Associate Financial Advisor

GemHarvest Executive Recruiting; Philadelphia (Philadelphia County); Hybrid; USD 75,000 - 125,000; Full time

Benefits offered by this job

Hybrid after onboarding (3 days in/2 W

Full benefits and 401(k) match

Summer Friday hours and strong team

Job summary

GemHarvest Executive Recruiting is seeking an emerging advisor for a wealth management firm in Radnor, PA. The role supports Senior and Executive Wealth Managers with high-net-worth client relationships and involves financial planning exposure, portfolio implementation, and long-term advisor development.

The position offers a base salary in the range of $75,000–$125,000 plus a 10% bonus, full benefits, and a 3/2 hybrid schedule after onboarding, with Summer Fridays and a strong team culture.

Qualifications

• Bachelor's degree required.
• 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.

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 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