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Development Director - Gift Planning The candidate will be managing and growing the University's deferred giving program. Will serve as a mentor and resource to front line fundraisers in cultivating and ..
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 ..
Wealth Client Administrator III The candidate ... of existing clients by providing Wealth Management solutions to individuals, business owners ... Recommend ideas, suggestions and alternative Wealth solutions by utilizing a..
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 OverviewA law firm seeks a senior-level Trusts and Estates attorney with over seven years of experience to join their practice in New Jersey or Pennsylvania. This role involves more than ..
Management Associate: Wealth Advisory Duties: Independently handle certain ... knowledge of all aspects of Wealth Advisory functions, policies, procedures and ... supporting systems (Global Plus, Salesforce, Wealth View). Develop a..
Trust Administration Officer I Duties: Responsible for administering personal trust accounts such as testamentary/intervivos trusts, foundations and agency accounts in accordance with terms specified in the trust instrument. Under general guidance ..
... Assistant General Counsel - US Wealth Management, Insurance The candidate will be ... a member of the US Wealth Management Legal team that is responsible ... life insurance, as..
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 ..