Lead Financial AdvisorVirtualVocations • Cranston, Rhode Island, United States
Lead Financial Advisor
VirtualVocations • Cranston, Rhode Island, United States
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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 and retirement planning
Develop and maintain trusted relationships with high-net-worth clients, guiding them through financial decisions
Shape scalable systems and processes for delivering customized financial advice and ensuring 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 with unique equity compensation challenges
Proven track record in client relationship management with high-net-worth individuals
Tech-savvy and open to leveraging new tools for improving client experiences
Bachelor's degree in finance, business, or a related field; CFP designation or advanced degree is a plus
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Financial Advisor • Cranston, Rhode Island, United States
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