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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 ..
Part-time Instructor, Certified Financial Planning The candidate will serve as subject matter experts and student advocates while delivering exceptional classroom experiences to students. Provides the instructor with excellent educational content; the ..
... clientele, including complex trust and estate matters, investment management and financial ... in an advisory role, developing estate, tax, financial planning and philanthropic programs ... review trust documents, assists..
Trust Officer 1 The candidate will be responsible for : Servicing and administering assigned accounts in a fiduciary capacity in accordance with account agreements, terms of legal documents, Trust Policy, state ..
General Counsel Responsibilities: Serve as in-house legal counsel to the Company, providing legal advice and counsel to the President/Chief Executive Officer, other Company management and the Board of Directors on all ..