Lead 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 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

Required Qualifications

7+ years of experience in financial advisory or wealth management, with expertise in equity compensation

Passion for serving startup employees and executives

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

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

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