Top Tech Jobs & Startup Jobs

Oversee all accounting operations, ensure compliance with financial regulations, manage a team of 25+, and drive operational efficiencies.

The Financial Advisor will manage client relationships, facilitate financial planning, mentor team members, and adhere to compliance standards to provide exceptional service and achieve client financial goals.

The Financial Advisor will provide personalized financial planning and investment management services, helping clients achieve their financial goals through ongoing support, annual reviews, and mentorship within the team.

The VP, Financial Advisor manages client relationships, facilitates financial planning, sources prospects, mentors team members, and ensures client support.

The VP Financial Advisor leads client management, mentors team members, drives client acquisition, and ensures adherence to company planning standards.

The Financial Advisor manages client relationships, facilitates the financial planning process, and assists with client service and prospect closing. Requires extensive experience with complex financial planning and managing a high-level book of business.

As a Financial Advisor, manage client relationships and assist in financial planning, prospecting new clients, and maintaining adherence to compliance standards.