Talent.com
Lead Financial Advisor
Lead Financial AdvisorVirtualVocations • Pasadena, California, United States
Lead Financial Advisor

Lead Financial Advisor

VirtualVocations • Pasadena, 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 • Pasadena, California, United States

Job_description.internal_linking.related_jobs
Private Wealth Advisor

Private Wealth Advisor

Capital Group • Los Angeles, CA, United States
serp_jobs.job_card.full_time
As a Private Wealth Advisor you will work directly with high-net-worth individuals and high-complexity families to create customized and comprehensive wealth management plans for protecting and gro...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Lead Financial Advisor

Lead Financial Advisor

VirtualVocations • Whittier, 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
Kansas Licensed Financial Advisor

Kansas Licensed Financial Advisor

VirtualVocations • Long Beach, 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
Assistant to Financial Advisor

Assistant to Financial Advisor

Cathay Bank - Headquarters • Arcadia, CA, United States
serp_jobs.job_card.full_time
Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Advisor

Financial Advisor

TradeJobsWorkforce • 90090 Los Angeles, CA, US
serp_jobs.job_card.full_time
Financial Advisor Job Duties : Serves as an advisor to provide an advice-based approach to financial s...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Senior Investment Advisor

Senior Investment Advisor

Fifth Third Bank • Newport Beach, CA, United States
serp_jobs.job_card.full_time
Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Provides exemplary client serv...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Advisor - Los Angeles, CA

Financial Advisor - Los Angeles, CA

Corebridge Financial • Los Angeles, CA, US
serp_jobs.job_card.full_time
Corebridge Financial helps people make some of the most meaningful decisions theyre ever going to make.We help them plan and take action to protect the future they envision and respond to some of l...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Solutions Advisor - Consumer Investments- South OC

Financial Solutions Advisor - Consumer Investments- South OC

Bank of America • Mission Viejo, 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_30 • serp_jobs.job_card.promoted
Financial Advisor

Financial Advisor

Bmo • Covina, CA, US
serp_jobs.job_card.part_time
Job Opportunity In Wealth Sales & Service.Application Deadline : June 26, 2025.Job Family Group : Wealth Sales & Service. Provides financial and investment planning and advice in collaboration with ot...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Aid Advisor

Financial Aid Advisor

Platt College Los Angeles • Alhambra, CA, US
serp_jobs.job_card.full_time
Platt College Los Angeles consists of four Southern California campuses located in Alhambra, Ontario, Riverside, and Anaheim. Platt offers certificate and degree programs in several subject areas in...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Advisor

Financial Advisor

Ameriprise Financial • Los Angeles, CA, US
serp_jobs.job_card.full_time +1
Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal r...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
New York Licensed Financial Advisor

New York Licensed Financial Advisor

VirtualVocations • Norwalk, 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
CFP Licensed Wealth Advisor

CFP Licensed Wealth Advisor

VirtualVocations • North Hollywood, 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_1_day • serp_jobs.job_card.promoted
Financial Advisor

Financial Advisor

Edward Jones • Laguna Hills, CA, US
serp_jobs.job_card.full_time
serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor - Southland Credit Union

Financial Advisor - Southland Credit Union

LPL Financial • Long Beach, CA, US
serp_jobs.job_card.full_time
LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients.This employment opportunity at Southland Credit Union in Long Beach, CA would allow ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Wealth Advisor - California Bank & Trust

Wealth Advisor - California Bank & Trust

LPL Financial • Laguna Hills, CA, US
serp_jobs.job_card.full_time
Wealth Advisor Opportunity At California Bank & Trust.LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at California Bank...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 • Garden Grove, 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 Advisor

Financial Advisor

Cathay Bank - Headquarters • San Gabriel, CA, United States
serp_jobs.job_card.full_time
Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Senior Wealth Advisor

Senior Wealth Advisor

M&T Bank • Costa Mesa, CA, US
serp_jobs.job_card.full_time
Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an assigned book of business.Consults and coordinate...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Lead Advisor, Southwest Region

Lead Advisor, Southwest Region

Kayne Anderson Capital Advisors • Los Angeles, CA, US
serp_jobs.job_card.full_time
Kayne Anderson Rudnick is an asset and wealth management firm headquartered in Los Angeles.The Firm has $70B in AUM and approximately 125 employees, the majority of which are in the LA headquarters...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted