- 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 ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic ...networking skills and a passion for philanthropy + Chartered Advisor in Philanthropy (CAP) designation + JD, LL.M, CFP… 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 (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
- 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
- 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
- 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 (Denver, CO)
- …provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic services * Closely ... talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products...the approval of discretionary distributions + Act as an advisor and lead team to achieve business objectives and… more
- Guardian Life (New York, NY)
- …a team of retirement and benefits professionals and serves as a key advisor on plan design, colleague engagement, and regulatory matters. With deep expertise in ... ahead of trends in retirement benefits. + Serve as a strategic advisor during HR and enterprise-wide initiatives (eg, total rewards transformation), ensuring… more
- Guardian Life (New York, NY)
- …Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products and ... is measured by GDC growth within targeted segments and advisor engagement across the HNW planning continuum. **You are**...General Agents and Sponsor Partners + Able to gain trust and respect of multiple contingent internal and external… 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
- Bonneville Power Administration (Portland, OR)
- …organization's mission including Requirements Marketing functions. Serve as a strategic advisor and BPA authority on policy and strategy for requirements marketing ... This position has been designated as requiring a PUBLIC TRUST background. A preliminary background check must be completed...concepts and practices to 1) serve as a strategic advisor for policies related to marketing power sales, 2)… more
- Bonneville Power Administration (Vancouver, WA)
- …Executives and as a technical authority, technical lead, and expert advisor on applicable laws, policies, standards, directives, and guidelines governing business ... a Customer Account Executives and as a technical authority and expert advisor on applicable laws, policies, standards, directives, and guidelines governing business… 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
- Internal Revenue Service (Washington, DC)
- …Counsel, you will: Serve as a legal and technical consultant and confidential advisor to the Associate Chief Counsel (PT&E) and the Deputy Associate Chief Counsel ... entities (including sole proprietorship, partnership, LLC, S Corp); Trusts (including revocable trust , irrevocable trust under); Estate and gift transfer taxes… more
- Charles Schwab (New York, NY)
- …giving in the US We offer a donor-advised fund program and related philanthropic tools and guidance that empower donors to incorporate charitable planning into their ... Consulting, this regional leader will source new opportunities for growth and manage advisor relationships with national firms and business partners by serving as a… more
- Bonneville Power Administration (Vancouver, WA)
- …Engineer (ACS Product Manager), you will: Serve as a technical lead and advisor on all aspects of ancillary and control area services, with responsibility for ... https://apps.opm.gov/SpecialRates/ This position has been designated as requiring a PUBLIC TRUST background. A preliminary background check must be completed before… more
- Charles Schwab (San Francisco, CA)
- …giving in the US We offer a donor-advised fund program and related philanthropic tools and guidance that empower donors to incorporate charitable planning into their ... you are good at** + Consultative client and colleague relations that inspire trust . + A confident presentation style that makes an impact or influences… more
- BMO Financial Group (Chicago, 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
- Federal Emergency Management Agency (Philadelphia, PA)
- …FEMA region and field operations. Serving as a senior expert level advisor and liaison between headquarters high-ranking staff and regional administrators, along ... applicants must undergo, successfully pass, and maintain a background investigation for Public Trust as a condition of placement into this position. This may include… more