Associate Financial Planner

GemHarvest Executive Recruiting; Connecticut; On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Discretionary bonus (up to 20%)

Strong benefits

In-office 4 days/week

Job summary

GemHarvest Executive Recruiting is assisting a well-established wealth management firm in Stamford, CT in hiring an Associate Financial Planner. The role supports lead advisors with high net worth client relationships, including estate planning, tax modeling, and meeting preparation.

The candidate will coordinate with outside advisors and ensure follow-up items are completed. A bachelor's degree is required, with 2+ years in related wealth management and CFP or CFP-track preferred.

Qualifications

• Bachelor's degree required
• 2+ years in RIA, planning, private client, trust/estate, or tax-oriented wealth management
• CFP or CFP-track preferred
• Strong attention to detail, follow-through, and polished communication

Responsibilities

• Work closely with lead advisors to support HNW/UHNW client relationships
• Assist with estate planning, tax modeling, client meeting preparation, planning analysis, and follow-up items
• Coordinate with accountants, estate attorneys, and other outside advisors

Skills

Attention to detail

Communication

Education

Bachelor's degree

Job description

A well-established, highly successful $2B+ independent wealth management firm is seeking an Associate Financial Planner to join its Stamford team.

The firm provides comprehensive wealth management and financial advisory services to high net worth and ultra high net worth families, with meaningful planning depth around estate, tax, investment, and multigenerational wealth needs.

What You’ll Do

• Work closely with lead advisors to support HNW/UHNW client relationships
• Assist with estate planning, tax modeling, client meeting preparation, planning analysis, and follow-up items
• Coordinate with accountants, estate attorneys, and other outside advisors

What’s Offered

• $120,000–$150,000 base + up to 20% discretionary bonus
• Strong benefits and growth opportunity
• In office 4 days/week

What You Bring

• Bachelor's Degree
• 2+ years in RIA, planning, private client, trust/estate, or tax-oriented wealth management
• CFP or CFP-track preferred
• Strong attention to detail, follow-through, and polished communication