Lead Financial Advisor

A company is looking for a Lead Financial Advisor.

Key Responsibilities

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

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

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

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

Proven track record in client relationship management with high-net-worth individuals

Tech-savvy and open to leveraging new tools for improving client experiences

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