Lead Financial Advisor

A company is looking for a Lead Financial Advisor.

Key Responsibilities

Provide personalized financial advice including equity compensation planning and retirement planning

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

Shape scalable systems for delivering customized financial advice

Required Qualifications

7+ years of experience in financial advisory or wealth management

Expertise in equity compensation

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 startup culture