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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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Director Of Planned Giving The candidate expands planned giving through identifying, cultivating, educating, soliciting and stewarding prospects for outright, planned and estate gifts in support of the Greater Commitment Campaign, meeting ..
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 ..
Associate Attorney The candidate will be preparing complex legal documents, assimilating, analyzing, and summarizing client data, and researching and resolving complex tax and planning issues. Should have 3-5 years of experience ..
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 ..
Job Overview: A distinguished law firm in Tulsa, OK, is seeking a compassionate and skilled Associate Attorney with experience in estate planning and probate law. This role involves helping families protect ..
Wealth Transition Services Manager / Senior Manager The candidate will interpret and review various legal documents in relation to estate and business succession planning. Will undertake technical research on estate planning ..
... position is ideal for an attorney with at least 8 years ... experience in advanced estate planning, trust administration, asset protection, and probate ... of all ages.Manage probate and..
A law firm is seeking an Associate Attorney to join their team in Tulsa, OK. The position requires experience in drafting and reviewing legal documents, conducting remote client consultations, and performing ..