New York Licensed Financial AdvisorVirtualVocations • Marietta, Georgia, United States
New York Licensed Financial Advisor
VirtualVocations • Marietta, Georgia, 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 to deliver tailored financial advice to startup employees, founders, and executives.
Key Responsibilities
Provide personalized financial advice, including equity compensation planning and tax optimization
Develop and maintain trusted relationships with high-net-worth clients while driving business growth
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 culture
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Financial Advisor • Marietta, Georgia, United States
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