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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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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 ..
Spring Internship The intern will provide support to Associate Public Guardians who: Investigate the financial, psychological, family and social histories of wards. Will plan and arrange for services and housing for ..
Paralegal/Legal Assistant The candidate will assist attorneys with transactional and court work. Draft and file legal documents including transactional documents such as business formation and real estate documents, trusts and routine ..
Vice President, Trust Officer The candidate will manage ... and facilitate the delivery of trust services for both normal and ... team members as necessary. Promote trust services and establish..
Corporate/Transactional Attorney The candidate will do formation and maintenance of corporations, limited liability companies, general and limited partnerships, and limited liability partnerships. Corporate maintenance, reorganization, recapitalizations, restructuring, reporting and governance matters. ..
Private Wealth Associate The candidate should have 2 years of experience. Will have experience in sophisticated estate planning for high net worth individuals, including designing and drafting estate planning documents, trust ..