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 relationships with high-net-worth clients, guiding them through financial decisions

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

Skilled in client relationship management with a track record of delivering tailored financial advice

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

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