Charitable Planning Consultant

October 10

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skillventory - A Leading Talent Research Firm

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Central India's leading talent sourcing and search firm for PAN India Hiring Support, Integrated HR Solutions Provider • Data Analytics Recruitment • Skill Mapping • IB Hiring • Audit Hiring

201 - 500

Description

• Engage with advisors to increase knowledge of Donor Advised Funds and charitable vehicles • Build relationships with advisors and key partners in philanthropy • Collaborate with advisors of current and future donors • Protect the brand and mission of the organization

Requirements

• Proven sales or fundraising track record • Interest/exposure to philanthropy, charitable fundraising and planned giving a plus • 10+ years Financial Service intermediary sales experience preferred (mutual funds, 401k, variable annuity wholesalers); estate/tax planning/trust experience a plus • B.A. or B.S. degree required, CFP and/or CAP preferred • Strong interpersonal, communication, and networking skills • Public speaking experience and skills • Solid time, territory management, and organizational skills to improve efficiency and productivity within region • Introduce new lines of philanthropy, including Private Equity, Alternative Investments, Corporate vehicles, and others are a plus • Develop ongoing, productive relationships with key intermediaries and Fidelity distribution colleagues

Benefits

• Comprehensive health care coverage and emotional well-being support • Market-leading retirement • Generous paid time off and parental leave • Charitable giving employee match program • Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career