Talent.com
New York Licensed Financial Advisor
New York Licensed Financial AdvisorVirtualVocations • Greensboro, North Carolina, United States
New York Licensed Financial Advisor

New York Licensed Financial Advisor

VirtualVocations • Greensboro, North Carolina, 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 to deliver tailored financial advice to startup employees and executives.

Key Responsibilities

Provide 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 ensuring client satisfaction

Required Qualifications

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

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 comfortable with startup culture and its changes

serp_jobs.job_alerts.create_a_job

Financial Advisor • Greensboro, North Carolina, United States

Job_description.internal_linking.related_jobs
New York Life - Financial Professional

New York Life - Financial Professional

New York Life • Greensboro, NC, US
serp_jobs.job_card.full_time
Are you a leader who has the following traits?.If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day.At New York Life, you’re ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Solutions Advisor II - Greensboro

Financial Solutions Advisor II - Greensboro

Bank of America • High Point, NC, US
serp_jobs.job_card.full_time
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for o...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Staff Physician - Family Medicine - Reidsville Primary Care

Staff Physician - Family Medicine - Reidsville Primary Care

Cone Health • Reidsville, NC, United States
serp_jobs.job_card.full_time
Live Simply but Think BIG in Scenic NC!.Our physicians and many of our staff live locally and have a strong desire to deliver personable quality healthcare to you and your family and friends in the...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Professional - New York Life

Financial Professional - New York Life

New York Life • Greensboro, NC, US
serp_jobs.job_card.full_time
Are you a leader who has the following traits?.If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day.At New York Life, you’re ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Consultant Bilingual Preferred

Financial Consultant Bilingual Preferred

Northwestern Mutual - Greensboro • Greensboro, NC, US
serp_jobs.job_card.full_time
Join the Winning Team at Northwestern Mutual (NM) - Greensboro!.Are you bilingual and deeply connected to your local community? Join Northwestern Mutual as a Financial Consultant and explore the op...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Holistic Financial Advisor

Holistic Financial Advisor

Stone Press Financial Group • Greensboro, NC, US
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
Stone Press Financial Group is looking to align with an Experienced Financial Advisor to join our team.You will spend your day talking to clients about their financial objectives and risk tolerance...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30
Personal Banker - South Fayetteville Street

Personal Banker - South Fayetteville Street

PNC Financial Services Group • Asheboro, NC, US
serp_jobs.job_card.full_time +1
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Want Cash Jobs? Earn With Uber Instead

Want Cash Jobs? Earn With Uber Instead

Uber eats • Denton, NC, US
serp_jobs.job_card.full_time +1
Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Advisor Series 7 / 65 or 66

Financial Advisor Series 7 / 65 or 66

San Blas Securities • Charlotte Area, NC, US
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.We are dedicated to providing our advisors and their clients with exceptional service and inno...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30
Physical Therapist

Physical Therapist

Novant Health Rehabilitation Hospital, an affiliate of Encompass Health • Asheboro, NC, US
serp_jobs.job_card.full_time +1
Physical Therapist Career Opportunity PRN Rate = $51 per hour Join a Team That Puts Your Passion for Care First Are you seeking a fulfilling career that feels like home and lets you make a meaningf...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Travel Occupational Therapist - $2,244 per week

Travel Occupational Therapist - $2,244 per week

ALOIS Healthcare • Madison, NC, United States
serp_jobs.job_card.full_time
ALOIS Healthcare is seeking a travel Occupational Therapist for a travel job in Madison, North Carolina.Job Description & Requirements. Occupational therapists evaluate and treat people who have inj...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Travel LPN / LVN - $897 per week - Urgently Hiring

Travel LPN / LVN - $897 per week - Urgently Hiring

Uniti Med • Siler City, NC, United States
serp_jobs.job_card.full_time
Uniti Med is seeking a LPN / LVN for a travel job in Siler City, North Carolina.Job Description & Requirements.Uniti Med is looking for a Travel LPN in Siler City, NC. This assignment lasts 6 weeks ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Service Professional

Financial Service Professional

New York Life • Greensboro, NC, US
serp_jobs.job_card.full_time
Are you a leader who has the following traits?.If the answer is yes, consider becoming an Financial Service Professional to drive positive impact in the lives of families every day.At New York Life...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Make money your way. Deliver with Uber!

Make money your way. Deliver with Uber!

Uber eats • Denton, NC, US
serp_jobs.job_card.full_time +1
Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Housing Specialist - Back @ Home (Central NC)

Housing Specialist - Back @ Home (Central NC)

Vaya Health • Yanceyville, NC, United States
serp_jobs.job_card.permanent
Remote - must live in or near Alamance, Caswell, Person, Chatham, Granville, Vance, Franklin, or Rockingham, North Carolina. This position will serve these counties.Incumbent in this role must be a ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Travel Occupational Therapist - Paying up to $2,500 / week

Travel Occupational Therapist - Paying up to $2,500 / week

Vivian Health • Madison, NC, US
serp_jobs.job_card.full_time
Vivian is looking for Travel Occupational Therapist Therapys in Madison, North Carolina paying up to $2,500 / week At Vivian, we ensure your next step is a step forward. That's why we built a jobs mar...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Physical Therapist

Physical Therapist

United States Army • Siler City, NC, US
serp_jobs.job_card.permanent
Ensure the physical readiness of Army Soldiers If you're a skilled physical therapy professional seeking a career that blends your expertise with a commitment to serving the U.Army, becoming an Arm...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Financial Services Professional

Financial Services Professional

New York Life • Greensboro, NC, US
serp_jobs.job_card.full_time
The Financial Services Professional position is a client-based role where you manage your own financial practice, but have the support of a Fortune 100 company every step of the way.As a Financial ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Physician - Family Medicine - Reidsville Family Medicine

Physician - Family Medicine - Reidsville Family Medicine

Cone Health • Reidsville, NC, United States
serp_jobs.job_card.full_time
Practice Rural Medicine just minutes north of Greensboro, NC.Our doctors care about their patients as a person and take the time to understand their specific situation, background, and preferences....serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Family Practice Physician

Family Practice Physician

United States Army • Denton, NC, US
serp_jobs.job_card.permanent
THE STRENGTH TO HEAL OUR NATION'S DEFENDERS.You could make a difference as you work in an environment dedicated to helping our Soldiers and their families. As a family physician and officer on the U...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted