Lead Financial AdvisorVirtualVocations • Vancouver, Washington, United States
Lead Financial Advisor
VirtualVocations • Vancouver, Washington, 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.
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 • Vancouver, Washington, United States
Job_description.internal_linking.related_jobs
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
Investment Advisor Representative.Columbia Credit Union, in partnership with CUSO Financial Services, LP (CFS), is seeking an Investment Advisor Representative to provide investment services for me...serp_jobs.internal_linking.show_more
At Corebridge Financial, we believe action is everything.That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their fi...serp_jobs.internal_linking.show_more
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 Growth and delivering for our clien...serp_jobs.internal_linking.show_more 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.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 Advisor Development Program Financial Solutions Advisor Stage I.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individua...serp_jobs.internal_linking.show_more At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Responsible Growth is how we run our company and how we deliver for o...serp_jobs.internal_linking.show_more 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 A company is looking for a Lead Financial Advisor.Key Responsibilities Provide personalized financial advice, including equity compensation planning and retirement planning, to startup employees ...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 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 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 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 
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
Location : 4735 SW Hall Boulevard - Beaverton, Oregon 97005.Job Summary : The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis...serp_jobs.internal_linking.show_more
Wealth Advisor - Mechanics Bank
LPL Financial • Lake Oswego, OR, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Investment Advisor Representative
Atria Wealth Solutions • Vancouver, WA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor - Portland, OR
Corebridge Financial • Portland, OR, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Solutions Advisor- Portland Metro Area
Bank of America • Vancouver, WA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
CFP Licensed Wealth Advisor
VirtualVocations • Vancouver, Washington, 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
Financial Advisor
Edward Jones • Hillsboro, OR, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
J.P. Morgan Wealth Management Private Client Advisor - Portland, OR
JPMorgan Chase • Portland, OR, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Advisor Development Program - Financial Solutions Advisor Trainee : Portland-One Center Financial Center
Bank of America • Portland, OR, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Senior Financial Solutions Advisor -Northwest Region
Bank of America • Vancouver, WA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Kansas Licensed Financial Advisor
VirtualVocations • Aloha, Oregon, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
New York Licensed Financial Advisor
VirtualVocations • Aloha, Oregon, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Investment Counselor – Wealthbuilder (Financial Advisor Alternative)
Fisher Investments • Camas, Washington, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Associate Financial Advisor
Edward Jones • West Linn, OR, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
J.P. Morgan Wealth Management - Private Client Advisor - Tigard, OR
JPMorgan Chase • Portland, OR, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
J.P. Morgan Wealth Management Private Client Advisor - Tigard, OR
JPMorgan Chase • Portland, OR, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Licensed Lead Financial Advisor
VirtualVocations • Aloha, Oregon, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Financial Advisor Series 7, 65 or 66
San Blas Securities • Portland, OR, US
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
serp_jobs.last_updated.last_updated_variable_days
Private Client Advisor
KeyCorp • Beaverton, OR, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted