Lead Financial Advisor

Job Summary

A company is looking for a Lead Financial Advisor.

Key Responsibilities

• Provide personalized financial advice including equity compensation planning, tax optimization, and retirement planning
• Develop and maintain trusted relationships with high-net-worth clients and drive business growth through client acquisition
• Shape scalable systems for delivering customized financial advice while ensuring client satisfaction and quality

Required Qualifications

• 7+ years of experience in financial advisory, wealth management, or related roles
• Expertise in equity compensation and understanding of the challenges faced by startup employees and executives
• Proven track record in client relationship management with high-net-worth individuals
• Bachelor's degree in finance, business, or a related field; CFP designation or advanced degree is a plus
• Tech-savvy and adaptable to changes in a startup environment