New York Licensed Financial AdvisorVirtualVocations • Baltimore, Maryland, United States
New York Licensed Financial Advisor
VirtualVocations • Baltimore, Maryland, 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 while ensuring client satisfaction
Required Qualifications
7+ years of experience in financial advisory or wealth management with equity compensation expertise
Passionate about serving startup employees and executives
Skilled in client relationship management 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
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Financial Advisor • Baltimore, Maryland, United States
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