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 work model

Summer hours

Job summary

GemHarvest Executive Recruiting seeks an emerging advisor for an established wealth management firm in Radnor, PA. The role supports Senior and Executive Wealth Managers serving high-net-worth clients, with exposure to financial planning, investment management, portfolio implementation, and long-term advisor development.

Bachelor's Degree and 3+ years in financial services are required; CFP designation or active progress toward CFP is preferred.

Qualifications

• Bachelor's degree required.
• 3+ years in financial services or related experience.
• CFP designation preferred or in progress.

Responsibilities

• Support Senior and Executive Wealth Managers with high-net-worth client relationships.
• Assist with meeting preparation, follow-up, and planning analyses.
• Contribute to portfolio implementation, asset allocation reviews, and performance monitoring.

Skills

Analytical

Communication

Client-service

Fiduciary mindset

Collaboration

Education

Bachelor's Degree

CFP designation preferred

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