Licensed Lead Financial AdvisorVirtualVocations • Flushing, New York, United States
Licensed Lead Financial Advisor
VirtualVocations • Flushing, New York, 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, tax optimization, and retirement planning
Develop and maintain trusted relationships with high-net-worth clients and drive business growth through client acquisition
Shape scalable systems and processes for delivering customized financial advice while ensuring client satisfaction
Required Qualifications
7+ years of experience in financial advisory, wealth management, or related roles with expertise in equity compensation
Passionate about serving startup employees and executives with a strong understanding of 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 improving client experiences and advisory efficiency
Bachelor's degree in finance, business, or a related field; CFP designation or advanced degree is a plus
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Financial Advisor • Flushing, New York, United States
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