Lead Financial AdvisorVirtualVocations • Renton, Washington, United States
Lead Financial Advisor
VirtualVocations • Renton, Washington, United States
job_description.job_card.1_day_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, tax optimization, and retirement planning
Develop and maintain relationships with high-net-worth clients, guiding them through financial decisions
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 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 environment
serp_jobs.job_alerts.create_a_job
Financial Advisor • Renton, Washington, United States
Job_description.internal_linking.related_jobs A company is looking for a Financial Advisor.Key Responsibilities Network to discover and attract new talent for team growth Coach and develop new Financial Professionals through training and ex...serp_jobs.internal_linking.show_more 
At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry togeth...serp_jobs.internal_linking.show_more
Parcion Private Wealth is looking for a dynamic leader to help our firm execute on its promise to help clients reach their goals and aspirations.
We are seeking an experienced Senior Family Wealth A...serp_jobs.internal_linking.show_more
Financial Solutions Advisor Stage I - Registration Candidate.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.Responsi...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 Deliver personalized financial advice including equ...serp_jobs.internal_linking.show_more Parcion Private Wealth is looking for a dynamic teammate to help our firm execute on its promise to help clients reach their goals and aspirations.
We are seeking an experienced Family Advisor to jo...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 retirement planning Develop and maintain ...serp_jobs.internal_linking.show_more 
Legacy Wealth Financial Consultants is an independent financial services practice of Thrivent in Bellevue, WA.We are growing and adding a team-based financial advisor to our team.At Thrivent, we vi...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.
Responsible Growth is how we run ou...serp_jobs.internal_linking.show_more 
LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients.This exciting opportunity at Mechanics Bank invites you to join our employee a...serp_jobs.internal_linking.show_more
At Corebridge Financial, we believe action is everything.That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their fi...serp_jobs.internal_linking.show_more This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Key responsibilities include triaging client leads, making ...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 
Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal r...serp_jobs.internal_linking.show_more At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry toge...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 retirement planning, to startup employees ...serp_jobs.internal_linking.show_more 
serp_jobs.internal_linking.show_more
The Lead Institutional Advisor develops investment management and fiduciary relationships with non-profit, public, corporate and government clients.
The Advisor collaborates with local Key Private B...serp_jobs.internal_linking.show_more 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 LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients' needs.
This exciting opportunity at Gesa Credit Union invites you to j...serp_jobs.internal_linking.show_more
Kansas Licensed Financial Advisor
VirtualVocations • Tacoma, Washington, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab • BELLEVUE, WA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Senior Financial Advisor
Parcion Private Wealth • Bellevue, WA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Solutions Advisor Stage I Consumer Investments - Seattle South
Bank of America • Seattle, WA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Licensed Lead Financial Advisor
VirtualVocations • Seattle, Washington, 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
Financial Advisor (Family Advisor)
Parcion Private Wealth • Bellevue, WA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Lead Financial Advisor
VirtualVocations • Kent, Washington, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Team Based Financial Advisor - Legacy West Financial Consultants
Thrivent • Bellevue, WA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Financial Solutions Advisor- NW Snohomish Area
Bank of America • Lynnwood, WA, 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 • Bellevue, WA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Advisor - Seattle
Corebridge Financial • Seattle, WA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Solutions Advisor - EASTSIDE Market
Bank of America • Redmond, WA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
CFP Licensed Wealth Advisor
VirtualVocations • Tacoma, Washington, 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
Financial Advisor
Ameriprise Financial • Bellevue, WA, US
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab • BELLEVUE, WA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
New York Licensed Financial Advisor
VirtualVocations • Renton, Washington, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Associate Financial Advisor
Edward Jones • Seattle, WA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
KPB Lead Institutional Advisor
KeyCorp • Seattle, WA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Bainbridge Financial Center
Bank of America • Lynnwood, WA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Advisor - Gesa Credit Union
LPL Financial • Seattle, WA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted