- Regions Bank (Tampa, FL)
- … or related experience, preferably in Endowments, Foundations, or Charitable Giving **Preferences** + Juris Doctor ( JD ), however this position will not be ... the careers section of the system. **Job Description:** At Regions, the Philanthropic Solutions (PS) Advisor advises individuals, families and institutions to… more
- Regions Bank (Houston, TX)
- …the administration of trust accounts **Preferences** + Advanced degree (eg, Juris Doctorate ( JD ), Master of Laws (LLM), Certified Public Accountant (CPA), ... section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust… more
- Wells Fargo (Las Vegas, NV)
- …provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic services * Closely ... Fargo is seeking a Senior Lead Fiduciary Specialist in Trust Client & Advisor Services as part...experience, training, military experience and education **Desired Qualifications:** + JD and/or CTFA preferred + Ability to work effectively… 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
- KeyBank (Portland, ME)
- **Location:** 127 Public Square, Cleveland Ohio The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by ... 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
- 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
- Wells Fargo (Philadelphia, PA)
- …personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely ... the Personal Trust Market Service Team in Trust Client & Advisor Services as part...worth client relationships and portfolios + Experience with complex trust structures + JD and/or CTFA preferred… more
- Guardian Life (New York, NY)
- …and employment matters across the enterprise. You will act as a trusted advisor to the Chief Human Resources Officer providing expert advice to develop, implement ... performance with your direct team, and of collaboration and trust building with your Law Department Executive-level peers +...team of senior employment attorneys **You have** + A JD degree, with preferred NYS bar admission or eligible… more