Senior Wealth Planner - Remote with HNW Clients

GemHarvest Executive Recruiting; New Jersey; Híbrido; USD 90.000 - 95.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental insurance

401(k)

Profit sharing

Fully remote option

Hybrid (two days in Parsippany, NJ)

Descripción de la vacante

GemHarvest Executive Recruiting partners with an established boutique wealth management firm to oversee financial planning and long-term client relationships for high-net-worth households. You will work closely with the founder and a supportive team.

In this role, you will manage planning for approximately 40 HNW households, preparing cash flow, retirement, tax, and estate plans, and leading planning discussions with the founder, ensuring follow-through on commitments.

Formación

• Bachelor's degree required.
• 3+ years in financial planning or wealth management, ideally with high-net-worth clients.
• Strong analytical, interpersonal, organizational, and follow-through skills.

Responsabilidades

• Manage planning and relationships for approximately 40 high-net-worth households.
• Prepare cash flow, retirement, tax, and estate plans.
• Lead planning discussions with the founder and ensure attentive follow-through.

Conocimientos

Financial planning

Wealth management

Client relationship management

Analytical skills

Interpersonal skills

Educación

Bachelor's degree

Descripción del empleo

GemHarvest Executive Recruiting partners with an established boutique wealth management firm to oversee financial planning and long-term client relationships for high-net-worth households. You will work closely with the founder and a supportive team.

In this role, you will manage planning for approximately 40 HNW households, preparing cash flow, retirement, tax, and estate plans, and leading planning discussions with the founder, ensuring follow-through on commitments.