Hybrid Wealth Planning Associate (HNW Clients)

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

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.