What are the responsibilities and job description for the RIA Associate position at GemHarvest Executive Recruiting?
Associate Financial Planner Role
GemHarvest Executive Recruiting is seeking a qualified Financial Planning Expert to join our team. As a key member of our team, the successful candidate will work closely with Lead Advisors to provide comprehensive financial planning services to high net worth and ultra-high net worth clientele.
The ideal candidate will have a Bachelor's Degree and 1-3 years of experience in Financial Planning, with a completed CFP designation or on track toward completion. They will also possess a drive to continuously improve and grow in a collaborative team-based environment.
About Our Culture
- 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
- 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
