New York Licensed Financial Advisor

A company is looking for a Lead Financial Advisor.

Key Responsibilities

Provide personalized financial advice, including equity compensation planning and tax optimization

Develop and maintain trusted relationships with high-net-worth clients, assisting them in financial decisions

Shape scalable systems for delivering customized financial advice while 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 financial challenges

Proven track record in client relationship management, particularly 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