Financial AdvisorVirtualVocations • Toledo, Ohio, United States
Financial Advisor
VirtualVocations • Toledo, Ohio, 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 tax optimization
Develop and maintain trusted relationships with high-net-worth clients
Help shape scalable systems for delivering customized financial advice
Required Qualifications
7+ years of experience in financial advisory or wealth management, with expertise in equity compensation
Passion for serving startup employees and executives
Proven track record in client relationship management with high-net-worth individuals
Tech-savvy and open to leveraging new tools for 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 • Toledo, Ohio, United States
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