Financial AdvisorVirtualVocations • Pompano Beach, Florida, United States
Financial Advisor
VirtualVocations • Pompano Beach, Florida, United States
job_description.job_card.30_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, founders, 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 and drive 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
Expertise in equity compensation and 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
Tech-savvy and adaptable to the changes in a startup environment
serp_jobs.job_alerts.create_a_job
Financial Advisor • Pompano Beach, Florida, United States
Job_description.internal_linking.related_jobs
Are you passionate about helping students navigate their financial future and making a tangible impact on their educational journey? As a Financial Aid Advisor, you'll be the friendly guide that st...serp_jobs.internal_linking.show_more
Corebridge Financial Financial Advisor.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...serp_jobs.internal_linking.show_more
Senior Wealth Advisor Safe Act.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, you'll have the...serp_jobs.internal_linking.show_more
The Financial Aid Advisor provides excellent customer service and guidance to financial aid applicants and their families throughout the financial aid application process and determines eligibility...serp_jobs.internal_linking.show_more
We help job seekers and career changers prepare for and advance in careers with a focus on sustainable, high-growth, high-demand industries.
Our committed and well-trained workforce professionals de...serp_jobs.internal_linking.show_more
We understand that this is a relationship business built on integrity and trust.As a financial advisor, you will position yourself as an advisor who sits on the same side of the table as your clien...serp_jobs.internal_linking.show_more
Wealth Sales & Service Position.Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional cli...serp_jobs.internal_linking.show_more
Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus...serp_jobs.internal_linking.show_more
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.
Responsible Growth is how we run ou...serp_jobs.internal_linking.show_more Series 7 Assets Under Management Clean U4.Series 7 assets under management clean u4.serp_jobs.internal_linking.show_more 
Aspiring Financial Advisor Program (Training & Licensing Provided) Investment Associate.People often ask us what an Investment Associate at Hennion & Walsh does.
As an Investment Associate, you wil...serp_jobs.internal_linking.show_more
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
Financial Advisor Guardians Credit Union.LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients.
This employment opportunity at TruStage located...serp_jobs.internal_linking.show_more Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.
At Bank of America, we are guided by a common purpose to help make fina...serp_jobs.internal_linking.show_more 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 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 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 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 
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 Financial Solutions Advisor Stage I - Registration Candidate.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 th...serp_jobs.internal_linking.show_more
Advisor Financial Aid
Universal Technical Institute • Miramar, FL, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor - Broward County
Corebridge Financial • Boca Raton, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Senior Wealth Advisor SAFE ACT
Citigroup • Pompano Beach, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Aid Advisor
Florida National Univer • Hialeah, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Career Advisor (800017)
Equus • North Miami Beach, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Advisor in Ft. Lauderdale (nationwide)
Staffing • Fort Lauderdale, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Private Wealth Advisor / Director
Bmo • West Palm Beach, FL, US
serp_jobs.job_card.part_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
J.P. Morgan Wealth Management - Private Client Advisor - Pembroke Pines, Weston, Hialeah, FL
JPMorgan Chase • Pembroke Pines, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Solutions Advisor - Consumer Investments - South Palm Beach / North Broward Market
Bank of America • Boca Raton, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor
Staffing • Boca Raton, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Aspiring Financial Advisor Program (Training & Licensing Provided) Investment AssociateNewBoca Raton, FL
Hennion & Walsh, Inc. • Boca Raton, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Remote Investment Analyst – AI Trainer ($50-$60 / hour)
Data Annotation • Wellington, Florida
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Financial Advisor - Guardians Credit Union
LPL Financial • West Palm Beach, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Solutions Advisor - E. Palmetto Area
Bank of America • Boca Raton, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Remote Financial Analyst - AI Trainer ($50-$60 / hour)
Data Annotation • Coral Springs, Florida
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Financial Advisor - Broward
Corebridge Financial • Fort Lauderdale, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Solutions Advisor Registration Candidate - Southside Financial Center
Bank of America • West Palm Beach, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Remote Senior Financial Analyst ($50-$60 / hour)
Data Annotation • Wellington, Florida
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Financial Advisor Series 7, 65 or 66
San Blas Securities • West Palm Beach Area, FL, US
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
serp_jobs.last_updated.last_updated_30
Financial Solutions Advisor - Registered Candidate Coral Springs Spanish Preferred
Bank of America • Deerfield Beach, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted