GemHarvest Executive Recruiting · 14 hours ago
Financial Advisor
Orange County, CA
Full-time
Onsite
Mid Level
$110K/yr - $125K/yr
3+ years expGemHarvest Executive Recruiting is a boutique wealth management firm in Irvine, CA, serving high net worth clientele. They are seeking a Financial Advisor to support client relationships, present financial plans, and deliver a high-touch client experience while contributing to firm growth through community networking and referrals.
Staffing & Recruiting
Hiring Manager
Shani Servetter, MBA
Responsibilities
Support client relationships as the day-to-day point of contact, running review meetings, interpreting and presenting financial plans, and managing follow-through
Ramp alongside a senior advisor, then transition to independently leading meetings and owning a defined client segment
Partner with a centralized Paraplanning and Client Service team for meeting preparation, plan updates, onboarding, and documentation so you can stay client-facing
Contribute to firm growth through community presence, client referrals, and centers-of-influence
Qualification
Required
Bachelor's Degree
Licensing: Series 7 or 66 or Series 65
3+ years of client-facing financial advisory experience with clear strength in meeting leadership and plan presentation
Benefits
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