- 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...regulation. Prepare and review client tax returns. Estate and Trust Planning Collaborate with client T&E attorney to develop,… 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: ... Office is designed to service the firm's most strategic clients. Our trusted Advisor teams have worked with sophisticated ultra-high net worth clients for more than… more
- BDO USA (Chicago, IL)
- … trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance ... advisors to gather information needed to prepare tax returns Reviews individual, trust , estate, S-Corp, foundation, partnership, and gift tax returns and provides… 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. ... of School and leadership team to protect and strengthen institutional trust . Anticipate and advise on communications risks and sensitivities. Enrollment, Advancement… more
- Regions Bank (Clayton, MO)
- …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
- Wells Fargo (Minneapolis, MN)
- …Managed Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Trust Advisor - Lead Fiduciary Specialist Working at Wells Fargo | ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic ...Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management. * Real… more
- Truist (Philadelphia, PA)
- …below. Specific activities may change from time to time. + 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 , risk solutions, and family governance solutions. + Demonstrated ability… 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
- Bank of America (Pennington, NJ)
- …investments, retirement and cash flow modeling, sale of business entities, and philanthropic planning + Follows major developments in trust , estate/wealth ... Wealth Strategies Advisor Philadelphia, Pennsylvania;Conshohocken, Pennsylvania; Pennington, New Jersey **To...to achieve assigned goals for Merrill Lynch Wealth Management, Trust Services referrals and New Trust Sales… 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
- US Coast Guard (Seattle, WA)
- …shelter trusts, special needs trusts, Uniform Gift to Minors Act, Uniform Trust for Minors Act, guardianship, child welfare trusts, and advanced medical directives. ... (eg, Peace Corps, AmeriCorps) and other organizations (eg, professional; philanthropic ; religious; spiritual; community, student, social). Volunteer work helps build… 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...models is a plus. + Designations such as Chartered Advisor in Philanthropy(R) (CAP(R)) or Certified Trust … more
- Guardian Life (New York, NY)
- …a team of retirement and benefits professionals and serves as a key advisor on plan design, colleague engagement, and regulatory matters. With deep expertise in ... ahead of trends in retirement benefits. + Serve as a strategic advisor during HR and enterprise-wide initiatives (eg, total rewards transformation), ensuring… more
- Saint Lawrence Seaway Development Corporation (Massena, NY)
- …methods, and verifying marine engineering issues. Serves as a Corporation marine advisor or representative at industry meetings. Position is typically scheduled on a ... systems, or machinery as a marine surveyor, inspector, engineer, auditor, advisor ; shipboard engineer officer, deck (navigational) officer, or similar. To qualify… more
- The Salvation Army (Hartford, CT)
- …a thorough understanding of and appreciation for the critical importance of philanthropic intent to the organization. At all times, demonstrate the highest ethical ... messages, and building relationships. + Schedule donor, prospect, and professional advisor appointments and meetings. + Assist and provide donors, prospects,… more
- Houston Methodist (Houston, TX)
- …as needed to drive program to successful outcomes, serving as a program advisor to the leadership team. Serves as a knowledge expert and resource interpreting ... external meeting attendance, publication and speaking engagements to build philanthropic relationships. + Serves on various hospital-wide committees and takes… more
- Customs and Border Protection (Washington, DC)
- …ensuring its effective execution. The incumbent serves as a key communications advisor to OFAM leadership and other offices within CBP, including support management ... a workforce that is dedicated to accomplishing our mission while maintaining the trust of our Nation by strictly adhering to all government ethics standards. Your… more
- Zions Bancorporation (Heber City, UT)
- …provides an abundance of financial resources supporting the personal, professional, and philanthropic goals of the bank's high net worth clients. Ideal candidates ... deposit products, wealth management + Wealth management services including Investment, trust , and insurance referrals, + Commercial loans, consumer loans, and… more
- Bank of America (Pennington, NJ)
- …Banking Product Sales, Licensed Supervision, Registration & Licensing, Data Management, Trust and Estate Settlement Services, Philanthropic Solutions, among ... other Wealth Management areas. Additional activities would include data extraction from multiple sources, documenting audit work, and validation of business remediation activities associated with open issues. Typically works on projects of moderate to high… more
- Customs and Border Protection (Artesia, NM)
- …expertise in both management and program analysis to serve as a trusted program advisor and analyst to senior management, identifying and solving a wide variety of ... a workforce that is dedicated to accomplishing our mission while maintaining the trust of our Nation by strictly adhering to all government ethics standards. Your… more
