Lead Financial Advisor

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 while driving business growth through client acquisition

Shape scalable systems for customized financial advice, ensuring client satisfaction and quality as the firm grows

Required Qualifications

7+ years of experience in financial advisory, wealth management, or related roles with expertise in equity compensation

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

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

Tech-savvy with a willingness to leverage new tools for improving client experiences

Comfortable with the dynamic nature of startup culture and its associated changes