GemHarvest Executive Recruiting · 2 hours ago
Financial Advisor
DFW Metroplex
Full-time
Onsite
Entry, Mid Level
$90K/yr - $150K/yr
2+ years expGemHarvest Executive Recruiting is a Boutique Independent RIA seeking an Associate Financial Advisor to collaborate with a team of Lead Advisors. The role involves providing comprehensive financial planning services to high net worth and ultra high net worth clientele while nurturing and managing client relationships.
Staffing & Recruiting
Hiring Manager
Shani Servetter, MBA
Responsibilities
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 ($90,000 – $150,000 base plus bonuses ranging from $10,000 – $40,000, and excellent benefits)
Qualification
Required
2-7+ years Financial Advisory/Planning/Business Development experience
Entrepreneurial drive to continuously improve and grow in a collaborative team based environment
Preferred
Series 65 or CFP preferred
Benefits
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