Lead Financial AdvisorVirtualVocations • Murfreesboro, Tennessee, United States
Lead Financial Advisor
VirtualVocations • Murfreesboro, Tennessee, 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, tax optimization, and retirement planning
Develop and maintain relationships with high-net-worth clients, guiding them through financial decisions
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
Expertise in equity compensation and serving startup employees and executives
Proven track record in client relationship management with high-net-worth individuals
Bachelor's degree in finance, business, or a related field; CFP designation or advanced degree is a plus
Tech-savvy and adaptable to changes in a startup environment
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Financial Advisor • Murfreesboro, Tennessee, United States
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