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Financial Advisor (Winston-Salem)
Financial Advisor (Winston-Salem)GemHarvest Executive Recruiting • Winston-Salem, NC, United States
Financial Advisor (Winston-Salem)

Financial Advisor (Winston-Salem)

GemHarvest Executive Recruiting • Winston-Salem, NC, United States
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  • [job_card.full_time]
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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 Youll 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

Whats 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

  • Bachelors Degree, CFP required
  • 47+ years advisory or planning experience
  • Strong communication and client-first mindset
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    Financial Advisor • Winston-Salem, NC, United States

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