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 and drive client acquisition efforts
• Shape scalable systems for customized financial advice and ensure client satisfaction as the firm grows

Required Qualifications

• 7+ years of experience in financial advisory, wealth management, or related roles, with expertise in equity compensation
• Bachelor's degree in finance, business, or a related field (CFP designation or advanced degree is a plus)
• 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 to enhance client experiences and advisory efficiency