GemHarvest Executive Recruiting
Financial Advisor
GemHarvest Executive Recruiting, California, Missouri, United States, 65018
Executive Search Consultant | Delivering Gems of Talent to RIA's, Single Family & Multi-Family Offices Nationwide
Irvine, CA
Overview Boutique wealth management firm in Irvine, CA serving high net worth clientele seeks a Financial Advisor to support client relationships, present financial plans, and deliver a high-touch client experience in a growing firm.
Highlights
Support client relationships as the day-to-day point of contact, running review meetings, interpreting and presenting financial plans, and managing follow-through
Ramp alongside a senior advisor, then transition to independently leading meetings and owning a defined client segment
Partner with a centralized Paraplanning and Client Service team for meeting preparation, plan updates, onboarding, and documentation so you can stay client-facing
Contribute to firm growth through community presence, client referrals, and centers-of-influence
Competitive compensation package ( $110,000 – $125,000 base plus bonuses ranging from $10,000 – $30,000, and excellent benefits)
Requirements
Bachelor’s Degree
Licensing: Series 7 or 66 or Series 65
3+ years of client-facing financial advisory experience with clear strength in meeting leadership and plan presentation
Seniority level Associate
Employment type Full-time
Job function Finance, Consulting, and Strategy/Planning
Industries
Financial Services and Investment Management
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Overview Boutique wealth management firm in Irvine, CA serving high net worth clientele seeks a Financial Advisor to support client relationships, present financial plans, and deliver a high-touch client experience in a growing firm.
Highlights
Support client relationships as the day-to-day point of contact, running review meetings, interpreting and presenting financial plans, and managing follow-through
Ramp alongside a senior advisor, then transition to independently leading meetings and owning a defined client segment
Partner with a centralized Paraplanning and Client Service team for meeting preparation, plan updates, onboarding, and documentation so you can stay client-facing
Contribute to firm growth through community presence, client referrals, and centers-of-influence
Competitive compensation package ( $110,000 – $125,000 base plus bonuses ranging from $10,000 – $30,000, and excellent benefits)
Requirements
Bachelor’s Degree
Licensing: Series 7 or 66 or Series 65
3+ years of client-facing financial advisory experience with clear strength in meeting leadership and plan presentation
Seniority level Associate
Employment type Full-time
Job function Finance, Consulting, and Strategy/Planning
Industries
Financial Services and Investment Management
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