted On Aug 27, 26

Full-time Experience : Min 8 yrs required

Job Tags:

Code of Conduct family finance guardian H-1B wealth management

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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Attorney in Los Angeles, CA

In-House • **Members Only** Los Angeles, CA

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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 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...

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Attorney in Los Angeles, CA

In-House • **Members Only** Los Angeles, CA

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Posted On Aug 31, 26

Full-time 1 views Experience : Min 4 yrs required

Job Tags:

Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management

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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Attorney in Los Angeles, CA

In-House • **Members Only** Los Angeles, CA

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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

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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Attorney in Los Angeles, CA

In-House • **Members Only** Los Angeles, CA

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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 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...

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Attorney in Los Angeles, CA

In-House • **Members Only** Los Angeles, CA

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Posted On Sep 22, 26

Full-time Experience : Min 4 yrs required

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...

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Legal Staff Paralegal in Los Angeles, CA

Law Firm • **Members Only** Los Angeles, CA

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Posted On Sep 18, 26

Full-time 13 views Experience : 3-7 yrs required

Practice Area:

Probate

Job Tags:

deeds of trust Estate and Trust Estate Planning fiduciary gift tax Harassment Immigration Litigation mental capacity organizational documents Partnership partnerships private client Probate restructuring title trusts

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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Estate & Tax Planning Attorney / Trusts and Estates - General Attorney in Los Angeles, CA

Law Firm • **Members Only** Los Angeles, CA

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Posted On Sep 09, 26

Full-time 6 views Experience : Min 8 yrs required

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

Asset Protection Capital Markets estate tax wealth management

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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Associate Attorney - Elder Law

Recruiter • **Members Only** Torrance, CA

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Posted On Jul 01, 26

Full-time 2 views Experience : 1-8 yrs required

Practice Area:

Estate & Tax Planning Elder Law Trusts and Estates - General

and provide exceptional legal services in elder and draft Revocable/Irrevocable Trusts, Wills, Durable Powers of Attorney, and related client files and records legal documents and facilitate communication between attorney and other duties as assigned by management...

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