Lead Financial AdvisorVirtualVocations • Cranston, Rhode Island, United States
Lead Financial Advisor
VirtualVocations • Cranston, Rhode Island, 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, guiding them through financial decisions
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
Expertise in equity compensation and understanding of challenges faced by startup employees
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
Tech-savvy and adaptable to changes in a startup environment
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Financial Advisor • Cranston, Rhode Island, United States
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