What are the responsibilities and job description for the Private Wealth Advisor position at GemHarvest Executive Recruiting?
Pursue Your Dream Career as a Private Wealth Advisor
About GemHarvest Executive Recruiting
We're a leading executive recruiting firm serving the wealth management and financial services industries. As a Private Wealth Advisor, you'll join our team of seasoned professionals, working together to deliver tailored financial planning solutions to high net worth and ultra-high net worth individuals.
Your Key Responsibilities
- Deliver comprehensive financial planning services to high net worth and ultra-high net worth clients, collaborating with lead advisors to create bespoke solutions
- Maintain long-term relationships with clients, ensuring their financial goals are met through expert guidance and advice
- 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)
- 3 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
