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Wealth Management Jobs in Virginia

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United States
Posted On Sep 03, 26
Part-time 2 views Experience : 1-3 yrs required
Practice Area:
Native American Law Litigation - Commercial Workers\' Compensation Law - General Estate & Tax Planning Trusts and Estates - General Intellectual Property - General Intellectual Property - Patent General Tax - Private Client Services Tax - General
Job Tags:
civil litigation commercial litigation contracts Criminal Defense depositions document review Environmental Law Estate Planning Litigation Patent Personal Injury Law pleadings Software
Practice Area:
Native American Law Litigation - Commercial Workers\' Compensation Law - General Estate & Tax Planning Trusts and Estates - General Intellectual Property - General Intellectual Property - Patent General Tax - Private Client Services Tax - General
Job Tags:
civil litigation commercial litigation contracts Criminal Defense depositions document review Environmental Law Estate Planning Litigation Patent Personal Injury Law pleadings Software

legal documents using document management systems such as iManage... and Westlaw, ensuring accuracy in filing, data entry, and document review processes. - Conduct legal research utilizing LexisNexis, Westlaw, and other research tools to support case development in various legal areas including...

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Posted On Sep 04, 26
Full-time 2 views Experience : Min 2 yrs required
Practice Area:
Criminal Law - Defense Adoption Law Divorce Law Family Law - General Estate & Tax Planning Trusts and Estates - General
Job Tags:
Criminal Defense depositions Estate Planning Family Law Software
Practice Area:
Criminal Law - Defense Adoption Law Divorce Law Family Law - General Estate & Tax Planning Trusts and Estates - General
Job Tags:
Criminal Defense depositions Estate Planning Family Law Software

range of practice areas, including family law, estate planning, criminal defense, and more. As a Legal Secretary, you will be the backbone of our legal operations, ensuring seamless case management, efficient document handling, and... clear communication with clients. Your ener...

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Posted On Sep 02, 26
Full-time Experience : Min 8 yrs required
Job Tags:
Ethics family finance H-1B Profit Sharing regulatory compliance wealth management
Job Tags:
Ethics family finance H-1B Profit Sharing regulatory compliance wealth management

impact. - Managing tax compliance and structuring for financial services clients in asset and wealth management. - Analyzing and addressing... operational tax risks and implications of investing across jurisdictions. - Drafting and reviewing tax documents to validate accuracy and compliance with regulations. - Facilitating...

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Posted On Aug 24, 26
Full-time 2 views Experience : 1-3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Probate Software special projects
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Probate Software special projects

Title: Circuit Court and Circuit Court Clerk’s Office Assistant Job Responsibilities: The primary responsibilities of this position involve assisting with the operation of the Circuit Court and the Circuit Court Clerk’s Office, specifically within the Probate/Estate Division. The role requires maintaining confidentiality...

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Posted On Aug 24, 26
Full-time 2 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 2 views Experience : Max 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Paternity Profit Sharing Software Transportation
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Paternity Profit Sharing Software Transportation

Title: Associate Attorney Job Responsibilities: - Lead workshops and speaking events to educate potential clients on estate and financial planning options. - Meet with clients in consultations to gather necessary information and assist them in taking action. - Design and review personalized estate plans...

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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....

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Posted On Aug 20, 26
Full-time 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...

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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...

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Posted On Aug 18, 26
Full-time 3 views Experience : 6-6 yrs required
Job Tags:
Corporation Deferred Compensation employee benefits Estate Planning Insurance pension Retirement Planning Software stock options Taxation wealth management
Job Tags:
Corporation Deferred Compensation employee benefits Estate Planning Insurance pension Retirement Planning Software stock options Taxation wealth management

Advice and Financial Planning Wealth Management Analyst Job Responsibilities: - Support... the Wealth relationship team in delivering... advanced planning advice to High and Ultra-High Net Worth clients and prospects. - Engage in activities to enhance the overall planning group, including contributing to the...

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Posted On Aug 13, 26
Full-time 1 views Experience : 2-5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning family Government Insurance Probate special projects trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning family Government Insurance Probate special projects trusts Wills

Title: Estate Planning Paralegal Job Responsibilities: - Prepare and assemble estate planning documents, including wills, trusts, powers of attorney, advance healthcare directives, and related documents. - Assist with probate and trust administration matters, including gathering information, preparing court filings, and coordinating required documentation. -...

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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 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 21, 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...

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Posted On Sep 07, 26
Full-time 4 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...

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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 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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