Lead Financial Advisor

A company is looking for a Lead Financial Advisor.

Key Responsibilities

Provide personalized financial advice focused on equity compensation, tax optimization, and retirement planning

Develop and maintain trusted relationships with high-net-worth clients and drive client acquisition efforts

Shape scalable systems for customized financial advice and ensure client satisfaction as the firm grows

Required Qualifications

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

Passion for serving startup employees and executives in managing equity compensation

Proven track record in client relationship management with high-net-worth individuals

Tech-savvy with an openness 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