Job #: 8955
Title: Senior Philanthropic Advisor
Job Location: Palo Alto, California - United States
Salary: $155,000.00 - $200,000.00 - US Dollars - Yearly
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO
WHY IS THIS A GREAT OPPORTUNITY?
Senior Philanthropic Advisor - Top Tier Financial Services Firm - Northern California
Work with wealth management team and act as subject matter expert with regards to philanthropic planning as part of an overall wealth planning strategy. JOB DESCRIPTION
- Counsel high net-worth clients in a fee-based, fiduciary capacity with regards to sophisticated philanthropic and planned giving strategies including private foundations, donor advised funds, and using assets as charitable vehicles
- Work closely with the investment, trust and financial planning teams to surround the client with subject matter experts in all areas of holistic wealth management
- Extensive client contact
Requires strong networking skills and local philanthropic network, in addition to 9+ years` technical planned giving experience in the HNW arena.
How to Apply: