San Francisco, CA
Industry: Financial Services•
11 - 15 years
Posted 275 days ago
We are an executive search firm who has been hired to identify a Sr Philanthropic Advisory Specialist in San Francisco!
Sr Philanthropic Advisory Specialist Ideal Candidate:
10+ years experience in fiduciary/trust (work, education, military)
MBA or JDdegree
Chartered Financial Analyst (CFA)
Certified Trust & Financial Advisor (CTFA)
Knowledge of fiduciary law & regulations, philanthropy, and foundation management
Networking experience within the local market
Experienceworking with high net wort clients ($5million+)
Strong passion for philanthropy
Experienceworking with family philanthropy
Sr Philanthropic Advisory Specialist Job Description:
Serves as Fiduciary expert providing knowledge to wealth transition, financial planning, investment management, & estate matters to clients
Team lead who solidifies relationships between business partners, clients & Centers of Influence
Creative thinker who analyzes clients financial situation & gives solutions
?and much more!
If you meet all the requirements for the Sr Philanthropic Advisory Specialist position, submit your resume! If qualified, we will provide you with further information!