Associate Financial Advisor

3 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. GemHarvest Executive Recruiting provided pay range This range is provided by GemHarvest Executive Recruiting. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $90,000.00/yr - $150,000.00/yr Direct message the job poster from GemHarvest Executive Recruiting Executive Search Consultant | Delivering Gems of Talent to RIA's, Single Family & Multi-Family Offices Nationwide 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 including base salary, significant bonus potential, and benefits Requirements 2-6+ 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 Seniority level Associate Employment type Employment type Full-time Job function Job function Finance and Consulting Industries Financial Services and Investment Management Referrals increase your chances of interviewing at GemHarvest Executive Recruiting by 2x Inferred from the description for this job Medical insurance 401(k) Get notified about new Financial Advisor jobs in Dallas-Fort Worth Metroplex . Asset & Wealth Management, Private Wealth Management, Partner Family Office, Financial Analyst - Dallas Asset & Wealth Management, Private Wealth Management, Managed Strategies, Wealth Management Professional, Analyst - Dallas Asset & Wealth Management, Private Family Office Financial Planner, Associate - Dallas, TX Associate Alternatives Investment Consultant Dallas, TX $190,000.00-$220,000.00 3 weeks ago Finance Business Manager - Executive Director Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative) Commerce, TX $75,000.00-$100,000.00 5 days ago Dallas, TX $150,000.00-$225,000.00 3 weeks ago Fort Worth, TX $160,000.00-$175,000.00 3 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr