Lead Financial Advisor

A company is looking for a Lead Financial Advisor.

Key Responsibilities

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

Build and maintain trusted relationships with high-net-worth clients, guiding them through financial decisions

Develop scalable systems and processes for delivering customized financial advice

Required Qualifications

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

Experience in client relationship management, particularly with high-net-worth individuals

Tech-savvy, with a willingness to leverage new tools for improving client experiences

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

Comfortable with the dynamic nature of startup culture