REMOTE Senior Estate Planning Attorney — Established Regional Fir JobotREMOTE Senior Estate Planning Attorney — Established Regional FirLa Mesa, CARemote$150,000–$225,000 / yearFounded over a century ago and headquartered in Southern California, we are the region's largest and most established law firm — 40+ attorneys, nearly a thousand years of combined experience, and a client base that spans high net worth families, developers, municipalities, and closely held businesses. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Tax Director Vaco LLCTax DirectorLa Jolla, CARemote$200,000–$220,000 / yearDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. A growing, nationally recognized wealth management advisory firm is seeking a Tax Director to lead tax compliance and planning for ultra-high-net-worth families and family office clients.
Senior Wealth Advisor Beacon Pointe AdvisorsSenior Wealth AdvisorSan Diego, CAThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and…" /> Senior Wealth Advisor @ Beacon Pointe Advisors LLC. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth.
Wealth Advisor MarinerWealth AdvisorSan Diego, CaliforniaAs a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates.
NewVP/Wealth Advisor AllianceBernstein LPVP/Wealth AdvisorSan Diego, CaliforniaOur most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. Wealth Advisors serve as financial confidantes, initially attracting clients to Bernstein and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth.
Wealth Advisor - Greater San Diego Area Zions Bancorporation NAWealth Advisor - Greater San Diego AreaChula Vista, CA$75,000–$125,000 / yearPrimary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients. As a premier California-focused financial services company dedicated to serving its communities, families and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
Senior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorSan Diego, CAThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Wealth Advisor - Greater San Diego Area California Bank & TrustWealth Advisor - Greater San Diego AreaChula Vista, CA$75,000–$125,000 / yearPrimary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients. As a premier California-focused financial services company dedicated to serving its communities, families and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
Associate Wealth Advisor CorientAssociate Wealth AdvisorSan Diego, CaliforniaCorient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.
Senior Wealth Advisor Columbia Banking System IncSenior Wealth AdvisorSan Diego, CAThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.
Wealth Advisor Teachers Insurance and Annuity Association of America (TIAA)Wealth AdvisorSan Diego, CA$80,000–$95,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
PWM Private Wealth Advisor U.S. BancorpPWM Private Wealth AdvisorSan Diego, CA$139,230–$163,800 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
NewSenior Private Client & Wealth Advisor Columbia Bank (WA, OR & ID)Senior Private Client & Wealth AdvisorSan Diego, CAColumbia Bank seeks a Private Client Advisor to deepen relationships with high-net-worth clients and fiduciary relationships, leading a team-based service model to deliver top-tier client experiences. You will identify and close opportunities, collaborate with internal partners, and provide education on wealth management strategies while staying compliant with bank regulations.
NewWealth Advisor - Custom Plans for High-Net-Worth Clients MarinerWealth Advisor - Custom Plans for High-Net-Worth ClientsSan Diego, CAThis role involves creating tailored financial plans, developing client relationships, and providing wealth management advice. Ideal candidates will have a Bachelor's degree, Series 65, CFP or CFA certification, and at least 5 years of experience in financial planning.
NewWealth Advisor, Director Bank of MontrealWealth Advisor, DirectorLa Jolla, CA$102,000–$190,000 / yearServes as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
NewPWA Private Wealth Advisor U.S. BankPWA Private Wealth AdvisorSan Diego, CA$185,000–$215,000 / yearBasic QualificationsBachelor's degree, or equivalent work experience10 or more years of experience in high and ultra-high net worth client wealth management activitiesPreferred Skills/ExperienceExcellent relationship management, networking, and business development skillsExtraordinary talent for driving businessExtensive knowledge of U.S. Bancorp Banking, Trust, and Investment products and servicesAbility to partner with colleagues to identify and service unique clients' needsWell-developed analytical and problem‑solving skillsExcellent writing, speaking, and presentation skillsAbility to make critical decisions independentlyProfessional designation such as CFA or CFP is preferredLocationThe role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.
NewSenior Private Wealth Advisor | Hybrid, High-Net-Worth U.S. BankSenior Private Wealth Advisor | Hybrid, High-Net-WorthSan Diego, CA$185,000–$215,000 / yearU.S. Bank in San Diego seeks a seasoned financial expert to manage high net worth client relationships. The offer includes a hybrid work schedule with competitive salaries ranging from $185,000 to $215,000.Join
NewAssociate Wealth Advisor Boutique RecruitingAssociate Wealth AdvisorSan Diego, CA$110,000–$120,000 / yearAssociate Wealth AdvisorSalary Range: $110,000 - $120,000 / Year DOEAssociate Wealth Advisor ResponsibilitiesFirst 90 days: Learn the operational side of the business, including securities trading, wire transfers, opening new accounts, and daily operations. Proficiency in Microsoft Office, particularly Excel (intermediate skills required).Bachelor's degree in financial planning, accounting, or economics is required.
NewSenior Private Wealth Advisor for High-Net-Worth Clients U.S. BankSenior Private Wealth Advisor for High-Net-Worth ClientsSan Diego, CAIdeal candidates will have significant experience with High and Ultra High Net Worth clients and possess strong relationship management and problem-solving skills. This role involves advising clients on various financial aspects, including investments and estate planning, while collaborating with specialists for tailored strategies.
Wealth Advisor, Guided Investing (San Diego, CA) Mercer AdvisorsWealth Advisor, Guided Investing (San Diego, CA)San Diego, CaliforniaThe Wealth Advisor, Guided Investing, focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario.
J.P. Morgan Wealth Management - Private Client Advisor - Central San Diego, CA (area) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Central San Diego, CA (area)San Diego, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Northern San Diego, CA (area) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Northern San Diego, CA (area)Del Mar, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - North Central San Diego, CA (area) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - North Central San Diego, CA (area)San Diego, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - South San Diego, CA (area) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - South San Diego, CA (area)San Diego, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Central San Diego, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Central San Diego, CA (area)La Mesa, CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Northern San Diego, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Northern San Diego, CA (area)Escondido, CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - North Central San Diego, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - North Central San Diego, CA (area)San Diego, CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - South San Diego, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - South San Diego, CA (area)CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewIndependent Wealth Advisor - Build Your Own Practice WestPac Wealth PartnersIndependent Wealth Advisor - Build Your Own PracticeSan Diego, CAWestPac Wealth Partners in San Diego is looking for driven individuals ready to take charge of their careers as future advisors. This opportunity offers the chance to run your own business supported by a leading firm recognized as a Fortune Best Place to Work and an Inc.
NewStrategic Wealth Advisor Grow Clients & Planning Goldbook-FinancialStrategic Wealth Advisor Grow Clients & PlanningSan Diego, CAGoldbook-Financial is looking for dedicated advisors in San Diego, CA, offering a role focused on building client relationships through tailored financial planning services. Benefits include health insurance, retirement plans, and professional development support to enhance your expertise.#J-18808-Ljbffr.
NewWealth & Risk Advisor Western & Southern LifeWealth & Risk AdvisorSan Diego, CAWestern & Southern Financial Group is seeking a Financial Representative in San Diego to educate clients on risk protection and financial security. A qualified candidate will have a high school diploma ( bachelor's preferred) and a strong work ethic with the ability to build relationships with clients.
Wealth Strategist - California & Nevada Zions Bancorporation NAWealth Strategist - California & NevadaSan Diego, CA$180,000–$200,000 / yearPrimary Responsibilities: Advise ultra-high-net-worth clients on a vast array of wealth management issues, including multi-generational estate planning, income and estate tax mitigation, business succession, charitable giving, life insurance, and asset protection. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives.
Advanced Wealth Strategist - Wealth Management EP Wealth Advisors LLCAdvanced Wealth Strategist - Wealth ManagementSan Diego, CARemoteThe role includes significant client and prospect-facing responsibilities, partnering closely with Family Office Services, Advisors, and Wealth Management Services teams to support wealth transfer strategies for ultra high-net-worth clients, typically with at least $25 million in Assets Under Management (AUM), and with complexity across advanced estate planning, tax, business, real estate, and family governance matters. The Advanced Wealth Strategist is responsible for analyzing client asset portfolios, tax circumstances, and for developing and delivering practical, executable estate, income, gift, and charitable planning strategies through client-ready deliverables and meetings.
Wealth Strategist - California & Nevada California Bank & TrustWealth Strategist - California & NevadaSan Diego, CA$180,000–$200,000 / yearPrimary Responsibilities: Advise ultra-high-net-worth clients on a vast array of wealth management issues, including multi-generational estate planning, income and estate tax mitigation, business succession, charitable giving, life insurance, and asset protection. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives.
Wealth Manager Procisive LLCWealth ManagerSan Diego, CAThe Wealth Manager is responsible for leading high-net-worth client relationships and delivering comprehensive advice across financial, investment, tax, estate, and long-term planning. In addition to client advisory responsibilities, this role is expected to contribute to the firm's growth by closing high-net-worth client opportunities and developing new relationships through referrals.
Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateCA$25–$44 / hourHowever, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy" The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRAShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Associate Wealth Manager Procisive LLCAssociate Wealth ManagerSan Diego, CAThe Associate Wealth Manager supports client relationships and the delivery of financial strategies across investments, tax, estate, and long-term planning. Work closely with internal team members and external advisors (CPAs, attorneys) to execute client strategies.
J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Del Mar, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Del Mar, CADel Mar, CAFull timeChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice.
J.P. Morgan Wealth Management - Vice President - Private Wealth Planner JPMorgan Chase & CoJ.P. Morgan Wealth Management - Vice President - Private Wealth PlannerLa Jolla, CASeries7 and 66 required upon hire or must successfully obtain within 90 days from start date • Strong presentation skills in one-on-one and group meetings • Strong working knowledge of Microsoft Office suite • Excellent attention to detail with strong written and oral communication skills • Strong team player with a predisposition to service • Experience working with financial planning software such as Moneyguide Pro, eMoney, or Wealth Bench is a plus. Morgan to provide clients with holistic financial planning advice to better serve their needs • Engage with clients in financial planning, basic tax, trust and estate planning, retirement, educational, and philanthropic planning, risk management, and asset allocation • Structure and present financial plans/presentations in a simple to understand conversational manner • Promote J.P.
J.P. Morgan Wealth Management - Private Client Investment Associate- San Diego, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate- San Diego, CASan Diego, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
NewJ.P. Morgan Wealth Management - Private Client Investment Associate- Del Mar, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate- Del Mar, CADel Mar, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
Wealth Management Associate Harrison Gray Search & ConsultingWealth Management AssociateSan Diego, CaliforniaHarrison Gray Search has been retained by one of the world’s premier Private Wealth Management firms to find a Private Wealth Associate for their elite client service team. You will be a Strategic Partner to senior Financial Advisors, directly impacting the wealth and legacy planning of ultra-high-net-worth families.
Asset & Wealth Management - Tax Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Tax Senior ManagerSan Diego, CA$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals.
Private Wealth Associate AllianceBernstein Holding LPPrivate Wealth AssociateSan Diego, CA$72,000–$77,000 / yearAs Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), we celebrate the opportunity to advance team members on to other exciting opportunities at Bernstein Private Wealth Management. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform.
Analyst, Business Development - Private Wealth StepStone Group IncAnalyst, Business Development - Private WealthLa Jolla, CAThe Regional Business Development Analyst of StepStone Private Wealth is responsible for independently supporting StepStone Private Wealth's distribution strategy through market analysis, advisor consultation, and the exercise of discretion and independent judgment in recommending product solutions across the Broker Dealer and RIA channels. Continuously analyze market and business performance and position to develop insights that guide consultations with financial advisors and registered representatives relating to StepStone Private Wealth distributed products.
Asset & Wealth Management - Renewable Energy Tax Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax Senior ManagerSan Diego, CA$124,000–$335,000 / yearInnovating through new and existing technologies, along with experimenting with digitization solutions: • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements; • Building, maintaining, and utilizing networks of client relationships and community involvement; • Demonstrating success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Demonstrates in-depth knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to: • Building, maintaining, and utilizing networks of client relationships and community involvement; • Communicating value propositions; • Managing resource requirements, project workflow, budgets, billing and collections; • Preparing and/or coordinating complex written and verbal materials; • Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust; • Seeking diverse views to encourage improvement and innovation; • Coaching staff including providing timely meaningful written and verbal feedback.
Asset & Wealth Management - Renewable Energy Tax Senior Associate PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax Senior AssociateSan Diego, CA$77,000–$214,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: • Respond effectively to the diverse perspectives, needs, and feelings of others.
Asset & Wealth Management Tax Manager PricewaterhouseCoopers LLPAsset & Wealth Management Tax ManagerSan Diego, CA$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Asset & Wealth Management - Renewable Energy Tax Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax ManagerSan Diego, CA$99,000–$266,000 / yearDemonstrates knowledge of automation & digitization in a professional services environment including but not limited to: • Innovating through new and existing technologies, along with experimenting with digitization solutions; • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Demonstrating knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies. • Utilizing experience with complicated partnership structures; • Leveraging experience with tax matters relevant to the renewable energy industry such as tax credits and fixed asset depreciation; • Possessing a desire to learn more about the renewable energy industry.
Wealth Relationship Manager SAFE Act - SOLANA BEACH Citigroup IncWealth Relationship Manager SAFE Act - SOLANA BEACHSolana Beach, CA$83,920–$125,880 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.