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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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VP, Wealth Advisor & Trust Officer Duties: Assists in implementing ... a select clientele, including complex trust and estate matters, investment management and financial ... in an advisory role, developing..
Trust Officer 1 The candidate will ... agreements, terms of legal documents, Trust Policy, state fiduciary statutes, banking ... ILIT, supplemental needs, testamentary; and estate settlement accounts. Responsibilities include, but..
– Seeking an experienced attorney with the ability to assume ... a leadership role on our Trust and Estate team. A successful candidate should ... should have significant experience in..
Estate Planning/Tax Associate The candidate must have ... background in the areas of estate planning, tax planning, and/or estate and trust administration to join our growing ... administration to join..
Estate Planning Of Counsel The candidate ... have substantial experience in general estate planning, estate, and gift tax planning, estate and gift tax return review and preparation, probate ... and..
Burlington office of a BCG Attorney Search Top Ranked Law Firm ... Ranked Law Firm seeks an estate planning/tax associate attorney with 2-5 years of relevant ... background in the..