GemHarvest Executive Recruiting
Executive Search Consultant | Delivering Gems of Talent to RIA's, Single Family & Multi-Family Offices Nationwide
Multi-Billion Dollar RIA
Growing multi‑billion dollar RIA seeks a Financial Advisor to join its expanding Asheville office and collaborate with senior advisors in delivering comprehensive wealth management to high‑net‑worth and ultra‑high‑net‑worth clientele. The firm combines national‑scale resources with a close‑knit, collaborative culture and provides a clear career path toward senior advisory and leadership roles.
This is an opportunity to be part of a respected, planning‑driven firm that values integrity, teamwork, and authenticity. Advisors are fully integrated into client relationships from day one; participating in meetings, driving planning discussions, and helping ensure an exceptional client experience.
Highlights
No portable book of business required
Collaborate with Lead Advisors as part of an ensemble practice to provide guidance to high and ultra‑high net worth individuals and families on strategic asset management, estate, tax and financial planning
Participate in and help lead client meetings, contributing to plan development and implementation
Team‑based, forward‑thinking, and planning‑driven culture with a strong track record of growth, supported by a robust client service and planning team
Structured career growth path with future equity buy‑in potential
Hybrid work structure with approximately three days per week in‑office
Competitive compensation package ($100,000 – $120,000 base plus bonuses ranging from $15,000 – $18,000, and excellent benefits)
Requirements
Bachelor's Degree
CFP required
4–7+ years of financial planning or advisory experience
Strong communication skills and client relationship management experience
Team‑oriented professional with initiative and a client‑first mindset
Seniority Level Associate
Employment Type Full‑time
Job Function Finance, Consulting, and Strategy/Planning
Industries Financial Services and Investment Management
Benefits
Medical insurance
401(k)
Vision insurance
Get notified about new Financial Advisor jobs in
Asheville, NC .
#J-18808-Ljbffr
Multi-Billion Dollar RIA
Growing multi‑billion dollar RIA seeks a Financial Advisor to join its expanding Asheville office and collaborate with senior advisors in delivering comprehensive wealth management to high‑net‑worth and ultra‑high‑net‑worth clientele. The firm combines national‑scale resources with a close‑knit, collaborative culture and provides a clear career path toward senior advisory and leadership roles.
This is an opportunity to be part of a respected, planning‑driven firm that values integrity, teamwork, and authenticity. Advisors are fully integrated into client relationships from day one; participating in meetings, driving planning discussions, and helping ensure an exceptional client experience.
Highlights
No portable book of business required
Collaborate with Lead Advisors as part of an ensemble practice to provide guidance to high and ultra‑high net worth individuals and families on strategic asset management, estate, tax and financial planning
Participate in and help lead client meetings, contributing to plan development and implementation
Team‑based, forward‑thinking, and planning‑driven culture with a strong track record of growth, supported by a robust client service and planning team
Structured career growth path with future equity buy‑in potential
Hybrid work structure with approximately three days per week in‑office
Competitive compensation package ($100,000 – $120,000 base plus bonuses ranging from $15,000 – $18,000, and excellent benefits)
Requirements
Bachelor's Degree
CFP required
4–7+ years of financial planning or advisory experience
Strong communication skills and client relationship management experience
Team‑oriented professional with initiative and a client‑first mindset
Seniority Level Associate
Employment Type Full‑time
Job Function Finance, Consulting, and Strategy/Planning
Industries Financial Services and Investment Management
Benefits
Medical insurance
401(k)
Vision insurance
Get notified about new Financial Advisor jobs in
Asheville, NC .
#J-18808-Ljbffr