Lead Financial Advisor at VirtualVocations

A company is looking for a Lead Financial Advisor.Key ResponsibilitiesProvide personalized financial advice, including equity compensation planning and retirement planning, to clientsDevelop and maintain trusted relationships with high-net-worth clients and drive business growth through client acquisitionShape scalable systems for delivering customized financial advice, ensuring client satisfaction and qualityRequired Qualifications7+ years of experience in financial advisory, wealth management, or related roles, with expertise in equity compensationBachelor's degree in finance, business, or a related field; CFP designation or advanced degree is a plusProven track record in client relationship management, particularly with high-net-worth individualsTech-savvy and open to leveraging new tools to enhance client experiencesComfortable with the changes and improvements associated with startup culture