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, tax optimization, and retirement planning

Develop and maintain trusted relationships with high-net-worth clients and drive client acquisition efforts

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, with expertise in equity compensation

Passionate about serving startup employees and executives

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

Tech-savvy with a willingness to leverage new tools for client experiences

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