- 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
- Wesleyan University (Middletown, CT)
- …& Commencement Weekend is our largest annual event. Reporting to the Senior Philanthropic Advisor , the Associate Director, Reunion Giving manages efforts to ... secure cash and multi-year gift commitments of $100,000 or more from reunion prospects as part of the division-wide reunion giving initiative. This effort will be highly collaborative and the Associate Director, Reunion Giving will partner with other… 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
- US Marine Corps (Arlington, VA)
- …of weapons, and war crimes investigations. You will serve as principal legal advisor to the JNLWD regarding the legality of non-lethal weapons. You will conduct ... law official. Specialized experience must demonstrate the following: Authoritative Legal Advisor : The position provides top-level legal advice on international and… 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
- Bank of America (Pennington, NJ)
- Wealth Strategies Advisor Philadelphia, Pennsylvania;Conshohocken, Pennsylvania; Pennington, New Jersey **To proceed with your application, you must be at least 18 ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Philadelphia/Wealth-Strategies- Advisor \_25031312) **Job Description:** At Bank of America, we are… 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
- Cornell Cooperative Extension (Watertown, NY)
- This position will serve as the Energy Advisor for Cornell Cooperative Extension Association of Jefferson County and will promote and deliver energy literacy and ... partners, affordable housing providers, non-energy partners, third-party funding providers, philanthropic organizations, etc. that result in scalable activities and… more
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