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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..
Instructor, 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 to ..
... and maintain administration file. Update Estate Planning Data Form for client's review ... deadlines. Review and summarize existing estate planning documents and asset listings. Maintain ... distribution), trust agreements,..
Tax Associate - Fall 2021 Candidate’s ... Candidate’s responsibilities will consist of tax consulting and tax return preparation duties, including tax research, tax planning, and the preparation of supporting .....