New York Licensed Financial Advisor at VirtualVocations

A company is looking for a Lead Financial Advisor to provide tailored financial advice to startup employees and executives.Key ResponsibilitiesDeliver personalized financial advice including equity compensation planning, tax optimization, and retirement planningDevelop and maintain trusted relationships with high-net-worth clients and drive business growth through client acquisitionShape scalable systems for delivering customized financial advice and ensure client satisfaction as the firm growsRequired 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, especially with high-net-worth individualsTech-savvy and open to leveraging new tools for improving client experiencesFlexible and comfortable with the dynamics of startup culture