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, wealth management, or related roles

Expertise in equity compensation and understanding of challenges faced by startup employees

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 comfortable with startup culture and its changes