Tech Equity Advisory Lead

Amaltash; San Francisco (CA); On-site; USD 180,000 - 260,000; Full time

Job summary

Amaltash is building an advisory program for tech professionals from the ground up, focusing on equity compensation, concentrated stock, liquidity events and related strategies. The Lead Financial Advisor role will design the service, advise the initial clients personally, and scale by hiring and training the advisors who follow.

We seek a professional with 8+ years of client advisory experience, deep equity compensation knowledge, and appropriate Series 65 or equivalent licensing.

Qualifications

• 8+ years advising clients, including tech employees or founders.
• Deep working knowledge of equity compensation and its tax treatment.
• Series 65 (or 7+66) held, or passed within 90 days of joining.

Responsibilities

• Design the advisory service: target clients, offerings, and onboarding.
• Advise the first clients personally, then hire and train subsequent advisors.
• Write playbooks for RSUs, options, 10b5-1 plans and concentrated positions.

Skills

Equity compensation expertise

Advisory leadership

Tech clients focus

Industry knowledge

Education

Series 65

CFP or CFA (bonus)

Tools

Wealthfront

Betterment

Robinhood

Job description

Amaltash is building an advisory program for tech professionals from the ground up, focusing on equity compensation, concentrated stock, liquidity events and related strategies. The Lead Financial Advisor role will design the service, advise the initial clients personally, and scale by hiring and training the advisors who follow.

We seek a professional with 8+ years of client advisory experience, deep equity compensation knowledge, and appropriate Series 65 or equivalent licensing.