- Regions Bank (Dallas, TX)
- …the careers section of the system. **Job Description:** At Regions, the Philanthropic Solutions Advisor advises individuals, families and institutions to achieve ... their charitable mission. The PS Advisor acquires clients, retains and develops relationships and associated...**Requirements** + Bachelor's Degree with three (3) years of Trust or related experience, preferably in Endowments, Foundations, or… more
- Truist (Dallas, TX)
- …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 , risk solutions, and family governance solutions. 3. Demonstrated ability… more
- Bank of America (Dallas, TX)
- …special attention to integrate their company benefits. By introducing a highly skilled advisor to the relationship, the strategist acts as a member of the team ... 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 developments in… more
- Bank of America (Dallas, TX)
- …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
- Bank of America (Dallas, TX)
- …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