What are the responsibilities and job description for the Wealth Management Associate position at GemHarvest Executive Recruiting?
Join Our Team as a Wealth Management Associate
About Us
We're a boutique wealth management firm dedicated to providing personalized financial services to our clients. As a Wealth Management Associate, you'll play a vital role in supporting our team of lead advisors, working together to deliver exceptional client experiences and drive business growth.
Your Key Responsibilities
- Support lead advisors in delivering comprehensive financial planning solutions to high net worth and ultra-high net worth individuals
- Develop and maintain strong relationships with clients, understanding their unique financial needs and goals
- Collaborate with colleagues to identify new business opportunities and contribute to the development of a dynamic and forward-thinking culture within the firm
- Participate in ongoing training and professional development, enhancing your skills and expertise in financial planning and wealth management
- Enjoy a competitive compensation package, including a base salary, bonus, and benefits
Your Qualifications
- Bachelor's Degree in a relevant field (e.g., finance, accounting)
- 1-3 years of experience in financial planning or a related field
- CFP certification or completion of a similar qualification
- Demonstrated ability to build strong relationships with clients and colleagues
