Talent.com
Senior Financial Advisor - WA Licensed
Senior Financial Advisor - WA LicensedVirtualVocations • Austin, Texas, United States
Senior Financial Advisor - WA Licensed

Senior Financial Advisor - WA Licensed

VirtualVocations • Austin, Texas, 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 Senior Financial Advisor & Planner - Wealth Management, Premier / Brokerage.

Key Responsibilities

Provide high-level service to clients, focusing on asset retention and growth through proactive communication and education

Manage client relationships through phone and email, acting as a liaison between clients and internal departments

Deliver holistic financial planning on various subjects, coordinating with operational teams and potentially assisting in training new hires

Required Qualifications

FINRA Series 7, 63, and 65 registrations required

Bachelor's Degree or higher in business, finance, or a related field

High-level knowledge of current investment products and industry services

Proven track record in relationship management and customer satisfaction

Exceptional operational and organizational skills

serp_jobs.job_alerts.create_a_job

Financial Advisor • Austin, Texas, United States

Job_description.internal_linking.related_jobs
Financial Advisor Series 7, 65 or 66

Financial Advisor Series 7, 65 or 66

San Blas Securities • Austin Area, TX, US
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
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
serp_jobs.last_updated.last_updated_variable_days
Remote Financial Analyst - AI Trainer ($50-$60 / hour)

Remote Financial Analyst - AI Trainer ($50-$60 / hour)

Data Annotation • San Marcos, Texas
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Financial Representative Trainee (Sales) - Austin, TX

Financial Representative Trainee (Sales) - Austin, TX

Mutual of Omaha • Taylor, TX, US
serp_jobs.job_card.full_time
Financial Representative Trainee (Sales) - Austin, TX.Sales, Early Career Programs, Financial Representative Trainee.Are you driven, self-motivated, and eager to jumpstart your career in the financ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
FINRA Licensed Financial Consultant

FINRA Licensed Financial Consultant

VirtualVocations • Austin, Texas, United States
serp_jobs.job_card.full_time
A company is looking for a Financial Consultant.Key Responsibilities Provide over-the-phone guidance to customers regarding their employer-sponsored retirement accounts during key life moments D...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Advisor - PNC Investments

Wealth Advisor - PNC Investments

PNC • Austin, TX, US
serp_jobs.job_card.full_time +1
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
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Investment Advisor

Investment Advisor

SWBC • Austin, TX, US
serp_jobs.job_card.full_time
SWBC is seeking a talented individual to provide superior ongoing service for the retention of current clients and utilize skills to develop opportunities for new client relationships to build a ro...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 • Austin, Texas, 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
Finacial Advisor

Finacial Advisor

TradeJobsWorkForce • 78734 Lakeway, TX, US
serp_jobs.job_card.full_time
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
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor

Financial Advisor

VirtualVocations • Austin, Texas, 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 tax optimization Develop and maintain trus...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Oregon Licensed Senior Claims Adjuster

Oregon Licensed Senior Claims Adjuster

VirtualVocations • Austin, Texas, United States
serp_jobs.job_card.full_time
A company is looking for a Senior Claims Adjuster for Workers Compensation.Key Responsibilities Manage claims by analyzing exposure and planning appropriate resolutions Communicate effectively w...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Remote Senior Financial Analyst ($50-$60 / hour)

Remote Senior Financial Analyst ($50-$60 / hour)

Data Annotation • San Marcos, Texas
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Financial Aid Advisor

Financial Aid Advisor

VirtualVocations • Austin, Texas, United States
serp_jobs.job_card.full_time
A company is looking for a Financial Aid Advisor for a remote, three-month Fall contract.Key Responsibilities Assisting students with the financial aid application process Creating financial est...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Florida Licensed Senior Claims Adjuster

Florida Licensed Senior Claims Adjuster

VirtualVocations • Austin, Texas, United States
serp_jobs.job_card.full_time
A company is looking for a Senior Claims Adjuster Workers Compensation in Florida.Key Responsibilities Execute claims management decisions to analyze and resolve claims exposure Interact with va...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 • Austin, Texas, United States
serp_jobs.job_card.full_time
A company is looking for a Financial Advisor & Planner - Brokerage / Premier Accounts.Key Responsibilities Provide high-level service to Personal Wealth clients, focusing on asset retention and gro...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 • Austin, Texas, 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 eq...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Senior Financial Advisor - AZ Licensed

Senior Financial Advisor - AZ Licensed

VirtualVocations • Austin, Texas, United States
serp_jobs.job_card.full_time
A company is looking for a Senior Financial Advisor & Planner - Wealth Management, Premier / Brokerage.Key Responsibilities Provide high-level service to Personal Wealth clients, focusing on retent...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 • Buda, TX, US
serp_jobs.job_card.full_time
This job posting is anticipated to remain open for 30 days, from 21-Oct-2025.The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Licensed Mental Health Therapist (LCSW, LMFT, LPC)-Remote

Licensed Mental Health Therapist (LCSW, LMFT, LPC)-Remote

LifeStance Health • Taylor, TX, US
serp_jobs.filters.remote
serp_jobs.job_card.full_time
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted