- BMO Financial Group (Los Angeles, CA)
- **Position Summary** The Philanthropic Advisor will serve as the face of BMO's philanthropic advisory platform, delivering strategic guidance to High Net ... + **Client Engagement & Strategy** + Acts as the primary philanthropic advisor to clients, guiding them through values-based discovery and strategic giving… more
- Bank of America (Walnut Creek, CA)
- Wealth Strategies Advisor Palo Alto, California;San Jose, California; Walnut Creek, California **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Palo-Alto/Wealth-Strategies- Advisor \_25023020-2) **Job Description:** At Bank of America, we are… more
- Deloitte (San Diego, CA)
- …work with clients who are actively involved in improving the community via their philanthropic vehicles? If you answered "Yes" to any of these questions, you should ... and consulting services including restructuring, acquisition planning, tax controversy, philanthropic tax planning, unrelated business tax consulting and more. You… more
- Deloitte (Costa Mesa, CA)
- …Each intern is assigned a mentorship team, including a counselor and onboarding advisor , to help offer guidance throughout the course of the internship. The ... senior manager, offers career guidance and feedback. The onboarding advisor is a peer level "buddy" to help answer...+ A proven history of collegiate community service or philanthropic activity Information for applicants with a need for… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …a Client Associate to serve as a key relationship manager and trusted advisor to a select group of ultra-high-net-worth individuals and families. This firm is ... associates and analysts + Assist with advanced estate planning, philanthropic strategies, and tax-advantaged planning + Coordinate with clients'...with CRM systems (MS Dynamics or Salesforce) and Schwab Advisor Center is a plus Benefits & Perks: +… more
- Deloitte (San Jose, CA)
- …Each intern is assigned a mentorship team, including a counselor and onboarding advisor , to help offer guidance throughout the course of the internship. The ... senior manager, offers career guidance and feedback. The onboarding advisor is a peer level "buddy" to help answer...* A proven history of collegiate community service or philanthropic activity Information for applicants with a need for… more
- Charles Schwab (Sacramento, CA)
- …giving in the US We offer a donor-advised fund program and related philanthropic tools and guidance that empower donors to incorporate charitable planning into their ... Development function as an important tool or expanding key client and advisor relationships. + Collaborate with internal and external business partners, such as… more
- Guardian Life (Sacramento, CA)
- …supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values. ... of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated broker/dealer as a… more
- Naval Supply Systems Command (Coronado, CA)
- …as a freight/Small Package Express (SPE) shipping technical consultant and advisor , providing technical advice and administration of all customer shipments. You ... will perform as technical advisor on transportation policy matters, providing tracking formation, liaison between military transportation, commercial carriers,… more
- Equal Employment Opportunity Commission (Los Angeles, CA)
- Summary As a Supervisory Attorney- Advisor (CR) (ARA), GS-0905-15, you will be part of the Legal Unit Los Angeles District. If selected, you will be responsible for ... (eg, Peace Corps, AmeriCorps) and other organizations (eg, professional; philanthropic ; religious; spiritual; community, student, social). Volunteer work helps build… more