Philanthropic Solutions Advisor advises individuals, families and institutions to achieve their charitable mission. The PS Advisor...’s qualifications and relevant experience. JD and/or CPA is highly preferred Position Type Full time Compensation Details Pay...
A minimum of ten years of experience as an accountant, attorney or wealth professional Bachelor's Degree required; CPA and/or JD highly... around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning...