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Financial Advisor
Financial AdvisorVirtualVocations • Milwaukee, Wisconsin, United States
Financial Advisor

Financial Advisor

VirtualVocations • Milwaukee, Wisconsin, United States
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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

Help shape scalable systems for delivering customized financial advice

Required Qualifications

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

Passion for serving startup employees and executives

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

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

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

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Financial Advisor • Milwaukee, Wisconsin, United States

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