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Tax - Manager - Trust and Estates The candidate will ... high level personal financial, income tax and estate/trust planning services. Will review trust, estate and foundation tax returns. Research..
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Program Director, Gift Planning Duties: Work closely with benefactors, other development officers, faculty, staff, and key volunteers to explore creative, tax-efficient ways for donors to support the university while accomplishing various ..
Program Director, Gift Planning Duties: Work with benefactors, other development officers, faculty, staff, and key volunteers to explore creative, tax-efficient ways for donors to support the university while accomplishing various financial ..
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 ..
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 ..
Chief Financial Planning Officer The candidate will hire and manage key financial planners to cover various markets. Manage goals-based planning approach for all client-facing advisors in the Wealth Group. Financial Planning ..