Job Description
A wealth management organization based in the Bay Area is seeking a Director of Wealth Advisory-Philanthropy on a direct hire basis.
The Director of Wealth Advisory-Philanthropy serves as the primary advisor to high-net-worth and ultra-high-net-worth families, providing strategic guidance on all aspects of philanthropic planning and legacy impact. This role is exclusively advisory, no fundraising or solicitation, and is responsible for designing sophisticated, purpose-driven charitable strategies that integrate with clients' overall estate, trust, and wealth plans.
Responsibilities
Qualifications
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