GemHarvest Executive Recruiting | Associate Financial ...

Associate Financial PlannerBoutique Independent RIAThe Woodlands, TXOverviewEstablished Independent Wealth Management firm seeks an Associate Financial Planner to collaborate with Lead Advisors in providing comprehensive wealth and investment management services to high net worth and ultra high net worth clientele. The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele. On the planning side, they offer comprehensive financial planning services including retirement planning, estate and tax planning and risk management. Not a sales role. No portable book required.HighlightsServe as the support Financial Planner for a sophisticated client base of high net worth individuals and families with extensive client contactExcellent opportunity for career development and advancementAbility to make an impact on the direction and growth of a boutique, independent RIA with a hands-on collaborative cultureCompetitive compensation package including significant base salary, bonuses, profit sharing, and excellent benefitsRequirementsBachelor's Degree2-5+ years HNW Wealth Management firm experienceCFP designation complete or underway, preferredTrack record of adaptability, attention to detail, and accountability

Created: 2025-01-11