New York Licensed Financial AdvisorVirtualVocations • Provo, Utah, United States
New York Licensed Financial Advisor
VirtualVocations • Provo, Utah, United States
Hace 16 días
Tipo de contrato
- A tiempo completo
Descripción del trabajo
A company is looking for a Lead Financial Advisor.
Key Responsibilities
Provide 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
Expertise in equity compensation and serving startup employees and executives
Proven track record in client relationship management with high-net-worth individuals
Bachelor's degree in finance, business, or a related field; CFP designation or advanced degree is a plus
Comfortable with the changes and improvements typical of startup culture
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Financial Advisor • Provo, Utah, United States
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