Associate Financial Advisor
GemHarvest Executive Recruiting
Female-led, growing boutique wealth management firm serving high-net-worth clients seeks an Associate Financial Advisor / Paraplanner with the potential to develop into a lead advisor and ultimately take ownership of client relationships. What You'll Do Support financial planning, client meetings, and follow-up Assist with onboarding, account opening, money movement, and related paperwork Take on increasing client-facing and advisory responsibility over time What's Offered Direct mentorship from senior leadership Meaningful career track toward Lead Advisor and potential long-term succession opportunities What You Bring Bachelor's Degree 2+ years of wealth management, planning, paraplanning, or client service experience Strong communication, organization, and planning skills CFP preferred or willingness to pursue Series 65 or Series 7/66 preferred, or willingness to obtain required licensing #J-18808-Ljbffr GemHarvest Executive Recruiting
Vacancy posted 1 day ago
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