Lead Financial AdvisorVirtualVocations • Columbus, Ohio, United States
Lead Financial Advisor
VirtualVocations • Columbus, Ohio, United States
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A company is looking for a Lead Financial Advisor to provide tailored financial advice to startup employees and executives.
Key Responsibilities
Provide personalized financial advice, including equity compensation planning and retirement planning
Develop and maintain trusted relationships with high-net-worth clients and drive business growth through client acquisition
Shape scalable systems for delivering customized financial advice while ensuring client satisfaction
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
Skilled 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 adaptable to startup culture changes
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