- Wells Fargo (Dallas, TX)
- …Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Philanthropic Advisor - Senior Lead Fiduciary Advisory Specialist (LO) Working at ... including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management. * Real...networking skills and a passion for philanthropy + Chartered Advisor in Philanthropy (CAP) designation + JD, LL.M, CFP… more
- Billings Clinic (Billings, MT)
- …Click here (https://billingsclinic.csod.com/ats/careersite/search.aspx?site=15&c=billingsclinic) to learn more! Philanthropic Advisor BILLINGS CLINIC FOUNDATION ... 80 hours every two weeks (Exempt) Starting Wage DOE: $54,849 - $68,577 The Philanthropic Advisor I plays a key role in advancing the mission of Billings Clinic… more
- Carnegie Mellon University (Pittsburgh, PA)
- …planned giving donors and other high net worth prospects, serve as a philanthropic advisor , and collaboratively craft creative giving options, including both ... planned and outright major gifts, tailored to the individual circumstances of each donor. You will also be expected to work independently while also being a solid team contributor to both the Development and Gift Planning office and the division of University… 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
- Regions Bank (Atlanta, GA)
- …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
- JPMorgan Chase (New York, NY)
- …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
- 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
- Department of Defense Education Activity (Alexandria, VA)
- Summary About the Position: The incumbent will serve as the lead legal advisor for special education matters in the Americas region and will provide subject matter ... (eg, Peace Corps, AmeriCorps) and other organizations (eg, professional; philanthropic ; religious; spiritual; community; student; social). You will receive credit… more
- Bureau of Naval Personnel (Millington, TN)
- Summary There is an anticipated vacancy for the position of ATTORNEY- ADVISOR in the Office of Legal Counsel of BUREAU OF NAVAL PERSONNEL. Responsibilities You will ... volunteer work done through National Service programs (eg, professional, philanthropic , religious, spiritual, community, student, social). Volunteer work helps build… more
- Truist (Raleigh, NC)
- …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
- 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
- Bill and Melinda Gates Foundation (Washington, DC)
- …environment for you to thrive both personally and professionally. The Team The Philanthropic Partnerships team (PPT) works to mobilize resources and build the next ... engage with ultra-high-net-worth individuals (UHNWI), corporate and private foundations, philanthropic collaboratives, advisors, family offices, and social impact investors-while… more
- University of Colorado (Aurora, CO)
- …Summary:** **About The Colorado School of Public Health** Key Responsibilities: ** Philanthropic Strategy: 30%** + In partnership with the Executive Director for ... strategic plans for engaging the community and stakeholders in philanthropic support of the Colorado School of Public Health,...relations, and corporate partnerships. + Serve as a strategic advisor to the Dean of the Colorado School of… more
- Exploratorium (San Francisco, CA)
- …across the Exploratorium to advance institutional priorities and strengthen philanthropic support. The officer, deeply committed to the museum's mission, ... will inspire and galvanize internal and external stakeholders to achieve philanthropic goals. This position reports to the Chief Philanthropy Officer. ESSENTIAL… more
- Deloitte (Seattle, WA)
- …work with clients who are actively involved in improving the community via their philanthropic vehicles? If you answered "Yes" to any of these questions, you should ... and consulting services including restructuring, acquisition planning, tax controversy, philanthropic tax planning, unrelated business tax consulting and more. You… more
- Combined Jewish Philanthropies (Boston, MA)
- …Ranked by BBJ as Massachusetts' largest non-profit organization - CJP is a philanthropic investor and mobilizer of people, resources, and skills that make a bigger ... of CJP's DAF program, aligning it with organizational priorities while enhancing philanthropic engagement within the Boston Jewish community. The role also provides… more
- Farmingdale State College (Farmingdale, NY)
- …a central role in shaping the College's future by securing philanthropic support, cultivating meaningful relationships with stakeholders, and enhancing the ... gifts, endowments, and bequests from individuals, corporations, and other philanthropic partners. As of June 30, 2025, the Foundation...a member of the President's Cabinet and a key advisor to the President. + Lead and manage the… more
- Forest Service (San Dimas, CA)
- …problem-solving meeting the Chief's goals and objectives. Serves as a technical advisor and multidisciplinary advisor to NTDP, WO, and field personnel, ... as a project advisor to project leaders, and as a multidisciplinary project...(eg, Peace Corps, AmeriCorps) and other organizations (eg, professional; philanthropic ; religious; spiritual; community, student, social). Volunteer work helps… more
- Charles Schwab (Westlake, TX)
- …is to increase giving in the US with donor-advised funds (DAF) and philanthropic tools and resources that make charitable giving tax-smart, simple, and efficient. We ... maximize options that provide greater value to our clients' philanthropic wealth management strategies. This position, which reports to...funds) recommended by the advisors and working with the advisor to onboard Alts funds in the Donor Advised… more
- Live Nation (New York, NY)
- …position will oversee the full scope of digital impact related to philanthropic initiatives, supporting both long-term strategy and rapid response, agile execution. ... strategy across 8+ clients and their primary platforms, aligning with philanthropic missions, key cultural moments, fundraising goals, and paid/organic campaigns. +… more