Lead Financial Advisor

A company is looking for a Lead Financial Advisor.

Key Responsibilities

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

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, wealth management, or related roles with expertise in equity compensation

Passion for serving startup employees and executives with a strong understanding of their unique challenges

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

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

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