Senior Financial Advisor - High Net Worth Planning (Hybrid)

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

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.