State Licensed Financial AdvisorVirtualVocations • Austin, Texas, United States
State Licensed Financial Advisor
VirtualVocations • Austin, Texas, 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 to provide tailored financial advice to startup employees 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
Passionate about serving startup employees and executives
Skilled in client relationship management with high-net-worth individuals
Tech-savvy and open to leveraging new tools for improving 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 • Austin, Texas, United States
Job_description.internal_linking.related_jobs A company is looking for a Claim Representative responsible for examining, investigating, and settling insurance claims efficiently.
Key Responsibilities Maintain financial accountabilities and co...serp_jobs.internal_linking.show_more A company is looking for a Clinical Audit Lead.Key Responsibilities Supervises teams to ensure compliance with laws, regulations, and organizational policies Implements measures to mitigate risk...serp_jobs.internal_linking.show_more A company is looking for a Physician Advisor.Key Responsibilities Review payor peer-to-peer cases and evaluate documentation for authorization requests Engage with payor medical directors to dis...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 
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 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 A company is looking for a Commercial Lines Account Manager (Cannabis) to join their growing team.Key Responsibilities Build and maintain strong relationships with internal and external agents, p...serp_jobs.internal_linking.show_more 
Various health insurance options & wellness plans.Retirement benefits including employer match plans.Long-term & short-term disability.
Employee assistance programs (EAP).Parental leave & adoption a...serp_jobs.internal_linking.show_more
Financial Representative Trainee (Sales) - Austin, TX.Sales, Early Career Programs, Financial Representative Trainee.Are you driven, self-motivated, and eager to jumpstart your career in the financ...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 Provide personalized financial advice including equ...serp_jobs.internal_linking.show_more 
serp_jobs.internal_linking.show_more A company is looking for a Physician Advisor - Fully Remote.Key Responsibilities Conduct case reviews and provide consultations on clinical issues to ensure compliance and optimize patient care ...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 
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
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 Financial Consultant I to join their Retirement and Income Solutions team.Key Responsibilities Provide benefit event education and retention solutions to customers Edu...serp_jobs.internal_linking.show_more A company is looking for a Manager, Private Client Relationship Manager.Key Responsibilities Act as a single point of contact for affluent clients and manage a Private Client Banking book of busi...serp_jobs.internal_linking.show_more A company is looking for a Financial Coach (Contractor).Key Responsibilities Provide one-on-one financial coaching via live video calls Guide clients through personalized financial strategies an...serp_jobs.internal_linking.show_more
State Licensed Claims Representative
VirtualVocations • Austin, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
State Licensed Clinical Audit Lead
VirtualVocations • Austin, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Licensed Physician Advisor
VirtualVocations • Austin, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Lead Financial Advisor
VirtualVocations • Austin, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Virtual Financial Advisor - PNC Wealth Management
PNC Financial Services Group • Austin, TX, US
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Financial Advisor
VirtualVocations • Austin, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
State Licensed Account Manager
VirtualVocations • Austin, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
RN-Antepartum
Ascension • Elgin, TX, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Representative Trainee (Sales) - Austin, TX
Mutual of Omaha • Rosanky, TX, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
State Licensed Lead Financial Advisor
VirtualVocations • Austin, Texas, 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 • Buda, TX, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
State Licensed Physician Advisor
VirtualVocations • Austin, Texas, 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 • Austin, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Finacial Advisor
TradeJobsWorkForce • 78724 Austin, TX, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Solutions Advisor - South Austin & North San Antonio Area
Bank of America • Austin, TX, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
State Licensed Financial Consultant
VirtualVocations • Austin, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
State Licensed Private Client Manager
VirtualVocations • Austin, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Texas Licensed Financial Coach
VirtualVocations • Austin, Texas, 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