GemHarvest Executive Recruiting · 15 hours ago
Financial Planner
Philadelphia, PA
Full-time
Hybrid
Mid, Senior Level
$90K/yr - $110K/yr
2+ years expGemHarvest Executive Recruiting is an established and growing, planning-centric wealth management firm serving high net worth families. The Financial Planner role blends sophisticated financial planning with long-term relationship management in a collaborative environment.
Staffing & Recruiting
Hiring Manager
Shani Servetter, MBA
Responsibilities
Deliver comprehensive financial, estate, tax, and investment planning for high net worth households
Manage, deepen, and grow relationships within an existing book of clients
Work closely with a strong client service and leadership team that values high-quality, planning-driven work
Qualification
Required
2–8+ years of financial planning and relationship management experience
Bachelor's Degree
Preferred
CFP® or progress toward CFP® preferred
Benefits
Clear career growth within an established, reputable boutique RIA
Hybrid flexibility: 3–4 in-office days
Excellent benefits
Company
GemHarvest Executive Recruiting
*We Deliver Outstanding Talent* As trusted Executive Search Consultants in the Private Wealth and Investment Management Industry, our mission is to source the best talent, delivering only the gems to: - Multi-Billion Dollar RIAs - Single and Multi-family Offices - Boutique Firms Roles We Specialize In: - Client Service Professionals - Operations Roles - Financial Advisors - Associate Advisors - Relationship Managers - Portfolio Managers *Your Priorities Come First* When GemHarvest Executive Recruiting partners with your firm, we commit to meeting your critical hiring requirements as if we were one of your own dedicated team members.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase