Associate Financial Advisor

GemHarvest Executive Recruiting; Cherry Hill Township (NJ); On-site; USD 75,000 - 100,000; Full time

Job summary

A leading independent wealth management firm in Cherry Hill, NJ is seeking an Associate Financial Advisor to support Lead Advisors in providing comprehensive financial planning services to high net worth clients. The firm promotes a culture of continuous growth and offers competitive compensation and excellent career advancement opportunities.

Benefits

Medical insurance

401(k)

Qualifications

• 1-3+ years Financial Services experience.
• Completed or on track toward CFP designation and/or Series 65 or 66.
• Drive to continuously improve and grow in a collaborative team-based environment.

Responsibilities

• Provide financial planning for high net worth individuals, including estate, tax, investment, and retirement planning.
• Nurture and grow strong client relationships.
• Collaborate with Lead Advisors in a team-based culture.

Skills

Client Relationship Management

Financial Planning

Team Collaboration

Education

Bachelor's Degree

Job description

1 week ago Be among the first 25 applicants

GemHarvest Executive Recruiting provided pay range

This range is provided by GemHarvest Executive Recruiting. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$75,000.00/yr - $100,000.00/yr

Direct message the job poster from GemHarvest Executive Recruiting

Executive Search Consultant | Delivering Gems of Talent to RIA's, Single Family & Multi-Family Offices Nationwide

Cherry Hill, NJ

Overview

Established and Growing Independent Wealth Management firm in the Cherry Hill, NJ area seeks an Associate Financial Advisor to collaborate with a team of Lead Advisors in providing relationship management and comprehensive financial planning services to high net worth and ultra high net worth clientele.

The Firm offers comprehensive investment management and financial planning for high net worth and ultra high net worth clientele and fosters a collegial culture of continuous learning and growth.

Highlights

• Collaborate with and support Lead Advisors as part of an ensemble practice to provide financial planning for high net worth and ultra-high net worth individuals, including estate, tax, investment, and retirement planning
• Nurture, manage, maintain, and grow strong client relationships
• Team-based, forward thinking and planning driven culture with an impressive track record of growth, supported by a robust client service team and professional management
• Excellent career growth trajectory within the firm, potential for Lead Advisor succession
• Competitive compensation package including a significant base salary, bonus, and benefits

Requirements

• Bachelor's Degree
• 1-3+ years Financial Services experience
• Completed or on track toward CFP designation and/or Series 65 or 66
• Drive to continuously improve and grow in a collaborative team based environment

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Consulting, and Strategy/Planning

• Industries

  Financial Services and Investment Management

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Inferred from the description for this job

Medical insurance

401(k)

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