Talent.com
New York Licensed Financial Advisor
New York Licensed Financial AdvisorVirtualVocations • Naperville, Illinois, United States
New York Licensed Financial Advisor

New York Licensed Financial Advisor

VirtualVocations • Naperville, Illinois, 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.

Key Responsibilities

Provide personalized financial advice, focusing on equity compensation planning, tax optimization, and retirement planning for clients

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 as the firm grows

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 changes and improvements typical of startup culture

serp_jobs.job_alerts.create_a_job

Financial Advisor • Naperville, Illinois, United States

Job_description.internal_linking.related_jobs
Financial Aid Advisor - Scholarships

Financial Aid Advisor - Scholarships

InsideHigherEd • Sugar Grove, Illinois, United States
serp_jobs.job_card.full_time
Financial Aid Advisor - Scholarships.Join our dynamic team at Waubonsee Community College, where your career can flourish. We are committed to being an exceptional employer, offering a comprehensive...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Finacial Advisor

Finacial Advisor

TradeJobsWorkForce • 60546 Riverside, IL, 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
Wealth Financial Advisor - Greater Chicago, IL Area

Wealth Financial Advisor - Greater Chicago, IL Area

Corebridge Financial • Chicago, IL, US
serp_jobs.job_card.full_time
At Corebridge Financial, we believe action is everything.That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their fi...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Solutions Advisor - Consumer Investments - Northwest Chicago Market

Financial Solutions Advisor - Consumer Investments - Northwest Chicago Market

Bank of America • Westmont, IL, US
serp_jobs.job_card.full_time
Bank Of America Financial Advisor.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 Responsible G...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor

Financial Advisor

Edward Jones • Hanover Park, IL, US
serp_jobs.job_card.full_time
serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor - Credit Union 1

Financial Advisor - Credit Union 1

LPL Financial • Lombard, IL, US
serp_jobs.job_card.full_time
Financial Advisor Opportunity At Credit Union 1.LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Credi...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Management Advisor - Oak Lawn, IL

Wealth Management Advisor - Oak Lawn, IL

U.S. Bancorp • Oak Lawn, IL, US
serp_jobs.job_card.full_time
The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Senior Financial Advisor

Senior Financial Advisor

AFIN Family Wealth Management • Winnetka, IL, US
serp_jobs.job_card.full_time
AFIN Family Wealth Management is a firm specializing in holistic financial planning for individuals and businesses.Our goal is to make financial planning understandable and accessible by offering p...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Advisor

Wealth Advisor

Midland States Bank Careers • Joliet, IL, United States
serp_jobs.job_card.full_time
Position Title : Wealth Advisor Locations : Joliet_IL Time Type : Full time Req ID : JR1041-Joliet_IL At Midland, we’re proud to be a little different. You can see it in our bright orange signs-but ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Advisor

Financial Advisor

ClifyX • Lombard, IL, US
serp_jobs.job_card.full_time
US citizens and those authorized to work in the US are encouraged to apply.We are unable to sponsor H1B Candidates at this time). Ideal Candidate Profile Minimum 1-3 years' experience in Business or...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Advisor

Financial Advisor

Knowhirematch • Northbrook, IL, US
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
Financial Advisor Business Leader / Wealth Management Team Lead.Six Figure Base Salary + Team Based Production Bonus + Full Benefits. As a Business Manager, you'll be a vital contributor to a Financ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30
Merrill Financial Solutions Advisor - Chicago Metro Market

Merrill Financial Solutions Advisor - Chicago Metro Market

Bank of America • Chicago, IL, US
serp_jobs.job_card.full_time
Merrill Wealth Management Advisor.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institution...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Merrill Financial Solutions Advisor - Chicago West Market

Merrill Financial Solutions Advisor - Chicago West Market

Bank of America • Oak Brook, IL, US
serp_jobs.job_card.full_time
Merrill Wealth Management Financial Advisor.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and i...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Solutions Advisor Stage I-Registration CandidateConsumer Investments - Downtown Chicago, IL

Financial Solutions Advisor Stage I-Registration CandidateConsumer Investments - Downtown Chicago, IL

Bank of America • Chicago, IL, US
serp_jobs.job_card.full_time
Financial Solutions Advisor Stage 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 Responsible...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor

Financial Advisor

Insight Global • Chicago, IL, US
serp_jobs.job_card.full_time
Licensed Financial Representative Or Investment Advisory Representative.This licensed Financial Representative or Investment Advisory Representative will work as a 1099 independent contractor to se...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Advisor - PNC Investments

Financial Advisor - PNC Investments

PNC • Naperville, IL, 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_variable_days • serp_jobs.job_card.promoted
Financial Advisor

Financial Advisor

Ameriprise Financial • Downers Grove, IL, US
serp_jobs.job_card.full_time +1
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
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor - Wintrust Bank

Financial Advisor - Wintrust Bank

LPL Financial • Chicago, IL, US
serp_jobs.job_card.full_time
Financial Advisor Wintrust Bank.LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Wintrust Bank in Chicago, IL would a...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Solutions Advisor - CHICAGO - MICHIGAN AND ILLINOIS, IL

Financial Solutions Advisor - CHICAGO - MICHIGAN AND ILLINOIS, IL

Bank of America • Chicago, IL, US
serp_jobs.job_card.full_time
Job Opportunity At Bank Of America.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run o...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Private Wealth Advisor

Private Wealth Advisor

Bmo • Winnetka, IL, US
serp_jobs.job_card.part_time
Wealth Sales And Service Position.Job Family Group : Wealth Sales & Service.Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client r...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted