State Licensed Financial AdvisorVirtualVocations • Brownsville, Texas, United States
State Licensed Financial Advisor
VirtualVocations • Brownsville, Texas, United States
job_description.job_card.variable_hours_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 • Brownsville, Texas, United States
Job_description.internal_linking.related_jobs A company is looking for a Lead Financial Advisor to provide tailored financial advice to startup employees and executives.
Key Responsibilities Provide personalized financial advice including equ...serp_jobs.internal_linking.show_more A company is looking for a Lead Financial Advisor.Key Responsibilities Provide personalized financial advice to clients, focusing on equity compensation, tax optimization, and retirement planning...serp_jobs.internal_linking.show_more 
End Date : October 30, 2025 (7 days left to apply).Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.At Bank of America, w...serp_jobs.internal_linking.show_more A company is looking for a Senior Accountant.Key Responsibilities Compile monthly reporting packages, including financial statements and analyses for several medical practices Assist with day-to...serp_jobs.internal_linking.show_more A company is looking for an Assistant Vice President, Accounting Operations Leader.Key Responsibilities Oversee all operational accounting activities including R2R, A / P, A / R, T&E, TPA, corporate ...serp_jobs.internal_linking.show_more A company is looking for a Physician Advisor.Key Responsibilities Review payor peer-to-peer cases and evaluate documentation for authorization requests Engage with payor medical directors to dis...serp_jobs.internal_linking.show_more A company is looking for a Licensed Sales Representative specializing in property and casualty insurance.Key Responsibilities Quote and sell homeowner's and renter's insurance policies to incomin...serp_jobs.internal_linking.show_more 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 tru...serp_jobs.internal_linking.show_more A company is looking for a Manager, Private Client Relationship Manager.Key Responsibilities Act as a single point of contact for affluent clients and manage a Private Client Banking book of busi...serp_jobs.internal_linking.show_more 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 a...serp_jobs.internal_linking.show_more A company is looking for an Accountant.Key Responsibilities Record all transactions to the ledger in Quickbooks Online Reconcile general ledger, journal entries, and bank statements Prepare and...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 A company is looking for a Senior Resolution Manager to manage claims and provide exceptional customer service.Key Responsibilities Execute decision-making to analyze claims exposure and litigati...serp_jobs.internal_linking.show_more 
Are you interested in a career where you have the power to influence outcomes and make a difference in the future - yours, your clients’, and the company’s? When you join FM as a Consultant Enginee...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 A company is looking for a Loan Advisor to assist customers in achieving their homeownership goals through personalized guidance and tailored mortgage solutions.
Key Responsibilities of the Loan Adv...serp_jobs.internal_linking.show_more A company is looking for an Attorney-Represented Bodily Injury Claims Adjuster.Key Responsibilities Investigates all aspects of bodily injury claims, exercising discretion and independence Appli...serp_jobs.internal_linking.show_more A company is looking for a VP, Market Leader.Key Responsibilities Increase assets under management by attracting and retaining clients Anticipate client investment needs and provide tailored adv...serp_jobs.internal_linking.show_more
State Licensed Lead Financial Advisor
VirtualVocations • Brownsville, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
New York Licensed Financial Advisor
VirtualVocations • Brownsville, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Solutions Advisor - Registration Candidate - San Antonio Area
Bank of America • Harlingen, TX, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Florida Licensed Senior Accountant
VirtualVocations • Brownsville, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
State Licensed Accounting Operations Leader
VirtualVocations • Brownsville, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Licensed Physician Advisor
VirtualVocations • Brownsville, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Colorado Licensed Sales Representative
VirtualVocations • Brownsville, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Advisor
VirtualVocations • Brownsville, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
State Licensed Private Client Manager
VirtualVocations • Brownsville, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Lead Financial Advisor
VirtualVocations • Brownsville, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
State Licensed Accountant
VirtualVocations • Brownsville, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Remote Finance Director - AI Trainer ($50-$60 / hour)
Data Annotation • Harlingen, Texas
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Claims Adjuster (Any State License)
VirtualVocations • Brownsville, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Consultant Engineer I - Puerto Rico
FM • LA FERIA, Texas, United States
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 • Harlingen, Texas
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
New Jersey Licensed Loan Advisor
VirtualVocations • Brownsville, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
California Licensed Bodily Injury Adjuster
VirtualVocations • Brownsville, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
California Licensed Market Leader
VirtualVocations • Brownsville, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted