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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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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 ..
Commercial Real Estate Paralegal The candidate will be ... Draft, analyze and review real estate documents, including deeds, deeds of ... documents, including deeds, deeds of trust, settlement statements, UCC’s,..
Center Trust Advisor Duties: Understands and is ... is conversant with financial and estate planning strategies and is able ... to define and meet clients’ tax, financial, estate planning, and..
Job Title: Estate Planning Attorney Job Location: Richmond, VAJob Overview: ... legal services, seeks an experienced Estate Planning Attorney to join its team. This ... legal counsel and advice in..
... seeking a highly motivated Associate Attorney with 2 or more years ... more years of experience in estate planning, estate administration, and trust administration. This position offers an .....
Attorney The candidate's responsibilities include: Contract Negotiations and Preparations; Dispute Resolution; Safety, Environmental and Regulatory Compliance; Procurement and Compliance. Should have experience practicing in the field of Trusts and Estates. 3-5 ..
Junior Private Wealth Services Associate The candidates should have 1 – 2 years law firm experience in estate administration, sophisticated estate planning, fiduciary dispute matters, as well as business and income ..
Associate General Counsel The candidate will be negotiating, structuring, and drafting customer contracts and leases, as well as various other transactional matters and agreements as needed. Will be assisting with a ..
Mid-Level Private Wealth Services Associate Candidate should have 2 – 5 years law firm experience in estate administration, sophisticated estate planning, fiduciary dispute matters, as well as business and income tax ..
Senior Estate Advisory Specialist - Lead Fiduciary ... will review and implement complex estate planning documents, identify problems and ... plans of distribution, review fiduciary tax returns, deliver outstanding client..
... a Counsel to join its Tax & Employee Benefits Department in ... law, assisting clients with wealth, tax, and fiduciary matters, and advising ... fiduciary matters, and advising on..