Asset Management Legal Counsel Jobs in Vermont

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 ..

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 ..

VP, Wealth Advisor & Trust Officer Duties: Assists in implementing and delivering a full range of services to a select clientele, including complex trust and estate matters, investment management and financial ..

... with account agreements, terms of legal documents, Trust Policy, state fiduciary ... with stated account agreements and/or legal documents to ensure fiduciary duties ... instructions/changes, as needed, to Trust..

... with account agreements, terms of legal documents, Trust Policy, state fiduciary ... with stated account agreements and/or legal documents to ensure fiduciary duties ... instructions/changes, as needed, to Trust..