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%

Hybrid schedule

Four days in office

Excellent benefits

Job summary

GemHarvest Executive Recruiting is seeking an experienced wealth manager to join a successful planning-centric RIA serving high net worth families. You will serve as lead advisor for sophisticated planning, and you’ll step into established client relationships to deliver comprehensive financial, estate, tax, and investment planning.

This hybrid role requires 5–12+ years of wealth management, CFP, and a Bachelor’s degree.

Qualifications

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

Responsibilities

• 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

Estate planning

Investment planning

Education

Bachelor's degree

CFP certification

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