New York Licensed 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 to clients

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

Shape scalable systems and processes for delivering customized financial advice while ensuring 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, understanding their unique financial challenges

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

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

Tech-savvy and adaptable to changes in a startup environment