What are the responsibilities and job description for the Associate Financial Advisor position at GemHarvest Executive Recruiting?
Associate Financial Advisor - Fully Remote
30B AUM RIA
West Coast
Nationally recognized multi-billion AUM RIA is hiring an Associate Wealth Advisor to support Senior Advisors in delivering holistic wealth and investment advisory services to ultra-high-net-worth clients. This is not a sales-driven role, and no existing client book is required.
Highlights
● Work as a support advisor and financial planner for UHNW clients, with a defined path toward a Senior Advisor position
● Create customized financial plans using in-depth analysis and planning tools
● Strong client interaction—participate in meetings and help build long-term relationships
● Outstanding opportunity for professional development, mentorship, and growth
● The firm consistently achieves over 30% annual growth in assets under management
● Collaborative environment with robust support in planning, investments, operations, and client service
● Fully Remote
● Competitive compensation package including excellent benefits and bonuses
Requirements
- Bachelor's Degree
- Minimum of 2 years' experience in wealth management or a related financial advisory role
Salary : $75,000 - $95,000
