UNKNOWN

ADAPTED_NOW

YEAR

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Jobot

Estate Planning & Administration Attorney

Position Purpose : Responsible for performing client service and administration for an assigned group of trust and investment management clients in a fast-paced corporate fiduciary environment as part of a successful and growing wealth management team. · Devoted to the communities in which we serve as we help those who form the creative backbone of our market’s future economy and business value.

Bank of Clarke

Senior Trust Officer

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FEED

Own regional recruiting results, including revenue, AUM, advisor headcount growth, and strategic acquisition outcomes associated with experienced financial advisors, advisor teams, and other growth opportunities. This Vice President serves as a strategic advisor to Territory and field leadership and is accountable for advisor acquisition results, recruiting productivity, recruiting economics, and overall business impact.

Prudential Financial Inc

VP, Wealth Management Recruiting - Prudential Wealth Advisors (Virtual)

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In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

The PNC Financial Services Group Inc

Wealth Advisor - PNC Wealth Management

PNC Bank

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Advanced and proven working knowledge of deposit, credit and investment products* Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful* Ability to thrive and be an active participate on a team* Demonstrated proficiency in basic computer applications, such as Microsoft Office software products* Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications:* Bachelor's Degree in Business, Finance or Economics* CFP preferred or CTFA, CFA, CPA, JD or MBA* Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA* 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients* Graduate of a leadership or management development program (Such as LDP, Banking School) The annual base salary for this position is $200,000 - $225,000 General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Ensures that appropriate continuing education requirements are met where needed* 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs* Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace* Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.*

Truist Bank

Wealth Advisor III

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Bachelor's degree and a minimum of 7 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 3 years' sales experience in the high net worth and ultra high net worth client segment. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process.

M&T Bank

Wealth Advisor, Annapolis, DC or No.VA area.

IRecruitee

FULL_TIME

You are eager to support the broader team, share credit, and play a vital, high-impact role behind the scenes to ensure the client receives a flawless, perfectly coordinated presentation. Attend critical client meetings alongside Senior Advisors, meticulously documenting strategic action items, and ensuring all follow-up tasks are executed with extreme urgency.

Acorn Financial Services Inc

Junior Wealth Advisor

The Principal Wealth Advisor leads client meetings, collaborates across departments to meet client needs, mentors colleagues, and ensures a superior client experience. The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies.

Cerity Partners LLC

Wealth Advisor

Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to that are relevant and tailored towards the high net worth business owner client segment. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).

Truist Financial Corp

Wealth Business Advisor II

Your mission is to proactively manage the client experience, deliver integrated financial plans, and actively guide clients through the nuances of their financial lives, ensuring total alignment with our internal tax and legal strategists. Assist in developing and executing investment strategies designed specifically to protect against taxes and inflation, providing ongoing, proactive analysis of assigned client portfolios.

Lead Wealth Advisor

Acorn Financial Services

Truist Financial Corporation

With a forward-looking perspective and expertise in equities, fixed-income, alternatives, and multi-asset strategies, more than 500 investment professionals collaborate to share ideas and make connections across disciplines, geographies, asset classes, and sectors. They serve clients ranging from institutions to individuals and private clients and offer independent research, portfolio strategy, and brokerage-related services tailored to their client's unique needs.

Barker Staffing Solutions

TCV Trust & Wealth Management (TCV) , an independent trust company providing asset management, trust administration, and estate services to individuals, families, nonprofits, and corporations is seeking a Senior Trust Advisor to join their team in McLean, VA. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information.

Skillcloud HCM

Senior Trust Advisor at TCV Trust & Wealth Management

You will fuse investment portfolio management with in-house tax and estate planning to protect your clients' life work and execute unified, outcome-driven wealth strategies. Transfer and aggressively scale an existing book of high-net-worth business using Acorn's content-driven acquisition strategies and integrated service models.

Principal Wealth Advisor - Relationship Management

Coordinate financial planning, tax, investments, estate matters and philanthropy with specialists and external advisors. Help clients navigate interconnected financial decisions and build lasting advisory relationships.

Wealth Advisor Jobs in Virginia

Estate Planning & Administration Attorney Jobot

Senior Trust Officer Bank of Clarke

VP, Wealth Management Recruiting - Prudential Wealth Advisors (Virtual) Prudential Financial Inc

Wealth Advisor - PNC Wealth Management The PNC Financial Services Group Inc

Wealth Advisor - PNC Wealth Management PNC Bank

Wealth Advisor III Truist Bank

Wealth Advisor, Annapolis, DC or No.VA area. M&T Bank

Junior Wealth Advisor Acorn Financial Services Inc

Wealth Advisor Cerity Partners LLC

Wealth Business Advisor II Truist Financial Corp

Lead Wealth Advisor Acorn Financial Services Inc

Junior Wealth Advisor Acorn Financial Services

Wealth Business Advisor II Truist Financial Corporation

Wealth Business Advisor II Truist Bank

Wealth Advisor Barker Staffing Solutions

Lead Wealth Advisor Acorn Financial Services

Senior Trust Advisor at TCV Trust & Wealth Management Skillcloud HCM

Principal Wealth Advisor - Relationship Management Acorn Financial Services Inc

Wealth Advisor Heritage Wealth Advisors

Principal Wealth Advisor - Relationship Management Acorn Financial Services

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