- Regions Bank (Atlanta, GA)
- …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
- Truist (Asheville, NC)
- …**Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth, multi-generational clients. ... * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive...next-generation education, legacy planning as well as advising on philanthropic and charitable goals of family * Focuses on… more
- Bank of America (Chicago, IL)
- Wealth Strategies Advisor Minneapolis, Minnesota;Seattle, Washington; Chicago, Illinois; Houston, Texas; Kansas City, Missouri; Clayton, Missouri **Job ... a broad range of wealth planning topics such as trust and estate planning, income and wealth transfer tax...and cash flow modeling, sale of business entities, and philanthropic planning. + Stays up to date with major… 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
- AGCO Corporation (Liberty Center, OH)
- Regional Technology Advisor , AgRev Napoleon Ohio Date: May 5, 2025 Location:...we want to go as a business and we trust you to help us there. Whether you want to ... **WHO WE ARE LOOKING FOR:** AgRevolution is looking for a Regional Technology Advisor located in the **Napoleon** **Ohio** area. This position is responsible for the… more
- The Chicago Community Trust (Chicago, IL)
- …will report to the Chief of Investments and will work closely with the Trust 's Finance, Community Impact, and Philanthropic Services teams, and well as interface ... Lead the internal effort to determine how investment capital can enhance the Trust 's philanthropic initiatives, working in partnership with our Community Impact… more
- US Coast Guard (Washington, DC)
- …oil spill liability and compensation requirements, including the Oil Spill Liability Trust Fund (OSLTF) to pay for expeditious oil removal and uncompensated damages. ... (eg, Peace Corps, AmeriCorps) and other organizations (eg, professional; philanthropic ; religious; spiritual; community, student, social). Volunteer work helps build… more
- The Chicago Community Trust (Chicago, IL)
- Job Descriptions: Position Summary: The General Counsel serves as the principal legal advisor for The Chicago Community Trust and manages all its legal affairs. ... with all applicable law, including nonprofit, tax, employment, contract, trust , data privacy, and philanthropic law. +...Serve as Corporate Secretary to the Executive Committee, the Trust 's governing board. + Act as advisor … more
- Wells Fargo (Long Beach, CA)
- …personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely ... an Associate Trust Officer - Associate Fiduciary Specialist in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more about… more
- Wells Fargo (Las Vegas, NV)
- …personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely ... Specialist) on the Personal Trust Market Service Team in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more about… more