GemHarvest Executive Recruiting
Associate Financial Advisor
GemHarvest Executive Recruiting, Stratford, Connecticut, United States, 06497
Overview
Growing Independent RIA seeks an Associate Financial Advisor and CFP to provide comprehensive financial planning and advisory services to high net worth and ultra high net worth clientele while maintaining and growing relationships. The Firm offers comprehensive investment management and financial planning for a sophisticated client base. Highlights
Provide guidance to high net worth and ultra-high net worth individuals and families on strategic asset management, estate, tax and financial planning Manage, nurture, and maintain strong client relationships Forward thinking and planning driven culture with an impressive track record of growth, supported by a client service team and professional management Career growth trajectory within the firm Competitive compensation package ($90,000 – $110,000 base plus bonuses ranging from $9,000 – $30,000, and excellent benefits). Relationship Management and Financial Planning for existing relationships Hybrid - 3-4 days in office Requirements
2-8+ years Financial Planning and Relationship Management experience CFP Details
Seniority level: Associate Employment type: Full-time Job function: Finance and Consulting Industries: Financial Services and Investment Management Base pay range: $90,000.00/yr - $110,000.00/yr Additional compensation types: Annual Bonus Location: Philadelphia, PA Hybrid work arrangement: 3-4 days in office
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Growing Independent RIA seeks an Associate Financial Advisor and CFP to provide comprehensive financial planning and advisory services to high net worth and ultra high net worth clientele while maintaining and growing relationships. The Firm offers comprehensive investment management and financial planning for a sophisticated client base. Highlights
Provide guidance to high net worth and ultra-high net worth individuals and families on strategic asset management, estate, tax and financial planning Manage, nurture, and maintain strong client relationships Forward thinking and planning driven culture with an impressive track record of growth, supported by a client service team and professional management Career growth trajectory within the firm Competitive compensation package ($90,000 – $110,000 base plus bonuses ranging from $9,000 – $30,000, and excellent benefits). Relationship Management and Financial Planning for existing relationships Hybrid - 3-4 days in office Requirements
2-8+ years Financial Planning and Relationship Management experience CFP Details
Seniority level: Associate Employment type: Full-time Job function: Finance and Consulting Industries: Financial Services and Investment Management Base pay range: $90,000.00/yr - $110,000.00/yr Additional compensation types: Annual Bonus Location: Philadelphia, PA Hybrid work arrangement: 3-4 days in office
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