- 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...models is a plus. + Designations such as Chartered Advisor in Philanthropy(R) (CAP(R)) or Certified Trust … more
- Regions Bank (Clayton, MO)
- …section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust ... (MBA) or Master of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP),… more
- Wells Fargo (Minneapolis, MN)
- …Managed Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Trust Advisor - Lead Fiduciary Specialist Working at Wells Fargo | ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic ...Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management. * Real… more
- Truist (Philadelphia, PA)
- …below. Specific activities may change from time to time. + 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. + Demonstrated ability… 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
- Bank of America (Pennington, NJ)
- …investments, retirement and cash flow modeling, sale of business entities, and philanthropic planning + Follows major developments in trust , estate/wealth ... Wealth Strategies Advisor Philadelphia, Pennsylvania;Conshohocken, Pennsylvania; Pennington, New Jersey **To...to achieve assigned goals for Merrill Lynch Wealth Management, Trust Services referrals and New Trust Sales… more
- Vanguard (Charlotte, NC)
- …and goals related to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and corporate trust services. They also manage trusts, ... 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… more
- US Coast Guard (Seattle, WA)
- …shelter trusts, special needs trusts, Uniform Gift to Minors Act, Uniform Trust for Minors Act, guardianship, child welfare trusts, and advanced medical directives. ... (eg, Peace Corps, AmeriCorps) and other organizations (eg, professional; philanthropic ; religious; spiritual; community, student, social). Volunteer work helps build… more
- Guardian Life (New York, NY)
- …a team of retirement and benefits professionals and serves as a key advisor on plan design, colleague engagement, and regulatory matters. With deep expertise in ... ahead of trends in retirement benefits. + Serve as a strategic advisor during HR and enterprise-wide initiatives (eg, total rewards transformation), ensuring… more
- Saint Lawrence Seaway Development Corporation (Massena, NY)
- …methods, and verifying marine engineering issues. Serves as a Corporation marine advisor or representative at industry meetings. Position is typically scheduled on a ... systems, or machinery as a marine surveyor, inspector, engineer, auditor, advisor ; shipboard engineer officer, deck (navigational) officer, or similar. To qualify… more