Senior Wealth Planner & Trusted Advisor (Hybrid)

GemHarvest Executive Recruiting; New York (NY); Hybrid; USD 150,000 - 230,000; Full time

Benefits offered by this job

Hybrid work model

Full medical coverage

401(k) match

Parental leave

Long-term growth opportunities

Job summary

GemHarvest Executive Recruiting is seeking a Senior Financial Advisor in New York City. The role delivers sophisticated, planning-first guidance to high-net-worth clients in a fiduciary, collaborative environment.

You will lead key client relationships and coordinate comprehensive planning across retirement, taxes, estate, and wealth transfer. Ideal candidates have 7+ years in wealth management, strong client leadership, and CFP preferred.

Qualifications

• 7+ years wealth management/financial planning experience.
• Experience independently leading client relationships.
• CFP strongly preferred; client-first mindset.

Responsibilities

• Lead deep high-net-worth client relationships as trusted advisor/quarterback.
• Deliver comprehensive financial planning across retirement, investments, tax, estate, risk, cash flow and wealth transfer.
• Partner with investment and financial planning teams; no product sales or asset-gathering quotas.

Skills

Client relationship leadership

Wealth management

Financial planning

CFP preferred

Education

Bachelor's Degree

Job description

GemHarvest Executive Recruiting is seeking a Senior Financial Advisor in New York City. The role delivers sophisticated, planning-first guidance to high-net-worth clients in a fiduciary, collaborative environment.

You will lead key client relationships and coordinate comprehensive planning across retirement, taxes, estate, and wealth transfer. Ideal candidates have 7+ years in wealth management, strong client leadership, and CFP preferred.