Lead Financial Advisor

VirtualVocations; Laredo (TX); Remote; USD 90,000 - 120,000; Full time

Job summary

A leading remote work company is looking for a Lead Financial Advisor to provide personalized financial advice to high-net-worth clients. The ideal candidate has over 7 years of experience in financial advisory, a Bachelor's degree in finance or related field, and is tech-savvy. Flexibility and comfort in a startup culture are key to success in this role.

Qualifications

• 7+ years of experience in financial advisory or wealth management.
• Expertise in equity compensation planning is essential.
• Tech-savvy and able to adapt to new tools.

Responsibilities

• Provide personalized financial advice to high-net-worth clients.
• Develop and maintain trusted relationships with clients.
• Shape scalable processes for delivering customized financial advice.

Skills

Financial advisory experience

Client relationship management

Equity compensation expertise

Tech-savviness

Flexibility in startup culture

Education

Bachelor's degree in finance, business, or related field

CFP designation or advanced degree

Job description

A company is looking for a Lead Financial Advisor.

Key Responsibilities

• Provide personalized financial advice, including equity compensation planning and retirement planning, to high-net-worth clients
• Develop and maintain trusted relationships with clients, guiding them through financial decisions
• Shape scalable systems and processes for delivering customized financial advice

Required Qualifications

• 7+ years of experience in financial advisory or wealth management, with expertise in equity compensation
• Bachelor's degree in finance, business, or a related field; CFP designation or advanced degree is a plus
• Experience in client relationship management with high-net-worth individuals
• Tech-savvy and open to leveraging new tools for improving client experiences
• Flexible and comfortable with the dynamics of startup culture