Associate Financial Advisor

GemHarvest Executive Recruiting; Texas (NJ); On-site; USD 90,000 - 150,000; Full time

Job summary

A boutique independent RIA is seeking an Associate Financial Advisor to work with Lead Advisors in providing comprehensive financial planning services to high net worth clients. The role emphasizes collaboration and client relationship management within a supportive team environment, offering competitive compensation and growth opportunities.

Benefits

Medical insurance

401(k)

Qualifications

• 2-6+ years of experience in Financial Advisory or Planning.
• Entrepreneurial drive to grow in a collaborative team.

Responsibilities

• Collaborate with Lead Advisors for financial planning services.
• Nurture and manage client relationships.

Skills

Financial Advisory

Business Development

Client Relationship Management

Education

Series 65

CFP

Job description

3 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

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

$90,000.00/yr - $150,000.00/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

Overview

Boutique Independent RIA seeks an Associate Financial Advisor to collaborate with a team of Lead Advisors in providing comprehensive financial planning services to high net worth and ultra high net worth clientele while maintaining and growing relationships.

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 guidance to high net worth and ultra-high net worth individuals and families on strategic asset management, estate, tax and financial planning
• Nurture, manage, and maintain 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
• Competitive compensation package including base salary, significant bonus potential, and benefits

Requirements

• 2-6+ years Financial Advisory/Planning/Business Development experience
• Series 65 or CFP
• Entrepreneurial 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 and Consulting

• Industries

  Financial Services and Investment Management

Referrals increase your chances of interviewing at GemHarvest Executive Recruiting by 2x

Inferred from the description for this job

Medical insurance

401(k)

Get notified about new Financial Advisor jobs in Dallas-Fort Worth Metroplex.

Asset & Wealth Management, Private Wealth Management, Partner Family Office, Financial Analyst - Dallas

Asset & Wealth Management, Private Wealth Management, Managed Strategies, Wealth Management Professional, Analyst - Dallas

Asset & Wealth Management, Private Family Office Financial Planner, Associate - Dallas, TX

Associate Alternatives Investment Consultant

Dallas, TX $190,000.00-$220,000.00 3 weeks ago

Finance Business Manager - Executive Director

Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)

Commerce, TX $75,000.00-$100,000.00 5 days ago

Dallas, TX $150,000.00-$225,000.00 3 weeks ago

Fort Worth, TX $160,000.00-$175,000.00 3 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.