- Allworth Financial (Dallas, TX)
- …is a high growth, private equity backed, multi branch Registered Investment Advisor . Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, ... ensures clients' estate plans align with their legacy, tax, and philanthropic objectives while mitigating risk and enhancing intergenerational wealth transfer. This… more
- Social Finance (Boston, MA)
- About Us Social Finance is a national nonprofit and a registered investment advisor (SF Advisors, LLC). We work with the public, private, and social sectors to ... presentations, participate actively in meetings with potential investors or philanthropic partners) Identify context-appropriate fund structure and investment strategy… more
- BMO Financial Group (Los Angeles, CA)
- **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
- 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
- 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
- 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
- BMO Financial Group (Winnetka, IL)
- …comprehensive wealth planning advice and solutions encompassing financial, tax, succession, philanthropic , will, estate and trust planning in connection with ... assets and inrease revenues. Contributes to enhancing the client and BMO Advisor experience thus driving increased profitability, improved share of wallet and Net… more
- Customs and Border Protection (Blaine, WA)
- …You will act as a Senior GIS Analyst and serve as the primary technical advisor to USBP management GIS coordinator in all matters pertaining to GIS. This position ... 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
- Guardian Life (Holmdel, NJ)
- …well protected and defended against cyber threats and reduce company risk and instill trust in all forms of identity. The successful candidate must live by the ... workflows. **Collaboration & Stakeholder Engagement** + Serve as a trusted advisor to business units, technology leaders, and risk partners on identity-related… more
