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Wealth Management Jobs in Tarzana

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United States
Posted On Jul 30, 26
Full-time 1 views
Practice Area:
Transportation Estate & Tax Planning Trusts and Estates - General Adoption Law Divorce Law Family Law - General Litigation - Personal Injury Litigation - Workers Compensation Litigation - Securities Litigation - Defense Environmental Law - Litigation - Defense Litigation - Real Estate - Defense Workers\' Compensation Law - General Intellectual Property - Patent Intellectual Property - General Administrative Law Government - General
Job Tags:
civil litigation document review Environmental Law Estate Planning Family Law health insurance Litigation Patent personal injury Personal Injury Law Software UCC Uniform Commercial Code
Practice Area:
Transportation Estate & Tax Planning Trusts and Estates - General Adoption Law Divorce Law Family Law - General Litigation - Personal Injury Litigation - Workers Compensation Litigation - Securities Litigation - Defense Environmental Law - Litigation - Defense Litigation - Real Estate - Defense Workers\' Compensation Law - General Intellectual Property - Patent Intellectual Property - General Administrative Law Government - General
Job Tags:
civil litigation document review Environmental Law Estate Planning Family Law health insurance Litigation Patent personal injury Personal Injury Law Software UCC Uniform Commercial Code

Overview We are seeking a dynamic and organized Front Desk Receptionist and Legal Assistant to join our busy law office. This vital role combines front desk responsibilities with comprehensive legal support, ensuring smooth daily operations and exceptional client service. The ideal...

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Posted On Sep 18, 26
Full-time 2 views
Practice Area:
Native American Law Employment Law - Management (Compliance & Counseling) Employment Law - General Environmental and Land Use - General Environmental Law - Litigation - Defense Immigration - General Estate & Tax Planning Trusts and Estates - General Adoption Law Divorce Law Family Law - General Finance - Public Finance Finance - Financial Services Regulation Workers\' Compensation Law - General Workers\' Compensation Law - Claimants Intellectual Property - Litigation General IP - Litigation - Defense Intellectual Property - Patent General Physics Electrical Engineering Computer Science Hardware Software Computer Engineering Mechanical Intellectual Property - Patent - Hard Sciences General Finance - General
Job Tags:
commercial litigation contracts depositions Employment Law Environmental Law Estate Planning evidence Family Law general litigation health insurance Litigation Patent personal injury Personal Injury Law pleadings regulatory compliance workers compensation
Practice Area:
Native American Law Employment Law - Management (Compliance & Counseling) Employment Law - General Environmental and Land Use - General Environmental Law - Litigation - Defense Immigration - General Estate & Tax Planning Trusts and Estates - General Adoption Law Divorce Law Family Law - General Finance - Public Finance Finance - Financial Services Regulation Workers\' Compensation Law - General Workers\' Compensation Law - Claimants Intellectual Property - Litigation General IP - Litigation - Defense Intellectual Property - Patent General Physics Electrical Engineering Computer Science Hardware Software Computer Engineering Mechanical Intellectual Property - Patent - Hard Sciences General Finance - General
Job Tags:
commercial litigation contracts depositions Employment Law Environmental Law Estate Planning evidence Family Law general litigation health insurance Litigation Patent personal injury Personal Injury Law pleadings regulatory compliance workers compensation

a diverse range of practice areas. This pivotal role involves overseeing case management, directing legal strategies, and... ensuring compliance with procedural standards. The ideal candidate will possess strong leadership skills, extensive legal expertise, and a passion for delivering impactful...

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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...

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Posted On Jul 26, 26
Part-time 1 views
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Probate
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Probate

manage various tasks and projects to ensure the smooth operation of the law firm. - Utilize proficient communication skills to interact effectively with clients and team members. - Demonstrate proficiency in Word and Excel for document preparation and data management. - Maintain...

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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
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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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...

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Posted On Aug 21, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
family finance
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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Posted On Sep 22, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Elder Law
Job Tags:
abuse health insurance Insurance insurance coverage Litigation Mediation medical providers personal injury pleadings Wrongful Death
Practice Area:
Elder Law
Job Tags:
abuse health insurance Insurance insurance coverage Litigation Mediation medical providers personal injury pleadings Wrongful Death

Abuse Paralegal Job Title: Elder Abuse Litigation Paralegal Job Responsibilities: - Assist attorneys with elder abuse litigation matters from the initial case intake through to trial. - Draft and review key legal documents including pleadings, discovery, subpoenas, correspondence, and demand packages. - Prepare and organize...

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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:...

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Posted On Sep 02, 26
Full-time 1 views Experience : 1-3 yrs required
Practice Area:
Guardianship and Conservatorship Probate Trusts and Estates - General
Job Tags:
Conservatorship document review Estate Planning health insurance pleadings Probate
Practice Area:
Guardianship and Conservatorship Probate Trusts and Estates - General
Job Tags:
Conservatorship document review Estate Planning health insurance pleadings Probate

Title: Paralegal Job Responsibilities: The Paralegal at the law firm will be tasked with a variety of responsibilities to support the attorneys in their legal practice, focusing on probate, conservatorship, trust, and estate matters. Key duties include: - Drafting and preparing legal documents...

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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...

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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...

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Posted On Jul 28, 26
Full-time 1 views Experience : Min 15 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning estates fiduciary fiduciary litigation gift tax Guardianship Litigation Probate Software Taxation trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning estates fiduciary fiduciary litigation gift tax Guardianship Litigation Probate Software Taxation trusts Wills

Title: Trust & Estates Associate Attorney Job Responsibilities: - Advise clients on estate planning strategies, including wills, revocable and irrevocable trusts, durable powers of attorney, and advance health care directives. - Draft, review, and execute estate planning documents such as wills, trusts, trust...

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Posted On Aug 13, 26
Full-time 3 views
Practice Area:
Employment Law - General Personal Injury Defense Estate & Tax Planning
Job Tags:
contracts depositions Employment Law Environmental Law Estate Planning Family Law general litigation Litigation Patent Personal Injury Law pleadings Software
Practice Area:
Employment Law - General Personal Injury Defense Estate & Tax Planning
Job Tags:
contracts depositions Employment Law Environmental Law Estate Planning Family Law general litigation Litigation Patent Personal Injury Law pleadings Software

Title Associate Attorney Job Responsibilities Conduct detailed legal research using platforms such as LexisNexis and Westlaw to support case strategies across various practice areas. Draft and review legal documents including contracts, motions, pleadings, and discovery requests with precision and clarity. Prepare for court...

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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
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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Posted On Aug 10, 26
Full-time 2 views Experience : 3-20 yrs required
Practice Area:
Litigation - Commercial
Practice Area:
Litigation - Commercial

diverse caseload independently. The ideal candidate will bring a wealth of litigation experience to... the a caseload of at least 30 files legal research and draft pleadings, motions, and clients in court proceedings and with coll...

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