Offer summary

Qualifications:

7+ years of wealth management experience., Professional certifications such as CFA, CFP, or CPA., Strong knowledge of comprehensive financial planning including tax, retirement, estate, and student loan planning., Ability to collaborate with a team and serve as a lead advisor..

Key responsibilities:

Provide comprehensive wealth planning services to clients.

Maintain extensive contact with clients to understand their financial needs.

Collaborate with the founding partner to develop financial strategies.

Contribute to the growth and direction of the boutique RIA.

*We Deliver Outstanding Talent* As trusted Executive Search Consultants in the Private Wealth and Investment Management Industry, our mission is to source the best talent, delivering only the gems to: - Multi-Billion Dollar RIAs - Single and Multi-family Offices - Boutique Firms Roles We Specialize In: - Client Service Professionals - Operations Roles - Financial Advisors - Associate Advisors - Relationship Managers - Portfolio Managers *Your Priorities Come First* When GemHarvest Executive Recruiting partners with your firm, we commit to meeting your critical hiring requirements as if we were one of your own dedicated team members. Our team develops an intimate understanding of your needs and culture, and only then, performs with precision. *Our Proven Process* Our approach is consultative. We carefully select high-quality professionals to place with esteemed Wealth Management firms throughout the country. GemHarvest strives to ensure the success of each and every candidate and firm that we partner with. Clients engage with us to provide superior talent, time and time again. “Shani has been a great resource to our firm. He has assisted in sourcing Client Service professionals who have been strong additions to our culture. I have found Shani to be professional, responsive and a great partner to our company. We will continue to utilize his skills in the future when needed.” Tom Christman Managing Director, Talent Acquisition, Cresset Capital

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