Lead Financial Advisor
VirtualVocationsLouisville, Kentucky, United States22 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
Provide personalized financial advice, including equity compensation planning and retirement planning
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 while ensuring client satisfaction and quality
Required Qualifications
7+ years of experience in financial advisory, wealth management, or related roles with expertise in equity compensation
Passionate about serving startup employees and executives with a deep understanding of their unique challenges
Proven track record in client relationship management, particularly with high-net-worth individuals
Tech-savvy and open to leveraging new tools to improve client experiences
Bachelor's degree in finance, business, or a related field; CFP designation or advanced degree is a plus
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Financial Advisor • Louisville, Kentucky, United States
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