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Associate Financial Planner

4 months ago

Cherry Hill, United States GemHarvest Executive Recruiting Full time

Associate Financial Planner

Boutique RIA

Cherry Hill, NJ


Overview

Established and Growing Independent Wealth Management firm in the Cherry Hill, NJ area seeks a Financial Planner to collaborate with a team of Lead Advisors in providing comprehensive financial planning services to high net worth and ultra high net worth clientele. Not a sales role.


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 financial planning for high net worth and ultra-high net worth individuals, including estate, tax, investment, and retirement planning
  • 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, potential for Lead Advisor succession
  • Competitive compensation package including a significant base salary, bonus, and benefits


Requirements

  • 1-3+ years Financial Planning experience
  • Completed or on track towards CFP designation, (or Financial Planning Degree)
  • Drive to continuously improve and grow in a collaborative team based environment