New York Licensed Financial Advisor

A company is looking for a Lead Financial Advisor.

Key Responsibilities

Provide personalized financial advice on equity compensation, tax optimization, and retirement planning to clients

Develop and maintain trusted relationships with high-net-worth clients while driving business growth through client acquisition

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 a focus on equity compensation

Passion for serving startup employees and executives with a strong understanding of their unique challenges

Proven track record in client relationship management, particularly 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