Senior Financial Advisor

GemHarvest Executive Recruiting; Philadelphia (Philadelphia County); Hybrid; USD 150,000 - 180,000; Full time

Benefits offered by this job

Bonus up to 30%

Excellent benefits

Hybrid in-office four days/week

Job summary

GemHarvest Executive Recruiting seeks a wealth management advisor in the Philadelphia area to lead high net worth client relationships and provide sophisticated planning across financial, estate, tax, and investment dimensions.

The role emphasizes long-term advisory relationships, deep client service, and collaboration with an experienced planning team, with a hybrid schedule four days in office and strong growth opportunities.

Qualifications

• 5-12+ years of wealth management experience with significant client-facing advisory responsibility.
• CFP certification required.
• Bachelor's degree required.
• Within a 45-minute commute of the Villanova University area.

Responsibilities

• Serve as lead advisor for high net worth client relationships
• Deliver comprehensive financial, estate, tax, and investment planning
• Manage and deepen relationships within an existing client base
• Partner with an experienced planning and client service team

Skills

Wealth management

Client relationship management

Financial planning

Communication skills

Education

CFP certification

Bachelor's degree

Job description

Join a successful, quickly growing, planning-centric RIA serving high net worth families. This collaborative firm offers an experienced advisor the opportunity to step into established relationships and focus on sophisticated planning, complex client needs, and long-term advisory relationships.

What You'LL Do

• Serve as lead advisor for high net worth client relationships
• Deliver comprehensive financial, estate, tax, and investment planning
• Manage and deepen relationships within an existing client base
• Partner with an experienced planning and client service team

What'S Offered

• $150, 000 - $180,000 base + bonus opportunity up to 30%
• Hybrid schedule, four days per week in office
• Excellent benefits and growth opportunity

What You Bring

• 5-12+ years of wealth management experience with significant client-facing advisory responsibility
• CFP required
• Bachelor’s Degree
• Within a 45-minute commute of the Villanova University area