New York Licensed Financial Advisor

Job Summary

A company is looking for a Lead Financial Advisor.

Key Responsibilities

• Provide personalized financial advice focusing on equity compensation, tax optimization, and retirement planning
• Develop and maintain trusted relationships with high-net-worth clients and drive client acquisition efforts
• 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
• Passionate about serving startup employees and executives
• Proven track record 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 related field; CFP designation or advanced degree is a plus