Financial AdvisorVirtualVocations • Clearwater, Florida, United States
Financial Advisor
VirtualVocations • Clearwater, Florida, United States
job_description.job_card.30_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, founders, and executives.
Key Responsibilities
Provide personalized financial advice, including equity compensation planning and retirement planning
Develop and maintain trusted relationships with high-net-worth clients and drive client acquisition efforts
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 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 the changes in a startup environment
serp_jobs.job_alerts.create_a_job
Financial Advisor • Clearwater, Florida, United States
Job_description.internal_linking.related_jobs
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
This job is with Fisher Investments, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.
Please do not contact the recruiter directly.Do yo...serp_jobs.internal_linking.show_more
San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.We are dedicated to providing our advisors and their clients with exceptional service and inno...serp_jobs.internal_linking.show_more
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.
Accountable for overall produc...serp_jobs.internal_linking.show_more
At Elite Insurance Partners, we're not just in the insurance business, we're in the business of helping people protect what matters most and secure their financial future.As a nationally recognized...serp_jobs.internal_linking.show_more
Mass Affluent Relationship Manager.Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truis...serp_jobs.internal_linking.show_more
Hybrid Mortgage Financing Advisor.Hybrid work arrangement requiring 4 days out in the builder communities and 1 day office day.
Monthly Auto Allowance offered.The Mortgage Financing Advisor is prima...serp_jobs.internal_linking.show_more
Northwestern Mutual Financial Advisor.Financial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning.As a business own...serp_jobs.internal_linking.show_more
Responsible for retention and growth of medium to large size high net worth client relationships.Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds cl...serp_jobs.internal_linking.show_more
Does that describe you? If so, we need you on our team.At Edward Jones, we're all about making a difference.In the lives of our clients - and our people.
Our licensed branch associates are highly vi...serp_jobs.internal_linking.show_more Internship Opportunities at Northwestern Mutual's Clearwater Office.Northwestern Mutual's Clearwater Office is hiring for Fall 2025, Spring 2026, and Summer 2026 Internship Programs! Northwestern M...serp_jobs.internal_linking.show_more 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.
Accountable for overall produc...serp_jobs.internal_linking.show_more 
At Grow Financial Federal Credit Union, we believe in service to our 300,000 members, 600 team members and local communities.
We're not just your average bank.We're a credit union, owned by our mem...serp_jobs.internal_linking.show_more
Private Wealth Management Advisor.At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market ...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 Language Fluency : English (Required).Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and...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
This job is with Fisher Investments, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.
Please do not contact the recruiter directly.Do yo...serp_jobs.internal_linking.show_more Philanthropic Solutions Advisor.At Regions, the Philanthropic Solutions (PS) Advisor advises individuals, families and institutions to achieve their charitable mission.
The PS Advisor acquires clien...serp_jobs.internal_linking.show_more Job Opportunity In Saint Petersburg, FL.Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the ...serp_jobs.internal_linking.show_more
Financial Advisor
Ameriprise Financial • Tampa, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Investment Counselor – Wealthbuilder (Financial Advisor Alternative)
Fisher Investments • Tampa, Florida, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Advisor Series 7, 65 or 66
San Blas Securities • Tampa Bay Area, FL, US
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
serp_jobs.last_updated.last_updated_30
Investment Executive (Financial Advisor) Southwest, FL
Fifth Third Bank • St. Petersburg, FL, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Senior Financial Advisor
Elite Insurance Partners • Tampa, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Premier Banker or Advisor - Tampa Palms, FL
Truist • Tampa, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Mortgage Financing Advisor
PulteGroup • Riverview, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Advisor - Northwestern Mutual
The Job Sauce • Clearwater Beach, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
PWM Private Wealth Advisor
U.S. Bancorp • Tampa, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Associate Financial Advisor
Edward Jones • Tarpon Springs, FL, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor Intern - Northwestern Mutual
The Job Sauce • Clearwater Beach, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Investment Executive (Financial Advisor) Bradenton / Sarasota, FL
Fifth Third Bank • Parrish, FL, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Advisor
Grow Financial • Tampa, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Private Wealth Management Wealth Advisor
Regions Financial • Saint Petersburg, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
J.P. Morgan Wealth Management - Private Client Advisor - Palm Harbor, FL
JPMorgan Chase • Palm Harbor, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor, Truist Investment Services, Tampa, FL
Truist • Tampa, FL, US
serp_jobs.job_card.full_time +2
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
PWM Private Wealth AdvisorJob Id2025-0021241LocationTampa, FL, United StatesPosting Start Date09 / 03 / 2025Anticipated Posting End Date10 / 27 / 2025Job TypeFull timeJob available in 2 categories. Sales & Relationship ManagementExecutive
US Bank • Tampa, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Investment Counselor - Wealthbuilder (Financial Advisor Alternative)
Fisher Investments • Tampa, FL, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Philanthropic Trust Advisor - JD
Regions Financial • Tampa, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Premier Advisor or Banker - St. Petersburg, FL
Truist • Saint Petersburg, FL, US
serp_jobs.job_card.full_time +2
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted