Associate Financial Advisor
$125k - $150kGemHarvest Executive Recruiting
A female-led, established and growing independent wealth management firm serving high-net-worth and ultra-high-net-worth clients is seeking a Financial Advisor. The firm offers comprehensive planning, a highly personal client experience, and direct mentorship from its successful founder and lead advisor. What You'll Do Serve as a trusted advisor and day-to-day point of contact Lead review meetings, present financial plans, and manage follow-through Take on increasing responsibility for client relationships as you grow within the firm Support firm growth through referrals, centers of influence, community networking, and relationship development What's Offered $125,000-$150,000 base + 10% bonus Variable compensation tied to business development and relationship growth Benefits (Medical and 401k) What You Bring Bachelor's degree; CFP or actively pursuing CFP Series 7/66 or Series 65 4+ years of client-facing financial advisory experience Strong meeting leadership and demonstrated ability to develop new client relationships #J-18808-Ljbffr
Vacancy posted 5 days ago
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