Licensed 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, tax optimization, and retirement planning

Develop and maintain trusted relationships with high-net-worth clients and drive business growth through client acquisition

Shape scalable systems and processes for delivering customized financial advice while ensuring client satisfaction

Required Qualifications

7+ years of experience in financial advisory, wealth management, or related roles with expertise in equity compensation

Passionate about serving startup employees and executives with a strong understanding of their unique challenges

Proven track record in client relationship management, particularly with high-net-worth individuals

Tech-savvy and open to leveraging new tools for improving client experiences and advisory efficiency

Bachelor's degree in finance, business, or a related field; CFP designation or advanced degree is a plus