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.
#J-18808-LjbffrTech Equity Advisory Lead in san francisco at Unknown Company
This position is listed as full time and onsite.