Lead Financial AdvisorVirtualVocations • Appleton, Wisconsin, United States
Lead Financial Advisor
VirtualVocations • Appleton, Wisconsin, United States
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A company is looking for a Lead Financial Advisor.
Key Responsibilities
Provide personalized financial advice, including equity compensation planning and retirement planning, to high-net-worth clients
Develop and maintain trusted relationships with clients, guiding them through financial decisions
Shape scalable systems and processes for delivering customized financial advice
Required Qualifications
7+ years of experience in financial advisory or wealth management, with expertise in equity compensation
Bachelor's degree in finance, business, or a related field; CFP designation or advanced degree is a plus
Experience in client relationship management with high-net-worth individuals
Tech-savvy and open to leveraging new tools for improving client experiences
Flexible and comfortable with the dynamics of startup culture
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Financial Advisor • Appleton, Wisconsin, United States
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