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Financial Advisor

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GemHarvest Executive Recruiting

San Antonio, TX (In Person)

$97,500 Salary, Full-Time

Posted 3 days ago (Updated 10 hours ago) • Actively hiring

Expires 6/22/2026

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Job Description

Financial Advisor at GemHarvest Executive Recruiting Financial Advisor at GemHarvest Executive Recruiting in San Antonio, Texas Posted in 1 day ago.
Type:
full-time
Job Description:
Financial Advisor Boutique Wealth Management Firm San Antonio, Texas Growing, planning-focused wealth management firm seeking a Servicing Advisor to work alongside a successful, entrepreneurial lead advisor supporting an established high-net-worth client base. Excellent opportunity to be deeply involved in financial planning, investment management, and relationship management in a collaborative and dynamic environment. No portable book required. What You'll Do Deliver financial planning and investment guidance for high-net-worth clients Support ongoing client relationships, reviews, and planning initiatives Assist with portfolio management, trading, and investment research What's Offered Base salary $85,000-$110,000 plus bonus potential ($5,000-$15,000) Opportunity to work closely with a dynamic, growth-oriented advisor and established client base Long-term growth potential, including possible leadership or equity path What You Bring Bachelor's Degree 3-7+ years of wealth management or financial planning experience preferred Series 7 and 65 or 66 required CFP preferred; strong planning background considered eMoney experience preferred

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