New York Licensed Financial AdvisorVirtualVocations • Columbia, South Carolina, United States
New York Licensed Financial Advisor
VirtualVocations • Columbia, South Carolina, 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, tax optimization, and retirement planning
Develop and maintain trusted relationships with high-net-worth clients and drive client acquisition efforts
Shape scalable systems for delivering customized financial advice and ensure client satisfaction
Required Qualifications
7+ years of experience in financial advisory, wealth management, or related roles with expertise in equity compensation
Passion for serving startup employees and executives with an understanding of their unique challenges
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 • Columbia, South Carolina, United States
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