New York Licensed Financial Advisor

Job Summary

A company is looking for a Lead Financial Advisor to provide tailored financial advice to startup employees and executives.

Key Responsibilities

• Provide personalized financial advice including equity compensation planning and retirement planning
• Develop and maintain trusted relationships with high-net-worth clients
• Shape scalable systems for delivering customized financial advice and ensure client satisfaction

Required Qualifications

• 7+ years of experience in financial advisory or wealth management with expertise in equity compensation
• Passion for serving startup employees and understanding their unique financial challenges
• 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 with a willingness to leverage new tools for improving client experiences