GemHarvest Executive Recruiting
Associate Financial Advisor
GemHarvest Executive Recruiting, Arlington, Texas, United States, 76000
Overview
Boutique Independent RIA seeks an Associate Financial Advisor to collaborate with a team of Lead Advisors in providing comprehensive financial planning 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 high net worth and ultra high net worth clientele and fosters a collegial culture of continuous learning and growth. Highlights
Collaborate with and support Lead Advisors as part of an ensemble practice to provide guidance to high net worth and ultra high net worth individuals and families on strategic asset management, estate, tax and financial planning Nurture, manage, and maintain strong client relationships Team-based, forward thinking and planning driven culture with an impressive track record of growth, supported by a robust client service team and professional management Excellent career growth trajectory within the firm Competitive compensation package ($90,000 – $150,000 base plus bonuses ranging from $10,000 – $40,000, and excellent benefits). Requirements
2-7+ years Financial Advisory/Planning/Business Development experience Series 65 or CFP Entrepreneurial drive to continuously improve and grow in a collaborative team based environment Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Consulting Industries
Financial Services and Investment Management
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Boutique Independent RIA seeks an Associate Financial Advisor to collaborate with a team of Lead Advisors in providing comprehensive financial planning 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 high net worth and ultra high net worth clientele and fosters a collegial culture of continuous learning and growth. Highlights
Collaborate with and support Lead Advisors as part of an ensemble practice to provide guidance to high net worth and ultra high net worth individuals and families on strategic asset management, estate, tax and financial planning Nurture, manage, and maintain strong client relationships Team-based, forward thinking and planning driven culture with an impressive track record of growth, supported by a robust client service team and professional management Excellent career growth trajectory within the firm Competitive compensation package ($90,000 – $150,000 base plus bonuses ranging from $10,000 – $40,000, and excellent benefits). Requirements
2-7+ years Financial Advisory/Planning/Business Development experience Series 65 or CFP Entrepreneurial drive to continuously improve and grow in a collaborative team based environment Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Consulting Industries
Financial Services and Investment Management
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