Lead Financial Advisor at VirtualVocations

A company is looking for a Lead Financial Advisor to provide tailored financial advice to startup employees and executives.Key ResponsibilitiesProvide personalized financial advice, including equity compensation planning and retirement planningDevelop and maintain trusted relationships with high-net-worth clients and drive client acquisition effortsShape scalable systems for delivering customized financial advice and ensure client satisfactionRequired Qualifications7+ years of experience in financial advisory or wealth management, with expertise in equity compensationBachelor's degree in finance, business, or a related field; CFP designation or advanced degree is a plusExperience in client relationship management, particularly with high-net-worth individualsTech-savvy with a willingness to leverage new tools for improving client experiencesFlexible and adaptable to the dynamic nature of startup culture