What are the responsibilities and job description for the Financial Planning Specialist position at GemHarvest Executive Recruiting?
Become a Financial Planning Specialist
About GemHarvest Executive Recruiting
We're a respected executive recruiting firm specializing in wealth management and financial services. As a Financial Planning Specialist, you'll join our team of experts, working together to deliver tailored financial planning solutions to high net worth and ultra-high net worth individuals.
Your Key Responsibilities
- Provide comprehensive financial planning services to high net worth and ultra-high net worth clients, collaborating with lead advisors to deliver bespoke solutions
- Maintain strong relationships with clients, understanding their unique financial needs and goals
- Contribute to the development of a dynamic and forward-thinking culture within the firm, fostering continuous learning and growth
- Participate in ongoing training and professional development, enhancing your skills and expertise in financial planning and wealth management
- Benefit from a competitive compensation package, including a base salary, bonus, and benefits
Your Qualifications
- Bachelor's Degree in a relevant field (e.g., finance, accounting)
- 2-4 years of experience in financial planning or a related field
- Completed CFP certification or equivalent qualification
- Demonstrated ability to build strong relationships with clients and colleagues
