Lead Financial AdvisorVirtualVocations • Fremont, California, United States
Lead Financial Advisor
VirtualVocations • Fremont, California, 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 and retirement planning, to clients
Develop and maintain trusted relationships with high-net-worth clients, guiding them through financial decisions
Shape scalable systems for delivering customized financial advice while ensuring client satisfaction and quality
Required Qualifications
7+ years of experience in financial advisory, wealth management, or related roles, 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
Comfortable with the dynamic nature of startup culture
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Financial Advisor • Fremont, California, United States
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