Lead Financial AdvisorVirtualVocations • Kansas City, Missouri, United States
Lead Financial Advisor
VirtualVocations • Kansas City, Missouri, 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 and retirement planning
Develop and maintain trusted relationships with high-net-worth clients while driving 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 with expertise in equity compensation
Passion for 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)
Comfortable with the dynamic nature of startup culture
serp_jobs.job_alerts.create_a_job
Financial Advisor • Kansas City, Missouri, United States
Job_description.internal_linking.related_jobs
Cleveland Clinic Florida’s Primary Care Institute.Program Director for the Geriatric Medicine Fellowship Program.This ACGME-accredited, one-year fellowship has been training future leaders in Geria...serp_jobs.internal_linking.show_more
You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills.
You find satisfaction in helping others by offering sound advice.You make...serp_jobs.internal_linking.show_more
Essential job responsibilities include but are not limited to : .Supports and demonstrates IMA Select's core values.Values and understands the importance of diversity, equality, and inclusion among a...serp_jobs.internal_linking.show_more
The Private Wealth Management team serves to manage, protect and grow.As a fiduciary, we deliver financial outcomes for our clients through team-based advice.
We collaborate on holistic and personal...serp_jobs.internal_linking.show_more
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
Moneta is one of the nation's largest independent Registered Investment Advisors (RIAs) now partnering with financial advisors who want to enhance their client service by completely reframing what ...serp_jobs.internal_linking.show_more
Starting Hourly Rate / Salario por Hora Inicial : $16.Working at Target means helping all families discover the joy of everyday life.
We bring that vision to life through our values and culture.Seaso...serp_jobs.internal_linking.show_more
We’re growing our sales team and looking for a driven, energetic individual to join us and take their career to the next level! While prior experience in sales or leadership is a plus, it'...serp_jobs.internal_linking.show_more
At FNBO, our employees are the heart of our storyand we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.Summar...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
Advisor - Subject Matter Expert Wealth Management Are you looking to expand your career and be a part of a successful team?.
Are you driven, self-motivated and customer focused?.If you enjoy w...serp_jobs.internal_linking.show_more
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
Patient Financial Advisor Westwood Medical Pavilion - West.The Patient Financial Advisor is responsible for providing financial assistance to all patients and families throughout the health system....serp_jobs.internal_linking.show_more
Join the Leader in the Industry!.At Palm Beach Tan, we offer options for every body : sunbed tanning, spray tanning, skin care, and wellness.
We're looking for passionate, hard-working individuals to...serp_jobs.internal_linking.show_more
By clicking the "Apply" button, I understand that my employment application process with Takeda will commence and that.I provide in my application will be processed in line with.I further...serp_jobs.internal_linking.show_more
Commerce Financial Advisors is a division of Commerce Bank.For over 35 years, Commerce Financial Advisors has been working to help clients achieve their financial goals.
We are currently seeking a m...serp_jobs.internal_linking.show_more This team is passionately dedicated to the communities they serve, forging meaningful relationships built on trust.Our seasoned professionals excel at understanding clients' needs and crafting besp...serp_jobs.internal_linking.show_more 
Your career is an investment that grows over time!.Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money.Using smart technology, ...serp_jobs.internal_linking.show_more
The RIA Client Advisor is responsible for furthering the growth of NB's platform through strategic relationship building and business development initiatives with RIAs managing $100m+ AUM in the Ce...serp_jobs.internal_linking.show_more
Occupational Therapist for a travel job in Harrisonville, Missouri.Job Description & Requirements.When it comes to finding the perfect locums assignment, sometimes it is all about who you know.Comp...serp_jobs.internal_linking.show_more
Geriatric Medicine Fellowship Program Director in Florida
Cleveland Clinic • Weston, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor
BOK Financial • Overland Park, KS, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Private Client Advisor
IMA Financial Group • Kansas City, MO, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Wealth Advisor
UMB • Kansas City, MO, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor
Ameriprise Financial • Leawood, KS, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Advisor, CFP
Moneta • Mission, KS, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Seasonal : Guest Advocate (Cashier), General Merchandise, Fulfillment, Food and Beverage, Front of Store Attendant (Cart Attendant), Style, Tech, Inbound (Stocking) (T1538)
Target • Belton, Missouri, United States of America
serp_jobs.job_card.part_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Sales Account Representative
Alleviation Enterprise LLC • Liberty, MO, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Regional Manager-Advisor Led Model Individual Segment
First National of Nebraska • Overland Park, KS, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Advisor - Kansas City, MO
Corebridge Financial • Kansas City, MO, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Advisor
Summers Agency • Kansas City, MO, US
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
serp_jobs.last_updated.last_updated_variable_days
Finacial Advisor
TradeJobsWorkForce • 64150 Riverside, MO, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Patient Financial Advisor
The University of Kansas Health System • Mission, KS, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Sales Advisor
Palm Beach Tan • Blue Springs, MO, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Leadership Advancement Program
Biolife Plasma Services Careers • Lees Summit, MO, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Advisor
Commerce Bank • Kansas City, MO, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Private Wealth Advisor
BOK Financial • Overland Park, KS, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Senior Advisor, Digital Advice
Kinvie • Mission, KS, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
RIA Client Advisor, Central Region
Neuberger Berman • Kansas City, MO, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Travel Occupational Therapist - $2,378 per week
CompHealth Inc. • Harrisonville, MO, United States
serp_jobs.job_card.permanent
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted