Post Jobs Upload Your Resume Log in

Wealth Management Jobs in West Covina

92 jobs
  1. Legal Jobs
  2. Browse Legal Jobs
  3. California
  4. West Covina
  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

Sign Up

United States
Posted On Aug 20, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
directors family finance marketing
Job Tags:
directors family finance marketing

Title: Manager/Director - Accounting Methods Job Responsibilities: - Consult on accounting methods-related issues, including automatic and non-automatic accounting methods changes. This includes areas such as overall methods, revenue and expense recognition, inventory, capitalization, cost recovery, and accounting periods. - Display solid verbal and...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Jul 10, 26
Full-time 2 views Experience : 2-5 yrs required
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Conservatorship document review Elder Law Estate Planning Probate Software trusts
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Conservatorship document review Elder Law Estate Planning Probate Software trusts

Title: Paralegal Job Responsibilities: The Paralegal will support attorneys in a full-time, on-site capacity, focusing on estate planning and related legal matters. Key responsibilities include: - Preparing and organizing legal documents necessary for estate planning, probate, and trust administration. - Assisting with probate and...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 05, 26
Full-time Experience : Min 1 yrs required
Practice Area:
Guardianship and Conservatorship 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:
Guardianship and Conservatorship 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 Type: Contract, Full-time (Temp-to-hire) Pay: $115,000 to $130,000 per year Schedule: 40 hours/week About Us The law firm is built on the principle that families deserve an advocate who comprehends both the legal...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 23, 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 income tax...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 20, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
directors family finance marketing
Job Tags:
directors family finance marketing

- Accounting Methods Job Title Manager/Director - Accounting Methods Job Responsibilities - Consult on accounting methods-related issues including automatic and non-automatic accounting methods changes, overall methods, revenue & expense recognition, inventory, capitalization, cost recovery, and accounting periods. - Display solid verbal...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Jun 26, 26
Full-time 5 views Experience : Min 8 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates Financial Institutions health insurance Probate Profit Sharing Software trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates Financial Institutions health insurance Probate Profit Sharing Software trusts Wills

Title: Senior Paralegal – Trusts, Estates & Trust Administration Job Responsibilities: - Manage trust administration matters from initiation to completion, which includes gathering assets, coordinating with financial institutions, preparing accountings, and drafting distribution documents. - Support probate matters by handling petitions, court filings,...

Sign In or Sign Up in seconds to view this job on LawCrossing.

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,...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Jul 02, 26
Full-time 4 views Experience : Min 2 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
depositions Estate Planning health insurance Litigation pleadings Probate
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
depositions Estate Planning health insurance Litigation pleadings Probate

Title: Paralegal Job Responsibilities: - Conduct legal research and draft legal memoranda. - Prepare pleadings and discovery responses. - Participate in depositions and court appearances. - Draft professional correspondence and communicate effectively with clients. - Support estate planning, probate, and trust administration matters from start to...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 20, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
directors family finance marketing
Job Tags:
directors family finance marketing

Title: Manager/Director - Accounting Methods Job Responsibilities: - Consult on accounting methods-related issues, including automatic and non-automatic accounting methods changes, covering areas such as overall methods, revenue and expense recognition, inventory, capitalization, cost recovery, and accounting periods. - Display solid verbal and written...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 14, 26
Full-time 1 views Experience : 12-18 yrs required
Job Tags:
asset management banking credit facilities criminal FINRA mortgage loans private client shareholders
Job Tags:
asset management banking credit facilities criminal FINRA mortgage loans private client shareholders

Responsibilities: - Lead the Client Management Process to identify new... business development opportunities. - Acquire new clients and deepen client relationships to achieve business development goals. - Build and maintain an internal and external network to support business growth. - Deliver a Branded Client...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 04, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family Living Trusts Partnership Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family Living Trusts Partnership Probate trusts Wills

Responsibilities: Legal Work & Case Management: - Own the full lifecycle... of estate planning matters, including intake, strategy, drafting, execution, and follow-up. - Prepare and review legal documents such as wills, revocable living trusts, powers of attorney, advance healthcare directives, and related instruments. -...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 04, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
Asset Protection banking creditors Estate Planning estates fiduciary Insurance pension Software trusts wealth management wealth transfer
Job Tags:
Asset Protection banking creditors Estate Planning estates fiduciary Insurance pension Software trusts wealth management wealth transfer

Engagement: - Client Relationship Management: Develop and maintain strong... relationships with clients to ensure a seamless and satisfactory engagement. - Virtual Consultations: Conduct professional Zoom meetings with clients to develop and present personalized funding and settlement plans. - Proactive Reporting:...

Sign In or Sign Up in seconds to view this job on LawCrossing.

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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

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 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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

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
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,...

Sign In or Sign Up in seconds to view this job on LawCrossing.

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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

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