Associate Financial Advisor

GemHarvest Executive Recruiting; Pennsylvania; Hybrid; USD 75,000 - 125,000; Full time

Benefits offered by this job

Full benefits

401(k) match

Hybrid after onboarding

Summer Friday hours

Job summary

GemHarvest Executive Recruiting is assisting an established independent wealth management firm in Radnor, PA as it seeks an emerging advisor to serve high-net-worth clients. This non-sales role focuses on financial planning, investment management, portfolio implementation, and advisor development.

The successful candidate will support Senior and Executive Wealth Managers, assist with meeting preparation, analyses, and follow-up, and contribute to asset allocation reviews and performance

Qualifications

• Bachelor's Degree required.
• 3+ years of financial services or related experience.
• CFP designation or active progress toward CFP preferred.
• Fiduciary mindset and collaborative approach.

Responsibilities

• Contribute to a collaborative team by supporting Senior and Executive Wealth Managers with HNW client relationships.
• Assist with meeting preparation, follow-up, and planning analyses.
• Contribute to portfolio implementation, asset allocation reviews, and performance monitoring.

Skills

Analytical skills

Communication skills

Client-service

Education

Bachelor's Degree

Job description

Radnor, PA | Hybrid (3 days in office / 2 days remote)

An established and growing independent wealth management firm is seeking an emerging advisor to join its team serving high-net-worth clients. This is a non-sales role with exposure to financial planning, investment management, portfolio implementation, and long-term advisor development.

What You’ll Do

• Contribute to a collaborative team by supporting Senior and Executive Wealth Managers with HNW client relationships
• Assist with meeting preparation, follow-up, and planning analyses
• Contribute to portfolio implementation, asset allocation reviews, and performance monitoring

What’s Offered

• $75,000–$125,000 base + 10% bonus
• Full benefits and 401(k) match
• Hybrid after onboarding (3 days in office / 2 days remote)
• Summer Friday hours and strong team culture

What You Bring

• Bachelor's Degree
• 3+ years of financial services or related experience
• Strong analytical, communication, and client-service skills
• CFP designation or active progress toward CFP preferred
• Fiduciary mindset and collaborative approach