... Skills/Requirements Bachelor's degree in Business, Finance, Accounting or Law. Series 7 ... as a financial planning subject matter expert, on the firm's full suite of financial planning tools ...

... planning law firms, to bring estate planning strategies to implementation Leverage the firm's full ... collaboration with internal/external stakeholders, that enable the firm's evolution to deliver ongoing financial ...

... : Bachelor's degree in Business, Finance, Accounting or Law required Advanced degree preferred ... internal/external stakeholders, that enable the firm's evolution to deliver ongoing financial planning and ...

... :** Bachelor's degree in business, Finance, Accounting or Law. Series 7, 66, and 24 required. Minimum ... team performance (feedback, training & coaching) in support of department and firm objectives. Held ...