- Local Initiatives Support Corporation (Los Angeles, CA)
- …skills and credentials to compete successfully for quality income and wealth opportunities.Invest in businesses, housing and other community infrastructure to ... communities through effective and thoughtful lending, technical assistance, project management , and related activities. This position will primarily support three… more
- JPMorgan Chase (Los Angeles, CA)
- The Private Client experience at JP Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) ... Client, marking the initial engagement of bank-only clients with Wealth Management . As a Vice President, Private...experience in delivering all aspects of financial planning, including asset and liability management , asset … more
- JPMorgan Chase (Los Angeles, CA)
- …a plus. As an Executive Director, Wealth Planner within JP Morgan Wealth Management , you will need an understanding of tax and trusts & estate laws and ... with advisors and their clients to educate them about wealth planning opportunities both simple (eg, asset ...for people as well as planning and for the wealth management industry overall, must demonstrate independent… more
- JPMorgan Chase (Los Angeles, CA)
- …effectively manage between sales and service support needs of the product. JP Morgan Wealth Management serves clients across the entire wealth spectrum; ... including the Private Bank, JP Morgan Securities, and Chase Wealth Management . The Wealth ...and achieve peace of mind in retirement by offering tax -advantaged asset growth, guaranteed income, and financial… more
- Cherry Bekaert (Los Angeles, CA)
- …the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax , benefits consulting, and wealth management . For more ... providing services associated with owning, managing, and preserving businesses and wealth , including asset protection, family government services, estate and… more
- US Bank (Torrance, CA)
- …Impact Finance Group address the US Bank's commitment to close the racial wealth gap through its signature Access Commitment Initiative. The intended goal is to ... increase the volume of lending and tax credit equity investing with BIPOC-led entities by raising...credit equity) to independent power producers (IPPs) or developers ( asset owners) of color. The EACM will be knowledgeable… more
- KPMG (Los Angeles, CA)
- …| Multiple Locations Summer/Fall 2025 **Requisition Number:** 115812 - 8 **Function:** Tax Services **Area of Interest:** Campus **State:** CA **City:** Los Angeles ... culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading… more
- KPMG (Irvine, CA)
- …analysis and tax issues as applicable + Excellent communication, time management and leadership skills; flexible and adaptable team player; and resourceful in ... culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading… more
