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Private Equity and Real Estate. Should have 6+ years... of work experience; Private Banking or Financial Services industry preferred. Bachelor’s degree required; MBA, JD, CFA, or CFP preferred. Series 7 & 63 licenses required; unlicensed candidates considered but required to...
Estate Advisor-Private Wealth Management
Duties:... Premier Banking clients. Handles estate relationships, usually consisting of... implementing the most sophisticated estate planning techniques in difficult... and dynamic family relationships. May involve multiple... gifting strategies for multi-generational family situations or split marriage... arrangements....
Temporary Attorney, Fair Housing
The candidate... to owner-occupants of single family units with mortgage loans... in default or in danger of default. Other duties include: interviewing clients, including home visits when appropriate and giving legal advice; conducting legal research and...