- Wells Fargo (Dallas, TX)
- …Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Philanthropic Advisor - Senior Lead Fiduciary Advisory Specialist (LO) Working at ... including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management. * Real...networking skills and a passion for philanthropy + Chartered Advisor in Philanthropy (CAP) designation + JD, LL.M, CFP… more
- BMO Financial Group (Chicago, IL)
- **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
- 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
- Regions Bank (Clayton, MO)
- …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
- 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
- Department of Defense Education Activity (Peachtree City, GA)
- Summary About the Position: This position serves as an Attorney- Advisor (Special Education) in the Americas Legal Office, located in Peachtree City, Georgia. The ... incumbent will serve as the lead legal advisor for special education matters in the Americas region and will provide subject matter expertise in special education… more
- US Marine Corps (Marine, IL)
- Summary There is an anticipated vacancy for the position of ATTORNEY ADVISOR (GENERAL) in the HQ, US Marine Corps Forces, Pacific - Camp HM Smith, Hawaii (Office of ... volunteer work done through National Service programs (eg, professional, philanthropic , religious, spiritual, community, student, social). Volunteer work helps build… 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
- Office of the Secretary of Defense (VA)
- …Deputy Assistant Secretary of Defense for Readiness (PDASD(R)). Responsibilities The Senior Advisor provides expertise and insight to the ASD(R) and PDASD(R) by ... (eg, Peace Corps, AmeriCorps) and other organizations (eg, professional; philanthropic ; religious; spiritual; community, student, social). Volunteer work helps build… more
- Customs and Border Protection (Washington, DC)
- …to $185,234 (GS-14 Step 10). While serving as a Strategic Communications Advisor , your duties may include: Identifying key messages, critical audiences, most ... (eg, Peace Corps, AmeriCorps) and other organizations (eg, professional; philanthropic ; religious; spiritual; community, student, social). Volunteer work helps build… more