Senior planner Jobs in Berkeley, CA
Last updated: 9 hours ago
This position is responsible for expanding the Bank's relationships with its high net-worth (HNW •) and ultra-high net-worth (UHNW • •) clients.
Helps to attract new prospective clients to the Bank by ...Show moreLast updated: 23 days ago
Tuopu is a technology-leading automobile parts company committed to innovative manufacturing capability in power chassis systems, interior and exterior systems, and intelligent driving control.Foun...Show moreLast updated: 3 days ago
At MemorialCare Health System, we believe in providing extraordinary healthcare to our communities and an exceptional working environment for our employees.
Memorial Care stands for excellence in He...Show moreLast updated: 1 day ago
Job DescriptionJob DescriptionWho We Are.Dudek is a leading environmental, planning, and engineering firm that help public and private clients plan, design, and build projects that improve communit...Show moreLast updated: 6 days ago
The Project Controls Planner has a primary objective to support the engineering, procurement, construction and Commissioning (EPCmV) group in the planning, and execution of large scale CAPEX projec...Show moreLast updated: 2 days ago
Bring your curiosity and determination to make a positive impact on the future of transport, and we'll help you go all the way.
Join our team of globally connected specialists to help solve complex ...Show moreLast updated: 2 days ago
Senior Facilities Planner - 133844.Extended Review Date : Fri 2 / 14 / 2025.UC San Diego values equity, diversity, and inclusion.
If you are interested in being part of our team, possess the needed licen...Show moreLast updated: 30+ days ago
The primary duty of this role is to lead the development and implementation of environmental and regulatory compliance documents for utility-related projects with a focus on energy projects.This pe...Show moreLast updated: 30+ days ago
Arcadis is the world's leading company delivering sustainable design, engineering, and consultancy solutions for natural and built assets.
We are more than 36, people, in over 70 countries, dedicate...Show moreLast updated: 30+ days ago
A company is looking for an Alternative Delivery Sr.Key ResponsibilitiesServe as Environmental Lead for Alternative Delivery Projects, overseeing environmental aspects for both owner-side and contr...Show moreLast updated: 1 day ago
This position is responsible for expanding the Bank's relationships with its high net-worth (HNW •) and ultra-high net-worth (UHNW • •) clients.
Helps to attract new prospective clients to the Bank by ...Show moreLast updated: 15 days ago
A national multidisciplinary design firm is seeking a talented Lab Planner for their San Francisco office.Bring your passion and experience to this award-winning studio and collaborate with our ind...Show moreLast updated: 3 days ago
Apply locations : HQ-Office, San Francisco, CA, USA.Time left to apply : End Date : March 28, 2025 (30+ days left to apply).
Calling all originals : At Levi Strauss & Co.We’re a company of people wh...Show moreLast updated: 3 days ago
Laboratory Planner - Sciences - Senior.Apply locations San Francisco, CA, US time type Full time posted on Posted 6 Days Ago job requisition id R-14209.
Gensler’s San Francisco office is looking for...Show moreLast updated: 3 days ago
The City of Bell Gardens is a primarily Hispanic community with a population of just over 42,000 people.It is located in Los Angeles County approximately eight (8) miles southeast of the City of Lo...Show moreLast updated: 9 hours ago
- Promoted
Wealth Planner Senior
CFA InstituteSan Francisco, CA, United States$141,830.00–$263,408.00 yearly
Full-time
- Promoted
Manufacturing Planner
Tuopu USAOakland, CA, United StatesFull-time
- Promoted
DISCHARGE PLANNER
MemorialCareCA, United States$32.00 hourly
Full-time
- Promoted
Wildfire Planner
ZipRecruiterOakland, CA, United States$85,000.00–$110,000.00 yearly
Full-time
- Promoted
Project Planner
Project Delivery Partnerssan francisco, CA, United StatesFull-time
- Promoted
Senior Port Planner
GHD GroupSan Francisco, CA, United States$132,000.00–$198,000.00 yearly
Full-time
- Promoted
Senior Facilities Planner
UC San DiegoOakland, CA, United States$111,150.00–$145,000.00 yearly
Full-time
Senior Environmental Planner
ICFSan Francisco, CAFull-time
Senior NEPA Planner
ArcadisSan Francisco, CA, United StatesPart-time
- Promoted
Senior NEPA Planner
VirtualVocationsOakland, California, United StatesFull-time
Senior Planner
Suffolk ConstructionSan Francisco, CA, US Suffolk is a national enterprise that builds, innovates and invests.Suffolk is an end-to-end business that provides value throughout the entire project lifecycle by leveraging its core construction...Show moreLast updated: 30+ days ago
- Promoted
Wealth Planner Senior
City National BankSan Francisco, CA, United States$141,830.00–$263,408.00 yearly
Full-time
- Promoted
Senior Lab Planner
Northern Impact LLC.San Francisco, CA, USFull-time
SENIOR ENVIRONMENTAL PLANNER
Department of Toxic Substances ControlSacramento County, US Join the California Department of Toxic Substance Control (DTSC) Office of Environmental Equity (OEE) team to make a daily difference in protecting people and the environment.We work to incorporate...Show moreLast updated: 30+ days ago
SENIOR TRANSPORTATION PLANNER
Department of TransportationSacramento County, US Under general direction of the Supervising Transportation Planner, the Senior Transportation Planner will support the development and improvement of complete streets standards, policies, and proces...Show moreLast updated: 30+ days ago
- Promoted
Senior Planner - Signature
Levi Strauss & Co.San Francisco, CA, US$90,700.00–$120,900.00 yearly
Full-time +1
- Promoted
Laboratory Planner - Sciences - Senior
GenslerSan Francisco, CA, US$125,000.00–$160,000.00 yearly
Full-time
- Promoted
- New!
CITY PLANNER
Bell GardensCA, United States$126,504.00–$153,756.00 yearly
Full-time
Wealth Planner Senior
CFA InstituteSan Francisco, CA, United States23 days ago
Salary
$141,830.00–$263,408.00 yearly
Job type
- Full-time
Job descriptionDevelop integrated estate and financial plans for U / HNW clients through partnering with colleagues and COIs. Work with clients to understand their specific goals and objectives to provide solutions to meet their needs. Set the agenda for the wealth planning process and manage the process of implementing the solutions. Analyze client's current situation, identify future life-changing events, understand client's family dynamics, and educate clients on tax risks. Develop comprehensible explanations of sophisticated wealth planning strategies in areas of interest to UHNW clients. Submit for peer review all client-facing custom designed output. Peer review client-facing custom designed output from other Sr. Wealth Planners. Participate in routine third-party audits of all material subject to peer review. Create understandable, customized strategy explanations that are consistent across the enterprise and of high quality. Participate and / or lead client meetings and work within a team environment to deliver integrated planning services to clients. Keep abreast of legislative and tax changes. Participate in the sales process to grow revenue by calling on prospective clients in conjunction with colleagues. Enhance existing relationships and reduce attrition by designing integrated wealth plans that enhance the value that banking colleagues bring to their relationships. Raise awareness of proper channel alignment when confronted with a client / prospect that is more appropriately served by another line of business. Cultivate and maintain relationships with COIs directly and in partnership with colleagues. Participate in client and community events. Present at Bank sponsored events information regarding wealth planning issues that are relevant and compelling for that particular audience. Collaborate with marketing and training to prepare written and oral presentations to support educational programs for colleagues, clients and prospective clients. Write articles on timely topics of wealth planning that can be distributed to clients or marketing materials to the Bank's clients, prospects, and COIs. Coach and mentor colleagues on wealth planning processes. Juris Doctor (JD) degree required Minimum 10 years of direct financial planning, estate planning, and sophisticated tax planning experience Minimum 8 years of experience within a banking or wire-house culture. LLM (Masters of Law) preferred CPA - Certified Public Accountant preferred Demonstrable expertise in multiple areas such as : Portfolio design; transfer tax; life insurance; domestic and international asset protection; income tax; retirement funding (qualified and non-qualified); captive insurance; legacy trusts Demonstrable expertise in the use of financial modeling systems such as eMoney, NaviPlan, WealthStation, or the like Stay current on cutting edge wealth planning solutions while retaining the ability to explain and implement those solutions in an easy to understand manner Demonstrable expertise in Team-Based (multi-disciplinary) wealth planning Demonstrable expertise in multiple wealth planning issues (e.g., portfolio construction, life insurance, transfer taxation, asset protection, business succession, closely-held asset diversification) Demonstrable expertise at easily explaining complex strategies to clients and COIs; and quickly identifies and pursues to a successful sale Bank product or service solutions that align with the best interest of the client. Outstanding presentation skills Outstanding written and verbal communication skills Outstanding Word, Excel, and PowerPoint creation abilities To be considered for this position you must meet at least these basic qualifications
WEALTH PLANNER SENIOR
WHAT IS THE OPPORTUNITY?
This position is responsible for expanding the Bank's relationships with its high net-worth (HNW
- and ultra-high net-worth (UHNW
- clients. Helps to attract new prospective clients to the Bank by partnering with field business development officers. HNW clients possess estates that will likely face federal and / or State transfer taxation. UHNW clients possess estates that will likely face transfer taxation regardless of the lifetime gift-tax strategies employed.
What you will do
Must-Have
Skills and Knowledge
Compensation
Starting base salary : $141,830 - $263,408 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and / or commissions.
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.
ABOUT CITY NATIONAL
We start with a basic premise : Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies.
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