Financial AdvisorVirtualVocations • Beaumont, Texas, United States
Financial Advisor
VirtualVocations • Beaumont, Texas, United States
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A company is looking for a Lead Financial Advisor to provide tailored financial advice to startup employees, founders, and executives.
Key Responsibilities
Provide 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 delivering customized financial advice and ensure client satisfaction
Required Qualifications
7+ years of experience in financial advisory, wealth management, or related roles
Expertise in equity compensation and 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 the changes in a startup environment
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Financial Advisor • Beaumont, Texas, United States
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