Estate Gift Planning Advisor
American Heart Association
American Heart Association is seeking an Advisor, Charitable Estate Planning in the Mission Advancement department. Location preferably in Southern California; can be home-based but near a major airport. Responsible for engaging in regional charitable estate planning activities (AK, CA, HI, ID, OR, MT, NV, UT) to support the national program. The role requires expertise in estate and tax planning, donor stewardship, and creating cultivation plans. #J-18808-Ljbffr
$99.94k - $142.5k
...American Heart Association has a phenomenal opportunity for an Advisor, Charitable Estate Planning, in our Mission Advancement department. Location... ...stewarding prospects and donors to designate charitable estate gifts. Responsible for partnering with Mission Advancement...SuggestedFull timeLocal areaRemote workWork from homeNight shiftWeekend workAfternoon shift- ...registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you... ...recurring revenue streams, and dedicated planning fees for those who qualify.Medical,... ...physical, emotional and financial health.Gift matching program to double your...Suggested
$150k
...starting base up to $250,000 for advisors bringing an established book,... ..., comprehensive financial planning, investment management, and long... ...management, tax-aware strategies, estate planning coordination, risk... ...Sabbatical program Charitable gift matching Well-being stipend...SuggestedTemporary workPrivate practiceLocal areaFlexible hours$100k
...options Receive 2-for-1 matching gifts for your charitable... ...can succeed as a Private Wealth Advisor at Capital Group.”As a Private... ...investment results, holistic wealth planning and exceptional client experiences... ...as accounting, taxation, estate planning, business transition,...SuggestedFull timeTemporary workLocal areaFlexible hours- ...registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you... ...recurring revenue streams, and dedicated planning fees for those who qualify.* Medical,... ..., emotional and financial health.* Gift matching program to double your...Suggested
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...& foundations, businesses, and qualified plans). Our client's current investment services... ...retirement planning/cash-flow modeling, estate plan reviews and recommendations, tax planning... ...with our client to serve as the main advisor for their wealth management needs....Remote work$61k - $119k
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...the financial services industry. As a comprehensive financial planning firm with multiple offices spanning coast to coast, we implement... ...through a collaborative, team-based model that allows our newest advisors to work alongside seasoned professionals, gaining valuable...Full timeTemporary workWork at officeLocal areaFlexible hours$25.7 per hour
...benefits according to their individual needs. Our Total Rewards package includes, but is not limited to, paid time off, a 401K retirement plan, medical, dental, and vision coverage, tuition reimbursement, and many more voluntary benefit options. Benefits may vary based on...Daily paidFull timePart timeWork experience placementLocal areaShift work- ...we’re looking for an experienced and results-driven Financial Advisor to join us. If you're passionate about helping people achieve... ...members by providing personalized financial advice and strategic planning to help them reach their unique financial objectives. We...Full timeContract workWork at officeRemote workMonday to Friday
$2,500 per month
The John Thomas Dye School Director of Major Gifts and Campaign Manager The John Thomas Dye School (JTD) is one of Los Angeles's most... ...to the Director of Advancement and Head of School for campaign planning Prepare briefing materials and proposals for leadership and...Full timeTemporary workWork experience placementWork at officeImmediate startFlexible hoursNight shiftWeekend work- ...alignment with goals & industry requirements.Duties and Responsibilities:Meet with existing and prospective clients to promote financial planning and investment services.Conduct educational seminars and workshops.Present client financial plan and investment proposals in a...Local area
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...Wealth Sales & ServiceProvides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed...Part timeLocal area- ...for professional development. Role Description The Financial Advisor is a full-time, remote role responsible for providing... ...client financial situations, developing personalized financial plans, and recommending strategies for savings, investments, and retirement...Full timeRemote work
$68k - $72k
...renewal requirements, service commitments where applicable, and documentation of counseling access and effectiveness. Responsible for a planned sequence of advising, financial education, and debt management activities from matriculation through graduation. Mission Driven,...Full timeContract workWork experience placementWork at officeLocal areaShift work$124k - $280k
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...Corporate, Investment Management, Operating Flowthroughs, Individuals, Estates & Trusts, and Indirect Tax services, as well as cross-thread... ...life cycle. Responsibilities include:Support project planning (workplans, milestones) and deliver assigned scope on time against...Work at officeLocal areaVisa sponsorship$92.22k - $106.1k
...on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.Armanino has a robust offering of benefits, including: Medical, dental, vision Generous PTO...Full timeContract workLocal areaFlexible hours$95.6k - $188.4k
...their impact on existing detection logicDocument policy research, findings, and rationale per SOPsParticipate in stand-ups, sprint planning, and reviews within the SAFe Agile team The successful candidate would possess these skills: Ability to work independently and...Local area
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