Wealth Advisor Duties: Serve as primary resource for clients with complex needs around financial planning, investments, insurance, tax management, executive compensation, retirement analysis, estate planning, philanthropy and business succession planning. Think both strategically and tactically, identify solutions appropriate for each...
- EPL, Private D&O, Fiduciary The candidate works with... insureds, attorneys and brokers regarding the handling and/or disposition of mid to high severity claims. Investigates claims, coordinates discovery, and teams with defense counsel on litigation strategy. Utilizes claims policies and...
the registered investment adviser (RIA) and related financial services entities of the company. Key responsibilities include: - Drafting, reviewing, and maintaining advisory client agreements, disclosures, and regulatory documents for RIA services. - Providing legal counsel on the Advisers Act, including fiduciary dut...
Responsibilities: - Administers and provides fiduciary advice and oversight for... Manages a portfolio of accounts with varying complexity and asset sizes. - Understands and interprets financial and estate planning strategies, as well as legal and fiduciary documents, to deliver fiduciary... advice direct...
Financial Institutions E&O, EPL, Fiduciary, and Crime/Fidelity claims. - Handle... claims in accordance with Claim Handling Best Practices in all phases, including initial contact, investigation, evaluation for coverage and reserving for exposure, and resolution and documentation. - Provide excellent customer service in...