Financial Advisor

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

Executive Search Consultant | Delivering Gems of Talent to RIA's, Single Family & Multi-Family Offices Nationwide

Location: Irvine, CA

Overview

Boutique wealth management firm in Irvine, CA serving high net worth clientele seeks a Financial Advisor to support client relationships, present financial plans, and deliver a high-touch client experience in a growing firm.

Relationship-driven growth role with community networking and referrals; no cold-calling or quotas/No portable book required

Highlights

• Support client relationships as the day‑to‑day point of contact, running review meetings, interpreting and presenting financial plans, and managing follow‑through
• Ramp alongside a senior advisor, then transition to independently leading meetings and owning a defined client segment
• Partner with a centralized Paraplanning and Client Service team for meeting preparation, plan updates, onboarding, and documentation so you can stay client-facing
• Contribute to firm growth through community presence, client referrals, and centers‑of‑influence; a long‑term equity path is available for advisors who demonstrate leadership and bring in new relationships and AUM
• Competitive compensation package ($110,000 – $125,000 base plus bonuses ranging from $10,000 – $30,000, and excellent benefits)

Requirements

• Bachelor’s Degree
• Licensing: Series 7 or 66 or Series 65
• 3+ years of client‑facing financial advisory experience with clear strength in meeting leadership and plan presentation

Seniority level

Associate

Employment type

Full‑time

Job function

Finance, Consulting, and Strategy/Planning

Industries

Financial Services and Investment Management

Compensation

Base pay range: $110,000.00/yr – $125,000.00/yr

Additional compensation types: Annual Bonus

Benefits

Medical insurance, 401(k)

Recruiter contact

Direct message the job poster from GemHarvest Executive Recruiting

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