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New York Licensed Financial Advisor
New York Licensed Financial AdvisorVirtualVocations • Toledo, Ohio, United States
New York Licensed Financial Advisor

New York Licensed Financial Advisor

VirtualVocations • Toledo, Ohio, 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 and ensure client satisfaction

Required Qualifications

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

Passion for serving startup employees and executives

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 • Toledo, Ohio, United States

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