Associate Financial Planner

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

Benefits offered by this job

In-office 4 days/week

Discretionary bonus up to 20%

Strong benefits and growth opportunity

Job summary

GemHarvest Executive Recruiting is seeking an Associate Financial Planner for its Stamford office, joining a premier wealth management team serving HNW/UHNW clients. The role emphasizes estate, tax, investment planning and multigenerational wealth solutions, with a strong attention to detail and polished client communication.

You'll support lead advisors, coordinate with external professionals, and assist with planning analyses and meeting preparations.

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

Follow-through

Education

Bachelor's Degree

CFP or CFP-track

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