New York Licensed Financial AdvisorVirtualVocations • Lakewood, Colorado, United States
New York Licensed Financial Advisor
VirtualVocations • Lakewood, Colorado, United States
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A company is looking for a Lead Financial Advisor.
Key Responsibilities
Provide personalized financial advice to clients, focusing on equity compensation planning, tax optimization, and retirement planning
Develop and maintain trusted relationships with high-net-worth clients, guiding them through financial decisions
Shape scalable systems for delivering customized financial advice while ensuring client satisfaction and quality
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, understanding 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 improved client experiences
Bachelor's degree in finance, business, or a related field; CFP designation or advanced degree is a plus
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Financial Advisor • Lakewood, Colorado, United States
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