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, tax optimization, and retirement planning

Develop and maintain trusted relationships with high-net-worth clients, guiding them through financial decisions

Shape scalable systems for delivering customized financial advice and ensure client satisfaction as the firm grows

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 with unique financial challenges

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

Tech-savvy with an openness 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