What are the responsibilities and job description for the Associate Financial Advisor position at GemHarvest Executive Recruiting?
Associate Financial Advisor
Multi-Billion Wealth Management Firm
Cleveland, OH
Established Multibillion AUM 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. Not a sales role.
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 Senior Financial Advisors as part of a Wealth Management team which provides Advisory Services to high net worth and ultra-high net worth individuals and families
- 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
- Key responsibilities include preparing financial reports, tax projections, portfolio analyses, and client deliverables.
- Excellent career growth trajectory within the firm
- Competitive compensation package including base salary, bonus, and benefits
- Hybrid schedule, 4 days in office weekly
Requirements
- 1-2 years Financial Services or Public Accounting experience
- Series 65, or interest in obtaining the 65 and/or CFP within a year
- Drive to continuously improve and grow in a collaborative team based environment
- Tech savvy, preferably within Excel, portfolio management systems, and financial planning software
Salary : $60,000 - $85,000
