New York Licensed Financial AdvisorVirtualVocations • Orange, California, United States
New York Licensed Financial Advisor
VirtualVocations • Orange, California, 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 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
Bachelor's degree in finance, business, or a related field; CFP designation or advanced degree is a plus
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
Flexible and comfortable with the dynamic nature of startup culture
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Financial Advisor • Orange, California, United States
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