New York Licensed Financial Advisor

A company is looking for a Lead Financial Advisor to deliver tailored financial advice to startup employees, founders, and executives.

Key Responsibilities

Provide personalized financial advice including equity compensation planning, tax optimization, 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, ensuring consistency and client satisfaction

Required Qualifications

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

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

Passionate about serving startup employees and executives in managing equity compensation

Skilled in client relationship management with a proven track record of delivering impactful financial advice

Tech-savvy and open to leveraging new tools for improving client experiences