- Regions Bank (Tampa, FL)
- …the careers section of the system. **Job Description:** At Regions, the Philanthropic Solutions (PS) Advisor advises individuals, families and institutions to ... achieve their charitable mission. The PS Advisor acquires clients, retains and develops relationships and associated revenue for a group of accounts for charitable… more
- Charles Schwab (Westlake, TX)
- …in the office 4 days a week. Preferred qualifications: + Understanding of advisor audiences, philanthropic giving vehicles, and/or wealth management solutions. + ... US We offer a donor-advised fund program and related philanthropic tools and guidance that empower donors to incorporate...The ideal candidate will understand the wealth management and advisor marketplace, as well as how to effectively develop… more
- KeyBank (New York, NY)
- …- Plymouth Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank ... 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
- Phillips 66 (Borger, TX)
- …& YOU - Together we can fuel the future** **What to Expect** As a **Public Affairs Advisor ** , you will be at the forefront of shaping how our company is seen by ... are clear, timely, and aligned with company objectives. + Manage local philanthropic / charitable contributions and volunteerism events in support of Social Impact… more
- Regions Bank (Houston, TX)
- …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
- Johns Hopkins University (Washington, DC)
- …is seeking a talented, highly organized, and collaborative **_Special Projects Advisor (SPA)_** responsible for managing key initiatives and executing high-priority ... as well as stakeholders, including the funder, JHU, and partners. + Act as a key advisor to the ED; identify and brief the ED on key issues requiring a detailed… 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
- 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
- Truist (Fort Lauderdale, FL)
- …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
- 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
- University of Colorado (Aurora, CO)
- …Summary:** **About The Colorado School of Public Health** Key Responsibilities: ** Philanthropic Strategy: 30%** + In partnership with the Executive Director for ... strategic plans for engaging the community and stakeholders in philanthropic support of the Colorado School of Public Health,...relations, and corporate partnerships. + Serve as a strategic advisor to the Dean of the Colorado School of… more
- Exploratorium (San Francisco, CA)
- …across the Exploratorium to advance institutional priorities and strengthen philanthropic support. The officer, deeply committed to the museum's mission, ... will inspire and galvanize internal and external stakeholders to achieve philanthropic goals. This position reports to the Chief Philanthropy Officer. ESSENTIAL… more
- Deloitte (San Diego, CA)
- …work with clients who are actively involved in improving the community via their philanthropic vehicles? If you answered "Yes" to any of these questions, you should ... and consulting services including restructuring, acquisition planning, tax controversy, philanthropic tax planning, unrelated business tax consulting and more. You… more
- University of North Carolina- Chapel Hill (Chapel Hill, NC)
- …with deans, campus leaders, and development colleagues to build lasting philanthropic partnerships and maximize planned giving opportunities. The role also carries ... to guide high-net-worth donors and their advisors through multi-layered philanthropic discussions. * Cross-Disciplinary Professional Background: Experience working in… more
- Johns Hopkins University (Baltimore, MD)
- …create and foster enduring relationships that result in advocacy and philanthropic support for Johns Hopkins University & Medicine-strengthening the institution ... well as aligning other giving conversations towards a given philanthropic priority or initiative. This role will work closely...and steward high-capacity prospects and donors; act as an advisor to donors and their stakeholders on specific avenues… more
- Guardian Life (New York, NY)
- …and execution of field and sales enablement marketing initiatives, including advisor training programs, marketing collateral, digital tools, and event support. + ... Content & Messaging: Contribute to the creation and maintenance of advisor -facing materials, ensuring alignment with brand standards, regulatory requirements, and… more
- HD Supply (Atlanta, GA)
- …**Job Summary** Lead the charitable fund foundation, community affairs, and philanthropic initiatives, including Associate Resource Groups and the Helping Hand Fund. ... Giving Fund, Associate Resource Groups, the Helping Hand Fund, and core philanthropic pillars. + Oversees all aspects of charitable platforms, including governance,… more
- Children's Hospital Boston (Boston, MA)
- …and new services and solutions in collaboration with clinical leadership, philanthropic leadership, and other growth-focused teams to capitalize on opportunities to ... agility, and excellence. + Enterprise Collaboration: Serve as a trusted advisor to senior executives and a collaborative partner across clinical, research,… more
- Patent and Trademark Office (Alexandria, VA)
- …and Trademark Office (USPTO). The Chief Information Officer (CIO) is the principal advisor to the Under Secretary and Director on the application of information ... modern, efficient, fit-for-purpose technologies in OCIO and the USPTO. As a senior advisor to the Deputy CIO, the CTO leads the agency's efforts to identify,… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …and client-centric team. This is a high-impact opportunity for an experienced advisor to lead client relationships, mentor associate team members, and deliver ... About the Role As a Financial Planner, you'll serve as a trusted advisor to clients, crafting personalized strategies that align with their financial goals and… more
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