Lead Financial AdvisorVirtualVocations • Sacramento, California, United States
Lead Financial Advisor
VirtualVocations • Sacramento, 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
Shape scalable systems for delivering customized financial advice, ensuring client satisfaction and quality
Required Qualifications
7+ years of experience in financial advisory, wealth management, or related roles
Expertise in equity compensation and understanding of challenges faced by startup employees
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
Comfortable with the dynamic nature of startup culture and leveraging technology for client experiences
serp_jobs.job_alerts.create_a_job
Financial Advisor • Sacramento, California, 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 
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
Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a ...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
Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer.Determines client nee...serp_jobs.internal_linking.show_more
THIS REQUIRES A LOCAL CANDIDATE - HYBRID.Why SAFE? SAFE offers so much more than just full medical, vision, dental, 401k matching, HSA, and FSA! Learn more about how we support our workforce!.Profe...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 
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 q...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 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 
Financial Advisor Job Duties : Serves as an advisor to provide an advice-based approach to financial s...serp_jobs.internal_linking.show_more
Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...serp_jobs.internal_linking.show_more
Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives.Our teams advise clients holistically on wealth and estate planning, investments, banking, credit,...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 
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 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 
Sacramento Ultrasound Institute (SUI) is a private, post-secondary, accredited career college committed to preparing students for success in allied health professions.
We provide hands-on learning, ...serp_jobs.internal_linking.show_more
Kansas Licensed Financial Advisor
VirtualVocations • Sacramento, California, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Solutions Advisor - North Sacramento Area
Bank of America • Rocklin, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Advisor
New York Life - Northern California • Roseville, California, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Finacial Advisor
TradeJobsWorkForce • 95818 Sacramento, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor
Bmo • Sacramento, CA, US
serp_jobs.job_card.part_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Advisor
SAFE Credit Union • Represa, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Licensed Lead Financial Advisor
VirtualVocations • Sacramento, California, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Financial Advisor
Edward Jones • Rocklin, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Remote Finance Advisor - AI Trainer
Data Annotation • Lincoln, California
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Solutions Advisor Registration candidate - North Sacramento Area
Bank of America • Yuba City, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
CFP Licensed Wealth Advisor
VirtualVocations • Sacramento, California, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Financial Advisor
TradeJobsWorkforce • 95825 Arden-Arcade, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Private Wealth AdvisorCategorySales & Relationship ManagementJob Id2025-0024590LocationSacramento, CA, United StatesPosting Start Date10 / 09 / 2025Anticipated Posting End Date10 / 24 / 2025Job TypeFull time
US Bank • Sacramento, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Private Wealth Advisor
U.S. Bancorp • Sacramento, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Solutions Advisor - Sacramento Region
Bank of America • Sacramento, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
J.P. Morgan Wealth Management Private Client Advisor - Lincoln, Auburn, CA and Surrounding Areas
JPMorgan Chase • Lincoln, 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 • Sacramento, California, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Aid Advisor
Sacramento Ultrasound Institute • Sacramento, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted