Wealth Advisor: High-Net-Worth Planning & Growth

GemHarvest Executive Recruiting; United States; On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation and bonus

Excellent benefits

Job summary

GemHarvest Executive Recruiting is seeking a Financial Advisor / Wealth Advisor for a growing independent RIA in North Dallas to join its collaborative advisory team. You will serve high-net-worth families with comprehensive planning, investment management, and long-term wealth guidance.

You’ll collaborate with a team to deepen client relationships, contribute to growth, and provide strong, client-focused financial advice.

Qualifications

• Bachelor’s Degree required.
• 2+ years in wealth management, planning, or advisory work.
• Series 65 or Series 7/66 required; CFP preferred.
• Strong communication skills, high integrity, and an entrepreneurial mindset.

Responsibilities

• Advise high-net-worth families on financial planning, investment strategy, and ongoing wealth management.
• Manage and deepen client relationships within a collaborative advisory team.
• Contribute to the firm’s continued growth through strong advice, relationship development, and business development efforts.

Skills

Strong communication skills

Entrepreneurial mindset

Wealth management experience

Education

Bachelor’s Degree

Job description

GemHarvest Executive Recruiting is seeking a Financial Advisor / Wealth Advisor for a growing independent RIA in North Dallas to join its collaborative advisory team. You will serve high-net-worth families with comprehensive planning, investment management, and long-term wealth guidance.

You’ll collaborate with a team to deepen client relationships, contribute to growth, and provide strong, client-focused financial advice.