Direct message the job poster from GemHarvest Executive Recruiting
Shani Servetter, MBA
Executive Search Consultant | Delivering Gems of Talent to RIA's, Single Family & Multi-Family Offices Nationwide
Associate Financial Advisor
Boutique Wealth Management Firm
North Dallas Fort Worth Metroplex, TX
Overview
Boutique Independent RIA seeks an Associate Financial Advisor to collaborate with a team of Lead Advisors in providing comprehensive financial planning services to high net worth and ultra high net worth clientele while maintaining and growing relationships, and prospecting new business.
The Firm offers comprehensive investment management and financial planning for high net worth and ultra high net worth clientele, and fosters a collegial culture of continuous learning and growth.
Highlights
Collaborate with and support Lead Advisors as part of an ensemble practice to provide guidance to high net worth and ultra-high net worth individuals and families on strategic asset management, estate, tax and financial planning
Bring in new assets through targeted business development efforts
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
Competitive compensation package including base salary, significant bonus potential, and benefits
Requirements
1-6+ years Financial Advisory/Planning/Business Development experience
Series 65 or CFP
Entrepreneurial drive to continuously improve and grow in a collaborative team based environment
Seniority level
Associate
Employment type
Full-time
Job function
Finance, Consulting, and Business Development
Industries
Financial Services and Investment Management
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