New York Licensed Financial AdvisorVirtualVocations • Toledo, Ohio, United States
New York Licensed Financial Advisor
VirtualVocations • Toledo, Ohio, United States
Hace 17 días
Tipo de contrato
- A tiempo completo
Descripción del trabajo
A company is looking for a Lead Financial Advisor.
Key Responsibilities
Provide personalized financial advice on equity compensation, tax optimization, and retirement planning to clients
Develop and maintain trusted relationships with high-net-worth clients, guiding them through financial decisions
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
Passion for serving startup employees and executives, understanding their unique financial 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
Tech-savvy and adaptable to changes in a startup environment
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Financial Advisor • Toledo, Ohio, United States
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