New York Licensed Financial AdvisorVirtualVocations • Cranston, Rhode Island, United States
New York Licensed Financial Advisor
VirtualVocations • Cranston, Rhode Island, United States
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A company is looking for a Lead Financial Advisor to deliver tailored financial advice to startup employees and executives.
Key Responsibilities
Provide 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 ensuring client satisfaction
Required Qualifications
7+ years of experience in financial advisory or wealth management with expertise in equity compensation
Passion for 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 comfortable with startup culture and its changes
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Financial Advisor • Cranston, Rhode Island, United States
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