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Senior Financial Planning Specialist

1 month ago

Chadds Ford, Pennsylvania, United States GemHarvest Executive Recruiting Full time

Job Title: Relationship Manager

About the Role:

We are seeking a skilled Relationship Manager to join our team at GemHarvest Executive Recruiting. As a key member of our team, you will be responsible for collaborating with Lead Advisors to provide comprehensive financial planning services to high net worth and ultra high net worth clientele.

Key Responsibilities:

  • Collaborate with Lead Advisors to provide guidance on strategic asset management, estate, tax, and financial planning to high net worth and ultra-high net worth individuals and families.
  • Nurture and manage strong client relationships to drive business growth and retention.
  • Contribute to a team-based, forward-thinking culture with a focus on continuous learning and growth.
  • Participate in the development of business strategies and initiatives to drive growth and success.
  • Work closely with the client service team and professional management to ensure seamless delivery of services.

Requirements:

  • 3-5+ years of client-facing financial advisory experience.
  • CFP designation.
  • Strong drive to continuously improve and grow in a collaborative team-based environment.

About Us:

GemHarvest Executive Recruiting is a leading executive search firm specializing in the placement of high-caliber professionals in the financial services industry. We are committed to delivering exceptional results and building long-term relationships with our clients and candidates.