Lead Financial AdvisorVirtualVocations • San Bernardino, California, United States
Lead Financial Advisor
VirtualVocations • San Bernardino, California, 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
Deliver personalized financial advice, including equity compensation planning and retirement planning
Develop and maintain trusted relationships with high-net-worth clients while driving 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
Passion for serving startup employees and executives
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)
Comfortable with the dynamic nature of startup culture
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Financial Advisor • San Bernardino, California, United States
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