GemHarvest Executive Recruiting
Financial Advisor (Winston-Salem)
GemHarvest Executive Recruiting, Winston Salem, North Carolina, United States, 27104
Financial Advisor (Hybrid)
Multi-Billion-Dollar RIA
Winston-Salem, NC
Join an established, growing, multi-billion-dollar RIA expanding its Winston-Salem office. Work directly with senior advisors to deliver comprehensive, planning-driven wealth management to high net worth families, with immediate exposure to meaningful client relationships and a clear path toward senior advisory and future equity.
What Youll Do Partner with Lead Advisors on financial, tax, estate, and investment planning Participate in and help lead client meetings Manage and deepen client relationships within an ensemble team Contribute to a collaborative, planning-focused culture
Whats Offered $100,000$120,000 base + $15,000$18,000 in bonuses Structured growth path with equity-buy-in potential Hybrid schedule: approx. 3 in-office days National resources with a close-knit team atmosphere Excellent benefits
What You Bring Bachelors Degree, CFP required 47+ years advisory or planning experience Strong communication and client-first mindset
Winston-Salem, NC
Join an established, growing, multi-billion-dollar RIA expanding its Winston-Salem office. Work directly with senior advisors to deliver comprehensive, planning-driven wealth management to high net worth families, with immediate exposure to meaningful client relationships and a clear path toward senior advisory and future equity.
What Youll Do Partner with Lead Advisors on financial, tax, estate, and investment planning Participate in and help lead client meetings Manage and deepen client relationships within an ensemble team Contribute to a collaborative, planning-focused culture
Whats Offered $100,000$120,000 base + $15,000$18,000 in bonuses Structured growth path with equity-buy-in potential Hybrid schedule: approx. 3 in-office days National resources with a close-knit team atmosphere Excellent benefits
What You Bring Bachelors Degree, CFP required 47+ years advisory or planning experience Strong communication and client-first mindset