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estate planning in Orange County

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  1. Financial Services Professional (Bilingual Chinese preferred) 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. Insurance Sales Professional at Fraser Financial Group, a member of MassMutual Financial Group

    Fraser Financial has over 100 associates, with specialists in insurance, investment products, financial and estate analysis, retirement planning and employee...

  3. Architectural Job Captain II at Shlemmer Algaze Associates

    Our stated vision is “to provide integrated design services to all commercial real estate markets through artistry and savvy”....

  4. Associate Tax at CBIZ

    Gain an understanding and assist in planning multiple tax assignments in Real Estate, Construction, Healthcare, Manufacturing and many more industries....

  5. Life Insurance - Sr. Case Strategist (UHNW) at Chamberlain Group

    5+ years professional experience in estate, tax and/or financial planning. Hands-on expertise in designing advanced sales life insurance planning concepts....

    Ads
    1. Inside Sales

      If you're interested in a company that pays very well, and truly cares about all members, read below.This position pays a salary and very high commissions.  Base pay ($17.31/hour) plus commissions and bonuses (a realistic potential for >$75K/yr) About Tom Ferry – Your CoachTom Ferry-YourCoach, is a well-known nationwide leader specializing in Training, Coaching and Motivational programs in ...

    1. Regional Stewardship Representative - Southwest (Dallas, TX) at Moody Bible Institute

      Maintain a working knowledge of fundraising best practices, including gift and estate planning. Broad knowledge of tax laws that impact charitable giving,...

    1. Real Estate Attorney

      Small company looking for attorney with 2-3 years of experience (focuson real estate and real estate litigation preferred) to overseeoperations of mortgage collections company with assets throughout theUnited States.  Position involves responding to questions from staffand customers regarding collections, negotiations, drafting realestate related documents for recording, and analyzing ...

    1. Retail Vice President at talentRISE

      Program management, financial planning and management. Significant experience (10 years) of running large retail estate i.e. upto 500 stores, accompanied by a...

    1. Chief Marketing Officer (Real Estate Background a must)

      We are looking for a Chief Marketing Officer to join our leadership team and drive our brand management, content marketing, creative services and public relations campaigns. This person would be responsible for lead generation, sales enablement, digital marketing, event marketing and social media. We are looking for someone with a history of brand development and proven ability to accelerate ...

    1. Advisory Services Senior - Financial Services Office - Performance Improvement - Operations Improvement Wealth Asset Management at EY

      Program/project management and implementation planning (PMO). Hedge funds, private equity, real estate and asset servicing....

    1. Senior Account

      Senior Accountant The Senior Accountant is responsible for partnerships and investments assigned. This includes the general day-to-day maintenance relating to the assigned partnerships and investments. Responsibilities include: accretion calculations, monthly accruals, repetitive payments, quarterly reporting, cash projections, monitoring of agreements and reporting. This individual will play ...

    1. Leasing Consultant at Pinnacle Property Management Services

      Pinnacle is a national real estate provider that manages and invests in multifamily residential communities....

    1. Estate Planning Paralegal

      ESTATE PLANNING PARALEGALS WANTED!! Fabulous opportunity to join a fabulous law firm's Orange County office as their new estate planning paralegal! The firm prides itself on its friendly team atmosphere. Experience in estate planning and trust accounting preferred. The ideal candidate is also well-versed in case management. Excellent compensation packages will be offered to stellar ...

      No PartTime
      No Contract
      No Internship
      No Freelance
      No Telecommute

    1. Alternative Investment Accountant, Sr - Private Equity and Real Estate at BNY Mellon

      Investments include public and private debt and equity securities, fee ownership real estate and real estate related projects....

    1. Vice President of Renovation Operations

      Job Description - VP of Renovation Operations Reports to: Sr. Vice President, PCL Your potential role w/ our company: Directs and leads personnel, renovation and maintenance projects and activities for an assigned portfolio or properties within an assigned geographic area to ensure the properties meet the Company's safety, appearance, and operational standards within established budget ...

    1. Real Estate Franchise Coach at Realty One Group

      Proficient in handling travel, meeting planning, schedule, and logistics. Create and manage Franchise Disclosure Documents....

    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. Network Real Estate Specialist at Crown Castle

      Manager Government Relations, Network Real Estate. Prior utility planning and/or utility permitting experience desirable....

    1. Home Lending Officer - South Orange County

      HOME LENDING OFFICER The Home Lending Officer consults with customers to offer lending solutions that meet their home financing needs and promotes Citi and its financial services. Position Responsibilities: Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. This ...

    1. Network Real Estate Specialist - West Region at Mobilitie

      NETWORK REAL ESTATE SPECIALIST (Temp to Perm). The Network Real Estate Specialist will be responsible for assisting the NRE Manager by performing all aspects of...

    1. Entry Level Management Trainee / Financial Advisor

      www.joinicm.com~Experience a rewarding career at Independent Capital Management, Inc. where you help people become financially independent while building your own personal financial wealth with career growth and professional development. As an advisor with Independent Capital Management, Inc., you will help individuals and businesses accumulate wealth and protect their hard-earned assets ...

    1. Tax Services Senior - Real Estate Tax - Irvine at EY

      Experience in tax compliance, partnership taxation, real estate investment trusts, partnership allocations, acquisition planning and structuring a plus....

    1. Chief Marketing Officer (Real Estate Background a must)

      We are looking for a Chief Marketing Officer to join our leadership team and drive our brand management, content marketing, creative services and public relations campaigns. This person would be responsible for lead generation, sales enablement, digital marketing, event marketing and social media. We are looking for someone with a history of brand development and proven ability to accelerate ...

    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...

    1. Mergers & Acquisitions Analyst

      Our Company:Harvey & Company LLC is a leading mergers and acquisitions firm that develops and executes acquisition and new issuance strategies with private equity funds, corporations, and proven Fortune 500 CEOs. With over 30 experienced professionals, Harvey & Company is one of the largest buy-side advisors in the investment banking community. For more information, visit our website at www ...

    2. Home Lending Officer - South Coast - S. California

      HOME LENDING OFFICER The Home Lending Officer consults with customers to offer lending solutions that meet their home financing needs and promotes Citi and its financial services. Position Responsibilities: Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. This ...

    3. Asset Financial Analyst

      Assist the Asset Management, Acquisitions and Investor Relations in evaluating and analyzing existing portfolio of multi-family assets as well as new acquisitions. Provide financial analysis related to short and long-term strategies that may include development or redevelopment scenarios, re-positioning strategies, and renovation initiatives. This position also provides a high level of ...

    4. 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 ...

    5. Home Lending Officer - North Orange County

      HOME LENDING OFFICER The Home Lending Officer consults with customers to offer lending solutions that meet their home financing needs and promotes Citi and its financial services. Position Responsibilities: Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. This ...

    6. Project Manager Trainee

      Project Manager Trainee Key Activities & Responsibilities The Project Manager Trainee will assist the Project Managers (PMs) in market research, design and entitlement processing, permit processing and reporting. In this role the Trainee will help coordinate communication between the Company and its 3rd party consultants, manage project data across various internal platforms, create reports ...

    7. Staffing Branch Manager

      JOB DESCRIPTION Branch ManagerJob Purpose: General management of all branch operations.Job Duties (including but not limited to the following):Responsible for all aspects of the office's technical and physical infrastructure, including the supervision of all support staff.Responsible for insuring that sales and account executives, and other branch office staff have the tools and ...

    8. Commercial Real Estate Agent- Cannabis Startup

      Position Summary Currently CalCann Holdings has looking for a commercial real estate broker.Primary Responsibilities Experience cold calling to obtain commercial real estate that is not listed.Experience with CoStar. Strong interpersonal and communication skills Appraise property or properties using local comparisons. Provide financial information and analytical data to the potential buyer ...

    9. Business Development Specialist

      Business Development Specialist for Real Estate Office (Entry Level)Located in Irvine, CAJob Duties & Responsibilities:§ Drive the sales pipeline by performing various lead generation activities§ Manage communications in-person, by phone, and online§ Prospecting and cold-calling§ Collect, manage, and distribute inbound and outbound leads§ Work closely with Real Estate Agents to deliver a ...

    10. Entry Level Management Trainee / Financial Advisor

      www.joinicm.com~Experience a rewarding career at Independent Capital Management, Inc. where you help people become financially independent while building your own personal financial wealth with career growth and professional development. As an advisor with Independent Capital Management, Inc., you will help individuals and businesses accumulate wealth and protect their hard-earned assets ...

      1. Life Insurance Administrator (Non-Qualified/Multi Life Plans) at Chamberlain Group

        Our clients range in net worth between $50 million and $5 billion, rely on our expertise in estate and succession planning, life insurance, executive benefits,...

      2. Senior Private Wealth Advisor(s) / Insurance Advisor at Chamberlain Group

        Hands-on expertise in designing advanced sales life insurance planning concepts. Success in this position requires a broad experience in estate, financial and...

      3. Receptionist at Shopoff Realty Investments

        Receptionist, administrative, event planning. Event planning and execution assistance. Shopoff Realty Investments, L.P., a private real estate investment firm...

      4. Principal - Real Estate & Construction at Skoda Minotti

        The Principal in Real Estate & Construction is responsible for tax planning, compliance, consulting, project/task management, engagement management, supervision...

      5. Advanced Financial Sales Consultant at Allstate Insurance

        Knowledge of Advanced Sales market included retirement Q/NQ plans, estate plans, business planning, tax code, etc....