Financial AdvisorVirtualVocations • Phoenix, Arizona, United States
Financial Advisor
VirtualVocations • Phoenix, Arizona, 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.
Key Responsibilities
Provide personalized financial advice including equity compensation planning and tax optimization
Develop and maintain trusted relationships with high-net-worth clients
Help shape scalable systems for delivering customized financial advice
Required Qualifications
7+ years of experience in financial advisory or wealth management, with expertise in equity compensation
Passion for serving startup employees and executives
Proven track record in client relationship management with high-net-worth individuals
Tech-savvy and open to leveraging new tools for client experiences
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 • Phoenix, Arizona, United States
Job_description.internal_linking.related_jobs
The Wealth Advisor serves as personal relationship manager to Busey Wealth Management clients.The Advisor engages in proactive and ongoing communication with clients to build and maintain relations...serp_jobs.internal_linking.show_more
Wealth Sales & Service Professional.Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest o...serp_jobs.internal_linking.show_more
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.We believe that every dollar saved represents a lifetime of hard work and aspiration...serp_jobs.internal_linking.show_more
The Financial Advisor II is principally responsible for providing wealth management services to clients / prospects remotely and referral management.
You are encouraged to meet your individual goals a...serp_jobs.internal_linking.show_more
The Wealth Advisor serves as personal relationship manager to Busey Wealth Management clients.The Advisor engages in proactive and ongoing communication with clients to build and maintain relations...serp_jobs.internal_linking.show_more
Change lives, including your own.At WestPac Wealth Partners, our mission is to align clients’ financial goals with their values by delivering personalized, holistic planning strategies.We are a dyn...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
serp_jobs.internal_linking.show_more
Merrill Participant Services Financial Solutions Advisor.Merrill Participant Services Financial Solutions Advisors (FSA) engage participants in goals-based conversations to provide education and gu...serp_jobs.internal_linking.show_more
Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make.We help them plan and take action to protect the future they envision and respond to some of ...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
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
Do you want to be a true Wealth Advisor for your clients, with the ability to serve clients in our Registered Investment Advisor (RIA) firm or as a BOK advisor? If you hold securities and / or insura...serp_jobs.internal_linking.show_more
Vanguard Financial Advisor Opportunity.Vanguard is seeking talented Financial Advisors to join our dynamic team across four sites : Scottsdale, AZ, Charlotte, NC, Malvern, PA, and Dallas, TX.In this...serp_jobs.internal_linking.show_more
Advisor Support Representative.Hybrid - 4 days onsite, 1 day remote.M-F, 10 : 30am-7pm or 11am-7 : 30pm (EST) .We are seeking driven individuals to join a high-performing Financial Advisor Support...serp_jobs.internal_linking.show_more
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 finan...serp_jobs.internal_linking.show_more 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 
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...serp_jobs.internal_linking.show_more Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make.We help them plan and take action to protect the future they envision and respond to some of ...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
Wealth Advisor
Busey Bank • Phoenix, AZ, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor
Bmo • Scottsdale, AZ, US
serp_jobs.job_card.part_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Outbound Investment Advisor
Edelman Financial Engines • Phoenix, AZ, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Bilingual Financial Advisor II - South Phoenix Market
Desert Financial Credit Union • Phoenix, AZ, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Advisor
Busey • Phoenix, AZ, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor
WestPac Wealth Partners • Scottsdale, AZ, United States
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 - Phoenix, AZ (Biltmore)
JPMorgan Chase • Phoenix, AZ, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor
Edward Jones • Sun City, AZ, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Solutions Advisor - Participant Services
Bank of America • Chandler, AZ, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Wealth Advisor - Phoenix, AZ
Corebridge Financial • Phoenix, AZ, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor Series 7, 65 or 66
San Blas Securities • Scottsdale, AZ, US
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
serp_jobs.last_updated.last_updated_30
PWM Private Wealth Advisor
U.S. Bancorp • Scottsdale, AZ, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Private Wealth Advisor
BOK Financial • Scottsdale, AZ, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor Associate
Vanguard • Scottsdale, AZ, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Advisor Support Representative
TRC Talent Solutions • Scottsdale, AZ, US
serp_jobs.job_card.permanent
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab • Phoenix, AZ, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Solutions Advisor - Scottsdale Area
Bank of America • Scottsdale, AZ, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Investment Advisor - PNC Investments
PNC • Scottsdale, AZ, US
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Wealth Advisor - Scottsdale, AZ
Corebridge Financial • Scottsdale, AZ, 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 - Scottsdale, AZ (Scottsdale Oldtown)
JPMorgan Chase • Scottsdale, AZ, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted