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Director of Planned Giving Duties: Primary responsibility for the development and management of an expanded, comprehensive gift planning program. Specific responsibilities include, (1) developing and documenting a comprehensive understanding of institutional ..
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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 ..
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 ..
... OverviewA law firm seeks an Estate Planning Attorney in Syracuse, NY. This role ... secure their family's well-being. The attorney will be a strategic counselor, ... lasting legacies.DutiesDesign and..
... seeks a Trusts and Estates Attorney in Syracuse, New York. This ... an excellent opportunity for an attorney to advance their career within ... of law.DutiesDraft basic and sophisticated..
... handling transactional work, and managing estate and trust administration matters.DutiesDraft wills, trusts, and ... wills, trusts, and shareholder agreements.Quantify tax impacts of estate and business succession plans.Structure and .....