Senior Tech Financial Advisor — Remote (CA)Claire Myers Consulting • San Francisco, CA, United States
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Senior Tech Financial Advisor — Remote (CA)
Claire Myers Consulting • San Francisco, CA, United States
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A leading financial advisory firm is looking for a Lead Advisor to manage high-net-worth tech clients. You'll deliver comprehensive financial planning advice, focusing on equity compensation, investment management, and tax strategies. The ideal candidate has 5+ years of experience and strong communication skills. An entrepreneurial mindset is crucial in this remote-first role with occasional in-person meetings in California.
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Financial Advisor • San Francisco, CA, United States
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