Equity Compensation Consultant

A company is looking for an Equity Compensation Consultant to provide education and support to employee shareholders regarding their equity compensation plans.

Key Responsibilities

Serve as the primary contact for shareholders, addressing inquiries through phone and email

Educate participants on equity compensation plans and connect their value to financial wellness goals

Support equity-related transactions and ensure compliance with regulatory standards

Required Qualifications

Bachelor's degree or equivalent experience

FINRA Series 7 and 63 required; Series 65 (or 66) must be obtained within corporate timelines

1-2 years of experience in equity compensation or financial services

Solid understanding of equity compensation vehicles and financial planning concepts

Proficiency with CRM systems and Microsoft Office