Lead Financial Advisor

A company is looking for a Lead Financial Advisor.

Key Responsibilities

Provide personalized financial advice, including equity compensation planning and tax optimization

Develop and maintain trusted relationships with high-net-worth clients

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

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

Experience in client relationship management with high-net-worth individuals

Tech-savvy with an openness to leveraging new tools for improved client experiences

Comfortable with the dynamic nature of startup culture