GemHarvest Executive Recruiting
Financial Advisor
GemHarvest Executive Recruiting, Winston Salem, North Carolina, United States, 27104
Executive Search Consultant | Delivering Gems of Talent to RIA's, Single Family & Multi-Family Offices Nationwide
Multi-Billion-Dollar RIA – Winston-Salem, NC
Join an established, growing, multi-billion-dollar RIA expanding its Winston-Salem office. Work directly with senior advisors to deliver comprehensive, planning-driven wealth management to high net worth families, with immediate exposure to meaningful client relationships and a clear path toward senior advisory and future equity.
Base pay range $100,000.00/yr - $120,000.00/yr
Additional compensation types
Annual Bonus
Direct message the job poster from GemHarvest Executive Recruiting
What You’ll Do
Partner with Lead Advisors on financial, tax, estate, and investment planning
Participate in and help lead client meetings
Manage and deepen client relationships within an ensemble team
Contribute to a collaborative, planning-focused culture
What’s Offered
$100,000–$120,000 base + $15,000–$18,000 in bonuses
Structured growth path with equity-buy-in potential
National resources with a close-knit team atmosphere
What You Bring
4–7+ years advisory or planning experience
Strong communication and client-first mindset
Seniority level Associate
Employment type Full-time
Job function Finance, Consulting, and Strategy/Planning
Industries Financial Services and Investment Management
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Join an established, growing, multi-billion-dollar RIA expanding its Winston-Salem office. Work directly with senior advisors to deliver comprehensive, planning-driven wealth management to high net worth families, with immediate exposure to meaningful client relationships and a clear path toward senior advisory and future equity.
Base pay range $100,000.00/yr - $120,000.00/yr
Additional compensation types
Annual Bonus
Direct message the job poster from GemHarvest Executive Recruiting
What You’ll Do
Partner with Lead Advisors on financial, tax, estate, and investment planning
Participate in and help lead client meetings
Manage and deepen client relationships within an ensemble team
Contribute to a collaborative, planning-focused culture
What’s Offered
$100,000–$120,000 base + $15,000–$18,000 in bonuses
Structured growth path with equity-buy-in potential
National resources with a close-knit team atmosphere
What You Bring
4–7+ years advisory or planning experience
Strong communication and client-first mindset
Seniority level Associate
Employment type Full-time
Job function Finance, Consulting, and Strategy/Planning
Industries Financial Services and Investment Management
#J-18808-Ljbffr