Lead Financial AdvisorVirtualVocations • Tempe, Arizona, United States
Lead Financial Advisor
VirtualVocations • Tempe, Arizona, United States
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- serp_jobs.job_card.full_time
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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, to clients
Develop and maintain trusted relationships with high-net-worth clients and drive business growth through client acquisition
Shape scalable systems for delivering customized financial advice, ensuring client satisfaction and quality
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
Experience in client relationship management, particularly with high-net-worth individuals
Tech-savvy and open to leveraging new tools to enhance client experiences
Comfortable with the dynamic nature of startup culture
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Financial Advisor • Tempe, Arizona, United States
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