Lead Financial Advisor

A company is looking for a Lead Financial Advisor.

Key Responsibilities

Provide personalized financial advice, including equity compensation planning and retirement planning, to high-net-worth clients

Develop trusted relationships with clients and drive business growth through client acquisition efforts

Shape scalable systems for delivering 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 with a strong understanding of their unique challenges

Proven track record in client relationship management, particularly with high-net-worth individuals

Tech-savvy and open to leveraging new tools for improved client experiences

Bachelor's degree in finance, business, or a related field; CFP designation or advanced degree is a plus