New York Licensed Financial AdvisorVirtualVocations • Toledo, Ohio, United States
New York Licensed Financial Advisor
VirtualVocations • Toledo, Ohio, United States
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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, guiding them through financial decisions
Shape scalable systems for delivering customized financial advice, ensuring client satisfaction and quality
Required Qualifications
7+ years of experience in financial advisory, wealth management, or related roles with equity compensation expertise
Passionate about serving startup employees and executives
Skilled 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 • Toledo, Ohio, United States
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