- 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
- Regions Bank (Houston, TX)
- …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
- 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
- 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
- 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
- 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
- Wells Fargo (Austin, TX)
- …personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely ... (Senior Fiduciary Specialist) on the Personal Market Service Team in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more… more
- Wells Fargo (Winston Salem, NC)
- …Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and Investment Management. ... 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
- 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
- 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
- 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
- NYU Rory Meyers College of Nursing (New York, NY)
- …the schools, will share a sense of common purpose and dual responsibility, mutual trust and accountability, and confidence in what we can do together. We will work ... substantial new resources to fund strategic priorities, including through philanthropic giving, industry-funded research both in the United States...This leader will serve as a close and trusted advisor to the President, reporting to the Chief of… more
- Guardian Life (Stamford, CT)
- …and employment matters across the enterprise. You will act as a trusted advisor to the Chief Human Resources Officer providing expert advice to develop, implement ... and high performance with your direct team, and of collaboration and trust building with your Law Department Executive-level peers** **Superior communication skills… more
- Coldstream Wealth Management (Bellevue, WA)
- Job Descriptions: Are you a financial advisor who's looking for an opportunity to advance your career? At Coldstream, one of our Bellevue teams is looking to add a ... Wealth Manager ( advisor ) who will contribute to continued growth through business...independently operated wealth management firm that's been earning the trust of affluent families and businesses since 1996. We… more
- Guardian Life (Holmdel, NJ)
- …IT, Legal, Finance, and business leaders. + Act as a strategic advisor , understanding stakeholder needs and aligning sourcing strategies accordingly. + Facilitate ... to demonstrate following skills: + Empathy & Active Listening - Build trust and understand stakeholder perspectives. + Clear Communication - Convey complex ideas… more
- Customs and Border Protection (Washington, DC)
- …this position, you will use your expertise to serve as an expert analyst and advisor to executive management on a wide range of Asset Management (AM) related matters ... 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 (Salt Lake 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
- Guardian Life (Holmdel, NJ)
- …. Lead API and Platform Strategy: Serve as the technical advisor for API standards, architecture patterns, orchestration, gateways, mediation, observability ... expertise including OAuth 2.1/2.0, JWT, rate limiting, RBAC/ABAC, mTLS, DDoS protection, Zero Trust , and OWASP API Security Top 10. . Exceptional ability to mentor… more
- Federal Emergency Management Agency (Philadelphia, PA)
- …work in a FEMA region and serving as a senior expert advisor . Managing and directing regional delivery of hazard mitigation operations before, during, ... applicants must undergo, successfully pass, and maintain a background investigation for Public Trust - Moderate Risk as a condition of placement into this position.… more