Capital Markets Real Estate Advisor - San Diego - Greysteel

We're looking for an advanced planning consultant to join our ranks. · Reviewing and summarizing plan and legal documents to educate financial advisors · Identifying potential issues on a variety of wealth management projects (e.g., helping advisors review client estate planning ...

We are working with a well-respected real estate firm who is looking for a Chief Financial Officer. · 15+ years of progressive experience in accounting or finance; · Bachelor's degree in Accounting, Finance, or a related field; CPA or MBA required. · ...

We are working with a well-respected real estate firm who is looking for a Chief Financial Officer. · ...

The Vice President Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for high net worth clients and their advisors. Depending on the client’s needs the Advanced Planner can deliver point-in-time estate plann ...

We are working with a well-respected real estate firm who is looking for a Chief Financial Officer. This position carries full accountability for financial operations, accounting, tax strategy, debt management, legal oversight, insurance, technology infrastructure, financial repo ...

Weissler Law Group is committed to delivering exceptional technical expertise and personalized care, leveraging extensive experience in estate planning, elder law, and asset protection strategies. · Oftentimes working with other law firms, they assist clients navigating estate pl ...

We are searching for extremely talented individuals to be valued members of our San Diego office.In this position, you will be a part of a world class team of seasoned industry experts that will help take your career to the next level. · ...

We're looking for an advanced planning consultant to join our ranks. The Advanced Planning department provides educational and consultative financial planning strategies to our more than 2,000 independent financial advisors. · We offer generous bonus and 401(k) programs · ...

Hughes Marino is a global corporate real estate advisory firm that has represented companies on tens of thousands of projects. · ...

We are currently looking to hire a VP, Fiduciary Tax Manager within The Private Trust Company to oversee all fiduciary and tax reporting responsibilities. · ...

Error-free reports and organized task lists find satisfaction in intense curiosity about taxes, estate planning and market trends. Scanning patterns for long-term consequences is structural integrity while ownership of mistakes remains adaptable. · Create comprehensive client mee ...

We are seeking an Associate Wealth Advisor to serve as the critical bridge between our Lead Advisors and our internal operations teams. · Serve as the 'Project Manager' for the entire client experience —acting as the air traffic controller for all 'to-dos' before, during, and aft ...

We're looking for an advanced planning consultant to join our ranks. · The Advanced Planning department provides educational and consultative financial planning strategies to our more than 2000 independent financial advisors. · In this role, you will serve as a technical resource ...

Greysteel is seeking self-motivated individuals to leverage Greysteel's collaborative platform for their success. · ...

We are working with a well-respected real estate firm who is looking for a Chief Financial Officer. · ...

A well-established law firm in Del Mar is seeking an experienced Trusts & Estates Paralegal to join our collaborative team. · ...

This role involves supporting senior advisors,assisting clients with financial planning,and implementing investment strategies,,Supporting clients with financial planning · , Analyzing investment portfolios · , Researching market trends, ...

This position involves providing administrative support, preparing legal documents, reviewing and organizing important records, and conducting legal research as part of a team in estate planning. · Provide administrative support · ...

We are seeking an experienced Senior Tax Manager to support the tax and planning needs of our clients including a multi-generational family office.This role oversees complex tax compliance, planning, and strategy across individuals, trusts, estates, · and related entities. · We'r ...

This role is a great fit for people who have worked as: Sales Representatives, Real Estate Agents, Mortgage or Loan Officers... · , Join the most dynamic team in mortgage lending... · You may have experience in sales... · ...

We are seeking an Associate Wealth Advisor to serve as the critical bridge between our Lead Advisors and our internal operations teams. · Intense Curiosity: You are genuinely interested in the "why" behind taxes, estate planning, and market trends. · Extreme Attention to Detail: ...