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Wealth Management Jobs in Chantilly

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United States
Posted On Aug 24, 26
Full-time 3 views Experience : Min 5 yrs required
Practice Area:
Transportation Corporate - Technology Transactions Corporate - Contract Law Corporate - Compliance Data Privacy - Transactional Employment Law - Management (Compliance & Counseling) Employment Law - Litigation Employer Defense Employment Law - Traditional Labor Law (Unions) Employment Law - Wage and Hour - General Employment Law - Wage and Hour - Defense Corporate - General Employment Law - General
Job Tags:
agreements Commercial Contracts contracts Contractual Obligations Cybersecurity Data Protection finance Government government contracts indemnity Insurance Litigation local government partnerships Privacy public sector renewals Software
Practice Area:
Transportation Corporate - Technology Transactions Corporate - Contract Law Corporate - Compliance Data Privacy - Transactional Employment Law - Management (Compliance & Counseling) Employment Law - Litigation Employer Defense Employment Law - Traditional Labor Law (Unions) Employment Law - Wage and Hour - General Employment Law - Wage and Hour - Defense Corporate - General Employment Law - General
Job Tags:
agreements Commercial Contracts contracts Contractual Obligations Cybersecurity Data Protection finance Government government contracts indemnity Insurance Litigation local government partnerships Privacy public sector renewals Software

Title: Associate General Counsel (Remote) Job Responsibilities: - Serve as a primary legal point of contact for various departments including Finance, HR, Information Security, Operations, Product, Procurement, Sales, Customer Success, and leadership on recurring legal questions. - Provide practical legal analysis...

Posted On Jul 10, 26
Full-time 1 views Experience : 1-3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning family Government Insurance Probate special projects trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning family Government Insurance Probate special projects trusts Wills

Overview The law firm is a rapidly expanding family and estate planning law firm with offices in Virginia, Florida, South Carolina, and Texas. Recognized as one of the 500 fastest-growing law firms in the United States and acknowledged by Super Lawyers,...

Posted On Aug 06, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Case Law Estate Planning health insurance Insurance Partnership title
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Case Law Estate Planning health insurance Insurance Partnership title

Title: Managing Attorney Job Responsibilities: Office Performance: - Oversee the day-to-day operations of the legal team to ensure cases progress efficiently and meet firm benchmarks for timeliness and quality. - Monitor key performance indicators (KPIs) related to case flow, productivity, and client outcomes, and...

Posted On Sep 21, 26
Full-time 18 views Experience : 8-8 yrs required
Job Tags:
banking Corporation Deferred Compensation fiduciary finance FINRA Insurance licensing marketing pension Securities Software wealth management
Job Tags:
banking Corporation Deferred Compensation fiduciary finance FINRA Insurance licensing marketing pension Securities Software wealth management

Job Title: Wealth Advisor III Job Responsibilities: - Serve... and ultra-high net worth wealth clients. - Develop and deepen... the full suite of wealth solutions. - Acquire new clients... by leveraging external networks and the community to provide comprehensive wealth management advice and solutions. -......

Posted On Sep 25, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer

Tax Manager - Private Wealth Duties: The candidate will... lead high-quality reviews of tax research, workpapers, and tax returns across individual, fiduciary, partnership, closely held corporation, estate, and gift engagements. Prepare for and lead client meetings related to compliance and...

Posted On Sep 14, 26
Full-time 7 views Experience : 12-18 yrs required
Job Tags:
asset management banking credit facilities mortgage loans private client shareholders
Job Tags:
asset management banking credit facilities mortgage loans private client shareholders

achieve business development objectives. The key duties include leading the Client Management Process and collaborating across... the enterprise to provide a Branded Client Experience. This involves offering clients access to the full range of Private Bank and the bank's...

Posted On Sep 15, 26
Full-time Experience : Min 2 yrs required
Job Tags:
agreements due diligence M&A Mergers and Acquisitions private equity restructuring Software Taxation
Job Tags:
agreements due diligence M&A Mergers and Acquisitions private equity restructuring Software Taxation

Title: Tax Senior, Transaction Advisory Services (M&A) Job Responsibilities: The Tax Senior, Transaction Advisory Services is a crucial team member responsible for ensuring that engagements are executed in a timely manner and that client expectations are met or exceeded. This role supports...

Posted On Jun 29, 26
Full-time 13 views Experience : Min 3 yrs required
Practice Area:
Probate
Job Tags:
Elder Law Estate Planning estates family fiduciary Financial Institutions Government health insurance Litigation Practice of Law Probate satellite Software Surety Bonds trusts
Practice Area:
Probate
Job Tags:
Elder Law Estate Planning estates family fiduciary Financial Institutions Government health insurance Litigation Practice of Law Probate satellite Software Surety Bonds trusts

Paralegal Law Firm Position Available: Probate Paralegal About the Firm The law firm is a dedicated team with a shared mission to make a meaningful difference in the lives of seniors, individuals with special needs, and families navigating complex estate and fiduciary matters. Practice...

Posted On Sep 22, 26
Full-time
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Ethics Insurance Software
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Ethics Insurance Software

Posting: Legal Assistant (Estate Planning & Administration) Position Type: Full-Time Preferred About the Role We are seeking a reliable, detail-oriented, and client-focused Legal Assistant to join our busy estate planning and attorney office. This is a vital front-line role designed to keep our...

Posted On Jun 29, 26
Full-time 13 views Experience : 2-4 yrs required
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Asset Protection Elder Law Estate Planning estates family fiduciary health insurance Litigation Medicaid Practice of Law Probate satellite trusts
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Asset Protection Elder Law Estate Planning estates family fiduciary health insurance Litigation Medicaid Practice of Law Probate satellite trusts

Title: Associate Elder Law/Estate Planning Attorney Job Responsibilities: The Associate Elder Law/Estate Planning Attorney at the law firm is responsible for designing, drafting, and implementing estate and elder law plans. This includes strategizing and prosecuting ABD Medicaid and VA Aid & Attendance...

Posted On Sep 24, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates family fiduciary health insurance Insurance Probate Software trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates family fiduciary health insurance Insurance Probate Software trusts Wills

& Trusts Attorney About the Job A law firm is seeking a Virginia-licensed Estates and Trusts attorney to join its growing practice group. This opportunity is available to Virginia-based candidates and does not necessitate working in the Annapolis office. There is office...

Posted On Sep 24, 26
Full-time 14 views Experience : Min 15 yrs required
Job Tags:
ADA agreements Equity Compensation FMLA Insurance pension Software
Job Tags:
ADA agreements Equity Compensation FMLA Insurance pension Software

Title: Senior Director, Executive Compensation and Board Advisory Job Responsibilities: As a Senior Director in the Executive Compensation and Board Advisory practice, your primary responsibilities will include selling, leading, and delivering large client engagements while serving as a strategic advisor to clients...

Posted On Sep 07, 26
Full-time 5 views Experience : Min 5 yrs required
Job Tags:
ADA Americans with Disabilities Act criminal Energy equity Insurance LLC Partnership Taxation
Job Tags:
ADA Americans with Disabilities Act criminal Energy equity Insurance LLC Partnership Taxation

and partnering across multiple solution families, such as Corporate, Partnership, International, State & Local, and Wealth & Employer Solutions. You... will address complex and cross-functional tax matters, collaborating with WNTO leadership and staff and working closely with Tax Business L...

Posted On Aug 20, 26
Full-time Experience : Min 10 yrs required
Job Tags:
family finance
Job Tags:
family finance

demonstrating command of a major area of specialization. - Demonstrate deep technical skills and have the above related industry knowledge. - Excel at engagement management and operational excellence. -... Assist clients with meeting their tax and day-to-day compliance needs....

Posted On Aug 20, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
family finance Software
Job Tags:
family finance Software

major area of specialization. - Demonstrate deep technical skills and general industry knowledge. - Excel at engagement management and operational excellence. - Drive... the global tax provision process and coordinate with specialists. - Lead engagement teams and provide technical instruction. - Manage client relationships...

Posted On Aug 20, 26
Full-time Experience : Min 6 yrs required
Job Tags:
directors family finance marketing
Job Tags:
directors family finance marketing

Title: Manager/Director - Accounting Methods Job Responsibilities: - Consult on accounting methods-related issues, including automatic and non-automatic accounting methods changes. This encompasses overall methods, revenue & expense recognition, inventory, capitalization, cost recovery, and accounting periods. - Display solid verbal and written communication skills...

Posted On Sep 21, 26
Full-time Experience : 6-10 yrs required
Job Tags:
family finance
Job Tags:
family finance

Title: Tax Manager or Director Job Responsibilities: - Consult with clients on business processes such as succession and tax planning. - Lead, schedule, supervise, and review tax engagements. - Develop and train team members to help them build inspired careers. -...

Posted On Jun 03, 26
Full-time 7 views Experience : 1-3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
estates fiduciary Financial Institutions Guardianship Insurance LLC Probate Profit Sharing trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
estates fiduciary Financial Institutions Guardianship Insurance LLC Probate Profit Sharing trusts

Title: Estates & Trusts Paralegal / Legal Assistant Job Responsibilities: - Prepare, copy, scan, and mail court filings and service packets; track and maintain proof of service. - Draft and send routine correspondence to clients, heirs, courts, and financial institutions. - Prepare exhibits and...

Posted On Aug 11, 26
Full-time 9 views Experience : 1-7 yrs required
Practice Area:
Elder Law Estate & Tax Planning Trusts and Estates - General
Practice Area:
Elder Law Estate & Tax Planning Trusts and Estates - General

OverviewA law firm seeks an Associate Elder Law and Estate Planning Attorney in Leesburg, VA. This role offers the opportunity to work closely with experienced attorneys, providing mentorship and fostering professional growth in a supportive environment. The position involves designing...

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