Estate Planning Jobs in Virginia
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Search Results - Estate Planning Jobs in Virginia
United Placement Group-Virginia Beach
looking to expand your solo practice or embark on a new venture, this opportunity is designed for attorneys who are passionate about estate planning, business formation, and asset protection.
We provide a steady flow of well-qualified clients...
resume-library.com -
Legacy Law Centers-Leesburg (VA)
Company Description
Legacy Law Centers® is one of Loudoun County’s premier estate planning firms, providing guidance on preserving wealth, transferring assets, and protecting estates. The firm assists clients in drafting legal documents...
mindmatch.ai -
United Placement Group-Virginia Beach
Must be licensed in the states you are applying for
Expand Your Practice While Helping Clients Protect Their Legacies
Are you an experienced estate planning attorney looking to expand your practice without the headaches of client acquisition...
workable.com -
CBOHN-Tysons Corner
The firm is seeking an estate planning and administration associate to join the firm's growing Estates and Trusts Practice Group. Successful candidates will have at least seven (7) years of experience in estate planning and estate/trust...
resume-library.com -
Keel Point-Tysons Corner
This pivotal role involves providing expert technical support to our Family Wealth Directors and Client Service Teams, advising our ultra-high net worth clients on complex tax and estate planning matters. The Family Office Counsel will also supervise a team...
mindmatch.ai -
ASM Tech Solutions LLC-Richmond
Key Responsibilities:
Handle initial client meetings, draft estate planning documents, and complete engagements.
Work with a team and be capable of self-direction.
Focus on detail and demonstrate excellent research, writing, and verbal communication...
resume-library.com -
First Financial Group-Virginia Beach
advice and guide clients in making informed decisions.
• Offer strategies for tax planning, retirement planning, and estate planning.
• Continuously monitor clients portfolios and make necessary updates.
• Keep abreast of market trends, policies...
mindmatch.ai -
Build My Great Team-Leesburg (VA)
The Legacy Elder Law Center focuses on elder law, estate planning, special needs law, and resolving disputes involving estate/trust matters, fiduciary duties, and guardianships/conservatorships. We are a steadily growing, nationally recognized, yet...
resume-library.com -
Smith Strong, PLC-Richmond
planning firm (divorce, custody, estate planning matters) headquartered in Richmond at 8411 Patterson Avenue, Henrico, VA at the intersection of Patterson and Parham. This job is not for everyone, however, it will be the "perfect" job for someone.
We...
mindmatch.ai -
United Placement Group-Virginia Beach
roles, we provide you with 8-12 pre-scheduled appointments every week. Thanks to our exclusive partnership with an established estate planning organization, you’ll meet with high-intent clients who are already in the mindset to discuss financial planning...
workable.com -
First Financial Group-Tysons Corner
advice and guide clients in making informed decisions.
• Offer strategies for tax planning, retirement planning, and estate planning.
• Continuously monitor clients portfolios and make necessary updates.
• Keep abreast of market trends, policies...
mindmatch.ai -
REAL-R-Alberta (VA)
and representation to clients in various matters, including but not limited to civil litigation, personal injury, family law, real estate transactions, immigration, corporate law, and estate planning.
• Draft and review legal documents, contracts, agreements...
talentnest.com -
Richmond
planning and information assistance to high net-worth clients.
• Analyzes and researches complex issues to determine tax consequences and ensure tax compliance.
• Prepares complex estate tax returns, gift tax returns, and fiduciary income tax returns...
icims.com -
United Placement Group-Norfolk
roles, we provide you with 8-12 pre-scheduled appointments every week. Thanks to our exclusive partnership with an established estate planning organization, you’ll meet with high-intent clients who are already in the mindset to discuss financial planning...
workable.com -
New York Life-Dunn Loring
such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions.
Human guidance
When you join New York Life, you’re joining...
talentnest.com -
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