Legacy Giving Advisor: Planned Gifts & Stewardship
Food For The Poor
Food For The Poor is seeking a Planned Giving Advisor to manage donor portfolios and coordinate complex planned gifts. You will educate and guide donors on bequests, trusts, and donor-advised funds while collaborating with advisors to close gifts and support the organization's mission. The role requires at least five years in planned giving or related fields, with a track record of securing gifts. Travel domestically and internationally may be required. #J-18808-Ljbffr Food For The Poor
$110k - $120k
...soliciting significant gifts from individuals and foundations... ..., recognition, and stewardship. Ensures donor... ...upon a moves management plan for each qualified donor... ...volunteer and individual giving opportunities, primarily... ...Serves as a mentor and advisor to team members. 10%...SuggestedNight shift3 days per week$115k - $130k
...? The Senior Philanthropic Advisor plays a key role in shaping... ...support through endowment and planned giving, legacy commitments, and donor‑... ...engagement. Through thoughtful stewardship strategies and... ..., supplemental, and annual gifts Conduct donor‑centered conversations...SuggestedWork at officeFlexible hoursWeekend workAfternoon shift- ...Circle Recruitment and Stewardship Identify and solicit event... ...and Philanthropic giving development Provide leadership... ..., and steward major gift prospects. Build and... ...Introduce and promote planned giving opportunities.... ...Build future estate and legacy commitments. Serve as...SuggestedLocal area
- ## Advisor - Area Development (Doral, FL)Applylocations: Doral, FL: Miami, FLtime type... ...personalized thank-you letters, support stewardship plans, and attend donor/volunteer... ...special moments. We’re also committed to giving our staff excellent benefits so they can...SuggestedWork at officeWeekend workAfternoon shift
- A leading travel company is seeking a motivated Travel Customer Representative to assist clients in planning and booking travel experiences. This remote role involves communicating with clients, creating personalized itineraries, and providing exceptional customer service...SuggestedRemote jobFlexible hours
$1,000 per month
...growing these relationships into $10,000+ major gifts over time. Reporting to the Assistant Vice... ...engage new prospects with the capacity to give at the $1,000+ level and beyond.... ...Upgrading Build and execute moves management plans to cultivate and solicit donors with a focus...WorldwideAfternoon shift$48k - $100k
A leading financial services company seeks an experienced Financial Advisor in New York to deliver comprehensive financial planning and build client relationships. Candidates should have over 5 years of experience, FINRA Series 7 & 66 registrations, and an established practice...- Hbkswealth is seeking a Financial Advisor to join our dynamic team in New York. You will develop comprehensive financial plans and provide investment advisory services for individuals and families. We offer 401(k) matching, medical benefits, and a flexible work environment...Work at officeFlexible hours
- J.P. Morgan Chase in Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will build and manage a book of business, relying on leadership and relationship-building skills...
- A financial services firm located in New York is seeking a dedicated Financial Advisor to develop personalized financial plans and provide investment advisory services. The ideal candidate should possess a bachelor's degree in business or finance, along with over four years...Flexible hours
- ...approach and strong analytical skills within a local State Farm agency. You will support customers with portfolio management, retirement planning, and insurance needs while ensuring regulatory compliance and pursuing advancement through training and performance-driven rewards...Local area
- ...Life, is seeking a Financial Representative in Hollywood, FL. This full-time, on-site role involves delivering comprehensive financial plans, insurance solutions, retirement planning, and investment account management for clients. Key duties include client interaction to...Full time
- ...entry-level financial representatives to help individuals achieve their financial goals. The role involves creating tailored financial plans and providing guidance and support. Ideal candidates will possess integrity, leadership skills, and a passion for helping others....
$107.9k - $172.64k
...seeking a Principal Financial Advisor to serve as a strategic... ...development of multi-year financial plans aligned to the company's... ...Drives financial innovation and stewardship through collaboration and consultation... ...presencewith a purpose - giving you flexibility to work...Work at officeLocal areaRemote workFlexible hours2 days per week- Raymond James in the United States is seeking a Financial Advisor to leverage expertise in financial planning, portfolio design, and risk management. This role focuses on collaborating with clients to analyze their financial situations and develop tailored plans to meet...
- ...obtained through experience, specialized training or certification to serve as a resource to Financial Advisors and their clients regarding overall financial planning issues which may include portfolio design, income tax consulting, retirement planning, qualified retirement...Temporary workWork experience placement
- Fwainvest seeks a Private Wealth Consultant to partner with financial advisors, guiding high-net-worth clients in comprehensive wealth planning, including estate, tax and retirement strategies. You’ll lead large cross-functional projects and provide indispensable service...Remote job
- About the job Automation Program Advisor Remote work is acceptable Experience with RPA projects... .... The best fit for our team are gifted business technologists adept at influencing... ...automation strategy Best in class operational planning and scale Line of business enablement and...Work experience placementRemote work
- ## Senior Portfolio Advisor IIApplylocations: Palm Beach, FLtime type: Full timeposted on: Posted... ...specific individual clients.* Analyze and plan overall investment strategy with... ...of our culture. Employees around the world give their time and talent to work for the greater...Work experience placementH1bLocal areaWorldwideFlexible hours
- M&C Strategic Advisor NextEra Energy - In-person, Juno Beach, FL, US - 1 day ago Job Description... ...digital channel optimization, and brand stewardship while orchestrating the entire M&C... ..., technology‑enabled communication plans and campaigns. Job Duties & Responsibilities...Full timeRelocation
$45k - $100k
...Financial Advisor OpportunityJoin a financial services firm where your contributions are valued... ...make a difference in your community.We'll give you the support you need. Our team will be... ..., monitor, and adjust the branch business plan to increase branch effectiveness and...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$100k - $120k
...Service Advisor Location: Jupiter, Florida Are you passionate about building long-term relationships... ...in delivering comprehensive financial planning services. What You’ll Do As a Service... ...on investment strategies, estate and legacy planning, insurance, tax, and cash flow Conduct...Full timeWork at officeFlexible hours$65k - $80.2k
...their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities... ...significant investments to expand our advisor base and deliver an outstanding client... ...Advisor position is the investment, investment planning, and insurance products lead on the...Temporary workWork experience placementLocal areaFlexible hours- ...their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their... ...in assets. Fraternalism is a unique combination of business and giving back to those we serve – a continuous cycle of positive impact....Full timeLocal area
- ...various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an... ...to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying...Temporary workShift workDay shift
$48k - $100k
...institutions. We specialize in goals‑based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life...Shift workDay shift- ...Guided by a vision to cultivate leaders and advisors dedicated to excellence, we are... ...coaching his children’s sports teams, and giving back to the community. He also serves on... ...personalized insurance solutions and financial planning. Your role involves building long‑term...InternshipWork at officeHome officeVisa sponsorshipFlexible hours
- ...the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$67.98k - $106.21k
...Company policy Provides information to Physicians and initiates Plan of Care to address patient’s immediate needs Initiates skilled nursing... ...disease process and decline, palliative interventions, care giving, dying process, and safety practices. Reports changes in the...Local areaImmediate startShift workNight shiftWeekend work$300k - $425k
...Walt Disney Company, we carry forward a legacy of service, creativity, and community. We... ...partners closely with Wealth Management Advisors to provide tailored guidance and recommendations... ...also eligible for our Annual Incentive Plan (AIP), which rewards employees for...Work experience placementWork from homeFlexible hoursShift workAfternoon shift
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