What are the responsibilities and job description for the Associate Financial Planner position at GemHarvest Executive Recruiting?
Associate Financial Planner
Boutique RIA
Cherry Hill, NJ
Overview
Established and Growing Independent Wealth Management firm in the Cherry Hill, NJ area seeks an Associate Financial Planner 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 Lead Advisors as part of an ensemble practice to provide financial planning for high net worth and ultra-high net worth individuals, including estate, tax, investment, and retirement 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, potential for Lead Advisor succession
- Competitive compensation package including a significant base salary, bonus, and benefits
Requirements
- Bachelor's Degree
- 1-3 years Financial Planning experience
- Completed or on track toward CFP designation and/or Series 65 or 66
- Drive to continuously improve and grow in a collaborative team based environment
Salary : $80,000 - $100,000
