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Keywords: Philanthropic Trust Advisor - JD/CPA, Location: Dallas, TX

Page: 1

Philanthropic Trust Advisor - JD/CPA

Philanthropic Solutions Advisor advises individuals, families and institutions to achieve their charitable mission. The PS Advisor...’s qualifications and relevant experience. JD and/or CPA is highly preferred Position Type Full time Compensation Details Pay...

Company: Regions Bank
Location: Dallas, TX
Posted Date: 29 Nov 2024

Asset & Wealth Management, Private Wealth Management, GS Family Office, Vice President - Dallas

A minimum of ten years of experience as an accountant, attorney or wealth professional Bachelor's Degree required; CPA and/or JD highly... around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning...

Company: Goldman Sachs
Location: Dallas, TX
Posted Date: 11 Oct 2024