New York Licensed Financial Advisor

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, guiding them through financial decisions

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

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

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

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

Flexible and comfortable with the dynamics of startup culture