New York Licensed Financial Advisor at VirtualVocations

A company is looking for a Lead Financial Advisor to provide tailored financial advice to startup employees, founders, and executives.Key ResponsibilitiesProvide personalized financial advice including equity compensation planning, tax optimization, and retirement planningDevelop and maintain trusted relationships with high-net-worth clients, guiding them through financial decisionsShape 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 compensationPassion for serving startup employees and executives with an understanding of their unique challengesProven track record in client relationship management, particularly with high-net-worth individualsTech-savvy and open to leveraging new tools to enhance client experiencesBachelor's degree in finance, business, or a related field; CFP designation or advanced degree is a plus