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for a comprehensive wealth management strategy for individiuals, business... of implementation of wealth management strategies. Should have knowledge... including: Wealth Solutions: discretionary investment management, trust and estate... planning,... financial and wealth planning; Brokerage Solutions: mutual funds, UIT's, variable and fixed...
The candidate will be... fiduciary customers; keeping senior management and other personnel up... to date on pertinent legal and regulatory developments, including legal risks. Serving as legal counsel on and other fiduciary and investment law issues; risk and......