Lead Financial AdvisorVirtualVocations • Fontana, California, United States
Lead Financial Advisor
VirtualVocations • Fontana, 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
Develop and maintain trusted relationships with high-net-worth clients, guiding them through financial decisions
Help shape scalable systems for delivering customized financial advice and ensure client satisfaction
Required Qualifications
7+ years of experience in financial advisory, wealth management, or related roles
Expertise in equity compensation and a passion for serving startup employees and executives
Proven track record in client relationship management with high-net-worth individuals
Bachelor's degree in finance, business, or a related field; CFP designation or advanced degree is a plus
Tech-savvy and adaptable to changes in a startup culture
serp_jobs.job_alerts.create_a_job
Financial Advisor • Fontana, California, United States
Job_description.internal_linking.related_jobs 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 equ...serp_jobs.internal_linking.show_more 
Financial Advisor Job Duties : Serves as an advisor to provide an advice-based approach to financial s...serp_jobs.internal_linking.show_more
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.
We are dedicated to supporting our customers and comm...serp_jobs.internal_linking.show_more A company is looking for a Lead Financial Advisor.Key Responsibilities Provide personalized financial advice on equity compensation, tax optimization, and retirement planning to clients Develop ...serp_jobs.internal_linking.show_more 
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
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients' needs.
This exciting opportunity at Arrowhead Credit Union invites you...serp_jobs.internal_linking.show_more
Bank Of America Financial Advisor.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
We do this by driving Responsible G...serp_jobs.internal_linking.show_more Financial Solutions Advisor Stage I (FSA I).At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Res...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 trus...serp_jobs.internal_linking.show_more Bank Of America Financial Advisor.The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position : FDIC; Safe Act; Loan Ori...serp_jobs.internal_linking.show_more 
Senior Wealth Advisor - Chino Hills, CA.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, you'll...serp_jobs.internal_linking.show_more A company is looking for a Senior Advisor, Wealth Management Service.Key Responsibilities Provide exceptional onboarding experiences for new clients Develop comprehensive financial plans tailore...serp_jobs.internal_linking.show_more 
serp_jobs.internal_linking.show_more Wealth Advisor Opportunity At California Bank & Trust.LPL Financial partners with banks to offer a complete menu of financial services to bank clients.
This employment opportunity at California Bank...serp_jobs.internal_linking.show_more 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 The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position : FDIC.
Safe Act; Loan Originators; FINRA.At Bank of America...serp_jobs.internal_linking.show_more 
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien...serp_jobs.internal_linking.show_more Financial Solutions Advisor Stage I (FSA I).The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position : FDIC; Safe Act...serp_jobs.internal_linking.show_more
Licensed Lead Financial Advisor
VirtualVocations • Fontana, California, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Advisor
TradeJobsWorkforce • 92501 Riverside, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Senior Wealth Advisor
Umpqua Bank • Irvine, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
New York Licensed Financial Advisor
VirtualVocations • San Bernardino, California, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
J.P. Morgan Wealth Management Private Client Advisor - Irvine and Mission Viejo, CA
JPMorgan Chase • Irvine, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Advisor - Arrowhead Credit Union
LPL Financial • Riverside, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Business Solutions Advisor - Tustin Financial Center
Bank of America • Tustin, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Solutions Advisor Registration Candidate - Yorba Linda Financial Center
Bank of America • Yorba Linda, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Advisor
VirtualVocations • Fontana, California, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Solutions Advisor - Consumer Investments- South OC
Bank of America • Mission Viejo, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Senior Wealth Advisor - Chino Hills, CA
Citigroup • Chino Hills, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
CFP Licensed Wealth Advisor
VirtualVocations • Fontana, California, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Advisor
Edward Jones • Laguna Hills, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Advisor - California Bank & Trust
LPL Financial • Laguna Hills, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Advisor - Mechanics Bank
LPL Financial • Riverside, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Solutions Advisor - North OC
Bank of America • Yorba Linda, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Finacial Advisor
TradeJobsWorkForce • 92705 Santa Ana, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Solutions Advisor Registration Candidate - Market Place Financial Center
Bank of America • Irvine, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted