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Adjunct Faculty - Online The candidate will build out the online course: Asset Management. Analyze hypothetical cases and existing law to determine the best asset management techniques and analyze legal and ..
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Part-time Instructor, Certified Financial Planning The candidate will be responsible ... follow-up as requested. Run class time schedule in accordance with course ... requirements as dictated including attendance, time schedule,..
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 ..
... advisors on primarily complex domestic estate and tax planning, trust structuring, and estate and trust administration, including working ... has been contemplated as full time, but part time applicants..
Senior Director, Gift Planning The candidate will be responsible ... all aspects of the gift planning program, including marketing seminars, luncheons, ... involving planned gifts, including litigation, estate administration, employment..
Junior or Mid-level Private Client Associate The candidate will be to work alongside partners and senior associates in advising high net worth individuals and their advisors on primarily complex domestic estate ..