New York Licensed Financial Advisor

Job Summary

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 and maintain trusted relationships with clients, guiding them through financial decisions and transitions
• 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, with expertise in equity compensation
• Passion for serving startup employees and executives, with an understanding of their unique challenges
• Proven track record in client relationship management with high-net-worth individuals
• Tech-savvy and open to leveraging new tools for improving client experiences
• Bachelor's degree in finance, business, or a related field; CFP designation or advanced degree is a plus