Client-Facing Financial Advisor - Growth & Equity Path

GemHarvest Executive Recruiting; California (MO); On-site; USD 110,000 - 125,000; Full time

Benefits offered by this job

Medical insurance

401(k)

Annual bonus

Job summary

A boutique wealth management firm is seeking a Financial Advisor to manage client relationships and deliver customized financial plans. This role emphasizes relationship-building through networking and referrals without requiring cold calls. Ideal candidates should have a Bachelor's Degree and 3+ years of client-facing experience in finance. A competitive compensation package, including base salary and bonuses, along with excellent benefits, is offered. The position is full-time, based in California.

Qualifications

• 3+ years of client-facing financial advisory experience.
• Strong meeting leadership and financial plan presentation skills.
• Licensing: Series 7 or 66 or Series 65.

Responsibilities

• Support client relationships as the point of contact.
• Lead meetings and manage a defined client segment.
• Partner with a paraplanning and client service team.

Skills

Client relationship management

Financial planning

Networking

Education

Bachelor’s Degree

Tools

Series 7

Series 66

Series 65

Job description

A boutique wealth management firm is seeking a Financial Advisor to manage client relationships and deliver customized financial plans. This role emphasizes relationship-building through networking and referrals without requiring cold calls. Ideal candidates should have a Bachelor's Degree and 3+ years of client-facing experience in finance. A competitive compensation package, including base salary and bonuses, along with excellent benefits, is offered. The position is full-time, based in California.