Post Jobs Upload Your Resume Log in

Wealth Management Jobs in Palos Verdes Estates

75 jobs
  1. Legal Jobs
  2. Browse Legal Jobs
  3. California
  4. Palos Verdes Estates
  5. Wealth Management

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 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
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...

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
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,...

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

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

Local 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 complex residency, domicile, and multistate individual...

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
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...

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
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...

Posted On Jul 20, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Financial Institutions health insurance Living Trusts Probate Software trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Financial Institutions health insurance Living Trusts Probate Software trusts Wills

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,...

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 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 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
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...

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
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...

Posted On Aug 07, 26
Full-time 4 views Experience : 5-10 yrs required
Practice Area:
Elder Law
Job Tags:
abuse depositions Insurance Litigation Mediation Medical Malpractice Personal Injury Law pleadings Wrongful Death
Practice Area:
Elder Law
Job Tags:
abuse depositions Insurance Litigation Mediation Medical Malpractice Personal Injury Law pleadings Wrongful Death

Title: Elder Abuse Paralegal Job Responsibilities: The Elder Abuse & Medical Malpractice Litigation Paralegal is responsible for assisting attorneys in managing complex litigation matters related to elder abuse and medical malpractice. This includes cases involving nursing home negligence, assisted living facility abuse,...

Posted On Sep 20, 26
Full-time 4 views Experience : Min 5 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
equity Estate and Trust Estate Planning estate tax estates family gift tax Insurance Litigation pleadings Probate
Practice Area:
Trusts and Estates - General
Job Tags:
equity Estate and Trust Estate Planning estate tax estates family gift tax Insurance Litigation pleadings Probate

local rules. - Assist in Estate and Trust litigation matters, including document management and preparing pleadings for... filing and service, including Exhibits. - Assist in litigation discovery tasks. - Prepare probate administration paperwork, including petitions, orders, etc. - Assist with trust administration tasks. - Commu...

Posted On Jul 03, 26
Full-time 2 views Experience : 1-3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
criminal Employment Discrimination Estate Planning estates family Insurance Probate
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
criminal Employment Discrimination Estate Planning estates family Insurance Probate

Title Estate Planning/Probate Paralegal Job Responsibilities The Estate Planning/Probate Paralegal will play a crucial role in supporting the organization’s Trust and Estates Team. The responsibilities include: - Assisting attorneys with estate planning, trust, and probate issues. - Conducting basic legal research under appropriate attorney supervision. -...

Posted On Sep 20, 26
Full-time 3 views Experience : Min 5 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
equity Estate and Trust Estate Planning estate tax estates FLSA gift tax Litigation pleadings Probate title
Practice Area:
Trusts and Estates - General
Job Tags:
equity Estate and Trust Estate Planning estate tax estates FLSA gift tax Litigation pleadings Probate title

TITLE: Paralegal – Trust and Estate JOB RESPONSIBILITIES: The Trust and Estate Paralegal is responsible for a variety of tasks related to estate planning, trust, estate, and probate laws in California. The principal duties include drafting legal documents, assisting with discovery and...

By Employer Type

In-House Law Firm Recruiter Public Interest Academic Government
Narrow Your Search Results - Try Advanced Search
Share these jobs with a friend