- Fidelity TalentSource LLC (Los Angeles, CA)
- …allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning , as well as income and retirement planningPartnering ... OrganizationPrivate Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in… more
- Fidelity TalentSource LLC (Chicago, IL)
- …senior level position responsible for effectively implementing wealth management, trust and estate planning to individuals while maintaining a high level of ... OrganizationPrivate Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in… more
- American Heart Association (Fort Worth, TX)
- …so does your career. The American Heart Association has an excellent opportunity for a ** Senior Charitable Estate Planning ** **Advisor** in our Mission ... senior level fundraising position engages with professional estate planning and wealth advisors as well...covering WY, CO, NM, OK, TX, and AR requesting charitable estate planning information from… more
- San Diego Humane Society (San Diego, CA)
- Senior Director of Estate and Gift Planning Philanthropy and Communications San Diego, California Apply Description San Diego Humane Society is hiring a ... Senior Director of Estate and Gift Planning ! How you'll impact...both of the following: + Planned giving vehicles, including charitable gift annuities, real estate and other… more
- HCA Healthcare (Nashville, TN)
- …departments including but not limited to: financial, clinical services, real estate , strategic planning , HealthTrust Purchasing Group, FacilitiGroup, Enterprise ... join an organization that invests in you as a(an) Sr Manager Construction? At HCA Healthcare, you come first....elder and pet care, home and auto repair, event planning and more + Consumer discounts through Abenity and… more
- Quality Technology Services, LLC (Atlanta, GA)
- …your career! (https://vimeo.com/727409140/ff26de87d4) **QTS Data Centers** is seeking a ** Sr ** **C** **ritical Environment** **Engineer** to work at our **Suwanee ... and innovation will be supported by Servant Leadership. The ** Sr ** **C** **ritical Environment Engineer** will be responsible to...alike within the QTS portfolio. This role requires keen planning skills along with the ability to lead through… more
- Deloitte (Richmond, VA)
- …family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications ... clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to… more
- Robert Half Finance & Accounting (Franklin, TN)
- Description Excellent Senior Tax Analyst opportunity! This position partners with the Senior Tax Manager and utilizes their knowledge of Federal, State, and ... reporting including but not limited to personal and real estate property tax filings, sales tax, Form 990, related...filings, sales tax, Form 990, related state reports, and planning and process improvements. This position is responsible for… more
- Brookfield Properties (Raleigh, NC)
- …unparalleled creativity, relentless innovation, and sound ESG practices to the planning , development, and management of buildings everywhere. From offices, retail ... residences, hospitality establishments, and mixed-use structures - we are reimagining real estate from the ground up. We see tomorrow, today. At Brookfield… more
- Thrivent Financial (Minneapolis, MN)
- …innovative product development opportunities, and other partners to further charitable planning with financial advisors. + For Senior Gift Planners who are ... Charitable Giving Services team providing expertise and charitable planning solutions to donors, financial advisors,...partners. These solutions are often integrated within financial and estate planning topics such as legacy … more
- HCA Healthcare (San Antonio, TX)
- …Real Estate for **Methodist Healthcare System** who is responsible for the planning and execution of real estate transactions for all Methodist Healthcare ... that invests in you as a(an) Director of Real Estate ? At Methodist Healthcare, you come first. HCA Healthcare...elder and pet care, home and auto repair, event planning and more + Consumer discounts through Abenity and… more
- Thrivent Financial (Minneapolis, MN)
- … Charitable Giving Services team responsible for providing expertise and charitable planning solutions to donors, financial advisors, and organizational ... partners. These solutions are often integrated within financial and estate planning topics such as legacy ...and wealth transfer. This position will be a key charitable planning resource for specific regions of… more
- Citizens (Medford, MA)
- …committees. + Inform clients and beneficiaries of estate and trust planning strategies, including charitable strategies to include state fiduciary law and ... Description The Trust Officer - Charitable Services (TO-CS) is responsible for meeting the...beneficiaries to CPW's comprehensive suite of trust, investment, financial planning , insurance, and tax services. These duties include ensuring… more
- Enterprise Bank & Trust (Clayton, MO)
- …business and personal banking services, and wealth management services including financial planning , estate planning , investment management and trust ... community to our associates, offering annual paid volunteer time off and charitable -matching opportunities. Voted a** **_Best Bank to Work For_** **by American… more
- Truist (Charlotte, NC)
- …providing financial planning guidance in the areas of estate planning , estate administration, charitable , philanthropic, risk solutions, and family ... governance solutions. 3. Demonstrated ability to advise and deliver ultra-high net worth families on a wide variety of both financial and non-financial solutions to meet their goals. 4. Understand and provide interpretation as related to complex fiduciary… more
- North Carolina Agriculture & Technical State Unive (Greensboro, NC)
- …significant gifts. Experience in law, accounting, financial planning , or trust/ estate administration. Knowledge of best practices in charitable gift ... the Director maintains a thorough understanding of relevant tax, probate, trust and financial/ estate planning information and assists with gifts of real property… more
- Commerce Bank (Kansas City, MO)
- …and expert resources to ensure integrated delivery of investment, fiduciary, tax, estate planning , insurance, lending, credit and banking services to meet ... Required + Advanced knowledge of wealth management services, such as wealth transfer planning , taxation, estate planning and wealth management products and… more
- Deloitte (Columbus, OH)
- …family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications ... clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions...June 1, 2025 What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will… more
- Wayne State University (Detroit, MI)
- Senior Director, Planned Giving Wayne State University is searching for an experiencedSenior Director, Planned Givingat its Detroit campus location. Wayne State is a ... estates and trusts to ensure gifts are received upon settlement of the donor's estate . Work closely with President and VP Development to secure principal estate … more
- Quality Technology Services, LLC (Duluth, GA)
- …scale the business globally to meet this rising demand for data centers. The ** Senior Investments Associate** position is a part of QTS' Strategic Planning and ... asset management such as re-tenanting and asset repositioning **SUMMARY** The ** Senior Investments Associate** will be responsible for helping the team create… more
