Talent.com
State Licensed Lead Financial Advisor

State Licensed Lead Financial Advisor

VirtualVocationsSpokane, Washington, 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

Provide personalized financial advice including equity compensation planning and retirement planning

Develop and maintain trusted relationships with high-net-worth clients

Shape scalable systems for delivering customized financial advice

Required Qualifications

7+ years of experience in financial advisory or wealth management

Expertise in equity compensation

Bachelor's degree in finance, business, or a related field (CFP designation or advanced degree is a plus)

Proven track record in client relationship management with high-net-worth individuals

Tech-savvy and open to leveraging new tools for client experiences

serp_jobs.job_alerts.create_a_job

Financial Advisor • Spokane, Washington, United States

Job_description.internal_linking.related_jobs
  • serp_jobs.job_card.promoted
Online Survey Taker. Earn up to $25 per survey. - Remote

Online Survey Taker. Earn up to $25 per survey. - Remote

Earn HausLoon Lake, Washington, US
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
We are urgently looking for people interested in taking online surveys for Fortune 500 brands.If you are a self-starter, looking for flexible hours throughout the week, this may be for you! Earn up...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Special Forces Candidate - Up To $34k Signing Bonus

Special Forces Candidate - Up To $34k Signing Bonus

United States ArmyMilan, WA, US
serp_jobs.job_card.full_time
As a Special Forces Candidate, you’ll be training to become a Green Beret, one of the most highly skilled Soldiers in the world. To join the Army elite, you must complete extensive mental and physic...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Sr Mortgage Advisor - Spokane

Sr Mortgage Advisor - Spokane

BECUSpokane, WA, US
serp_jobs.job_card.full_time
Is it surprising to hear that a financial institution of 1.Our "people helping people" philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Litigation Financial Analyst supporting the US Attorneys Office

Litigation Financial Analyst supporting the US Attorneys Office

Clearance JobsSpokane, WA, US
serp_jobs.job_card.full_time
Be a part of the nationwide law enforcement initiative that removes the tools of crime from criminal organizations, depriving wrongdoers of proceeds from their crime and impacting the infrastructur...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Mental Health Therapist

Mental Health Therapist

SonderMind CareersClayton, WA, US
serp_jobs.job_card.full_time
SonderMind is a leading mental health care platform revolutionizing therapy services by empowering licensed mental health therapists to deliver exceptional care with cutting-edge, AI-powered tools....serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Director Clinical Operations RN - Spokane, WA

Director Clinical Operations RN - Spokane, WA

Providence Health and ServicesCheney, WA, United States
serp_jobs.job_card.full_time
Are you ready to lead with vision and excellence in the healthcare sector? We're looking for someone who can navigate complexities and drive innovation. As the Director Clinical Operations RN for PM...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
County Meter Reader

County Meter Reader

Meter ReaderWorley, ID
serp_jobs.job_card.full_time
Responsibilities The primary responsibility of this position is to read meters and record consumption of the water used, cleaning of meter boxes, and removal of vegetation impeding access to meters...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Work from Home

Work from Home

HomeJobFinderSpirit Lake, ID
serp_jobs.filters.remote
serp_jobs.job_card.full_time
Remote Opportunity : Link Posting Marketing Rep (No Experience Needed!) Are you self-driven, reliable, and ready to earn from anywhere? We’re looking for motivated individuals to jo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Mail Carrier - City - No Experience Required

Mail Carrier - City - No Experience Required

Postal Jobs ResourceSpringdale, WA, United States
serp_jobs.job_card.full_time
USPS is accepting applications for City Carrier Assistants nationwide.This role ensures smooth postal operations by delivering mail efficiently. No prior experience is required, as USPS offers compr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Border Patrol Agent - Entry Level

Border Patrol Agent - Entry Level

Customs and Border ProtectionSpringdale, WA, US
serp_jobs.job_card.full_time
Border Patrol Agent (BPA) GL-5 / 7 grade levels \n\n.IMPORTANT NOTICE : Duty assignments available at the time of offer may include the Southwest Border, including prioritized locations.Border Patrol ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Mail Carrier - Rural - No Experience Required

Mail Carrier - Rural - No Experience Required

Postal Jobs ResourceBlanchard, ID, United States
serp_jobs.job_card.full_time
Explore a World of Career Opportunities as a Mail Carrier with USPS.USPS is accepting applications for Rural Carrier Associates nationwide. This role involves delivering and collecting mail while in...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Plant Technician

Plant Technician

EnviroTech ServicesSpirit Lake, ID, US
serp_jobs.job_card.full_time
EnviroTech Services is committed to being the trusted partner that keeps roads safe and communities moving.Whether we are providing de-icing products to make winter travel safer or applying technol...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Plant Technician

Plant Technician

EnviroTechSpirit Lake, Idaho, United States
serp_jobs.job_card.full_time
EnviroTech Services is committed to being the trusted partner that keeps roads safe and communities moving.Whether we are providing de-icing products to make winter travel safer or applying technol...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
37F PsyOp Specialist

37F PsyOp Specialist

U.S. ArmyAirway Heights, WA, US
serp_jobs.job_card.permanent
As a Psychological Operations Specialist, you'll be an expert at persuasion.You'll assess and develop the information needed to influence and engage specific audiences. You'll broadcast important in...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Financial Solutions Advisor Registration Candidate - Columbia Basin South

Financial Solutions Advisor Registration Candidate - Columbia Basin South

Bank of AmericaSpokane, WA, US
serp_jobs.job_card.full_time
Financial Solutions Advisor Stage I (FSA I).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 Res...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Financial Services Representative III

Financial Services Representative III

First Interstate BankSpokane, WA, US
serp_jobs.job_card.full_time
Financial Services Representative III.This position is located at our Spokane, WA Northside branch.What's Important to You We know your career is just one aspect of a meaningful, complex, and deman...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Loan Servicing Project Specialist I

Loan Servicing Project Specialist I

Columbia BankLiberty Lake, WA, US
serp_jobs.job_card.full_time
Loan Servicing Project Specialist I.At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.We are dedicated ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Remote Sales Representative - 76K avg 1st year

Remote Sales Representative - 76K avg 1st year

Altig / AO Globe LifeMedical Lake, Washington
serp_jobs.filters.remote
serp_jobs.job_card.full_time
If you’re passionate about making a difference and want to turn that passion into a fulfilling career, we want to hear from you. A Sales Representative plays a crucial role in driving business...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
LIFEGUARD (FILL-IN)

LIFEGUARD (FILL-IN)

Marimn HealthWorley, ID, US
serp_jobs.job_card.full_time
Come work for Marimn Health - voted one of the Best Places to Work in the Inland Northwest every year since 2018 and Modern Healthcare's Family Friendliest Employer in 2020!.Fantastic benefits,...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
LEAD CPO / INSTRUCTOR (WELLNESS CENTER)

LEAD CPO / INSTRUCTOR (WELLNESS CENTER)

Marimn HealthPlummer, ID, US
serp_jobs.job_card.full_time
Come work for Marimn Health - voted one of the Best Places to Work in the Inland Northwest in 2018, 2019, 2020, 2021, 2022 AND 2023 and Modern Healthcare's Family Friendliest Employer in 2020!....serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30