Lead Financial AdvisorVirtualVocations • Saginaw, Michigan, United States
Lead Financial Advisor
VirtualVocations • Saginaw, Michigan, 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 provide tailored financial advice to startup employees, founders, 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
Passion for serving startup employees and understanding their unique challenges
Proven track record in client relationship management with high-net-worth individuals
Tech-savvy and open to leveraging new tools for 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 • Saginaw, Michigan, 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 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 and executives.
Key Responsibilities Deliver personalized financial advice, including eq...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 A company is looking for a Strategic Partnerships Advisor Board member.Key Responsibilities Serve as a bridge between the company and potential brand partners Share insights on trends in culture...serp_jobs.internal_linking.show_more A company is looking for an Engagement Lead specializing in Azure, to oversee client relationships and drive successful delivery of cybersecurity consulting engagements.Key Responsibilities Overs...serp_jobs.internal_linking.show_more A company is looking for a Business Development Sales Lead.Key Responsibilities Own and execute the entire sales process from prospecting to closing deals Develop sales messaging, collateral, an...serp_jobs.internal_linking.show_more A company is looking for a Business Development Lead.Key Responsibilities Sell "Rewards Infrastructure in a Box" to Web3 projects for instant access to merchants Drive the partnership pipeline b...serp_jobs.internal_linking.show_more A company is looking for a Study Abroad Advisor to meet enrollment targets and provide customer service for college study abroad programs.
Key Responsibilities Meet or exceed enrollment targets by...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 
Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals.
We are a Family Office that manages over $11B+ of assets, has...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 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 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 A company is looking for a Lead Financial Analyst, Commercial.Key Responsibilities Serve as a player-coach to a small team and peers Own model development and business casing for growth initiati...serp_jobs.internal_linking.show_more A company is looking for a Strategic FP&A Lead - Digital Infrastructure.Key Responsibilities Overhaul and scale the FP&A framework, introducing automation and data dashboards Own enterprise-wide...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 
We are actively looking to hire talented Therapists in the area, who are passionate about patient care and committed to clinical excellence.
Wanting to deliver high quality behavioral healthcare.Int...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
State Licensed Lead Financial Advisor
VirtualVocations • Saginaw, Michigan, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
State Licensed Financial Advisor
VirtualVocations • Saginaw, Michigan, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Remote Senior Financial Analyst ($50-$60 / hour)
Data Annotation • Midland, Michigan
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Strategic Partnerships Advisor
VirtualVocations • Saginaw, Michigan, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Azure Engagement Lead
VirtualVocations • Saginaw, Michigan, 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
Business Development Sales Lead
VirtualVocations • Saginaw, Michigan, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Business Development Lead
VirtualVocations • Saginaw, Michigan, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Study Abroad Advisor
VirtualVocations • Saginaw, Michigan, 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 • Saginaw, Michigan, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Advisor
Hantz Group • Davison, MI, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Remote Finance Director - AI Trainer ($50-$60 / hour)
Data Annotation • Midland, Michigan
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Growth Partnerships Lead
VirtualVocations • Saginaw, Michigan, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Finance GTM Sales Lead
VirtualVocations • Saginaw, Michigan, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Lead Financial Analyst
VirtualVocations • Saginaw, Michigan, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Strategic FP&A Lead
VirtualVocations • Saginaw, Michigan, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Advisor
VirtualVocations • Saginaw, Michigan, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Licensed Marriage and Family Therapist (LMFT).
LifeStance Health • Laingsburg, MI, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Remote Financial Analyst - AI Trainer ($50-$60 / hour)
Data Annotation • Midland, Michigan
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted