Talent.com
New York Licensed Financial Advisor
New York Licensed Financial AdvisorVirtualVocations • Asheville, North Carolina, United States
New York Licensed Financial Advisor

New York Licensed Financial Advisor

VirtualVocations • Asheville, North Carolina, United States
6 days ago
Job type
  • Full-time
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, guiding them through financial decisions

Shape scalable systems for delivering customized financial advice, ensuring client satisfaction and quality

Required Qualifications

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

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 client experiences

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

Create a job alert for this search

Financial Advisor • Asheville, North Carolina, United States

Related jobs
Licensed Professional Counselor (LPC-MHSP) - Erwin, TN

Licensed Professional Counselor (LPC-MHSP) - Erwin, TN

LifeStance Health • Erwin, TN, US
Full-time
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show more
Last updated: 2 days ago • Promoted
Kansas Licensed Financial Advisor

Kansas Licensed Financial Advisor

VirtualVocations • Asheville, North Carolina, United States
Full-time
A company is looking for a Financial Advisor & Planner - Brokerage / Premier Accounts.Key Responsibilities Provide high-level service to Personal Wealth clients, focusing on asset retention and gro...Show more
Last updated: 30+ days ago • Promoted
Licensed Therapist - Greeneville, TN

Licensed Therapist - Greeneville, TN

LifeStance Health • Greeneville, TN, US
Full-time
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show more
Last updated: 2 days ago • Promoted
Journeyman Carpenter - Earn $22 - $28 per hour - Full Time Position with Benefits

Journeyman Carpenter - Earn $22 - $28 per hour - Full Time Position with Benefits

Skill It • Fairview, NC, US
Full-time
We’re seeking skilled Carpenters for exciting projects in select U.We prioritize your safety and value your expertise.We offer flexible interview times and an easy-to-follow application process.App...Show more
Last updated: 2 days ago • Promoted
Real Estate Licensed Advisor

Real Estate Licensed Advisor

VirtualVocations • Asheville, North Carolina, United States
Full-time
A company is looking for a Dedicated Advisor to develop strong relationships with vacation rental owners and contribute to their success. Key Responsibilities Grow and maintain strategic relations...Show more
Last updated: 30+ days ago • Promoted
Financial Advisor

Financial Advisor

VirtualVocations • Asheville, North Carolina, United States
Full-time
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, i...Show more
Last updated: 30+ days ago • Promoted
Financial Aid Advisor

Financial Aid Advisor

VirtualVocations • Asheville, North Carolina, United States
Full-time
A company is looking for a Financial Aid Advisor for a remote, three-month Fall contract.Key Responsibilities Assisting students with the financial aid application process Creating financial est...Show more
Last updated: 30+ days ago • Promoted
Licensed Practical Nurse (LPN) - Sign On Bonus

Licensed Practical Nurse (LPN) - Sign On Bonus

The Laurels of Hendersonville • HENDERSONVILLE, North Carolina, United States
Full-time
Want to make a difference in someone’s life every day? As a nurse with The Laurels of Hendersonville, you will work as part of a team providing skilled nursing and short-term rehabilitation care to...Show more
Last updated: 30+ days ago • Promoted
Licensed Therapist - Erwin, TN

Licensed Therapist - Erwin, TN

LifeStance Health • Erwin, TN, US
Full-time
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show more
Last updated: 30+ days ago • Promoted
Licensed Marriage and Family Therapist (LMFT) - Flag Pond, TN

Licensed Marriage and Family Therapist (LMFT) - Flag Pond, TN

LifeStance Health • Flag Pond, TN, US
Full-time
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show more
Last updated: 2 days ago • Promoted
Licensed Professional Counselor (LPC-MHSP) - Flag Pond, TN

Licensed Professional Counselor (LPC-MHSP) - Flag Pond, TN

LifeStance Health • Flag Pond, TN, US
Full-time
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show more
Last updated: 2 days ago • Promoted
Licensed Clinical Social Worker (LCSW) - Flag Pond, TN

Licensed Clinical Social Worker (LCSW) - Flag Pond, TN

LifeStance Health • Flag Pond, TN, US
Full-time
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show more
Last updated: 2 days ago • Promoted
Lead Financial Advisor

Lead Financial Advisor

VirtualVocations • Asheville, North Carolina, United States
Full-time
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 rel...Show more
Last updated: 6 days ago • Promoted
Senior Financial Advisor - WA Licensed

Senior Financial Advisor - WA Licensed

VirtualVocations • Asheville, North Carolina, United States
Full-time
A company is looking for a Senior Financial Advisor & Planner - Wealth Management, Premier / Brokerage.Key Responsibilities Provide high-level service to clients, focusing on asset retention and gr...Show more
Last updated: 1 day ago • Promoted
New Jersey Licensed Loan Advisor

New Jersey Licensed Loan Advisor

VirtualVocations • Asheville, North Carolina, United States
Full-time
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...Show more
Last updated: 11 hours ago • Promoted • New!
Travel Physical Therapist

Travel Physical Therapist

Ardor Health Solutions • Waynesville, NC, US
Full-time
Ardor Health Solutions is seeking a travel Physical Therapist for a travel job in Waynesville, North Carolina.Job Description & Requirements. Access to 24 / 7 telephone support during your contrac...Show more
Last updated: 30+ days ago • Promoted
New York Licensed Account Representative

New York Licensed Account Representative

VirtualVocations • Asheville, North Carolina, United States
Full-time
A company is looking for an Account Representative for Medicare-MAP (Medicaid Advantage Product) in New York, bilingual preferred. Key Responsibilities Develop sales strategies and participate in ...Show more
Last updated: 2 days ago • Promoted
Licensed Marriage and Family Therapist (LMFT) - Erwin, TN

Licensed Marriage and Family Therapist (LMFT) - Erwin, TN

LifeStance Health • Erwin, TN, US
Full-time
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show more
Last updated: 30+ days ago • Promoted