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 high-net-worth clients

Develop and maintain trusted relationships with clients, guiding them through financial decisions and transitions

Shape scalable systems and processes for delivering customized financial advice while ensuring client satisfaction

Required Qualifications

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

Passionate about serving startup employees and executives with an understanding of their unique challenges

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 dynamic nature of startup culture and leveraging new technology for improved client experiences