Lead Financial AdvisorVirtualVocations • South Bend, Indiana, United States
Lead Financial Advisor
VirtualVocations • South Bend, Indiana, 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 tax optimization
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
Bachelor's degree in finance, business, or a related field (CFP designation or advanced degree is a plus)
Experience in client relationship management with high-net-worth individuals
Tech-savvy with an openness to leveraging new tools for improved client experiences
Comfortable with the dynamic nature of startup culture
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Financial Advisor • South Bend, Indiana, United States
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