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Part-time Instructor, Certified Financial Planning The candidate will be responsible for all aspects of CFP education course delivery. Will serve as subject matter expert and student advocate while delivering exceptional classroom ..
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Adjunct Faculty, Wealth Management The candidate will be responsible for all aspects of CFP education course delivery. Will serve as subject matter experts and student advocates while delivering exceptional classroom experiences ..
Part-time Instructor, Wealth Management Duties: Responsible for all aspects of CFP education course delivery. Will serve as subject matter experts and student advocates while delivering exceptional classroom experiences to students. Creates ..
Trust Counsel The candidate will provide clients with complete trust, estate and investment management services; this includes services in the area of estates, personal trusts, and any other appropriate fiduciary capacity. ..
Job Overview: A law firm is seeking to hire a Private Clients Associate with 3-5 years of experience to join its growing Private Clients Practice Group. The ideal candidate will have ..
Wealth Management – Private Bank – Banker – Vice President The candidate will manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful ..
Wealth Management, Trust & Estates, Trust Officer – ED The candidate will analyze trust documents for legal, tax, administrative, and investment issues and coordinate the delivery of services. Will make recommendations ..
... under the supervision of Assigned Management provides and coordinates legal services ... or as directed by Assigned Management. Builds collaborative partnerships within the ... and with internal clients. Advises..
Digital Marketing Manager The candidate will lead and manage the daily development and maintenance of the firm's website. Access, translate and present Google analytics data for the BD team and firm ..
Asset and Wealth Management Tax Manager Duties: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage ..
A law firm in Rochester is seeking a Litigation Attorney with 3+ years of experience in New York State and/or Federal courts. The ideal candidate will be licensed to practice law ..
Tax Services Senior Manager - International Tax The candidate will be heavily involved at all stages of the project life cycle. Building strategic and trusting relationships with business leaders by thinking ..
Trust Officer The candidate will administer continuing trusts through the review of trust documents establishing scope of trustee responsibilities; monitor cash balances; prepare investment recommendations for committee approval; respond to client ..
Job Title: Intellectual Property Trademark AttorneyJob Location: Rochester, NYJob Overview: A prominent law firm is looking for an experienced Intellectual Property Trademark Attorney to join their team in Rochester, NY. This ..