- Regions Bank (Orlando, FL)
- …the careers section of the system. **Job Description:** At Regions, the Philanthropic Solutions (PS) Advisor advises individuals, families and institutions to ... achieve their charitable mission. The PS Advisor acquires clients, retains and develops relationships and associated revenue for a group of accounts for charitable… more
- Regions Bank (Jackson, MS)
- …the careers section of the system. **Job Description:** At Regions, the Philanthropic Solutions (PS) Advisor advises individuals, families and institutions to ... achieve their charitable mission. The PS Advisor acquires clients, retains and develops relationships and associated revenue for a group of accounts for charitable… more
- Regions Bank (Little Rock, AR)
- …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
- Regions Bank (Houston, TX)
- …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 (Nashville, TN)
- …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 , and risk solutions. 3. Understand and provide interpretation as related… more
- KeyBank (Portland, ME)
- **Location:** 127 Public Square, Cleveland Ohio The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by ... 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
- Customs and Border Protection (Washington, DC)
- …units within the duty location(s) listed above. Responsibilities As a Special Advisor , this position provides expert advice, assistance, and guidance to supervisors, ... but are not limited to: Serving as a primary advisor to management on all administrative management matters, offering...is dedicated to accomplishing our mission while maintaining the trust of our Nation by strictly adhering to all… 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
- US Coast Guard (Seattle, WA)
- Summary This vacancy is for a GS - 0905 - 13, Attorney Advisor located in the Department of Homeland Security, US Coast Guard, D13 LEGAL STAFF -DL in SEATTLE, ... shelter trusts, special needs trusts, Uniform Gift to Minors Act, Uniform Trust for Minors Act, guardianship, child welfare trusts, and advanced medical directives.… more
- JPMorgan Chase (New York, NY)
- …customized lending solutions, cross border wealth planning, fiduciary services, banking, philanthropic advisory, and family office support to clients. If you enjoy ... and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique… more
- Wells Fargo (Winston Salem, NC)
- …personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely ... (Senior Fiduciary Specialist) on the Personal Market Service Team in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more… more
- University of Colorado (Aurora, CO)
- …Purpose** **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
- Customs and Border Protection (Washington, DC)
- …DC Responsibilities In this position, you will act as the senior technical advisor on protocol and lead the planning, coordination, and execution of high-level ... Patrol. Typical duties will include: Serving as senior technical advisor for the USBP protocol program to assist in...is dedicated to accomplishing our mission while maintaining the trust of our Nation by strictly adhering to all… 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
- 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
- Internal Revenue Service (Washington, DC)
- …Senior Level Counsel (SLC) serves as a national expert and confidential advisor , to the Associate Chief Counsel, Procedure and Administration (P&A); and represents ... on a variety of legal, technical, and tax matters. The SLC serves as an advisor , program manager and technical expert to the Associate on a broad array of activities… more
- Auburn University (Auburn, AL)
- …and strategy team!In this position, you will serve as a key internal advisor to shape the future of Auburn Advancement's efforts to ensure organizational governance, ... the integrity of gift agreements, you'll play a crucial role in fostering trust with Auburn's donors. Your oversight ensures that contributions are aligned with both… more
- Guardian Life (Holmdel, NJ)
- …and employment matters across the enterprise. You will act as a trusted advisor to the Chief Human Resources Officer providing expert advice to develop, implement ... and high performance with your direct team, and of collaboration and trust building with your Law Department Executive-level peers + Superior communication skills… more
- Guardian Life (New York, NY)
- …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