State Licensed Financial AdvisorVirtualVocations • Minneapolis, Minnesota, United States
State Licensed Financial Advisor
VirtualVocations • Minneapolis, Minnesota, United States
job_description.job_card.variable_hours_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 to provide tailored financial advice to startup employees and executives.
Key Responsibilities
Deliver personalized financial advice, including equity compensation planning and retirement planning
Develop and maintain trusted relationships with high-net-worth clients
Shape scalable systems for delivering customized financial advice and ensure client satisfaction
Required Qualifications
7+ years of experience in financial advisory or wealth management, with expertise in equity compensation
Passionate about serving startup employees and executives
Skilled in client relationship management with high-net-worth individuals
Tech-savvy and open to leveraging new tools for improving client experiences
Bachelor's degree in finance, business, or a related field; CFP designation or advanced degree is a plus
serp_jobs.job_alerts.create_a_job
Financial Advisor • Minneapolis, Minnesota, United States
Job_description.internal_linking.related_jobs
Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...serp_jobs.internal_linking.show_more Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...serp_jobs.internal_linking.show_more A company is looking for a Lead Financial Advisor to deliver tailored financial advice to startup employees and executives.
Key Responsibilities Provide personalized financial advice, including eq...serp_jobs.internal_linking.show_more A company is looking for a Senior Resolution Manager to manage claims and provide exceptional customer service.Key Responsibilities Execute decision-making to analyze claims exposure and litigati...serp_jobs.internal_linking.show_more A company is looking for an Accountant.Key Responsibilities Record all transactions to the ledger in Quickbooks Online Reconcile general ledger, journal entries, and bank statements Prepare and...serp_jobs.internal_linking.show_more 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 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 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 Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...serp_jobs.internal_linking.show_more Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...serp_jobs.internal_linking.show_more A company is looking for a Physician Advisor - Fully Remote.Key Responsibilities Conduct case reviews and provide consultations on clinical issues to ensure compliance and optimize patient care ...serp_jobs.internal_linking.show_more 
serp_jobs.internal_linking.show_more
Old National Bank has been serving clients and communities since 1834.With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve.As a trusted part...serp_jobs.internal_linking.show_more
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...serp_jobs.internal_linking.show_more Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...serp_jobs.internal_linking.show_more A company is looking for a Manager, Private Client Relationship Manager.Key Responsibilities Act as a single point of contact for affluent clients and manage a Private Client Banking book of busi...serp_jobs.internal_linking.show_more A company is looking for a VP, Market Leader.Key Responsibilities Increase assets under management by attracting and retaining clients Anticipate client investment needs and provide tailored adv...serp_jobs.internal_linking.show_more Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...serp_jobs.internal_linking.show_more
Insurance Sales Representative - Drivers License Required
Platinum Supplemental Insurance • Coon Rapids, Minnesota
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Entry Level Insurance Sales Representative - Drivers License Required
Platinum Supplemental Insurance • Coon Rapids, Minnesota
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Lead Financial Advisor
VirtualVocations • Saint Paul, Minnesota, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Claims Adjuster (Any State License)
VirtualVocations • Saint Paul, Minnesota, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
State Licensed Accountant
VirtualVocations • Saint Paul, Minnesota, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor
VirtualVocations • Minneapolis, Minnesota, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
State Licensed Lead Financial Advisor
VirtualVocations • Saint Paul, Minnesota, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
New York Licensed Financial Advisor
VirtualVocations • Minneapolis, Minnesota, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Insurance Sales Representative - Completed Training Required
Platinum Supplemental Insurance • Coon Rapids, Minnesota
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Sales Representative - Bonuses and Travel Incentives
Platinum Supplemental Insurance • Coon Rapids, Minnesota
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
State Licensed Physician Advisor
VirtualVocations • Saint Paul, Minnesota, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor
Edward Jones • Lakeville, MN, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Private Wealth Advisor
Old National Bancorp • Saint Paul, MN, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Remote Finance Director - AI Trainer ($50-$60 / hour)
Data Annotation • Coon Rapids, Minnesota
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Outside Insurance Sales - Completed Training Required
Platinum Supplemental Insurance • Coon Rapids, Minnesota
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
State Licensed Private Client Manager
VirtualVocations • Saint Paul, Minnesota, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
California Licensed Market Leader
VirtualVocations • Minneapolis, Minnesota, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Sales Representative - Drivers License Required
Platinum Supplemental Insurance • Coon Rapids, Minnesota
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted