Financial Advisor (Remote - Arizona)

This position is posted by Jobgether on behalf of Gemharvest Executive Recruiting. We are currently looking for a Financial Advisor in Phoenix, Arizona.

This role offers an exciting opportunity to serve as a lead advisor, providing comprehensive wealth planning services to a discerning client base of highly educated professionals. You will collaborate closely with senior leadership in a boutique, independent RIA environment that values continuous learning and growth. The position emphasizes client engagement across financial planning disciplines such as tax, retirement, estate, and student loan planning. With a collegial culture and clear pathways for growth and equity ownership, this role is ideal for an experienced advisor seeking to make a significant impact while advancing their career.

Accountabilities

• Act as the primary financial advisor for a client portfolio composed mainly of highly educated professionals.
• Deliver comprehensive financial planning services, including tax, retirement, estate, and student loan planning.
• Maintain extensive, ongoing client contact to build strong, trust-based relationships.
• Collaborate closely with the founding partner and team members to align client strategies and firm growth objectives.
• Contribute to the firm’s development by actively participating in strategic discussions and client acquisition efforts.
• Support a culture of continuous learning and professional development.

• Minimum of 7 years of experience in wealth management or financial advisory roles.
• Holders of CFA, CFP, or CPA designations are strongly preferred.
• Strong interpersonal skills and client-focused approach.
• Demonstrated ability to manage complex financial planning needs and portfolios.
• Commitment to professional growth and collaboration within a boutique team environment.

• Competitive base salary range of $75,000 to $100,000, with performance-based bonuses.
• Comprehensive benefits package supporting health and wellness.
• Fully remote work flexibility.
• Opportunity for equity ownership and direct influence on firm direction.
• Supportive, collegial culture emphasizing continuous learning and career growth.

Jobgether is a Talent Matching Platform that partners with companies worldwide to efficiently connect top talent with the right opportunities through AI-driven job matching.

When you apply, your profile goes through our AI-powered screening process designed to identify top talent efficiently and fairly.
🔍 Our AI evaluates your CV and LinkedIn profile thoroughly, analyzing your skills, experience, and achievements.
📊 It compares your profile to the job’s core requirements and past success factors to determine your match score.
🎯 Based on this analysis, we automatically shortlist the 3 candidates with the highest match to the role.
🧠 When necessary, our human team may perform an additional manual review to ensure no strong profile is missed.

The process is transparent, skills-based, and free of bias — focusing solely on your fit for the role. Once the shortlist is completed, we share it directly with the company that owns the job opening. The final decision and next steps (such as interviews or additional assessments) are then made by their internal hiring team.

Thank you for your interest!

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