Lead Financial Advisor

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 tax optimization

Develop and maintain trusted relationships with high-net-worth clients while driving client acquisition efforts

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

Strong skills in client relationship management, particularly with high-net-worth individuals

Tech-savvy and open to leveraging new tools for improved client experiences

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