Financial AdvisorVirtualVocations • Ontario, California, United States
Financial Advisor
VirtualVocations • Ontario, California, United States
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- serp_jobs.job_card.full_time
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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 and drive business growth through client acquisition
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, 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 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 • Ontario, California, United States
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