Lead 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, 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 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, understanding their unique challenges

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

Tech-savvy and open to leveraging new tools to enhance client experiences

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