- Regions Bank (Jackson, MS)
- … 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
- US Bank (Irvine, CA)
- …what you excel at-all from Day One. **Job Description** Serves as a dedicated Philanthropic Advisor for selected high net worth and ultra-high net worth ... of the relationship team to meet all of client's philanthropic planning, wealth planning, estate planning and wealth transfer...designation that may include, but is not limited to: JD , MBA, CPA, CTFA, CFP, Chartered Advisor … more
- Regions Bank (Little Rock, AR)
- …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
- 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
- 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 (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
- 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
- Internal Revenue Service (Washington, DC)
- …Senior Level Counsel (SLC) serves as a national expert and confidential advisor , to the Associate Chief Counsel, Procedure and Administration (P&A); and represents ... technical, and tax matters. The SLC serves as an advisor , program manager and technical expert to the Associate...at least the first professional law degree (LL.B. or JD ) from a law school accredited by the American… more
- Guardian Life (Holmdel, NJ)
- …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