Lead Financial AdvisorVirtualVocations • Irvine, California, United States
Lead Financial Advisor
VirtualVocations • Irvine, California, 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 startup employees and executives
Develop and maintain trusted relationships with high-net-worth clients and drive business growth through client acquisition
Shape scalable systems for delivering customized financial advice and ensure client satisfaction as the firm grows
Required Qualifications
7+ years of experience in financial advisory, wealth management, or related roles, with expertise in equity compensation
Bachelor's degree in finance, business, or a related field (CFP designation or advanced degree is a plus)
Proven track record in client relationship management, particularly with high-net-worth individuals
Tech-savvy and open to leveraging new tools for improving client experiences
Flexible and comfortable with the dynamic nature of startup culture
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