New York Licensed Financial AdvisorVirtualVocations • Kansas City, Missouri, United States
New York Licensed Financial Advisor
VirtualVocations • Kansas City, Missouri, 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 and ensure client satisfaction
Required Qualifications
7+ years of experience in financial advisory, wealth management, or related roles
Expertise in equity compensation and understanding of the unique 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 • Kansas City, Missouri, United States
Job_description.internal_linking.related_jobs
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
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 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 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 
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
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 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 
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 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 
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 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 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 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 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 
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 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 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
Licensed Specialist Clinical Social Worker (LSCSW) - Harrisonville, MO
LifeStance Health • Harrisonville, MO, 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
Licensed Specialist Clinical Social Worker (LSCSW) - Garden City, MO
LifeStance Health • Garden City, MO, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Licensed Specialist Clinical Social Worker (LSCSW) - Weston, MO
LifeStance Health • Weston, 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
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
Licensed Marriage and Family Therapist (LCMFT) - Smithville, MO
LifeStance Health • Smithville, MO, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • 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
Therapist Licensed Mental Health - hybrid (LCMFT, LSCSW, LCPC) •Sign on Bonus - Smithville, MO
LifeStance Health • Smithville, MO, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
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
Licensed Marriage and Family Therapist (LCMFT) - Harrisonville, MO
LifeStance Health • Harrisonville, MO, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Licensed Specialist Clinical Social Worker (LSCSW) - Pleasant Hill, MO
LifeStance Health • Pleasant Hill, MO, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Licensed Specialist Clinical Social Worker (LSCSW) - Smithville, MO
LifeStance Health • Smithville, MO, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Licensed Clinical Marriage and Family Therapist (LCMFT) - Belton, MO
LifeStance Health • 64012, MO, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • 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
Licensed Marriage and Family Therapist (LCMFT) - Pleasant Hill, MO
LifeStance Health • Pleasant Hill, MO, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Licensed Marriage and Family Therapist (LCMFT) - Kearney, MO
LifeStance Health • Kearney, MO, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted