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, tax optimization, 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 expertise in equity compensation
• Passion for serving startup employees and executives, understanding their unique challenges
• Proven track record of 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)
• Comfortable with the changes and improvements typical of startup culture