Talent.com
State Licensed Financial Advisor
State Licensed Financial AdvisorVirtualVocations • Alpharetta, Georgia, United States
State Licensed Financial Advisor

State Licensed Financial Advisor

VirtualVocations • Alpharetta, Georgia, 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 to provide tailored financial advice to startup employees and executives.

Key Responsibilities

Deliver 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 and ensure client satisfaction

Required Qualifications

7+ years of experience in financial advisory or wealth management, with expertise in equity compensation

Passionate about serving startup employees and executives

Skilled in client relationship management with high-net-worth individuals

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

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

serp_jobs.job_alerts.create_a_job

Financial Advisor • Alpharetta, Georgia, United States

Job_description.internal_linking.related_jobs
Wealth Advisor Delta Community Credit Union

Wealth Advisor Delta Community Credit Union

LPL Financial • Atlanta, GA, US
serp_jobs.job_card.full_time
Wealth Advisor Delta Community Credit Union.LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Delta Co...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Sr Regional Wealth Advisor

Sr Regional Wealth Advisor

SouthState Bank • Atlanta, GA, US
serp_jobs.job_card.full_time
Senior Regional Wealth Advisor.The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 193...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
J.P. Morgan Wealth Management - Private Client Advisor - Suwanee, GA

J.P. Morgan Wealth Management - Private Client Advisor - Suwanee, GA

JPMorgan Chase • Suwanee, GA, 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 Remote

Financial Advisor Remote

Paramount Leadership Development • Atlanta, GA, US
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.filters_job_card.quick_apply
At our company, we believe in more than just building wealth; we're committed to transforming it into meaningful impact, helping individuals achieve their dreams and leave a lasting legacy.Through ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30
J.P. Morgan Wealth Management - Private Client Advisor - Suwanee, GA

J.P. Morgan Wealth Management - Private Client Advisor - Suwanee, GA

Chase • Suwanee, GA, 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
Wealth Advisor

Wealth Advisor

Delta Community Credit Union • Atlanta, GA, US
serp_jobs.job_card.full_time
Create your success story at Delta Community Credit Union where opportunity meets purpose.Through our commitment to excellence, Delta Community has received numerous industry awards and earned the...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Advisor

Wealth Advisor

Focus Financial Partners • Atlanta, GA, US
serp_jobs.job_card.full_time
The Wealth Advisor is the primary point of contact for all client relationships within their book of business and must have the ability to present the services offered in a clear and concise manner...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Solutions Advisor I- Loganville

Financial Solutions Advisor I- Loganville

Bank of America • Loganville, GA, 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 Professional

Financial Professional

Strong Capital Enterprises PLLC • Atlanta, GA, US
serp_jobs.job_card.full_time
Have you considered exploring the franchise business model but felt held back by concerns about capital, experience, or training?. Are you looking for a career that offers unlimited earning potentia...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor - LGE Community Credit Union

Financial Advisor - LGE Community Credit Union

LPL Financial • Woodstock, GA, US
serp_jobs.job_card.full_time
Financial Advisor - LGE Community Credit Union.LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at LGE Co...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Solutions Advisor II- Atlanta, GA

Financial Solutions Advisor II- Atlanta, GA

Bank of America • Atlanta, GA, 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 - PNC Investments

Financial Advisor - PNC Investments

PNC • Atlanta, GA, 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_30 • serp_jobs.job_card.promoted
Financial Solutions Advisor II- NE Georgia

Financial Solutions Advisor II- NE Georgia

Bank of America • Loganville, GA, US
serp_jobs.job_card.full_time
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 Growth and delivering for our clien...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Solutions Advisor II- Consumer Investments-Alpharetta market

Financial Solutions Advisor II- Consumer Investments-Alpharetta market

Bank of America • Alpharetta, GA, US
serp_jobs.job_card.full_time
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 our company and how we deliver for o...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Professional

Financial Professional

WFG • Atlanta, GA, US
serp_jobs.job_card.full_time +1
At WFG, we believe in helping individuals and families build a secure financial future while creating opportunities for others to do the same. We are part of a global financial organization with acc...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Advisor - Atlanta, GA

Financial Advisor - Atlanta, GA

North Star Resource Group • Atlanta, GA, US
serp_jobs.job_card.full_time
Financial Advisor - Atlanta, GA.North Star Resource Group is looking for a candidate for a financial consultant position in Atlanta, GA. We are looking for a recent college graduate or a more experi...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Solutions Advisor I- Consumer Investments-NE Georgia

Financial Solutions Advisor I- Consumer Investments-NE Georgia

Bank of America • Dacula, GA, 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
Senior Financial Aid Advisor

Senior Financial Aid Advisor

Emory University • Atlanta, GA, US
serp_jobs.job_card.full_time
The Office of Financial Aid is looking for a Senior Financial Aid Advisor to join their team!.Awards federal, state, institutional and private sources of financial aid to students within appropriat...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Aid Specialist - State Aid (Full-Time)

Financial Aid Specialist - State Aid (Full-Time)

USA Jobs • Atlanta, GA, US
serp_jobs.job_card.full_time
Financial Aid Specialist - State Aid (Full-Time).Atlanta Technical College (ATC) is seeking highly qualified applicants for the Financial Aid Specialist - State Aid (Full-Time) position in our Fina...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Financial Aid Specialist - State Aid (Full-Time)

Financial Aid Specialist - State Aid (Full-Time)

Georgia • Atlanta, GA, US
serp_jobs.job_card.full_time
Financial Aid Specialist - State Aid.Atlanta Technical College (ATC) is seeking highly qualified applicants for the Financial Aid Specialist - State Aid (Full-Time) position in our Financial Aid di...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted