- 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