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

• 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