- 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
- 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
- Bank of America (Dallas, TX)
- …relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access ... and high-net-worth clients along with retirement and benefit plan services, philanthropic solutions and asset management to individuals and institutions. The Private… more