- Regions Bank (Tampa, FL)
- …the careers section of the system. **Job Description:** At Regions, the Philanthropic Solutions (PS) Advisor advises individuals, families and institutions to ... achieve their charitable mission. The PS Advisor acquires clients, retains and develops relationships and associated revenue for a group of accounts for charitable… more
- HUB International (Scottsdale, AZ)
- As a Retirement Plan & Wealth Management Advisor you will spend your day talking to retirement plan participants & individual wealth management clients about their ... You will also be appointed as a wealth management advisor to a book of individual clients and manage...entrepreneurial spirit is evident in our people, products and philanthropic initiatives and we are passionate about our talent!… more
- Regions Bank (Houston, TX)
- …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
- 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
- JPMorgan Chase (Charlotte, NC)
- …you with the opportunity to take your career to the next level. As a Wealth Advisor in the US Private Bank, you will help ensure that our clients' estate, income, ... tax, philanthropic , and other planning needs are identified and met...wealth and objectives. **Job Responsibilities** + Serve as an advisor to clients on personal planning matters + Identify… more
- Air Force Elements, US Special Operations Command (Macdill AFB, FL)
- …legal issues and novel legal approaches and precedent. Serves as fiscal law advisor to the Activity on issues regarding the proper obligation and expenditure of ... (ie, Peace Corps, AmeriCorps) and other organizations (eg, professional; philanthropic ; religious; spiritual; community; student and social). Volunteer work helps… more
- Truist (Nashville, TN)
- …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 , and risk solutions. 3. Understand and provide interpretation as related… more
- Vanguard (Charlotte, NC)
- …impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will develop tailored ... goals related to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and corporate trust services. They also manage trusts, both as… more
- University of Colorado (Aurora, CO)
- …Purpose** **About The Colorado School of Public Health** Key Responsibilities: ** Philanthropic Strategy: 30%** **In partnership with the Executive Director for ... strategic plans for engaging the community and stakeholders in philanthropic support of the Colorado School of Public Health,...relations, and corporate partnerships. + Serve as a strategic advisor to the Dean of the Colorado School of… more
- Exploratorium (San Francisco, CA)
- …across the Exploratorium to advance institutional priorities and strengthen philanthropic support. The officer, deeply committed to the museum's mission, ... will inspire and galvanize internal and external stakeholders to achieve philanthropic goals. This position reports to the Chief Philanthropy Officer. ESSENTIAL… more
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