- 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
- Billings Clinic (Billings, MT)
- …Click here (https://billingsclinic.csod.com/ats/careersite/search.aspx?site=15&c=billingsclinic) to learn more! Philanthropic Advisor BILLINGS CLINIC FOUNDATION ... 80 hours every two weeks (Exempt) Starting Wage DOE: $54,849 - $68,577 The Philanthropic Advisor I plays a key role in advancing the mission of Billings Clinic… more
- Wells Fargo (Dallas, TX)
- …Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Philanthropic Advisor - Lead Fiduciary Specialist Working at Wells Fargo | ... asset management services, including: * Personal trust services * Estate services * Philanthropic services * Closely held asset management * Real estate and loan… more
- Carnegie Mellon University (Pittsburgh, PA)
- …planned giving donors and other high net worth prospects, serve as a philanthropic advisor , and collaboratively craft creative giving options, including both ... planned and outright major gifts, tailored to the individual circumstances of each donor. You will also be expected to work independently while also being a solid team contributor to both the Development and Gift Planning office and the division of University… more
- KeyBank (New York, NY)
- …- Plymouth Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank ... while managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and manages the day-to-day… more
- Regions Bank (Atlanta, GA)
- …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
- JPMorgan Chase (New York, NY)
- …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
- 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
- DHS Headquarters (Washington, DC)
- …This is a non-bargaining unit position. Responsibilities As an Attorney- Advisor (General), GS-0905-13/14/15, your typical work assignments may include: Providing ... (eg, Peace Corps, AmeriCorps) and other organizations (eg, professional, philanthropic , religious, spiritual, community, student, social). Volunteer work helps build… more
- Immigration and Customs Enforcement (Washington, DC)
- …of Columbia. This is a non-bargaining unit position. Responsibilities As a Special Advisor , you will execute mastery knowledge of, and skill in applying, laws and ... (eg, Peace Corps, AmeriCorps) and other organizations (eg, professional; philanthropic ; religious; spiritual; community, student, social). Volunteer work helps build… more
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