New York Licensed Financial AdvisorVirtualVocations • Rockville, Maryland, United States
New York Licensed Financial Advisor
VirtualVocations • Rockville, Maryland, 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, to clients
Develop and maintain trusted relationships with high-net-worth clients while driving 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 dynamic changes of startup culture
serp_jobs.job_alerts.create_a_job
Financial Advisor • Rockville, Maryland, United States
Job_description.internal_linking.related_jobs
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
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Key responsibilities include triaging client leads, making ...serp_jobs.internal_linking.show_more
CAPTRUST is seeking a Wealth Financial Advisor who will meet with our qualified prospects, determine goals and objectives, build a financial plan, and then communicate initial recommendations.Once ...serp_jobs.internal_linking.show_more This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Key responsibilities include triaging client leads, making ...serp_jobs.internal_linking.show_more 
At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry togeth...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 This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Key responsibilities include triaging client leads, making ...serp_jobs.internal_linking.show_more 
Financial Advisor - Signal Financial Federal Credit Union.LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients.
This employment opportunity at ...serp_jobs.internal_linking.show_more This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Key responsibilities include triaging client leads, making ...serp_jobs.internal_linking.show_more 
Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing cli...serp_jobs.internal_linking.show_more Wealth Management 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 mo...serp_jobs.internal_linking.show_more 
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 
Melnick Rosenbaum Wealth Management is a leading independent advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies to individuals and businesses.We prior...serp_jobs.internal_linking.show_more This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Key responsibilities include triaging client leads, making ...serp_jobs.internal_linking.show_more 
Growing Your Business With RWM.While our team recently celebrated our 11th anniversary, so much of the RWM story has yet to be written.
We're continuously working to increase the value and sophistic...serp_jobs.internal_linking.show_more
Financial Advisor Job Duties : Serves as an advisor to provide an advice-based approach to financial s...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 LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients.This employment opportunity at Northwest Federal Credit Union in Herndon, VA would a...serp_jobs.internal_linking.show_more 
Position : Financial Planner / Advisor Location : Reston, Virginia Firm : SC Advisors : a fee-based Wealth Management and Financial Planning firm with over $750 million in assets under management.Job Sum...serp_jobs.internal_linking.show_more
Financial Wealth Advisor - Greater Washington, DC / Northern VA
Corebridge Financial • Linthicum Heights, MD, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Solutions Advisor - Greater Baltimore, MD Market
Bank of America • Lutherville Timonium, MD, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Financial Advisor
CAPTRUST • Alexandria, VA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Solutions Advisor- Chesapeake Market
Bank of America • Elkridge, MD, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab • TYSONS CORNER, VA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Finacial Advisor
TradeJobsWorkForce • 22205 Arlington, VA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Solutions Advisor - Jermantown Financial Center
Bank of America • Fairfax, VA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor - Signal Financial Federal Credit Union
LPL Financial • Kensington, MD, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Solutions Advisor - Germantown Financial Center
Bank of America • Germantown, MD, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Advisor Associate
Ameriprise Financial • Vienna, VA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Wealth Advisor - Baltimore, MD
Corebridge Financial • Baltimore, MD, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor
Edward Jones • Washington, DC, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Solutions Advisor Registration Candidate-Greater Baltimore, MD Market
Bank of America • Baltimore, MD, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor / CFP - Baltimore, Maryland
Kestra Financial Independent Advisor • Baltimore, MD, US
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
serp_jobs.last_updated.last_updated_30
Financial Solutions Advisor - Washington DC Market
Bank of America • Washington, DC, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor
Ritholtz Wealth Management • Washington, DC, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor
TradeJobsWorkforce • 22211 Arlington, VA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Solutions Advisor Registration Candidate - Consumer Investments - Langston Blvd Financial Center
Bank of America • Washington, DC, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor - Northwest Federal Credit Union
LPL Financial • Herndon, VA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Planner / Advisor
MillerMusmar CPAs • Reston, VA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted