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U.S. Bank · 1 day ago

Wealth Management- Philanthropic Advisor 2

Irvine, CA

Full-time

Hybrid

Senior Level, Lead/Staff

$139K/yr - $164K/yr

10+ years exp

U.S. Bank is on a journey to help customers and businesses make smarter financial decisions while supporting community growth. They are seeking a Philanthropic Advisor to serve high net worth clients, focusing on philanthropic planning, wealth management, and estate planning needs.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

Serves as a dedicated Philanthropic Advisor for selected high net worth and ultra-high net worth organization / individual / family relationships within a particular market or region

Works closely with other senior members of the relationship team to meet all of client’s philanthropic planning, wealth planning, estate planning and wealth transfer needs

Responsible for developing new and expanding current wealth management relationships, with focus on private foundations, endowments, planned giving programs, and other charitable entities

Must have an established professional network in the local and/or regional market

This role has potentially substantial travel requirements, due to providing services within a defined geographic territory

Qualification

Philanthropic planningWealth planningEstate planningWealth transferProfessional designationAnalytical skillsPeople skillsCommunication skillsProblem-solving skills

Required

Bachelor's degree, or equivalent work experience

10 or more years of functional experience (recent consulting, accounting or legal experience with a major law or accounting firm or corporate fiduciary or nonprofit organization)

Professional designation that may include, but is not limited to: JD, MBA, CPA, CTFA, CFP, Chartered Advisor in Philanthropy (CAP), Certified 2164 Trainer, and/or Graduate of National Trust School Program