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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 ..
Director Gift Planning The candidate will develop, lead ... gifts, IRA’s, life insurance, real estate, business interests and other appreciated ... Executive Director, Office of Gift Planning. Proficient and versed..
Legal Secretary The candidate will be supporting two attorneys in two attorney law firm with a varied civil, family law and estate planning practice. Litigation experience, knowledge of WordPerfect and Outlook ..
... legal documents in relation to estate and business succession planning. Will undertake technical research on ... Will undertake technical research on estate planning and compliance matters for internal .....
Burlingame office of a BCG Attorney Search Top Ranked Law Firm ... seeks trust and estates associate attorney with 3+ years of experience ... years of experience including complex estate,..
Estate Planning, Trust and Probate Litigation Attorney Candidate will be drafting estate plans, probate documents, trust administration documents, and supporting litigation matters. Experience with court appearances is a plus...
... Inc., is looking for an Attorney with a focus in the ... focus in the area of estate administration, estate planning, and business succession planning. The candidate will have..
... seeks a Trust and Estates Attorney with 5 or more years ... 5 or more years of estate planning experience to join its Tax ... to design and implement..
Estate Planning Legal Executive Assistant The candidate ... the drafting and implementation of trusts, estate plans, and related documents. Should ... Must have experience supporting a Trusts and Estate Planning..
... is seeking a Tax and Estate Planning Associate Attorney with 1 to 6 years ... for a detail-oriented and client-focused attorney who has a strong interest ... has a..
... law firm seeks a Senior Estate Planning Attorney to join their remote team ... meaningful legal work, focusing on estate planning and probate services, particularly for ... to administration..
Estate Planning Attorney The candidate will Working with ... clients to design and implement estate plans ranging from simple to ... Experience: 5+ years’ experience in estate planning, trust administration..
... law firm seeks a talented Estate Planning Attorney licensed in California to join ... The ideal candidate will manage estate plan preparation, provide strategic advice, ... with clients to..
Associate Attorney The candidate will join planning and administration group. Should preferably ... have prior exposure to drafting, estate planning, and estate and trust administration. Should have ... a working..