- Wells Fargo (Dallas, TX)
- …Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Philanthropic Advisor - Lead Fiduciary Specialist Working at Wells Fargo | ... asset management services, including: * Personal trust services * Estate services * Philanthropic services * Closely held asset management * Real estate and loan… more
- Carnegie Mellon University (Pittsburgh, PA)
- …planned giving donors and other high net worth prospects, serve as a philanthropic advisor , and collaboratively craft creative giving options, including both ... planned and outright major gifts, tailored to the individual circumstances of each donor. You will also be expected to work independently while also being a solid team contributor to both the Development and Gift Planning office and the division of University… more
- KeyBank (New York, NY)
- …- Plymouth Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank ... while managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and manages the day-to-day… more
- Regions Bank (Atlanta, GA)
- …of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and ... and participating in sales presentations. In addition to client acquisition, the Advisor is responsible for retaining and providing advisory services and support to… more
- Guardian Life (Bethlehem, PA)
- Guardian life is seeking an Advisor Transitions Specialist who will be a critical part of a team that supports the growth of our firm. **You are** + A team player ... with time management and have strong organizational skills + Interested in financial advisor recruiting + An effective communicator with the ability to tailor the… more
- DHS Headquarters (Washington, DC)
- …Non-BU: This is a non-bargaining unit position. Responsibilities As an Attorney Advisor (General), GS-0905-13/14/15, you will perform some of the following duties. ... funds, federal travel, debt collection, and financial assistance. Serve as a legal advisor for labor and employment issues. Oversee complex legal research and the… more
- HUB International (Scottsdale, AZ)
- As a Financial Advisor on the Wealth Management Services team, you will work closely with clients to understand their financial goals, risk tolerance, and overall ... preferred. + 5 years of experience as a Financial Advisor , delivering high quality financial advice. + Active FINRA...entrepreneurial spirit is evident in our people, products and philanthropic initiatives and we are passionate about our talent!… more
- Wells Fargo (Minneapolis, MN)
- …asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management. * Real estate and loan ... Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Trust Advisor - Lead Fiduciary Specialist Working at Wells Fargo | Jobs and Careers… more
- Bureau of Naval Personnel (Millington, TN)
- Summary There is an anticipated vacancy for the position of ATTORNEY- ADVISOR in the Office of Legal Counsel of BUREAU OF NAVAL PERSONNEL. Responsibilities You will ... volunteer work done through National Service programs (eg, professional, philanthropic , religious, spiritual, community, student, social). Volunteer work helps build… more
- Truist (Raleigh, NC)
- …Specific activities may change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet ... guidance in the areas of estate planning, estate administration, charitable, philanthropic , risk solutions, and family governance solutions. 3. Demonstrated ability… more