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Associate Director of Planned Giving The candidate will interact directly with donors to address all aspects of the personal, financial, legal and tax consequences of charitable giving, especially life income gifts ..
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 ..
Associate Director - Planned Giving The candidate will interact directly with donors to address all aspects of the personal, financial, legal and tax consequences of charitable giving, especially life income gifts ..
Private Wealth Management Trust Support Administrator The candidate oversees ... Individual Retirement Accounts (IRA), custody, trust, and estate, ensuring account administration ... ensuring account administration follows the fiduciary program and..
Trust Officer The candidate will administer ... Officer The candidate will administer fiduciary trust accounts and agency investment accounts. ... and agency investment accounts. Provide trust and estate planning solutions..
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 ..
A law firm in Nashville is seeking a Tax Associate Attorney or Of Counsel to join its team. The ideal candidate will play a pivotal role in building the existing tax ..
Attorney The candidate will be responsible for the management of a personal case load of firm’sarbitrations, infringements and estate dispute files. Duties: Infringement file management includes the oversight of federal lawsuits ..
Trusts, Estates, Fiduciaries, and Family Business (TEFF) Associate The candidates should be associates to mid-level shareholders with experience in estate planning, estate and trust administration, and business succession planning (sales and ..
Center Trust Advisor Duties: Understands and is ... understand and interpret legal and fiduciary documents. Uses this expertise to ... this expertise to help deliver fiduciary advice directly to clients..