- Regions Bank (Houston, 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 six (6) years of Trust or related experience, preferably in Endowments, Foundations, or… more
- Regions Bank (Chattanooga, TN)
- …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 (Charlotte, NC)
- …below. Specific activities may change from time to time. + 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 , and risk solutions. + Understand and provide interpretation as related… 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, ... to be a part of it! As a Financial Advisor within Vanguard's Advice & Wealth Management sub-division, you...manager and as a trustee, in partnership with internal Trust Administrators. As experts in the advice space, Advisors… more
- Citizens (Boston, MA)
- …focusing on each client's unique circumstances. The Ultra-High Net Worth (UHNW) Wealth Advisor will collaborate closely with a Senior Wealth Advisor to deliver ... management services, including estate planning, tax strategies, investment management, and philanthropic advisory, tailored to the unique needs of UHNW individuals… more
- Bank of America (Las Vegas, NV)
- Wealth Strategies Advisor Las Vegas, Nevada **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... Description: This job is responsible for serving as a specialized resource for Advisor teams who are interested in wealth planning services to address their high-… more
- Patent and Trademark Office (Alexandria, VA)
- …the position in which they applied with the hiring manager. Serving as a senior advisor to the Director of the Office of Public Engagement (OPE), the USPTO Chief ... Strategic Engagement, and Office of Community Engagement, and Regional Offices. The Senior Advisor for Public Engagement position is the next ideal career goal for… more
- JPMorgan Chase (Miami, FL)
- …with the opportunity to take your career to the next level. As a Wealth Advisor in the International 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
- AGCO Corporation (Liberty Center, OH)
- Regional Technology Advisor , AgRev Napoleon Ohio Date: Dec 11, 2024...we want to go as a business and we trust you to help us there. Whether you want ... **WHO WE ARE LOOKING FOR:** AgRevolution is looking for a Regional Technology Advisor located in the **Napoleon** **Ohio** area. This position is responsible for the… more
- Centers for Disease Control and Prevention (Atlanta, GA)
- …As a global leader in public health & health promotion, CDC is the agency Americans trust with their lives. In addition to our everyday work, each CDC employee has a ... world's premier public health organization. Visit www.cdc.gov Responsibilities As a Public Health Advisor you will: Serve as the Deputy Director in the Office of… more
- Bank of America (Boston, MA)
- Wealth Strategies Advisor Charlotte, North Carolina;New York, New York; Boston, Massachusetts; Melville, New York **Job Description:** At Bank of America, we are ... 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… more
- Centers for Disease Control and Prevention (Atlanta, GA)
- …As a global leader in public health & health promotion, CDC is the agency Americans trust with their lives. In addition to our everyday work, each CDC employee has a ... organization. Visit www.cdc.gov Responsibilities As a Workforce and Career Development Advisor you will: Provide leadership for the Division's workforce development… 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, ... be a part of it! As a Senior Wealth Advisor within Vanguard's Personal Investor, Wealth Management, you will...manager and as a trustee, in partnership with internal Trust Administrators. As experts in the advice space, Senior… more
- DHS Headquarters (Alexandria, VA)
- …(eg, Peace Corps, AmeriCorps) and other organizations (eg, professional; philanthropic ; religious; spiritual; community, student, social). Volunteer work helps build ... applicants must undergo and successfully complete a background investigation for a Public Trust clearance as a condition of placement in this Non Sensitive/ High… more
- The Chicago Community Trust (Chicago, IL)
- …will report to the AVP/Chief of Investments and will work closely with the Trust 's Finance, Community Impact, and Philanthropic Services teams, and well as ... role encompasses all aspects of mission-aligned investing at The Chicago Community Trust , ranging from ESG investing to catalytic capital. The Director, Impact… more
- Morgan Stanley (New York, NY)
- …* Retirement and educational tax planning * Business succession planning * Philanthropic and charitable planning * Asset protection and risk management * Executive ... * Maintaining and developing relationships with planning attorneys, tax advisors, trust companies, etc. Such coordination may involve other key areas of… more
- Harvard University (Cambridge, MA)
- …strategies with high-net- worth individuals and their advisors as a fundraiser or advisor . + Is agile, adaptable, and comfortable with ambiguity. Models a positive ... work plans which leverage the expertise of the Gift Planning team to maximize philanthropic support at the principal and major gift levels, and through the reunions… more
- Centers for Disease Control and Prevention (Atlanta, GA)
- …As a global leader in public health & health promotion, CDC is the agency Americans trust with their lives. In addition to our everyday work, each CDC employee has a ... officials of state, federal, non-federal, and international organizations; Serve as senior advisor and provides assistance to the Director on matters of science,… more
- Centers for Disease Control and Prevention (IN)
- …As a global leader in public health & health promotion, CDC is the agency Americans trust with their lives. In addition to our everyday work, each CDC employee has a ... Government Act of 1978 (PL 95-521). CDC inspires public confidence in its trust responsibilities and mission by maintaining high ethical principles. If selected, 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 ... drive CJP's mission. We are one of Boston's oldest and most respected philanthropic organizations and we are currently seeking an experienced and enthusiastic Senior… more