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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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Part-time Instructor, Certified Financial Planning The candidate will serve as ... 5+ Years' experience in financial planning, specifically client facing. Must be ... for CFP© education course in tax or..
Attorney The candiadate should have 2+ years of experience to handle corporate, business and tax matters, estate planning and probate/trust administration. Existing business or clients is desirable but not required...
... OverviewA law firm seeks an Estate Planning and Tax Associate Attorney in Cincinnati, OH. This role ... review wills, trusts, powers of attorney, and other estate documents.Handle all probate..
... delivering business succession, transactional advisory, estate, and financial plans to high ... (Financial, Private CPA, JD Practice) planning experience. Juris Doctorate, CPA & ... strongly preferred. Comprehensive knowledge on..
... their families, anticipating clients’ wealth planning and Private Bank service needs ... interpret, communicate an facilitate complex estate planning matters as part of the ... regard to fiduciary matters..
... seeks a Trust and Estates Attorney in Cincinnati. The firm specializes ... The firm specializes in sophisticated estate planning and offers opportunities to work ... on complex matters, including..
... experience and knowledge in Probate, Estate Planning and/or Real Estate. Must be proficient in the ... helpful to have experience in attorney billing and tax...
VP Charitable Estate & Gifts Planning Duties: Reporting to the President ... Mercy Health Foundation, lead gift planning resource for the Bon Secours ... Health Foundation responsible for designing, planning,..