- Goldman Sachs, Inc. (San Francisco, CA)
- …and planning, estate planning and wealth transfer, employee benefits, risk management, philanthropic planning and cash management. We are seeking an experienced and ... skilled Family Office Advisor to join our team. The ideal candidate will...to ensure sufficient liquidity to meet all financial obligations. Philanthropic Support Collaborate with clients to develop and implement… more
- Minneapolis-St Paul ARS (Minneapolis, MN)
- …- Manages the combat readiness of the Sustainment Services Flight. Duty 3 - Principle advisor to Senior Leadership on all Services Readiness issues. Duty 4 - Acts as ... Flight Resource Advisor , Wing Lodging Liaison, and Food Service Coordinator. Duty...(ie, Peace Corps, AmeriCorps) and other organizations (eg, professional; philanthropic ; religious; spiritual; community; student and social). Volunteer work… more
- Goldman Sachs, Inc. (San Francisco, CA)
- …estate planning and wealth transfer, employee benefits, risk management, philanthropic planning and cash management. IMPACT AND RESPONSIBILITIES Our Impact: ... to service the firm's most strategic clients. Our trusted Advisor teams have worked with sophisticated ultra-high net worth...We target a client ratio of 8-12 families per advisor . This ratio, allows us to dedicate the needed… more
- VA Boston Healthcare System (Jamaica Plain, MA)
- …Homeless Veterans. The employee is a central figure (liaison, advocate, technical advisor ) responsible for the ongoing orientation and training of the Homeless ... (eg, Peace Corps, AmeriCorps) and other organizations (eg, professional; philanthropic ; religions; spiritual; community; student; social). Volunteer work helps build… more
- BDO USA (Chicago, IL)
- …gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance ... and Seniors how to use all current software tools Acts as a Career Advisor to associates and senior associates Schedules and manages workload of associates and… more
- Guardian Life Insurance Company (New York, NY)
- …Guardian Digital & Technology strategy Act as a strategic partner and advisor to our Retail business partners, balancing feature development that aligns with ... professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and… more
- THE NORTHWEST SCHOOL OF THE ARTS (Seattle, WA)
- …priorities. This role serves as the school's lead strategist and advisor on all matters related to communications, marketing, messaging, and storytelling. ... Office with storytelling, campaigns, and donor communications that drive philanthropic support and alumni engagement. Enhance internal communications to foster… more
- NORTHLAND COMMUNITY & TECHNICAL COLLEGE (East Grand Forks, MN)
- …College's resource development efforts with a major emphasis on private and philanthropic fundraising through the NCTC Foundation and by other means to accomplish ... of the Foundation Board of Directors. The Executive Director is the primary advisor to the President on all Foundation and fundraising initiative and serves on… more
- BMO Financial Group (Chicago, IL)
- **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 values-based discovery and strategic giving… more
- Wesleyan University (Middletown, CT)
- …& Commencement Weekend is our largest annual event. Reporting to the Senior Philanthropic Advisor , the Associate Director, Reunion Giving manages efforts to ... secure cash and multi-year gift commitments of $100,000 or more from reunion prospects as part of the division-wide reunion giving initiative. This effort will be highly collaborative and the Associate Director, Reunion Giving will partner with other… more
- Guardian Life (Bethlehem, PA)
- Guardian life is seeking an Advisor Transitions Specialist who will be a critical part of a team that supports the growth of our firm. **You are** + A team player ... with time management and have strong organizational skills + Interested in financial advisor recruiting + An effective communicator with the ability to tailor the… more
- Regions Bank (Clayton, MO)
- …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
- 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
- US Marine Corps (Marine, IL)
- Summary There is an anticipated vacancy for the position of ATTORNEY ADVISOR (GENERAL) in the HQ, US Marine Corps Forces, Pacific - Camp HM Smith, Hawaii (Office of ... volunteer work done through National Service programs (eg, professional, philanthropic , religious, spiritual, community, student, social). Volunteer work helps build… more
- US Marine Corps (Arlington, VA)
- …of weapons, and war crimes investigations. You will serve as principal legal advisor to the JNLWD regarding the legality of non-lethal weapons. You will conduct ... law official. Specialized experience must demonstrate the following: Authoritative Legal Advisor : The position provides top-level legal advice on international and… 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
- Bank of America (Pennington, NJ)
- Wealth Strategies Advisor Philadelphia, Pennsylvania;Conshohocken, Pennsylvania; Pennington, New Jersey **To proceed with your application, you must be at least 18 ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Philadelphia/Wealth-Strategies- Advisor \_25031312) **Job Description:** At Bank of America, we are… more
- Wells Fargo (Minneapolis, MN)
- …asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management. * Real estate and loan ... Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Trust Advisor - Lead Fiduciary Specialist Working at Wells Fargo | Jobs and Careers… more
- Cornell Cooperative Extension (Watertown, NY)
- This position will serve as the Energy Advisor for Cornell Cooperative Extension Association of Jefferson County and will promote and deliver energy literacy and ... partners, affordable housing providers, non-energy partners, third-party funding providers, philanthropic organizations, etc. that result in scalable activities and… more
- Vanguard (Charlotte, NC)
- …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 ... goals related to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and corporate trust services. They also manage trusts, both as… more
