New York Licensed Financial Advisor

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

Key Responsibilities

Deliver personalized financial advice, including equity compensation planning and retirement planning

Develop and maintain trusted relationships with high-net-worth clients while driving client acquisition efforts

Shape scalable systems for customized financial advice to ensure client satisfaction and quality

Required Qualifications

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

Passion for 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 startup culture and adaptable to changes and improvements