Lead Financial AdvisorVirtualVocations • Tulsa, Oklahoma, United States
Lead Financial Advisor
VirtualVocations • Tulsa, Oklahoma, 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 and drive client acquisition efforts
Shape scalable systems for customized financial advice and ensure client satisfaction as the firm grows
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, understanding their unique financial 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 • Tulsa, Oklahoma, United States
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