div>Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
San Francisco, CA30+ days ago
p>Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. The Financial Planner focuses on developing planning deliverables, participating in client conversations, and helping integrate planning insights into broader wealth management strategies, rather than leading platform-wide planning strategy or banker coaching.
Costa Mesa, CA22 days ago
This third-party service provider provides risk-intelligence services that may include analysis of sanctions and watchlists, adverse media, public-record information, and other lawful open-source or commercial data sources. To ensure your safety and help you navigate your job search with confidence, please keep the following critical points in mind:
No Financial Requests: Anduril will never solicit payment or demand personal financial details (such as banking information, credit card numbers, or social security numbers) at any stage of our hiring process.
Los Angeles, California13 days ago
p>This is a highly visible, client-facing role focused on delivering advanced, tax-efficient planning strategies for ultra-high-net-worth clients (typically $15M–$100M+), including business owners, executives, and multigenerational families. You will partner closely with the Director of Financial Planning and Wealth Advisors to design and implement sophisticated planning strategies—with a particular emphasis on tax optimization, trust and estate structures, and complex wealth transfer planning.
p>In this highly visible role, you will serve as a key partner to facility and engineering teams by coordinating preventive maintenance programs, managing work order workflows, and supporting maintenance planning activities that contribute to the efficient operation of critical building systems and infrastructure. Demonstrated ability to work both independently and collaboratively in a team environment, balancing multiple priorities while maintaining a high level of accuracy and accountability.
Gather and compile client information to develop comprehensive wealth plans • Utilize financial planning software to create detailed financial models • Conduct independent analysis and quality control testing for financial planning outputs • Lead development, review, and completion of wealth plan summaries and illustrations • Prepare service agreements and manage confidential client information • Maintain metrics to measure outcomes of client engagements and manage the client pipeline • Develop and maintain strong relationships with clients, accountants, and attorneys • Serve as main point of contact with wealth partner teams and internal resources • Ensure effective communication and follow-up with clients • Demonstrate expertise or willingness to gain knowledge in financial software such as eMoney and Addepar • Perform independent research to understand financial planning concepts and solutions. • Proficiency in Microsoft Office Suite including Word, Excel, and PowerPoint • Experience with financial planning software • Familiarity with investments, financial markets, and banking products • Knowledge of sophisticated planning concepts including estates and trusts, insurance, stock options, taxes, and cash flow planning • Strong analytical and technical abilities • Ability to manage multiple responsibilities under high pressure • Commitment to providing high-touch client service.
San Jose, California9 days ago
p style="text-align:inherit"/>Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs.
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves.
Los Angeles, California13 days ago
p>This is a highly visible, client-facing role focused on delivering advanced, tax-efficient planning strategies for ultra-high-net-worth clients (typically $15M–$100M+), including business owners, executives, and multigenerational families. You will partner closely with the Director of Financial Planning and Wealth Advisors to design and implement sophisticated planning strategies—with a particular emphasis on tax optimization, trust and estate structures, and complex wealth transfer planning.
Ability to interpret and integrate complex data and information to formulate appropriate courses of action which have broad and far reaching impact; understand and analyze complex problems from a future-oriented and broad interactive perspective and readily develop proactive solutions that integrate strategic goals into tactical operations; effectively use applicable information systems and applications in analysis, research, and reporting activities and projects; effectively communicate with and influence high-level and diverse contacts inside and outside of the CSU system; effectively use all communication methods and formats and to use expertise, as well as persuasion and negotiation skills, to build consensus to achieve short- and long-term goals and objectives. In compliance with federal crime awareness and campus security legislation, including the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics, you can view the notice of availability and access the Cal State University, Monterey Bay annual security and fire safety reports at https://csumb.edu/clery/asr-and-fsr-notices-availability/.
El Segundo, CA30+ days ago
As the operator of a federally funded research and development center (FFRDC), we are broadly engaged across all aspects of space delivering innovative solutions that span satellite, launch, ground, and cyber systems for defense, civil and commercial customers. Key responsibilities include generating footprint reports for management and government agencies, developing move scenarios and test fits, and facilitating monthly senior leadership reviews to present strategic business cases and solutions.
San Francisco, California19 days ago
p>For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
Woodland Hills, California20 days ago
ul>Prepare financial plans for prospective clients, as well as clients, including spending plans, investment analysis, retirement projections, Social Security analysis, education-funding analysis, stock options analysis, estate-planning analysis, tax planning, asset protection, and risk management needs analysis.
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.
Newport Beach, California20 days ago
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
Los Angeles, CA19 days ago
ul>Mergers and Acquisitions Support: Collaborate with the Director of Financial Planning, Associate Director of Financial Planning, and Financial Planning Manager in the firm's mergers and acquisitions efforts, including staff training and integration. Service Offering Development: Lead or actively participate in the development of new service offerings tailored to the regional client base, enhancing the firm's capabilities in wealth management.
Roseville, CA30+ days ago
The City may appoint candidates to positions prior to clearing the extensive Police Department background check, and in those circumstances the candidate will be advised in advance that security access in the information technology systems will be limited to non-PD related systems until PD clearance is received, and if the candidate ultimately does not clear the PD background it will result in release from City service without appeal rights, in accordance with Personnel Rules 3.04.050. Final appointment is contingent upon a check of past employment references, passing a City-paid fingerprint check, and depending on the position applied for, a pre-employment medical exam, drug and alcohol screening test, credit check, license and/or education verification, psychological examination, and/or an extensive Police Department background check process.
li>Solid understanding of real estate tax technical and transaction skills, including partnership taxation, REIT taxation and qualification, partnership allocations, tax compliance, due diligence, acquisition/disposition planning and structuring, and experience with federal tax compliance, federal tax accounting and provisions, tax analysis, and tax research. Our clients include investment advisers and administrators from every sector of the industry, including investment managers, investment partnerships, private equity, Real Estate Investment Trusts, real estate private equity funds, and other real estate owners and operators.
With that in mind, we carefully consider a number of factors to determine the appropriate starting pay for an employee, including their primary work location and an assessment of a candidate's skills and experience, as well as market demands and internal parity. Today, we offer seven product lines—including video security, access control, environmental sensors, alarms, visitor and mailroom management, and intercoms—all unified on a single cloud platform.
p>The Lab Planner will coordinate with lab managers/users, Real Estate Workplace Services (REWS), and vendors to provide supply/demand scenarios and ensure that all collateral, including test fits and engineering assessments, is available for hand-off to Project Management (construction) or MAC/Move teams, as required. Collaborate with the Labs Engineering team to assess power and HVAC infrastructure capacity, ensuring technical feasibility for new labs and relocations, and aligning infrastructure capabilities with project requirements.
Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives ideas and experiences helping to create a work community that is culture driven resilient results focused and effective. Job expectations include having knowledge of Estate and Gift Taxes Philanthropy Trust Structures Insurance Income Tax Planning and Investment Management and a comprehensive understanding of the suite of solutions platforms and initiatives across the bank.
Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job expectations include having knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management and a comprehensive understanding of the suite of solutions, platforms, and initiatives across the bank.
Knowledge of: Concepts, principles, techniques, and legal aspects of transportation planning; Research and statistical methods; Budgeting and financial analysis concepts and practices; Community interrelationships; Computer software common to the planning function (i.e., word processing, spreadsheet, modeling); Project management methods and techniques; Transportation funding sources and processes. Development of the required knowledge, skills and abilities is typically obtained through a combination of training and experience equivalent to a four year degree from an accredited college or university in transportation planning, urban planning, or related field and three (3) years of increasingly responsible planning experience (a Masters Degree may be substituted for one year of the required experience).
San Francisco, CA8 days ago
As a key member within Amazon"s Global Real Estate & Facilities (GREF) team, the Occupancy Planner role will support space allocations and coordinate with space planners to manage, assign, and report on plans for employees and teams. The role will partner with business managers and employees to implement workplace design, space planning, and move needs for their assigned region or cities, in order to inform supply and demand allocations and change requests.
San Francisco, CA6 days ago
Our clients include investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, and other money managers. As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their customers.
p>GENERAL PURPOSE Responsible for developing store space plans used to purchase, bid and execute projects using prototype directives. This role requires regular in-office presence including to engage in in-person team interaction, meetings and collaboration, client support, mentoring, coaching and/or feedback.
Los Angeles, CA30+ days ago
Suffolk – America’s Contractor – is a national company with more than $9 billion in annual revenue, 3,000 employees, and 17 offices, including Boston (headquarters), New York City, Miami, West Palm Beach, Tampa, Estero, Dallas, Los Angeles, San Francisco, San Diego, Las Vegas, Herndon, U.S. Virgin Islands, and other key markets. This person will be willing to learn how to merge 3D BIM models with CPM schedules to create visual schedules, integrate lean (pull planning) methodologies with the CPM schedule, and apply innovative techniques for production management using linear schedules and takt time analytics to improve process flows.
li>Working knowledge of: implementation of zoning and other municipal ordinances; community trends and market analysis techniques; statistical analysis techniques relevant to the planning process; terminology, symbols, methods, techniques, and instruments used in planning; methods used in developing information for General Plan modifications and municipal code amendments; and local government organization and the functional practices of a municipal planning function. - Receive, review, investigate, and process various plans and applications for subdivisions, housing, and commercial developments, general and specific plan amendments, environmental clearances, variances, and use permits.
Irvine, California18 days ago
ul>Assist senior planning consultants in the management of both ministerial and discretionary land use projects to determine compliance with General Plan Policies, Zoning Ordinance regulations, State Land Use regulations, Specific Plan policies and regulations, and other agency processes, as necessary. Advise applicants and property owners about procedures for the filing of ministerial and discretionary land use applications, including, General Plan and Zoning amendments, zoning review, subdivision review, variances, use permits, environmental review, and design review.
San Francisco, CA30+ days ago
Utilize the output from advanced demand and capacity models to drive critical trade-off decisions, develop optimal multiyear supply plans, and communicate resulting resource requirements and investment signals to key suppliers and execution partners (Acquisition, Energy, Construction) to ensure alignment and advocate for optimal planning outcomes. Establish a reliable and visible cadence for program reviews, decision making, prioritization, and resource stewardship (deployment of machine and people resources) whereby improvements such as efficiency and utilization gains are measurable and impact can be felt organization wide.
Planner Suffolk Construction Company, Inc.
PlannerLos Angeles, California30+ days ago
Suffolk – America’s Contractor – is a national company with more than $9 billion in annual revenue, 3,000 employees, and 17 offices, including Boston (headquarters), New York City, Miami, West Palm Beach, Tampa, Estero, Dallas, Los Angeles, San Francisco, San Diego, Las Vegas, Herndon, U.S. Virgin Islands, and other key markets.
Requirements: • Bachelor's degree in construction management, engineering or field related to construction • Minimum 5-7 years of applicable experience • Direct experience working on teams within a complex matrix environment • Expertise using Primavera P6 • Excellent communication skills. Any unsolicited resumes/CVs submitted through our website or to Turner & Townsend personal e-mail accounts, are considered property of Turner & Townsend and are not subject to payment of agency fees.