GemHarvest
Jobs at GemHarvest
Client Associate
Client Associate
Multi-Family Office
Quincy, MA
Overview
Boutique Multi-Family Office seeks a Client Associate to oversee the development and implementation of all Client Services tasks for outstanding management of all accounts.
The Firm offers comprehensive investment management, philanthropic advisory, and financial planning as well as a full suite of family office services inclusive of family governance and concierge services for high-net-worth and ultra high net worth clientele.
Highlights
- Collaborate with team members to provide exceptional client support
- Ability to make an impact on the growth of a fast growing, independent multi-family office by maintaining and building key relationships
- Competitive compensation package including significant base salary ($55000 -$70000) and bonuses
Requirements
- 0-2 years experience with financial products and services, working in relationship and account management
- Track record of superior sales skills, attention to detail, and time management
Client Service Associate - San Francisco
Client Service Associate, Private Wealth Client Services
20 Billion+ AUM Independent RIA
San Francisco, CA
Overview
Dynamic 20B+ Independent Wealth Management RIA seeks a Client Service Associate in San Francisco, CA to manage the administrative and private banking needs for high-net worth clientele.
The Firm offers comprehensive family office services, deeply personalized wealth management, investment advisory, planning and other services for high-net-worth and ultra high net worth clientele.
Highlights
- Serve as a primary lead for client onboarding, investment implementation, and private banking services
- Provide excellent client experience for ultra-high net worth clients
- Participate in the growth of a fast growing, independent RIA by servicing client needs, and maintaining and building key relationships
- Competitive compensation package including significant base salary ($80,000.00 - $105,000.00), benefits, and bonuses
Requirements
- 5+ years experience financial services experience working with ultra-high net worth clients
- Bachelors degree in Business, Finance, or a related field
- Track record of superior client services skills, attention to detail, and time management
- Knowledge of Fidelity and Schwab custodial platforms a plus
Client Service Associate - Atlanta
Client Service Associate, Private Wealth Client Services
20 Billion+ AUM Independent RIA
Atlanta, GA
Overview
Dynamic 20B+ Independent Wealth Management RIA seeks a Client Service Associate in Atlanta, GA to manage the administrative and private banking needs for high-net worth clientele.
The Firm offers comprehensive family office services, deeply personalized wealth management, investment advisory, planning and other services for high-net-worth and ultra high net worth clientele.
Highlights
- Serve as a primary lead for client onboarding, investment implementation, and private banking services
- Provide excellent client experience for ultra-high net worth clients
- Participate in the growth of a fast growing, independent RIA by servicing client needs, and maintaining and building key relationships
- Competitive compensation package including significant base salary ($80,000-$105,000), benefits, and bonuses
Requirements
- 5+ years experience financial services experience working with ultra-high net worth clients
- Bachelors degree in Business, Finance, or a related field
- Track record of superior client services skills, attention to detail, and time management
- Knowledge of Fidelity and Schwab custodial platforms a plus
Financial Advisor
Financial Advisor - Fully Remote
Boutique Independent RIA
Overview
Boutique, Independent RIA seeks a Financial Advisor to collaborate with the founding partner in providing comprehensive wealth planning services to up and coming clientele.
The Firm offers comprehensive financial planning services inclusive of tax planning, retirement planning, estate planning and student load planning for a niche market in a collegial culture of continuous learning and growth.
Highlights
- Serve as lead advisor for a client base of highly educated professionals
- Extensive client contact
- Excellent opportunity for growth
- Ability to make an impact on the direction and growth of a boutique, independent RIA with a hands-on collaborative culture
- Competitive compensation package including significant base salary ($75,000-$100,000), bonuses and excellent benefits
- Path towards equity ownership
Requirements
7+ years wealth management experience
CFA, CFP, or CPA