New York Licensed Financial AdvisorVirtualVocations • Naples, Florida, United States
New York Licensed Financial Advisor
VirtualVocations • Naples, Florida, 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, guiding them through financial decisions
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
Passionate about serving startup employees and executives with unique financial challenges
Proven track record in client relationship management, especially with high-net-worth individuals
Tech-savvy with an openness 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 • Naples, Florida, United States
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