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Senior Wealth Planner & Trusted Advisor (Hybrid)

GemHarvest Executive Recruiting

GemHarvest Executive Recruiting is seeking a Senior Financial Advisor in New York City. The role delivers sophisticated, planning-first guidance to high-net-worth clients in a fiduciary, collaborative environment. You will lead key client relationships and coordinate comprehensive planning across retirement, taxes, estate, and wealth transfer. Ideal candidates have 7+ years in wealth management, strong client leadership, and CFP preferred. #J-18808-Ljbffr GemHarvest Executive Recruiting

Vacancy posted 3 days ago
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