Talent.com
Lead Financial Advisor
Lead Financial AdvisorVirtualVocations • San Buenaventura, California, United States
Lead Financial Advisor

Lead Financial Advisor

VirtualVocations • San Buenaventura, California, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

A company is looking for a Lead Financial Advisor.

Key Responsibilities

Provide personalized financial advice, including equity compensation planning and retirement planning, to clients

Develop and maintain trusted relationships with high-net-worth clients and drive business growth through client acquisition

Shape scalable systems for delivering customized financial advice, ensuring client satisfaction and quality

Required Qualifications

7+ years of experience in financial advisory, wealth management, or related roles with expertise in equity compensation

Bachelor's degree in finance, business, or a related field; CFP designation or advanced degree is a plus

Experience in client relationship management, particularly with high-net-worth individuals

Tech-savvy and open to leveraging new tools to enhance client experiences

Comfortable with the dynamic nature of startup culture

serp_jobs.job_alerts.create_a_job

Financial Advisor • San Buenaventura, California, United States

Job_description.internal_linking.related_jobs
Fiber Sales Advisor

Fiber Sales Advisor

Ventura Sales Group • Camarillo, CA, US
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
This isn’t your average sales gig.As a Fiber Sales Advisor for Frontier Communications, you’ll own your territory like a boss : . If you thrive on the chase and love turning “maybe&#...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30
Team Lead

Team Lead

Tempur Sealy • Thousand Oaks, California, United States
serp_jobs.job_card.full_time
Tempur Sealy is committed to improving the sleep of more people, every night, all around the world.As a leading designer, manufacturer, distributor, and retailer of bedding products worldwide, we k...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Advisor Development Program - Financial Solutions Advisor Trainee : Port Hueneme Financial Center

Advisor Development Program - Financial Solutions Advisor Trainee : Port Hueneme Financial Center

Bank of America • Port Hueneme Cbc Base, CA, US
serp_jobs.job_card.full_time
Advisor Development Program Financial Solutions Advisor Stage I.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individua...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Aid Advisor

Financial Aid Advisor

University of California - Santa Barbara • Santa Barbara, CA, United States
serp_jobs.job_card.full_time +1
Office of Financial Aid & Scholarships (FINC).Employee Class (Appointment Type) : .Classified Indicator Description (Personnel Program) : . The budgeted salary range that the University reasonably expec...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Growth Partnerships Lead

Growth Partnerships Lead

VirtualVocations • San Buenaventura, California, United States
serp_jobs.job_card.full_time
A company is looking for a Growth Partnerships Lead to drive growth and customer acquisition through an affiliate program. Key Responsibilities Develop and implement strategies for the affiliate p...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
State Licensed Lead Financial Advisor

State Licensed Lead Financial Advisor

VirtualVocations • Oxnard, California, United States
serp_jobs.job_card.full_time
A company is looking for a Lead Financial Advisor to provide tailored financial advice to startup employees and executives. Key Responsibilities Provide personalized financial advice including equ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Financial Advisor

Financial Advisor

VirtualVocations • Oxnard, California, United States
serp_jobs.job_card.full_time
A company is looking for a Lead Financial Advisor.Key Responsibilities Provide personalized financial advice, including equity compensation planning and tax optimization Develop and maintain tru...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
J.P. Morgan Wealth Management Private Client Advisor - Santa Barbara and Ventura, CA

J.P. Morgan Wealth Management Private Client Advisor - Santa Barbara and Ventura, CA

JPMorgan Chase • Santa Barbara, CA, US
serp_jobs.job_card.full_time
Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
EW Systems Engineer

EW Systems Engineer

DCS Corporation • Point Mugu Nawc, CA, United States
serp_jobs.job_card.full_time
The EW Systems Engineer support a team of engineers with hardware and software electronic warfare solutions, performing analysis and coordinating products with management.Support an engineering tea...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
New York Licensed Financial Advisor

New York Licensed Financial Advisor

VirtualVocations • Oxnard, California, United States
serp_jobs.job_card.full_time
A company is looking for a Lead Financial Advisor to provide tailored financial advice to startup employees, founders, and executives. Key Responsibilities Provide personalized financial advice in...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Advisor Trainee-Santa Barbara, CA

Financial Advisor Trainee-Santa Barbara, CA

Raymond James Financial • Santa Barbara, CA, US
serp_jobs.job_card.full_time
Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymon...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Finance GTM Sales Lead

Finance GTM Sales Lead

VirtualVocations • San Buenaventura, California, United States
serp_jobs.job_card.full_time
A company is looking for a Finance and Strategy GTM Sales Lead.Key Responsibilities Serve as a strategic advisor and primary finance partner to International Sales leadership, providing data-driv...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Advisor

Financial Advisor

Edward Jones • Fillmore, CA, US
serp_jobs.job_card.full_time
This job posting is anticipated to remain open for 30 days, from 20-Oct-2025.The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Wealth Advisor - Mechanics Bank

Wealth Advisor - Mechanics Bank

LPL Financial • Santa Barbara, CA, US
serp_jobs.job_card.full_time
LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Mechanics Bank invites you to join our emp...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor - Ventura County Credit Union

Financial Advisor - Ventura County Credit Union

LPL Financial • Camarillo, CA, US
serp_jobs.job_card.full_time
Financial Advisor - Ventura County Credit Union.LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Ventu...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Leadership Development Lead

Leadership Development Lead

VirtualVocations • San Buenaventura, California, United States
serp_jobs.job_card.full_time
A company is looking for a Tech Leadership Development Lead to enhance manager effectiveness within technical teams.Key Responsibilities Lead the redesign of manager development across various te...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
New Jersey Licensed Loan Advisor

New Jersey Licensed Loan Advisor

VirtualVocations • San Buenaventura, California, United States
serp_jobs.job_card.full_time
A company is looking for a Loan Advisor to assist customers in achieving their homeownership goals through personalized guidance and tailored mortgage solutions. Key Responsibilities of the Loan Adv...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
State Licensed Financial Advisor

State Licensed Financial Advisor

VirtualVocations • San Buenaventura, California, United States
serp_jobs.job_card.full_time
A company is looking for a Lead Financial Advisor to provide tailored financial advice to startup employees and executives. Key Responsibilities Deliver personalized financial advice, including eq...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new