Jobs near Woodland Hills: 5,296
RS
Relevance Score ranked on: PRIVATE
U.S. Private Bank - Private Banker - Vice President or Executive Director
El Segundo
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 new assets, both from existing client base and new c...
Search Terms: Private, Director, Vice President, Banker, Executive
86.3
19mi
Updated: May 30
Tax Director, Private Client Advisors (Estate, Gift & Trust)
Woodland Hills
Perform technical reviews of tax returns for high-net-worth individuals, primarily their personal income tax returns as well as their closely held businesses (pass through entities), trust, estate, and gift tax returns. Provide consultation on business and/or personal transactions (if applicable), an...
Search Terms: Client Advisor, Tax, Director, Trust, Private
78.5
0mi
Updated: May 22
Private Wealth Management Senior Registered Client Service Associate
Beverly Hills,
Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PW - As)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a c...
Search Terms: Client Service, Management, Associate, Registered, Senior
76.5
13mi
Updated: May 30
Private Client Banker - Marina Del Rey - Marina Del Rey, CA
Marina Del Rey
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help p...
Search Terms: Marina, Client Banker, Banker, Private, Relationship Manager
75.5
14mi
Updated: May 23
Private Client Assistant
Los Angeles
Private Client Assistant (Trusts & Estates) Location Los Angeles, CA (Hybrid – 3 days onsite, subject to change) Salary $100,000 – $110,000 Position Overview The Private Client Assistant provides administrative and legal support to attorneys in the Trusts & Estates/ Private Client group. This role co...
Search Terms: Private, Legal Assistant, Client Support, Assistant, Client
74.5
12mi
Updated: April 22
Private Bank Office Manager (El Segundo, CA)
El Segundo
As a Private Bank Office Branch Manager you will drive branch performance, client experience, and colleague development through inspirational leadership, highly collaborative partnerships, and sound operational practices. The Private Bank Office Branch Manager is directly responsible for creating and...
Search Terms: Office Manager, Manager, Private, Branch Manager, Office
74.4
19mi
Updated: May 20
Private Equity Performance Improvement Leader
Century City
Develop, maintain, and improve financial models for various business scenarios, including forecasting, budgeting, capital planning, and valuation. Provide strategic financial insights and recommendations to clients, helping them optimize performance and achieve growth objectives. Conduct financial an...
Search Terms: Leader, Equity, Performance, Financial Planning, Business Development
73.9
12mi
Updated: May 14
Tax Director, Private Client Advisors (Estate, Gift & Trust)
Century City
Perform technical reviews of tax returns for high-net-worth individuals, primarily their personal income tax returns as well as their closely held businesses (pass through entities), trust, estate, and gift tax returns. Provide consultation on business and/or personal transactions (if applicable), an...
Search Terms: Client Advisor, Tax, Director, Trust, Private
72.8
12mi
Updated: May 22
Tax Director, Private Client Advisors (Estate, Gift & Trust)
El Segundo
Perform technical reviews of tax returns for high-net-worth individuals, primarily their personal income tax returns as well as their closely held businesses (pass through entities), trust, estate, and gift tax returns. Provide consultation on business and/or personal transactions (if applicable), an...
Search Terms: Client Advisor, Tax, Director, Trust, Private
71.9
19mi
Updated: May 22
Private Mortgage Banker (SAFE)
EL SEGUNDO
Participate in soliciting residential mortgages from various sources. Produce high quality jumbo loans which are compliant and provide excellent customer service. Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other...
Search Terms: Mortgage, Banker, Private, Financial, Customer Service
71.8
19mi
Updated: April 17
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