- 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...Foundations, or Charitable Giving **Preferences** + Advanced degree, eg Juris Doctorate ( JD ) or Master of Business… more
- Bank of America (Houston, TX)
- Wealth Strategies Advisor Minneapolis, Minnesota;Chicago, Illinois; Kansas City, Missouri; Clayton, Missouri; Houston, Texas **Job Description:** At Bank of America, ... 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