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 tax optimization

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

Shape scalable systems for delivering customized financial advice and ensure client satisfaction

Required Qualifications

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

Passionate about serving startup employees and executives

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 the changes of startup culture