Talent.com
Lead Financial Advisor
Lead Financial AdvisorVirtualVocations • Fayetteville, North Carolina, United States
Lead Financial Advisor

Lead Financial Advisor

VirtualVocations • Fayetteville, 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.

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

Help 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 a 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 adaptable to changes in a startup culture

serp_jobs.job_alerts.create_a_job

Financial Advisor • Fayetteville, North Carolina, United States

Job_description.internal_linking.related_jobs
Service Advisor

Service Advisor

The Auto Club Group • Fayetteville, NC, United States
serp_jobs.job_card.full_time
It's a great time to join AAA The Auto Club Group!.JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD.Why Choose a Career with the AAA The Auto Club Group (ACG) / AAA Car Care : .At AAA Car Care,...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
H&M Sales Advisor

H&M Sales Advisor

H&M Group • Fayetteville, NC, US
serp_jobs.job_card.full_time
As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers with suppo...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
LEAD SALES ASSOCIATE-FT in SANFORD, NC S00559

LEAD SALES ASSOCIATE-FT in SANFORD, NC S00559

Dollar General • Sanford, North Carolina, United States
serp_jobs.job_card.full_time
At Dollar General, our mission is Serving Others! We value each and every one of our employees.Whether you are looking to launch a new career in one of our many convenient Store locations, Distribu...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Wealth Management Client Associate

Wealth Management Client Associate

The Pines Wealth Management • Southern Pines, North Carolina, United States
serp_jobs.job_card.full_time
Job Title : Wealth Management Client Associate.The Pines Wealth Management (TPWM) is Registered Investment Advisory (RIA) firm that focuses on comprehensive financial planning and discretionary asse...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
NYL Sales Management

NYL Sales Management

New York Life • Fayetteville, NC, US
serp_jobs.job_card.full_time
New York Life Insurance Company is seeking seasoned financial service industry professionals to join our management team. Currently we are interviewing strong leadership-oriented individuals with a ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
LEAD SALES ASSOCIATE-PT in SANFORD, NC S00559

LEAD SALES ASSOCIATE-PT in SANFORD, NC S00559

Dollar General • Sanford, North Carolina, United States
serp_jobs.job_card.part_time
At Dollar General, our mission is Serving Others! We value each and every one of our employees.Whether you are looking to launch a new career in one of our many convenient Store locations, Distribu...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
New York Life - Financial Professional

New York Life - Financial Professional

New York Life • Fayetteville, 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
Program Finance Lead

Program Finance Lead

Clearance Jobs • Fayetteville, NC, US
serp_jobs.job_card.full_time
CACI is seeking a Senior Program Financial Analyst Lead to oversee the financial tasks of a USSOCOM program to ensure the program is executing IAW the FAR and financial forecast, and customer requi...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Professional - New York Life

Financial Professional - New York Life

New York Life • Fayetteville, 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
Travel Physical Therapist - $2,276 per week

Travel Physical Therapist - $2,276 per week

CompHealth Inc. • Lumberton, NC, United States
serp_jobs.job_card.permanent
Physical Therapist for a travel job in Lumberton, North Carolina.Job Description & Requirements.When it comes to finding the perfect locums assignment, sometimes it is all about who you know.CompHe...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Leadership Advancement Program

Leadership Advancement Program

Biolife Plasma Services Careers • Fayetteville, North Carolina, US
serp_jobs.job_card.full_time
By clicking the "Apply" button, I understand that my employment application process with Takeda will commence and that the information I provide in my application will be processed in line with Tak...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Service Professional

Financial Service Professional

New York Life • Fayetteville, 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
DoD Financial Management Lead

DoD Financial Management Lead

Guidehouse • Fayetteville, NC, US
serp_jobs.job_card.full_time
Our DOD Financial Management Lead helps federal clients optimize the operations of their finance organization, including supporting the audit readiness, accounting, logistics, property management, ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Retirement Planner

Retirement Planner

New York Life • Fayetteville, NC, US
serp_jobs.job_card.full_time
Are you a leader who has the following traits?.If the answer is yes, consider becoming a professional retirement planner 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
HR Business Partner - 2nd Shift

HR Business Partner - 2nd Shift

Smithfield Foods • Tar Heel, NC, United States
serp_jobs.job_card.full_time
If you are currently employed at Smithfield, please log into Workday and submit your application through the Jobs Hub.A great job-and a great future-awaits you at Smithfield Foods.We are an America...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Services Professional

Financial Services Professional

New York Life • Fayetteville, 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
Service Advisor

Service Advisor

Camping World Holdings • Hope Mills, NC, US
serp_jobs.job_card.full_time +1
Camping World is seeking a Service Advisor to join our growing team.As a Service Advisor you will primarily be responsible for initiating and processing requests for repair services and providing a...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Value Stream Leader

Value Stream Leader

Watts Water Technologies • St. Pauls, NC, United States
serp_jobs.job_card.permanent
Together, we're reimagining the future of water.We feel proud every day about what we do.We're all part of the same crucial mission, no matter what function we support it's to provide safe, clea...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Professional - Estate Planning Specialist

Financial Professional - Estate Planning Specialist

New York Life • Fayetteville, NC, US
serp_jobs.job_card.full_time
Are you a leader who has the following traits?.If the answer is yes, consider becoming a professional retirement planner 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
Financial Professional -Bilingual (Vietnemese)

Financial Professional -Bilingual (Vietnemese)

New York Life • Fayetteville, NC, US
serp_jobs.job_card.full_time
New York Life Insurance Company, a mutual life insurance company, together with its subsidiaries, provides a range of insurance and investment products and services. The company offers life insuranc...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted