- Regions Bank (New Orleans, LA)
- …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
- Regions Bank (Orlando, FL)
- …the administration of trust accounts **Preferences** + Advanced degree (eg, Juris Doctorate ( JD ), Master of Laws (LLM), Certified Public Accountant (CPA), ... section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust… more
- Truist (Greensboro, 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
- 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
- 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
- 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
- US Bank (Fargo, ND)
- …Designation is required and may include, but is not limited to: CTFA, CFP, JD , CPA and/or Graduate of National Trust School Program Preferred Skills/Experience - ... as well as product specialty knowledge and expertise (such as IRAs, Charitable/ Philanthropic Accounts, ILITs, Estates, etc.). Will likely work as part of a… more
- Morgan Stanley (New York, NY)
- …educational presentations * Maintaining and developing relationships with planning attorneys, tax advisors, trust companies, etc. * JD with at least 10 years' ... * Retirement and educational tax planning * Business succession planning * Philanthropic and charitable planning * Asset protection and risk management * Executive… more
- Internal Revenue Service (Washington, DC)
- …regulations, sub-regulatory guidance, and litigation processes, and acts as an expert advisor and consultant to ECE's executives on a variety of legal, technical, ... Counsel serves as a program manager and technical senior advisor to the Associate on a broad array of...at least the first professional law degree (LL.B. or JD ) from a law school accredited by the American… more