Financial AdvisorVirtualVocations • Charlotte, North Carolina, United States
Financial Advisor
VirtualVocations • Charlotte, North Carolina, 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.
Key Responsibilities
Provide personalized financial advice, including equity compensation planning and tax optimization
Develop and maintain trusted relationships with high-net-worth clients and drive business growth through client acquisition
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, with expertise in equity compensation
Passion for serving startup employees and executives
Proven track record in client relationship management with high-net-worth individuals
Tech-savvy and open to leveraging new tools for improved 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 • Charlotte, North Carolina, United States
Job_description.internal_linking.related_jobs
Empower Your Future with New York Life as a Financial Advisor.At New York Life, our mission is clear : .We act with integrity and humanity in all interactions—with our policy owners, business p...serp_jobs.internal_linking.show_more
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
Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymon...serp_jobs.internal_linking.show_more
The Managing Director’s primary responsibility will be growing Stone Press Financial Group’s Career Distribution, with an emphasis on selling life insurance, both personally and by recr...serp_jobs.internal_linking.show_more
Join Vanguard as a Certified Financial Planner in Charlotte, NC.Are you a Certified Financial Planner (CFP) looking for a rewarding career with a leading financial institution? Vanguard is seeking ...serp_jobs.internal_linking.show_more
Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...serp_jobs.internal_linking.show_more Stone Press Financial Group is looking to align with an Experienced Financial Advisor to join our team.You will spend your day talking to clients about their financial objectives and risk tolerance...serp_jobs.internal_linking.show_more 
CAPTRUST is seeking a results-driven.The successful candidate will join an established team, delivering independent advice and tailored solutions to clients.
Collect and organize the necessary data ...serp_jobs.internal_linking.show_more Vanguard Financial Advisor Opportunity.Vanguard is seeking talented Financial Advisors to join our dynamic team across four sites : Scottsdale, AZ, Charlotte, NC, Malvern, PA, and Dallas, TX.In this...serp_jobs.internal_linking.show_more 
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
At Corient, we help ultra-high / high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes ...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
The Pelora Group, a MassMutual firm is a leading mutual life insurance company that has been helping individuals and families secure their financial futures for over 160 years.Our commitment to int...serp_jobs.internal_linking.show_more
As a Senior Wealth Advisor you will be part of a team of experienced professionals providing exceptional client experience with a robust platform of investments, credit, trust and planning solution...serp_jobs.internal_linking.show_more
The Wealth Advisor serves as the primary advisor and relationship manager for an assigned book of clients.This role is responsible for delivering a world-class client experience through personalize...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
Our firm’s mission is to inspire people to achieve their life’s ambitions.Each day is an opportunity to have a real impact on the lives of clients and colleagues.We are proud to have cr...serp_jobs.internal_linking.show_more
We’re seeking motivated individuals who want to.serp_jobs.internal_linking.show_more
Financial Advisor Business Developer.Up to $100,000 base + performance-based incentives + equity opportunities.Our client is a high-growth, forward-thinking financial services firm focused on empow...serp_jobs.internal_linking.show_more Are you a Certified Financial Planner (CFP) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Sr.
Wealth Advisors to join our teams in North Carolina, Penn...serp_jobs.internal_linking.show_more
Financial Advisor
NYL - Charlotte • Charlotte, NC, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor - PNC Investments
PNC • Charlotte, NC, US
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor Trainee - PCG (Charlotte, NC)
Raymond James Financial • Charlotte, NC, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Managing Director - Financial Advisor
Stone Press Financial Group • Charlotte, NC, US
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
serp_jobs.last_updated.last_updated_30
Certified Financial Advisor
Vanguard • Charlotte, NC, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
PWM Private Wealth Advisor
U.S. Bancorp • Charlotte, NC, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Holistic Financial Advisor
Stone Press Financial Group • Charlotte, NC, US
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
serp_jobs.last_updated.last_updated_30
Financial Advisor | Financial Planning
CAPTRUST • Charlotte, NC, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Advisor Associate
Vanguard • Charlotte, NC, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Solutions Advisor- Carolina Place Financial Center
Bank of America • Pineville, NC, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Wealth Advisor
CI Financial Corp. • Charlotte, NC, US
serp_jobs.job_card.permanent
serp_jobs.last_updated.last_updated_30
Financial Advisor Series 7 / 65 or 66
San Blas Securities • Charlotte, NC, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor
MassMutual • Charlotte, NC, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Senior Wealth Advisor
Comerica • Charlotte, NC, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Advisor
MAI Wealth Management, Inc. • Charlotte, NC, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Financial Advisor
TradeJobsWorkforce • 28034 Dallas, NC, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor
Prime Capital Financial • Charlotte, NC, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Investment Advisor
Monster jobs • Charlotte, NC, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Financial Advisor Business Developer
MBC Talent Connections • Charlotte, North Carolina, United States
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
serp_jobs.last_updated.last_updated_variable_days
Senior Wealth Advisor
Vanguard • Charlotte, NC, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted