Lead Financial Advisor

A company is looking for a Lead Financial Advisor.

Key Responsibilities

Provide personalized financial advice, including equity compensation planning and retirement planning, to startup employees and executives

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 and ensure client satisfaction as the firm grows

Required Qualifications

7+ years of experience in financial advisory, wealth management, or related roles

Expertise in equity compensation and a passion for 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 startup culture and adaptable to changes and improvements