- National Financial Partners (West Hartford, CT)
- …to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor , consultant, and constant partner in helping clients achieve their aspirations. For ... on Wealthspire Advisors, please visit www.wealthspire.com. Summary: As an AVP, Advisor at Wealthspire, you will leverage deep financial expertise to craft… more
- Goldman Sachs, Inc. (Houston, TX)
- …office services to assist clients in meeting their income tax, estate tax, philanthropic and financial planning goals. We are looking for a hard-working and ... customers around the world to reach their financial goals. Our advisor -led wealth management businesses provide financial planning, investment management, banking,… 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
- Herzing University (Milwaukee, WI)
- …commitment to social and economic mobility. This role will elevate both philanthropic growth and public awareness by aligning fundraising strategy with a compelling ... impact, using both data and compelling narratives. Identify, assess and prioritize philanthropic community partnerships that offer the greatest mutual benefit to the… more
- Avior Executive Search (Miami, FL)
- …do a detailed needs analysis that delves into client's values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to ... and business advisors Experience advising and being regarded as a trusted advisor , not only with financial decisions but for meaningful life and business… more
- BDO USA (Atlanta, GA)
- …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
- CAPPS (Austin, TX)
- …policy leaders, including the State Board for Educator Certification, philanthropic organizations, higher education institutions, and other education partners. The ... Director will serve as a strategic advisor and operational leader, ensuring that educator preparation efforts are aligned to state priorities and drive toward… 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 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
- DHS Headquarters (Washington, DC)
- …This is a non-bargaining unit position. Responsibilities As an Attorney- Advisor (General), GS-0905-13/14/15, your typical work assignments may include: Providing ... (eg, Peace Corps, AmeriCorps) and other organizations (eg, professional, philanthropic , religious, spiritual, community, student, social). Volunteer work helps build… more
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