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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, 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 ..
Trust Officer Duties: Administer various wealth management accounts including Estates, Estate Agencies, Personal Trusts, Conservatorships, Insurance Trusts, Charitable and Donor Advised Trusts, all types of IRAs, Individual Portfolios and Institutional Relationships ..
Iowa City office of a BCG Attorney Search Top Ranked Law Firm seeks a tax attorney with 2 years of experience in state and federal tax law. Experience interpreting and advising ..
Private Client Services Tax Manager - Business Owners The candidate will advise business owner clients on a full spectrum of business and tax opportunities, including succession planning, wealth transfer planning, and ..
Trust Officer The candidate will be responsible for retention and development of existing and new business opportunities, administration and retention of personal trust business and estate administration with the objective of ..
Job OverviewA law firm seeks an attorney with a minimum of three years of experience to join its estate planning practice in Iowa. The role involves estate planning, probate, and trust ..