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... Director on the Gift and Estate Planning team providing guidance to donors, ... 4 M-6M+ /year. Serve as part of an expansion of the ... expansion of the Gift..
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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,..
Part-time Instructor, Certified Financial Planning The candidate will serve as ... the CFP© exam the first time and to become better financial ... follow-up as requested. Runs class time schedule..
... seeks a skilled and compassionate attorney to handle a wide range ... of marital property, including real estate and financial assetsHandle sensitive legal ... (opportunity to work from home..
... OverviewA law firm seeks a full-time Associate Attorney to join its office in ... work in business law, real estate, estate planning, and probate.DutiesHandle civil litigation matters ... preparation.Draft..
... use knowledge of investments, financial planning, credit and banking to both ... new client acquisition. Will be part of a local team and ... asset allocation, investment management, wealth..
... the following areas: Individual tax planning and compliance, Entity tax planning and compliance, Trust / Estate / Gift tax planning and compliance. Plan and execute ... and execute tax..
Private Client Services Tax Manager The candidate will be part of Private Client Services practice team focused on Individual/Personal, Partnership, Trust & Estate/Gift, and Corporate Taxation. Will mainly service high ..
Director Of Estate And Gift Planning The candidate will be responsible ... gifts both personally or as part of a team, including facilitating ... in educational workshops on gift planning..
Attorney - Associate in Estate Planning and Probate The candidate will ... candidate will represent clients in Estate Planning, Probate, Guardianship and related legal ... phone support, Managing their own..
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 ..
... seeks an experienced Senior Associate Attorney for its Austin, TX office. ... role is suited for an attorney with 5+ years of litigation ... association law, insurance defense, real..
Licensed Attorney Part-Time The candidate will be helping ... law, criminal law, consumer law, estate planning, and contract law. Should have .....
Part-Time Attorney The candidate will represent clients ... advise clients. Prepare and draft estate planning documents on behalf of clients. .....