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Senior Philanthropic Advisor
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
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Job Location: Richmond, VA
JOB DESCRIPTION

Job #: 10985
Title: Senior Philanthropic Advisor
Job Location: Richmond, Virginia - United States
Employment Type:
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 - Richmond, VA

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
QUALIFICATIONS

Requires strong networking skills and local philanthropic network, in addition to 9+ years` technical planned giving experience in the HNW arena.


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