New York Licensed Financial AdvisorVirtualVocations • Lowell, Massachusetts, United States
New York Licensed Financial Advisor
VirtualVocations • Lowell, Massachusetts, 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
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
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 adaptable to changes in a startup environment
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Financial Advisor • Lowell, Massachusetts, United States
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