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$99.94k - $142.5k
.... You matter, and so does the impact you can make with us.The American Heart Association has a phenomenal opportunity for an Advisor, Charitable Estate Planning, in our Mission Advancement department. Location preferablybased in Southern California. This position can be...SuggestedFull timeLocal areaRemote workWork from homeNight shiftWeekend workAfternoon shiftAmerican Heart Association
Los Angeles, CA2 days ago- The American Heart Association seeks an Advisor, Charitable Estate Planning, in the Mission Advancement department. Location preferably in Southern California; role can be home-based near a major airport, covering AK, CA, HI, ID, OR, MT, NV, UT. You will lead identifying...SuggestedRemote jobWork from home
$126.7k - $190k
...ChoicesTeam OverviewThe Corporate Affairs & Communications Senior Advisor, will lead issues management and crisis communications efforts... ...holidays per year, commuter benefits, employee discounts, charitable gift matching, and paid volunteer time off, plus corporate volunteer...SuggestedFull timeTemporary workWork experience placementWork at officeFlexible hours2 days per weekTransUnion
Chicago, IL4 days ago$100.1k - $150k
...balancing acquisition-specific business needs.Act as a trusted advisor to stakeholders by providing structure, clarity, and execution... ...holidays per year, commuter benefits, employee discounts, charitable gift matching, and paid volunteer time off, plus corporate volunteer...SuggestedFull timeTemporary workWork experience placementWork at officeFlexible hours2 days per weekTransUnion
Chicago, IL3 days ago$122.54k - $208.72k
...strategically with Business Development teams (Bankers, Financial Advisors, Portfolio Managers) to develop and close relationships. You... ...fiduciary solutions—including personal trusts, estates, charitable vehicles, conservatorships, guardianships, ILITs, family foundations...SuggestedWork at officeRemote workCity National Bank
Los Angeles, CA3 days ago$140k - $160k
...activities may change from time to time.1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and... ...guidance in the areas of estate planning, estate administration, charitable, philanthropic, and risk solutions.3. Understand and provide interpretation...SuggestedFull timePart timeShift workDay shiftTruist
Charlottesville, VA5 days ago$204.4k - $347.5k
...growth platform from the ground up. Summary: Wealthspire Advisors is in search of a Wealth Advisor . This position entails... ...movements, required minimum distributions, tax loss harvesting, charitable planning, lending evaluation, education funding, etc.). Monitor...SuggestedWork at officeLocal areaFlexible hoursNFP Corp
Appleton, WI3 days ago$71.23k
...careers section of the system. Job Description At Regions, the Philanthropic Solutions (PS) Advisor advises individuals, families and institutions to achieve their charitable mission. The PS Advisor acquires clients, retains and develops relationships and associated revenue...SuggestedFull timeWork at officeLocal areaFlexible hoursRegions Bank
Mobile, AL3 days ago$250k
...Combined Jewish Philanthropies (CJP) seeks a Senior Philanthropic Advisor to serve as one of the organization’s lead frontline... ...funds, DAFs, and planned giving instruments such as bequests, charitable remainder trusts, and IRA charitable rollovers. Partner closely...SuggestedTemporary workWork at officeLocal areaRemote workWorldwideMonday to FridayFlexible hoursAfternoon shiftThe Combined Jewish Philanthropies
Boston, MA4 days ago$165.69k
...Information We Collect Your Privacy Choices Team Overview Advisors for various and unanticipated worksites through the U.S. (HQ:... ...holidays per year, commuter benefits, employee discounts, charitable gift matching, and paid volunteer time off, plus corporate volunteer...SuggestedFull timeTemporary workRemote workFlexible hours$89.3k - $165.8k
...Advisor, BillingSee how Epsilon powers connected marketing by unlocking the full potential of data and identity.Intercompany Billing... ...commuter benefits, professional development, employee recognition, charitable donation matching, health coaching and counselingEpsilon...SuggestedContract workTemporary workFreelanceLocal areaFlexible hoursProdigious Worldwide
Columbia, MD3 days ago- ...ALSAC/St. Jude Children’s Research Hospital as a Philanthropic Advisor , where your strategic relationship-building skills will help... ...gift pipeline. Promote giving vehicles such as bequests, charitable gift annuities, and charitable trusts. Collaborate with estate...SuggestedFull timeInterim roleRemote workAfternoon shift
$120k - $185k
...Job Summary: Trust Advisors work with multi-generational families with diverse needs and administer accounts including trusts,... ...needs, opening, funding, and closing accounts and facilitating charitable and non-charitable gifts. Oversee asset custody (at Choate...SuggestedChoate Hall & Stewart
Malden, MA5 days ago$50k
...Senior Strategic Advisor, DAF & Philanthropic Capital Six-Month Fractional Consulting Engagement | Remote | NYC, Washington, DC or... ...while developing new relationships through ImpactAssets, Fidelity Charitable and comparable donor/advisor ecosystems. Platform access alone...SuggestedFull timePart timeSecond jobImmediate startRemote workFounders First CDC
New York, NY4 days ago$36 per hour
...the process of trust administration. Getting hands-on experience with various types of trusts: revocable, irrevocable, grantor, charitable, and life insurance trusts. Understanding fiduciary accounting and a trust accounting system. Facilitating account opening and closing...SuggestedHourly paySummer internshipLocal areaFlexible hoursSt. Francis
Grand Rapids, MI4 days ago- ...Regions Bank in Mobile, Alabama seeks a Philanthropic Solutions Advisor to grow relationships with charitable and nonprofit clients, acquire new accounts and contribute to revenue targets. You will develop internal and external networks, present Regions-based solutions...
Regions Bank
Mobile, AL3 days ago - ...Philanthropic Advisor Endowment Partners | Las Vegas, NV Full-Time & In-Person | 7+ Years of Experience Full Benefits: PTO... ...needed to successfully accept and steward more sophisticated charitable gifts. Develop donor-facing and board-facing educational materials...Full timeWork at office
Endowment Partners, LLC
Las Vegas, NV2 days ago $36 per hour
...firms, Plante Moran Wealth Management proudly serves as a trusted advisor to individuals, families, and nonprofits, providing... ...with various types of trusts: revocable, irrevocable, grantor, charitable, and life insurance trusts. Understanding fiduciary accounting...InternshipSummer internshipLocal areaFlexible hoursPlante Moran
Grand Rapids, MI1 day ago- ...Job Information Job Title: Senior Managing Advisor, Wealth Advisory Posting Title: Senior Managing Advisor, Wealth Advisory Ref #:... ...education funding, life insurance analysis, investment management, charitable gift strategies, estate planning, trust administration and...Full timeWork at officeFlexible hours
Forvis Mazars, LLP
Indianapolis, IN3 days ago $75k - $150k
...decision.Perks & BenefitsMedical, dental, vision, and basic life insuranceFlexible PTO and company paid holidaysRetirement programs1% charitable giving programCompensationBase pay: $75,000 - $150,000The salary range listed here has been provided to comply with local...Full timeWork at officeLocal areaRemote workWork from homeMonday to Friday3 days per weekVeeva Systems
Raleigh, NC2 days ago$85k - $270k
YOUR IMPACTAs a Family Office Advisor, you will be instrumental in shaping the financial futures of our firm's most strategic clients... ...and implement impactful philanthropic strategies, including charitable giving and foundation planning, optimizing tax efficiency, and...Full timeTemporary workPart timeWork at officeGoldman Sachs
San Francisco, CA3 days ago$75k - $150k
...decision.Perks & BenefitsMedical, dental, vision, and basic life insuranceFlexible PTO and company paid holidaysRetirement programs1% charitable giving programCompensationBase pay: $75,000 - $150,000 The salary range listed here has been provided to comply with local...Permanent employmentFull timeWork at officeLocal areaRemote workWork from home3 days per weekVeeva Systems
Princeton, NJ2 days ago- ...Regions is seeking a Philanthropic Solutions Advisor in Ridgeland, MS. You will advise individuals, families and institutions to achieve their charitable mission, acquiring clients and growing revenue for accounts in charitable giving. Primary duties include developing...
Regions Bank
Little Rock, AR1 day ago $150k - $200k
...$150,000.00 - $200,000.00 Base+Commission/year Job Category: Advisor EP Wealth Advisors (EPWA) is a wealth management advisory firm... ...Education Employee Educational Expense Reimbursement Employee Charitable Donations Employee Referral Incentives Employee Team Building...Full timeTemporary workWork at officeImmediate startFlexible hoursEP Wealth Advisors
Seattle, WA3 days ago$150k - $200k
...Vice President, Advisor (San Diego)San Diego CA - San Diego, CA 92122OverviewSalary Range $150,000.00 - $200,000.00 Base+Commission... ...Financial EducationEmployee Educational Expense ReimbursementEmployee Charitable DonationsEmployee Referral IncentivesEmployee Team Building...Full timeTemporary workWork at officeImmediate startEP Wealth Advisors
San Diego, CA4 days ago- ...Regions Bank in Ridgeland, Mississippi seeks a Philanthropic Solutions Advisor to advise individuals, families and institutions on charitable giving and to grow and retain client relationships. The role includes developing COIs, generating new business opportunities,...
Regions Bank
Little Rock, AR1 day ago - ...Associate Advisor Location: Denver, Colorado Stordahl Capital Management is seeking an entry-level Associate Advisor to join... ...and retirement planning Insurance and estate planning Charitable giving Financial and portfolio reporting Qualifications...Immediate startFlexible hours
Stordahl Capital Management Inc
Greenwood Village, CO3 days ago $100k
...flexible work options Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for... ...and learn new ones “I can succeed as a Private Wealth Advisor at Capital Group.” As a Private Wealth Advisor on our Private...Full timeTemporary workLocal areaFlexible hoursCapital Group
New York, NY2 days ago$81.81k - $127.17k
...area i.e. Chicago, St. Louis) Job Title: Philanthropic Advisor Reports to: National Personal Philanthropy Director Salary... ...3 Assist gift planning with blended gift opportunities, charitable gift annuities, and documentation of bequest gifts. Can be...Full timePart timeWork at officeRemote workWork from homeAfternoon shiftDisabled American Veterans
Erlanger, KY18 days ago- ...responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented... ...in its core values. Responsibilities The Liquidity Lead Advisor collaborates with Treasury Management, Commercial Banking, and...Temporary workBank staffWork at office
Old National Bank
Chicago, IL4 days ago
