Trust Advisor Jobs in Leesburg, VA

The Trust Officer is responsible for the administration and fiduciary management of client trust accounts, serving as the primary point of contact for clients. This role involves assessing and managin...

The Senior Advisor will manage interactions with federal legislative and regulatory bodies, strategizing policy proposals and maintaining relationships with key stakeholders in the insurance industry...

LPL Financial is seeking an experienced attorney to serve as Vice President, Assistant General Counsel, focusing on single advisor contract drafting and implementation. This role involves providing st...

LPL Financial is seeking an experienced attorney to serve as Vice President, Assistant General Counsel, focusing on single advisor contract drafting and implementation. This role involves providing st...

The Senior Trust Officer at Bank of America is responsible for managing fiduciary and investment management accounts for high-net-worth clients, focusing on business development and client relationshi...

The Senior Personal Trust Administration Officer is responsible for administering complex trust accounts in compliance with trust documents and applicable laws. This role involves maintaining relation...

The Financial Advisor at Cornerstone Advisor Group is responsible for helping clients achieve their long-term financial goals through tailored financial advice and solutions. This role involves sellin...

The Wealth Advisor is responsible for providing personalized financial solutions to clients, focusing on areas such as retirement, estate planning, and investment advisory services. This role involves...

The Advisor/Executive Officer at Longenecker & Associates will provide technical assistance and policy advice to leadership within the NNSA Office of Material Management and Minimization. The role inv...

The Compliance Officer at Brown Advisory will be responsible for administering the firm's Code of Ethics, reviewing marketing materials for compliance, and supporting the compliance testing program. T...

The Financial Advisor position involves providing financial guidance and investment strategies to affluent and high net worth clients. Candidates must hold Series 7 and 66 licenses and have experience...

The Financial Advisor position involves providing financial guidance and investment strategies to affluent and high net worth clients. Candidates must hold Series 7 and 66 licenses and have experience...

The Financial Advisor position involves providing financial guidance and investment strategies to affluent and high net worth clients. Candidates must hold Series 7 and 66 licenses and have experience...

The Financial Advisor position involves providing financial guidance and investment strategies to affluent and high net worth clients. Candidates must hold Series 7 and 66 licenses and have experience...

The Financial Advisor position involves providing financial guidance and investment strategies to affluent and high net worth clients. Candidates must hold Series 7 and 66 licenses and have experience...

The Senior Wealth Advisor at Baker Tilly will lead client relationships and develop comprehensive financial planning strategies for business owners, executives, and wealthy families. This role involve...

The Tax Director - Fiduciary & Private Client at Brown Advisory is responsible for providing expert tax strategies and solutions for high-net-worth clients, focusing on fiduciary income tax and wealth...

The Tax Director - Fiduciary & Private Client at Brown Advisory is responsible for providing expert tax strategies and solutions related to fiduciary income tax and wealth transfer tax for high-net-wo...

The Government Projects Manager at TrustPoint will lead the execution of several Small Business Innovation Research (SBIR) projects focused on developing a commercial GPS system in space. This role in...

The Governance and Organizational Performance Advisor will provide expert guidance to senior executives on enterprise governance initiatives, including performance management and strategic planning. T...

The Solutions Consultant Advisor at TransUnion is responsible for educating prospects on TRADS capabilities and delivering customized product demonstrations. This role involves collaborating with cros...

Serve as a subject matter expert who is available to address questions or concerns regarding compliance policies and processes, including engaging other department members as appropriate...

The Baldwin Group is seeking a seasoned Wealth Management and Retirement Plan Sales Advisor to leverage their financial services practice in wealth management and advisory services for plan sponsors...

The Resource Manager - Advisory will collaborate with executive and staff-level professionals to implement leadership strategies and manage resource allocation for the team. This role involves analyzi...

The Managing Director, Legal for Wealth & Advice Solutions will lead all legal efforts for Schwab's wealth management strategy, focusing on investment advisory offerings and operational matters. This...