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Wealth Management Jobs in Herndon

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United States
Posted On Jul 10, 26
Full-time 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,...

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Posted On Aug 06, 26
Full-time 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...

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Posted On Jul 09, 26
Full-time 7 views Experience : Min 6 yrs required
Job Tags:
criminal family growth equity Insurance Investment Banking Privacy private equity Profit Sharing social security stage
Job Tags:
criminal family growth equity Insurance Investment Banking Privacy private equity Profit Sharing social security stage

Title: Assistant Director of HK Deal Flow Job Responsibilities: - Lead the sourcing of investment opportunities for clients, prospective clients, and affiliates of the law firm. - Cultivate relationships with capital providers, including private equity, growth equity, debt funds, independent sponsors, and early-stage...

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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...

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Posted On Aug 17, 26
Full-time Experience : 4-8 yrs required
Practice Area:
Corporate - Contract Law Corporate - General
Job Tags:
agreements Americans with Disabilities Act criminal directors entertainment family fiduciary finance Insurance Litigation Misdemeanor personal injury Privacy television title wealth management
Practice Area:
Corporate - Contract Law Corporate - General
Job Tags:
agreements Americans with Disabilities Act criminal directors entertainment family fiduciary finance Insurance Litigation Misdemeanor personal injury Privacy television title wealth management

Job Title: Business Management Paralegal Job Responsibilities: - Support the... ongoing administration of business management agreements and related documentation. -... Assist in the preparation, review, and coordination of business management agreements by drafting and... updating templates, incorporating deal-specific terms and revi...

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Posted On Aug 18, 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. -......

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Posted On Sep 11, 26
Full-time 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...

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Posted On Aug 27, 26
Full-time 4 views Experience : Min 8 yrs required
Job Tags:
agreements international business marketing Software
Job Tags:
agreements international business marketing Software

Title: Global Employer Services-Expatriate Tax Senior Manager Job Responsibilities: - Advise clients on international assignment structuring and present researched conclusions and recommendations for alternative courses of action. - Identify methods for complying with tax obligations and review and sign expatriate US...

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Posted On Aug 27, 26
Full-time 3 views Experience : Min 7 yrs required
Job Tags:
due diligence finance M&A private equity restructuring Software special projects Taxation
Job Tags:
due diligence finance M&A private equity restructuring Software special projects Taxation

team member responsible for ensuring that engagements are executed timely and client expectations are met or exceeded. This role supports the overall delivery of the national TAS strategy, with services including deal structuring, due diligence, post-deal integration, tax attribute management,...

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Posted On Aug 27, 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...

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Posted On Aug 31, 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...

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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...

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Posted On Jun 23, 26
Full-time 7 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
civil litigation Criminal Defense Estate Planning Litigation personal injury pleadings Real Estate Law Software trials
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
civil litigation Criminal Defense Estate Planning Litigation personal injury pleadings Real Estate Law Software trials

support, client communication, case management, intake support, litigation support,... and general legal operations. As the firm grows, the role is expected to evolve based on the strengths and interests of the individual hired, potentially leading to an increasingly advanced paralegal...

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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...

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Posted On Aug 19, 26
Full-time 10 views Experience : 2-3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
company policies Estate and Trust Estate Planning estates family fiduciary finance Financial Institutions health insurance Insurance Probate Profit Sharing Software trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
company policies Estate and Trust Estate Planning estates family fiduciary finance Financial Institutions health insurance Insurance Probate Profit Sharing Software trusts wealth management Wills

Title: Paralegal (Estate Planning) Job Responsibilities: The Paralegal in Estate Planning is responsible for providing essential support to attorneys within the Trusts & Estates Practice Group. The role involves assisting with estate planning, trust and estate administration, and probate matters. Key duties...

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Posted On Aug 19, 26
Full-time Experience : 7-7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
company policies Estate Planning estates family finance Financial Institutions health insurance Insurance Profit Sharing Software trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
company policies Estate Planning estates family finance Financial Institutions health insurance Insurance Profit Sharing Software trusts wealth management Wills

Trusts & Estates Practice Group. Key responsibilities include: - Managing all aspects of estate planning matter management, including workflow and deadlines. -... Coordinating the preparation of estate planning documents such as wills, trusts, powers of attorney, and advance directives. - Ensuring quality con...

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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...

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Posted On Aug 04, 26
Full-time 87 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Estate Planning estates Family Law Financial Institutions Government Insurance marketing Media Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Estate Planning estates Family Law Financial Institutions Government Insurance marketing Media Probate trusts Wills

Firm Seeking Experienced Trusts & Estates Attorney Join our growing family law firm, **Members Only,**, as a Trusts & Estates attorney and take your career to new heights. We are a highly regarded firm with offices in Bethesda, MD and...

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Posted On Jul 29, 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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