Talent.com
Licensed Lead Financial Advisor
Licensed Lead Financial AdvisorVirtualVocations • San Francisco, California, United States
Licensed Lead Financial Advisor

Licensed Lead Financial Advisor

VirtualVocations • San Francisco, 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 to provide tailored financial advice to startup employees and executives.

Key Responsibilities

Deliver personalized financial advice including equity compensation planning, tax optimization, and retirement planning

Develop and maintain trusted relationships with high-net-worth clients and drive business growth through client acquisition

Shape scalable systems and processes for delivering customized financial advice while ensuring client satisfaction

Required Qualifications

7+ years of experience in financial advisory, wealth management, or related roles with expertise in equity compensation

Passionate about serving startup employees and executives with a strong understanding of their unique challenges

Proven track record in client relationship management, particularly with high-net-worth individuals

Tech-savvy and open to leveraging new tools for improving client experiences and advisory efficiency

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 • San Francisco, California, United States

Job_description.internal_linking.related_jobs
Kansas Licensed Financial Advisor

Kansas Licensed Financial Advisor

VirtualVocations • Oakland, California, United States
serp_jobs.job_card.full_time
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
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor - Redwood Credit Union

Financial Advisor - Redwood Credit Union

LPL Financial • San Anselmo, CA, US
serp_jobs.job_card.full_time
Financial Advisor - Redwood Credit Union.LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Redwood Cred...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Licensed Lead Financial Advisor

Licensed Lead Financial Advisor

VirtualVocations • Fremont, California, United States
serp_jobs.job_card.full_time
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.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
CFP Licensed Wealth Advisor

CFP Licensed Wealth Advisor

VirtualVocations • San Jose, California, United States
serp_jobs.job_card.full_time
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
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Finacial Advisor

Finacial Advisor

TradeJobsWorkForce • 94160 San Francisco, CA, US
serp_jobs.job_card.full_time
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
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor

Financial Advisor

Edward Jones • Alameda, CA, US
serp_jobs.job_card.full_time
serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Advisor

Financial Advisor

Redwood Credit Union • San Rafael, CA, US
serp_jobs.job_card.full_time
Redwood Credit Union is looking for a Financial Advisor who will provide investment, retirement, annuity, advisory, educational investment planning, and advice, as licensed, to Members in an assign...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Six Pillars Financial Advisor

Six Pillars Financial Advisor

First Commerce Credit Union • San Ramon, CA, US
serp_jobs.job_card.full_time
Six Pillars Financial Advisors, a subsidiary of First Commerce Credit Union, is currently seeking a Financial Advisor.General Summary : Six Pillars Financial Advisors, LLC is in the business of prov...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Advisor - Schwab Wealth Advisory

Wealth Advisor - Schwab Wealth Advisory

Charles Schwab • SAN FRANCISCO, CA, United States
serp_jobs.job_card.full_time
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
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
New York Licensed Financial Professional

New York Licensed Financial Professional

VirtualVocations • Oakland, California, United States
serp_jobs.job_card.full_time
A company is looking for a Salaried Financial Professional- Premier Team.Key Responsibilities Establish and maintain relationships with clients through proactive communication Serve as a single ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Solutions Advisor- San Jose Area

Financial Solutions Advisor- San Jose Area

Bank of America • San Jose, CA, US
serp_jobs.job_card.full_time
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
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Solutions Advisor Registration Candidate - Virginia Hills Financial Center

Financial Solutions Advisor Registration Candidate - Virginia Hills Financial Center

Bank of America • Martinez, CA, US
serp_jobs.job_card.full_time
Financial Solutions Advisor Stage I.Bank of America is guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
New York Licensed Financial Advisor

New York Licensed Financial Advisor

VirtualVocations • San Francisco, California, United States
serp_jobs.job_card.full_time
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.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Solutions Advisor Registration Candidate- Vallco Park Financial Center

Financial Solutions Advisor Registration Candidate- Vallco Park Financial Center

Bank of America • Cupertino, CA, US
serp_jobs.job_card.full_time
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
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Lead Financial Advisor

Lead Financial Advisor

VirtualVocations • Concord, California, United States
serp_jobs.job_card.full_time
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
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Wealth Advisor - Mechanics Bank

Wealth Advisor - Mechanics Bank

LPL Financial • Danville, CA, US
serp_jobs.job_card.full_time
LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Mechanics Bank invites you to join our emp...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Solutions Advisor- Alvarado Financial Center

Financial Solutions Advisor- Alvarado Financial Center

Bank of America • Union City, CA, US
serp_jobs.job_card.full_time
Bank Of America Financial Advisor.The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position : FDIC; Safe Act; Loan Ori...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Solutions Advisor Registration Candidate- Silicon Valley Area

Financial Solutions Advisor Registration Candidate- Silicon Valley Area

Bank of America • Cupertino, CA, US
serp_jobs.job_card.full_time
Financial Solutions Advisor Stage I.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Solutions Advisor Registration Candidate- Redwood Shores Financial Center

Financial Solutions Advisor Registration Candidate- Redwood Shores Financial Center

Bank of America • Redwood City, CA, US
serp_jobs.job_card.full_time
Financial Solutions Advisor Stage I (FSA I) Job.The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position : FDIC; Safe...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Senior Wealth Advisor, San Francisco

Senior Wealth Advisor, San Francisco

Savvy Wealth • San Francisco, CA, United States
serp_jobs.job_card.full_time
Senior Wealth Advisor, San Francisco.Continue with Google Continue with Google.Be among the first 25 applicants.Senior Wealth Advisor, San Francisco. This range is provided by Savvy Wealth.Your actu...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted