Financial AdvisorGemHarvest Executive Recruiting • Winston-Salem, North Carolina, United States
Financial Advisor
GemHarvest Executive Recruiting • Winston-Salem, North Carolina, United States
[job_card.variable_hours_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]$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 Bachelor’s Degree, CFP® required 4–7+ years advisory or planning experience Strong communication and client-first mindset
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
What You Bring
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Financial Advisor • Winston-Salem, North Carolina, United States
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