GemHarvest Executive Recruiting · 4 hours ago
Financial Advisor
Greensboro, NC
Full-time
Hybrid
Mid, Senior Level
$100K/yr - $120K/yr
4+ years expGemHarvest Executive Recruiting is seeking a Financial Advisor for a multi-billion-dollar RIA expanding its Winston-Salem office. The role involves partnering with lead advisors to deliver comprehensive wealth management to high net worth families and managing client relationships within a collaborative team environment.
Staffing & Recruiting
Hiring Manager
Shani Servetter, MBA
Responsibilities
Partner with Lead Advisors on financial, tax, estate, and investment planning
Participate in and help lead client meetings
Manage and deepen client relationships within an ensemble team
Contribute to a collaborative, planning-focused culture
Qualification
Required
Bachelor's Degree, CFP® required
4–7+ years advisory or planning experience
Strong communication and client-first mindset
Benefits
$15,000–$18,000 in bonuses
Structured growth path with equity-buy-in potential
Hybrid schedule: approx. 3 in-office days
National resources with a close-knit team atmosphere
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