GemHarvest Executive Recruiting · 1 day ago
Associate Financial Advisor
Greater Philadelphia
Full-time
Onsite
Mid Level
$100K/yr - $120K/yr
3+ years expGemHarvest Executive Recruiting is a Boutique Wealth Management Firm seeking an Associate Financial Advisor to collaborate with Senior Advisors in delivering personalized wealth management and financial planning services. The role offers growth opportunities and involves participation in client meetings and contributing to financial strategies for high-net-worth clientele.
Staffing & Recruiting
Hiring Manager
Shani Servetter, MBA
Responsibilities
Collaborate with experienced Lead Advisors on financial planning and client presentation
Participate in client meetings, taking notes and following up on planning and investment action items
Gain exposure to advanced planning areas including tax, estate, and retirement strategies
Qualification
Required
3+ years' experience in financial planning or wealth management
Bachelor's Degree
Comfortable in a structured, collaborative in-office environment (four days a week)
Benefits
Bonuses ranging from $3,000–$15,000
Excellent benefits
Company
GemHarvest Executive Recruiting
*We Deliver Outstanding Talent* As trusted Executive Search Consultants in the Private Wealth and Investment Management Industry, our mission is to source the best talent, delivering only the gems to: - Multi-Billion Dollar RIAs - Single and Multi-family Offices - Boutique Firms Roles We Specialize In: - Client Service Professionals - Operations Roles - Financial Advisors - Associate Advisors - Relationship Managers - Portfolio Managers *Your Priorities Come First* When GemHarvest Executive Recruiting partners with your firm, we commit to meeting your critical hiring requirements as if we were one of your own dedicated team members.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase