State Licensed Financial AdvisorVirtualVocations • San Bernardino, California, United States
State Licensed Financial Advisor
VirtualVocations • San Bernardino, California, 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 provide tailored financial advice to startup employees and executives.
Key Responsibilities
Deliver personalized financial advice, including equity compensation planning and retirement planning
Develop and maintain trusted relationships with high-net-worth clients
Shape scalable systems for delivering customized financial advice and ensure client satisfaction
Required Qualifications
7+ years of experience in financial advisory or wealth management, with expertise in equity compensation
Passionate about serving startup employees and executives
Skilled in client relationship management with high-net-worth individuals
Tech-savvy and open to leveraging new tools for improving 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 • San Bernardino, California, United States
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