What are the responsibilities and job description for the Paraplanner position at GemHarvest Executive Recruiting?
Paraplanner
Boutique Wealth Management Firm
Fully Remote
Overview
Independent RIA serving high net worth clientele seeks a Paraplanner to support ultra high net worth Clients and the Lead Advisor by taking initiative in Client Services and Financial Planning.
The Firm provides sophisticated financial advisory and investment management services to ultra high net worth clientele.
Highlights
- Serve as a primary lead for client onboarding and private wealth client services
- Provide an excellent client experience for ultra high net worth clients
- Participate in the growth of a dynamic, independent RIA by servicing client needs, maintaining and nurturing key relationships, and financial planning
- Strong culture of teamwork, work life balance and personal and professional development
- Fully remote, East Coast location preferred
- Competitive compensation package including benefits and bonuses
Requirements
- Bachelor’s Degree
- 3 years experience in Client Services or Paraplanning within Financial Services
- CFP preferred
- Track record of professionalism, adaptability, attention to detail, and time management
Salary : $90,000 - $120,000
