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estate planning in San Francisco Bay Area

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  1. Business Management Controller at Guzik Technical Enterprises

    Coordinate with other advisors including bankers, investment advisors, real estate brokers, tax advisors, estate planning experts and attorneys to ensure timely...

  2. Director, Product Management-Catastrophe Risk and Reinsurance Markets at CoreLogic

    Provide leadership in strategic planning for the Product Management Team. Join the team that powers the global real estate economy - CoreLogic is an innovative,...

  3. VP – Trust Specialist – Menlo Park – San Francisco Bay, CA at Bank of America

    Participate in local estate planning councils to further raise awareness of U.S. Trust and estate planning background and knowledge of fiduciary investing...

  4. Estates and Trusts Paralegal at Donahue Fitzgerald LLP

    Assisting in the drafting of estate planning and trust administration documents. Estates and Trusts Paralegal:....

  5. Senior Retail Facilities Analyst at Verizon

    Bachelors Degree in Finance, Real Estate, or business related major. Developing scope of work, support controller guidelines, strategic planning for best use of...

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    1. Security Alarm Technician

      Description: HUE & CRY, Inc., a leader in Commercial and Residential Burglar and Fire Alarms, would like to invite the right candidate to become part of our highly successful team. We are looking for a professional, career-oriented technician for commercial and residential security and associated systems in the Greater Bay Area. You will service/install burglar, card access, and CCTV electronic security systems for commercial and residential clients. The ideal candidate will be enthusiastic, highly motivated and a detail orientated. SKILLS / QUALIFICATIONS - Must be detail orientated. ...

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    1. Personal Banker - San Jose

      Provident Credit Union's reputation depends on our Personal Account Officers. If you enjoy the challenges of a diverse set of financial responsibilities in an environment that lets you expand your professional career, then let us hear from you. We'd love to have you onboard.As a Personal Account Officer working directly under the Branch Manager or Assistant Branch Manager, you'll be essential ...

    1. Job Captain - Workplace/Corporate Interiors (2-5 Years of Experience) at Gensler

      The firm also holds practices focusing on brand strategy, environmental graphic design, mission-critical facilities, and has recently invested in consulting for...

    1. Financial Services Professional

      Financial Services Professional Position Description: Behind all our company's strategies, actions, and goals are financial professionals committed to being the best at what they do. Our sales teams use their people-skills and top-notch training to focus on building relationships with their clients and within their communities. They recognize the key to their success is the ability to listen ...

    1. Operations Coordinator at Internet Brands

      Nolo is the nation’s leading provider of do-it-yourself law solutions for consumers and small businesses, covering everyday legal matters such as estate...

    1. Housing Rehabilitation Specialist

      Job Title: Housing Rehabilitation SpecialistEmployment Type: Temp to HireLocation: Santa RosaWorking Hours: Full time, M-F 8:00 – 5:00Job OverviewThe Housing Rehabilitation Specialist performs a variety of specialized and technically detailed assignments related to the operation of federal, state, and locally funded housing rehabilitation programs. Responsible for participating in the ...

    1. Class A CDL Local Truck Driver at The Transportation Guys

      Estate Guidance – We offer help with creating a simple legal will quickly and conveniently online, with the support of licensed attorneys....

    1. Accountant 5

      Job Title:Accountant 5Job ID Number:5216707-1Location:San Francisco,CAJob Description:Job Description You’ve got the passion. You’ve got the skills. Now you just need the right opportunity. At Wells Fargo, you’ll have the chance to join a team of smart and talented people who share the same values. Our diverse lines of business offer a world of opportunity to expand your capabilities and ...

    1. Gift Planning Regional Advisor (Major Gift) at American Bible Society

      Knowledge of planned giving vehicles, tax, financial, and estate planning concepts Education and/or Training....

    1. Sales Professionals / Pre-Planning Advisors

      Sales Professionals / Pre-Planning Advisors SCI was ranked on Selling Power’s “50 Best Companies to Sell For” list for 2015!  This ranking was determined by our compensation, training, reputation, and consumer growth. We are growing our sales team by 30% this year to meet the increasing demand for our products and services. This opportunity represents unlimited potential for income, leads, ...

    1. Remote Independent Financial Advisor at Investment Professionals, Inc.

      Financial Advisors at IPI have access to a full range of wealth building, managing and preserving services through the Broker/Dealer, including mutual funds,...

    1. Property Manager Assistant

      We are seeking a Property Manager Assistant to become a part of our team! You will help plan and facilitate all real estate activities and transactions. Responsibilities include:Maintain tenant & client relationsPrepare Lease contractsInvestigate and resolve tenant complaintsMaintain databaseGeneral Prop Mgmt AccountingTenant screeningRent collection& bankingQualifications:Previous experience ...

    1. Right-of-Way (ROW) Supervisors (Field Based) at ERM

      Knowledgeable in real estate values and accepted real estate appraisal practices; ROW Supervisors will be responsible for evaluating, planning and management of...

    1. Executive Compensation/Benefits Attorney with 2+ years of experience

      Job ID: 7H9496981San Francisco office of our client seeks executive compensation and benefits attorney with 2+ years of direct experience. The candidate will work closely with all attorneys in the practice section, as well as interact directly with clients on a wide variety of transactions. Must have experience of working with public and private employers on employee benefits and executive ...

    1. Right-of-Way (ROW) Supervisors at Natural Resource Group

      Knowledgeable in real estate values and accepted real estate appraisal practices; ROW Supervisors will be responsible for evaluating, planning and management of...

    1. Tax Attorney with 2-5 years of experience

      Job ID: ICQU100533San Francisco office of our client seeks tax and wealth planning attorney with 2-5 years of law firm experience. The candidate should preferably have international tax and M&A experience. An LL.M. in tax is desired. Skills: tax, wealth planning, international tax, M&A, associateWith offices in New York, Maryland, California, Virginia, Denver and Washington, D.C., this firm ...

    1. Member Service Representative-Singapore (Part-time) at Navy Federal Credit Union

      Effective organizational, planning and time management skills. To provide members and prospective members the full range of products and services offered by...

    1. Attorney with 2+ years of experience in planning and zoning laws

      Job ID: 6AEE102547San Francisco office of our client seeks associate attorney with 2+ years of experience in California planning and zoning laws. The candidate must have experience in: processing local and state development permits; processing initiatives and/or opposing referenda; analyzing consultant reports (traffic, air quality, GHGs, geotechnical, biological, water demand, water supply) ...

    1. Senior Project Manager at Re:Sources IT

      End-to-end management includes project initiation, estimating, planning, execution and closing. Information Technology & Technology Solutions, Finance, Legal,...

    1. Business Litigation Attorney (Business/Real Estate/Trust & Estate)

      Our client, multidisciplinary law firm with an emphasis on business, real estate, nonprofit, estate planning, trust administration and probate is seeking a commercial litigation attorney with a minimum 5 years current experience. Interested candidates must be a member of the California Bar, have strong verbal and written communication skills, and a solid, common sense approach to trial ...

    1. Staff Accountant at Wouch Maloney & Co. LLP

      You will have the opportunity to participate in the firm’s management consulting services including tax planning, business consulting, cash-flow analysis,...

    1. WFII Investment Research Analyst 2

      Job Title:WFII Investment Research Analyst 2Job ID Number:5215387-1Location:San Francisco,CAJob Description:Job Description Our competitive advantage is our people. It all begins with outstanding talent. In Wells Fargo's Wealth and Investment management (WIM), we've built our team of top professionals by rewarding their accomplishments and ensuring they have what's needed to succeed. We value ...

    2. ALM Risk Consultant 3

      Job Title:ALM Risk Consultant 3Job ID Number:5196341-1Location:San Francisco,CAJob Description:Job Description Let’s talk about building a rewarding careerYou’ve got the passion. You’ve got the skills. Now you just need the right opportunity. At Wells Fargo, you’ll have the chance to join a team of smart and talented people who share the same values. Our diverse lines of business offer a ...

    3. Retirement Planner

      We are a retirement and estate planning firm that specializes in income planning and wealth preservation for the largest growing population sector in the United States today. We work with independent advisors or agents all over the country to develop leads and increase production on the life and annuity side of the business.Job Duties:Present Life and Annuity products and ideas to clientsWork ...

    4. ARE YOU TIRED OF BEING A LAWYER?

       Are you tired of being a Lawyer?Put your law degree to work as a financial professional with AXA Advisors, LLC - part of the Global AXA Group. We help people accumulate and protect wealth through a comprehensive planning approach, including retirement, estate planning strategies and asset management strategies. Entrepreneurial position with flexible schedule and comprehensive training. A ...

    5. SALES / MANAGEMENT

      BECOME A FINANCIAL PROFESSIONAL / MANAGER WITH AXA ADVISORS, LLCWHY AXA ADVISORS?AXA Advisors LLC, a provider of investment and insurance strategies, can help people define and pursue their life, retirement and estate planning strategy goals. Our vision, resources, fundamental belief in training, and the importance of trusted financial professional relationships help our clients understand ...

    6. Finance Manager, Enabling Services

      Welcome! Our vision is to be  America's most trusted organization, absolutely famous for doing the right thing. We're all here to support our Members and provide them with legendary service. By joining our organization, you get to be part of this exciting vision. As a AAA Team Member, you have the chance to do honorable work, receive competitive compensation, a comprehensive benefits package ...

    7. Sales Account Executive

      Facilitates sales of home warranties and other products and services in assigned territory to meet production budget. Forecasts sales and determines account targets and leverages internal assets to procure. Assists in sales plan implementations within designated accounts for organic growth. Assists with major account presentations, negotiations, and ongoing partnership requirements. ...

    8. Analytical Consultant 4 \ Sr. Manager

      Job Title:Analytical Consultant 4 / Sr. ManagerJob ID Number:5214814-3Location:Concord,CAJob Description:Job Description Let’s talk about building a rewarding career You have a proven track record of success but you’re looking for more. More responsibility. More challenges. At Wells Fargo you’ll find that opportunity. You’ll join a team of people who are smart and share your values. You can ...

    9. Tax Attorney

      Job ID: 9U0P99256San Francisco office of our client seeks mid- to senior-level international tax attorney with 4+ years of experience at a law or accounting firm in international tax planning and consulting. The candidate must have experience with international structuring and transactions planning, project management with client tax departments, and meaningful client responsibilities. Must ...

    10. Project Manager 4

      Job Title:Project Manager 4Job ID Number:5214280-1Location:San Francisco,CAJob Description:Job Description Let’s talk about building a rewarding career You have a proven track record of success but you’re looking for more. More responsibility. More challenges. At Wells Fargo you’ll find that opportunity. You’ll join a team of people who are smart and share your values. You can enjoy a diverse ...

      1. Bilingual Financial Services Professional - Spanish/Portuguese at New York Life Insurance Company

        Our nationwide team consists of leaders in insurance, investments, estate, family and business planning. Our Financial Professionals arrive with diverse career...

      2. Field Service Technician / Utility Construction Manager at SureSite Consulting Group LLC

        SureSite Consulting Group, LLC provides complete infrastructure deployment services through its teams of real estate, planning, engineering, environmental,...

      3. Gift Planning Assistant at Save the Redwoods League

        As a *Gift Planning Assistant*. Drafts correspondence to estate representatives to facilitate timely and full receipt of estate gifts, and generates...

      4. Local Route Delivery Truck Driver at The Transportation Guys

        Planning for your family’s financial security in the event of your death, sickness or serious injury is one of the greatest gifts you can give your loved ones....

      5. Job Captain - Hospitality Interiors (3-6 Years of Experience) at Gensler

        The firm also holds practices focusing on brand strategy, environmental graphic design, mission-critical facilities, and has recently invested in consulting for...