Associate Financial Advisor

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

Benefits offered by this job

Medical insurance

401(k)

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.

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

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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

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Inferred from the description for this job

Medical insurance

401(k)

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