- Regions Bank (Birmingham, AL)
- …the careers section of the system. **Job Description:** At Regions, the Philanthropic Solutions (PS) Trust Support Administrator oversees the administration of ... accounts in Philanthropic Solutions, including...Required Distributions + Manages tax coordination + Supports PS Advisor retention and expansion of trust and… more
- Regions Bank (Atlanta, GA)
- …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 (Greenwich, CT)
- …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 (Palo Alto, CA)
- Wealth Strategies Advisor Palo Alto, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... Description: This job is responsible for serving as a specialized resource for Advisor teams who are interested in wealth planning services to address their high-… more
- Truist (Asheville, NC)
- …**Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth, multi-generational clients. ... * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive...next-generation education, legacy planning as well as advising on philanthropic and charitable goals of family * Focuses on… 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
- Bank of America (Melville, NY)
- Wealth Strategies Advisor Charlotte, North Carolina;New York, New York; Boston, Massachusetts; Melville, New York **Job Description:** At Bank of America, we are ... a broad range of wealth planning topics such as trust and estate planning, income and wealth transfer tax...and cash flow modeling, sale of business entities, and philanthropic planning. + Stays up to date with major… more
- The Chicago Community Trust (Chicago, IL)
- …will report to the Chief of Investments and will work closely with the Trust 's Finance, Community Impact, and Philanthropic Services teams, and well as interface ... Lead the internal effort to determine how investment capital can enhance the Trust 's philanthropic initiatives, working in partnership with our Community Impact… more
- The Chicago Community Trust (Chicago, IL)
- Job Descriptions: Position Summary: The General Counsel serves as the principal legal advisor for The Chicago Community Trust and manages all its legal affairs. ... with all applicable law, including nonprofit, tax, employment, contract, trust , data privacy, and philanthropic law. +...Serve as Corporate Secretary to the Executive Committee, the Trust 's governing board. + Act as advisor … more
- Wells Fargo (Long Beach, CA)
- …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
- Point32Health (Canton, MA)
- …and operationalizes investments for Foundation's grant programs applying a trust -based approach to centering and building community relationships. Key ... strategies and focus areas in a relevant and responsive manner; build trust with community and key stakeholders, partner with foundation staff; continuous… 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
- Dudek (Riverside, CA)
- …We encourage collaboration, sustainability, and innovation. At Dudek, we abide by shared values: Trust : We trust each other to use good judgment. Respect: We act ... initiative, which works to improve our environmental footprint + DuGood: Our philanthropic initiative, which seeks to support the communities in which we live… 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 (Mcallen, TX)
- …1) to $190,424.00 (GS-15, Step 10) Typical work assignments include: Serving as an advisor to the Director of Air and Marine Operations and the Regional Director ... 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
- US Bank (St. Paul, MN)
- …estate and income tax planning, protection planning, business succession planning, philanthropic strategies, and trust and fiduciary advice. Leverages thorough ... The PWM Wealth Strategist is responsible for working with Private Wealth Advisor to develop and bring new client relationships generally above $10MM net… 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
- US Coast Guard (Elizabeth City, NC)
- …serve as a Human Resources Specialist with the primary purpose of an advisor , facilitator, and operational civilian personnel specialist to serviced commands on a ... applicants must undergo and successfully pass a background investigation for Moderate/Public Trust clearance as a condition of placement into this position. This may… more