Senior Trust & Estate Advisor
Atlantic Union Bank
Atlantic Union Bank seeks a Trust Advisor in Virginia Beach to develop, deepen and sustain relationships with investment management clients, trust clients and beneficiaries, coordinating with internal partners and external professionals to meet client needs. This role reports to the Head of Trust and requires a strong background in financial planning, estate planning and regulatory compliance, with 10+ years in financial services; CFP/CTFA/CPA/MBA or law degree preferred. #J-18808-Ljbffr Atlantic Union Bank
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Trust & Estate Advisor in Virginia Beach, VA vacancy
- ...Virginia Beach seeks an experienced banking professional to manage relationships with investment management and trust clients, and to coordinate comprehensive estate planning. You will perform needs assessments and deliver exceptional service while collaborating with...Senior
- Truist is seeking an experienced fiduciary advisor in Virginia Beach. The ideal candidate will have over 7 years in fiduciary roles, providing... ...team, maintaining fiduciary documentation, and advising on estate planning and administration. Applicants must have a relevant...Senior
- The Trust Advisor is responsible for developing, deepening and maintaining relationships with investment management clients, trust clients... ...regulations.Position AccountabilitiesPerform and coordinate client estate planning.Perform detailed estate and trust administration....SuggestedFull timeWork experience placement
$140k - $160k
...from time to time.1. Engage with the Wealth Advisor and Investment Manager as a team to... ...financial planning guidance in the areas of estate planning, estate administration, charitable... ...necessary, providing advice regarding trust and state administration, discretionary actions...SuggestedFull timePart timeShift workDay shift- ...you'll combine planning expertise with holistic guidance across investing, retirement readiness, and education goals—serving as a trusted partner through life's financial decisions with clarity and empathy. You'll start with an existing book of Schwab clients and grow...Senior
- Responsibilities Develop, deepen and maintain relationships with investment management clients and trust clients Perform and coordinate client estate planning Conduct full needs assessments with current and potential customers Maintain long-term client relationships...
- Rigid Tactical seeks experienced professionals to portray high-ranking diplomatic and intelligence officials for NSW exercises. You will maintain persona, exercise decorum, and provide expert input in multi-day training scenarios. Ideal candidates bring deep interagency...Senior
- Core Services Group, Inc. is hiring a Senior Advisor to support a U.S. Navy program. The role focuses on readiness and sustainment to improve operational availability while controlling costs, using data-driven models and AI-enabled analytics for decision support. The advisor...Senior
- Core Services Group, Inc. seeks a Senior Advisor to support a U.S. Navy customer. This role delivers readiness and sustainment analytics across operations, maintenance, engineering, supply chain, and financial management, using data-driven models and AI-enabled approaches...Senior
- The Ascendancy Group is actively seeking 3X Sensitive Activities Planners to support the Department of War's Special Operations Forces. Ideal candidates will possess a current Top-Secret security clearance and over ten years of experience with US Special Operations Command...Senior
- Rigid Tactical is seeking highly qualified Former Ambassadors, Defense Attachés (DATTs), and Chiefs of Station (COS) to serve as Diplomatic Role Players in support of NSW exercises. You will leverage decades of high-level geopolitical expertise to provide realistic, immersive...Senior
- Rigid Tactical is seeking highly qualified Former Ambassadors, Defense Attachés (DATTs), and Chiefs of Station (COS) to serve as Diplomatic Role Players in support of NSW exercises. You will leverage decades of geopolitical expertise to provide realistic, immersive training...Senior
- Hiring an Advisor, Senior to support a U.S. Navy customer. This program provides readiness and sustainment support to improve operational availability and mission effectiveness while controlling cost and optimizing constrained resources. Uses collaborative, data-driven...SeniorTemporary workWork experience placement
- 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
- iO Associates is seeking an experienced Salesforce Revenue Cloud Advanced (RCA) / CPQ Technical Consultant to lead complex QTC implementations for enterprise clients. You will design scalable Revenue Cloud and CPQ solutions, build pricing models, and deliver end-to-end ...Senior
- SouthState Bank, N.A. is seeking an experienced senior commercial lending professional to develop new business in a South State metro market and manage a loan portfolio in Virginia Beach. The role emphasizes sales growth, risk management, and collaboration with treasury...Senior
- 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
$173.08k - $276.47k
...function area(s). A Principal Project Controls serves as technical advisor on complex projects and subject matter expert in their... ...and coordinate the work of project controls staff.RISK FOCUS The Senior Risk Manager provides risk management leadership for major transit...SeniorFull timeContract workFor contractors- Senior Digital Media Advisor page is loaded## Senior Digital Media Advisorremote type: Remotelocations: Virginia Beach, VAtime type: Full timeposted on: Posted Todayjob requisition id: JR-97226**City/State**Virginia Beach, VA**Work Shift**First (Days)**Overview:**# **Senior...SeniorTemporary workRemote workShift work
- ...DoW) Special Operations Forces (SOF). As a Sensitive Activities Advisor, you will support the full spectrum of Sensitive Activities—from... ...founded on and thrives based on relationships, reputation, and trust.We are passionate about everything we do. One hundred percent of...
$213k - $266k
...What Makes This Role DifferentServe as a trusted technical expert supporting clients and project... ...ability to serve as a trusted client advisor, guide project teams in delivering... ...to collaborate with and mentor junior and senior staff in water quality and water treatment...Work at officeWork from home2 days per week- ...configuration management, and lifecycle documentation.· Serve as a senior technical liaison to operational units, joint SOF elements, and... ...founded on and thrives based on relationships, reputation, and trust.We are passionate about everything we do. One hundred percent of...Contract work
- ...Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes...Part timeImmediate start
Charles Schwab
Virginia Beach, VA3 days ago $61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Virginia Beach, VA2 days ago- ...access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many. Qualifications Passion for bettering members' financial lives....Full timeContract workLocal area
Modern Woodmen
Virginia Beach, VA2 days ago - ...investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life's financial decisions... ...Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Ability to adapt and implement change as the...Part timeImmediate start
Charles Schwab
Virginia Beach, VA3 days ago - ...and a focus on innovation, we have established ourselves as a trusted partner in the industry. We are looking for call center representatives... ...employer may terminate employment at any time for any reason. Seniority level ~ Seniority level Entry level Employment type ~...Full timeContract workTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeShift work
MCI
Virginia Beach, VA1 day ago - ...not only in your community, but around the world. In the role of Senior Project Manager, we'll count on you to: Direct and coordinate... ...This shapes our collaborative culture, encourages organizational trust and connects us closer to the clients and communities we serve.Our...SeniorLocal area
- ...not only in your community, but around the world. In the role of Senior Water Resources Engineer, we'll count on you to: Provide project... ...shapes our collaborative culture, encourages organizational trust and connects us closer to the clients and communities we serve.Our...SeniorContract workLocal area
- ...not only in your community, but around the world. In the role of Senior Highway/Roads Engineer, we'll count on you to: Serve in the lead... ...shapes our collaborative culture, encourages organizational trust and connects us closer to the clients and communities we serve.Our...SeniorWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Trust & Estate Advisor. Be the first to apply!
Related searches
- trust advisor Virginia Beach, VA
- care advisor Virginia Beach, VA
- service advisor assistant service manager Virginia Beach, VA
- operations advisor Virginia Beach, VA
- innovation advisor Virginia Beach, VA
- remote advisor Virginia Beach, VA
- college advisor Virginia Beach, VA
- cultural advisor Virginia Beach, VA
- solution advisor Virginia Beach, VA
- advisor Virginia Beach, VA