What are the responsibilities and job description for the Financial Advisor position at GemHarvest Executive Recruiting?
Financial Advisor (Hybrid)
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.
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
- Hybrid schedule: approx. 3 in-office days
- National resources with a close-knit team atmosphere
- Excellent benefits
What You Bring
- Bachelor’s Degree, CFP® required
- 4–7 years advisory or planning experience
- Strong communication and client-first mindset
Salary : $100,000 - $120,000