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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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... prospects for outright, planned and estate gifts in support of the ... and federal taxes, gift and estate giving methods and the legal ... and executed. Builds relationships with..
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 ..
Associate Attorney The candidate will be preparing complex legal documents, assimilating, analyzing, and summarizing client data, and researching and resolving complex tax and planning issues. Should have 3-5 years of experience ..
A law firm is seeking an Associate Attorney to join their team in Tulsa, OK. The position requires experience in drafting and reviewing legal documents, conducting remote client consultations, and performing ..
... firm is seeking an experienced Estate Planning Partner to join its ... position is ideal for an attorney with at least 8 years ... years of experience in advanced..
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 ..
... a compassionate and skilled Associate Attorney with experience in estate planning and probate law. This role involves helping ... counsel to clients on comprehensive estate planning strategies.Draft wills, trusts,..