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Financial Advisor

Remote: 
Full Remote
Salary: 
75 - 100K yearly
Experience: 
Senior (5-10 years)
Work from: 
Arizona (USA), United States

Offer summary

Qualifications:

7+ years wealth management experience, CFA, CFP, or CPA certification.

Key responsabilities:

  • Provide comprehensive wealth planning services
  • Serve as lead advisor for clientele
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GemHarvest Executive Recruiting http://www.gemharvest.com/
2 - 10 Employees
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Job description

Financial Advisor - Fully Remote

Boutique Independent RIA


Overview

Boutique, Independent RIA seeks a Financial Advisor to collaborate with the founding partner in providing comprehensive wealth planning services to up and coming clientele.

The Firm offers comprehensive financial planning services inclusive of tax planning, retirement planning, estate planning and student load planning for a niche market in a collegial culture of continuous learning and growth.

Highlights

  • Serve as lead advisor for a client base of highly educated professionals
  • Extensive client contact
  • Excellent opportunity for growth
  • Ability to make an impact on the direction and growth of a boutique, independent RIA with a hands-on collaborative culture
  • Competitive compensation package including significant base salary ($75,000-$100,000), bonuses and excellent benefits
  • Path towards equity ownership

Requirements

  • 7+ years wealth management experience

  • CFA, CFP, or CPA

    

Required profile

Experience

Level of experience: Senior (5-10 years)
Spoken language(s):
English
Check out the description to know which languages are mandatory.

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