6 Jobs in Cherry Hill, NJ
GemHarvest Executive Recruiting is Hiring an Associate Financial Planner Near Cherry Hill, NJ
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
Job Summary
Full Time
$98k-127k (estimate)
06/10/2024
08/05/2024
gemharvest.com
Philadelphia, PA
<25
Related Companies
The job skills required for Associate Financial Planner include Planning, Financial Planning, Wealth Management, Client Relationship, etc. Having related job skills and expertise will give you an advantage when applying to be an Associate Financial Planner. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Associate Financial Planner. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Associate Financial Planner positions, which can be used as a reference in future career path planning. As an Associate Financial Planner, it can be promoted into senior positions as a Financial Associate (Public) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Associate Financial Planner. You can explore the career advancement for an Associate Financial Planner below and select your interested title to get hiring information.
Similar Jobs
Popular Articles
