Lead Financial Advisor

A company is looking for a Lead Financial Advisor to deliver tailored financial advice to startup employees and executives.

Key Responsibilities

Provide 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, ensuring client satisfaction and quality

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

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