Senior Trust Advisor - Wealth & Estate Planning
Atlantic Union Bank
Atlantic Union Bank is seeking a Trust Advisor in Virginia Beach, VA to build and manage relationships with investment management clients, trust clients and beneficiaries. You will coordinate estate planning, provide ongoing counsel, and collaborate with investment, tax and legal professionals to meet client goals. The role emphasizes compliance with bank policies and applicable regulations, with potential sales responsibilities tied to book of business. #J-18808-Ljbffr Atlantic Union Bank
- ...the broader client facing wealth team to expand existing relationships... ...Engage with the Wealth Advisor and Investment Manager as... .... Provide financial planning guidance in the areas of estate planning, estate... ...providing advice regarding trust and state administration,...SuggestedFull timePart timeShift workDay shift
- The Trust Advisor is responsible for developing, deepening and maintaining relationships with investment management clients, trust clients... .... Position Accountabilities Perform and coordinate client estate planning. Perform detailed estate and trust administration....SuggestedWork experience placement
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique... ...their goals through financial planning. On your path to becoming a... ...& Advisory Services · Trust Services · Retirement Solutions... ...SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment...SuggestedFull timeContract workFor contractorsWork at office$50 - $60 per hour
...strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you want to work on and when...SeniorHourly payContract workFor contractorsWork experience placementRemote work$50k
...branch-team business model. One financial advisor and one branch office administrator... ..., priorities, and concerns to accelerate trust and create personalized, comprehensive strategies... ...monitor, and adjust the branch business plan to increase branch effectiveness and...SuggestedWork at officeWork from homeHome officeFlexible hours- ...units, developing SOPs and communication plans, and assessing emerging capabilities.... ...lifecycle documentation. • Serve as a senior technical liaison to operational units, joint... ...based on relationships, reputation, and trust. We are passionate about everything we...Full timeContract work
$130.82k - $196.6k
Core Services Group, Inc. is hiring a Senior Advisor to support a U.S. Navy customer in Norfolk, Virginia. The role involves providing operational guidance and enhancing business methodologies within program/project management. Candidates must have a Bachelor's degree...SeniorContract work- ...with a focus on integration within SOF operations. Your role includes advising commands at all echelons and documenting operational plans through various military decision-making processes. This critical position requires excellent communication skills and a deep understanding...Senior
$122.5k - $202.9k
...Senior Tax Manager Ranked among the largest accounting and consulting... ...issues, and recognize tax planning opportunities. Candidates... ...industries such as manufacturing, real estate and construction, professional... ...clients with estate, gift and trust tax planning and compliance...SeniorWork at office2 days per week3 days per week- ...a long‑term strategy and transformation plan known as Block Next. This multi‑year roadmap... ...grow stronger every year. About Block Advisors Joining Block Advisors as a Tax Advisor means... ...a Connected Culture — one in which trust, care, and connections are how we work together...Immediate start
- BCG Attorney Search is looking for a Corporate Trust Finance Associate to join their Finance & Banking Practice Group in Virginia Beach, VA. This position offers a chance to work in a dynamic and collaborative environment. The ideal candidate will have one to five years...
- The Ascendancy Group LTD is seeking a Communications Specialist in Virginia Beach to provide operational communications support and advanced military IT expertise. The role involves leading complex communications initiatives and ensuring compliance with DoD cybersecurity...Senior
- The Ascendancy Group is looking for a Communications Specialist in Virginia Beach to support Special Operations Forces. The role requires extensive experience in military communications, systems integration, and cybersecurity compliance. The ideal candidate will lead complex...SeniorContract work
- ...WHLR is looking for an experienced Senior Property Manager to lead day-to-day operations... ...properties. Including budgeting, capital planning, vendor management, tenant relations, and... ...management experience ~ Active Real Estate Salesperson License (or greater) preferred...SeniorFull timeWork at office
- ...IDR) financial management, and the Company’s Financial Planning & Analysis (FP&A) process. The Senior Finance Manager partners closely with Finance... ...advances performance, and clinical expertise that builds trust to create a more efficient path to quality care. With...SeniorFull timeWork at office
- The Lane Construction Corporation, located in Virginia Beach, is seeking a skilled engineer to oversee project performance, ensuring adherence to budget and schedules. The role focuses on management, risk mitigation, and safety compliance across civil infrastructure projects...Senior
- ...Operations Forces (SOF). As a Sensitive Activities Advisor, you will support the full spectrum of Sensitive Activities—from planning through execution—including Special Programs,... ...based on relationships, reputation, and trust. We are passionate about everything we...
- ...Senior Vice President, Corporate Development About the Company Executive leading acquisitions and post-close integration aligned... ...nurturing potential opportunities, executing transactions, and planning for post-close integration. A key aspect of the role is to...Senior
- Anywhere Real Estate is seeking a Senior Title Examiner in Virginia Beach with at least 5 years of Texas title examination experience. The successful candidate will conduct thorough title searches and prepare commitments, while also mentoring junior examiners. This role...Senior
$80k - $150k
...and 65 licenses with experience in investments, annuities, or wealth advisory services. This is an in-office position; you must be able... .... Responsibilities Consult customers with financial planning and investment options. Assist customers with portfolio management...Work at officeWork from homeFlexible hours- ...Participants will gain real-world experience in building a financial planning practice while receiving mentorship and the opportunity to... ...and learning incentives are offered. Ideal candidates are juniors or seniors who are highly involved on campus. #J-18808-Ljbffr...InternshipFlexible hours
$88.9k - $128.4k
...processes and controls, strategic policy design and international tax planning, intangibles migration, royalty rate calculations, and cost... ...belonging including uncompromising integrity, collaboration, trust, and mutual respect The opportunity to innovate and do work...SeniorWork experience placementWork at officeLocal area- ...dynamic team and industry focused curriculum. The Career Services Advisor works closely with ECPI University’s recent graduates, alumni,... ...career opportunities. Career Services Advisors provide career planning assistance to students and graduates to include training on...Work at office
- ...Position Description & Qualifications Serco is seeking a Senior Principal Integration Analyst to join our Suffolk, VA team in support... ..., C2 processes at the operational and strategic levels, joint planning processes and systems, and the integration of multinational and...SeniorFull timeContract workPart timeLocal areaImmediate startWorldwideFlexible hours
$1,000 per month
...framework for building an integrated financial planning practice from the ground up. Our college... ...a full-time Financial Representative or Advisor role upon graduation. Qualifications... ...? Full-time student; juniors and seniors preferred Entrepreneurial ambitions...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...A leading engineering firm is seeking a Water/Wastewater Sr. Project Manager to lead the planning and design of wastewater infrastructure projects. The successful candidate will manage teams, oversee project scopes and budgets, and foster client relationships. This role...Senior
- CHOICE FINANCIAL GROUP LLC is seeking a Senior Client Advisor to join our Health & Benefits team in Virginia Beach, VA. This role involves managing a portfolio of employee benefits clients, providing strategic guidance and exceptional service. Candidates should have over...Senior
- Vanasse Hangen Brustlin Inc. is seeking a Transportation Planning Project Manager to join the Virginia Transportation Systems team. The ideal candidate will have over 11 years of experience, managing multimodal transportation projects and leading teams to enhance community...Senior
- A defense contracting company is seeking a Senior Mechanic in Virginia Beach, VA to provide expert troubleshooting and repair services... ...and mentorship of mechanics, advanced repairs, and maintenance planning. Candidates must have a minimum of 6 years of experience, ASE...Senior
- H&R Block is seeking a Senior Tax Strategist - Small Business and Tax in Virginia Beach, VA. In this role, you will analyze financial information, prepare tax statements, and act as a business advisor to maximize client engagement. You will also manage a tax team and oversee...Senior
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