Financial Planner

GemHarvest Executive Recruiting; Norwalk (CT); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Discretionary bonus up to 20%

In-office 4 days/week

Strong benefits and growth opportunity

Job summary

GemHarvest Executive Recruiting is seeking a Wealth Planner to join its Stamford team, partnering with lead advisors to support high-net-worth client relationships and deliver comprehensive planning. You will assist with estate planning, tax modeling, client meeting preparation, planning analysis, and follow-up items, while coordinating with accountants, estate attorneys, and other outside advisors.

The role offers a base salary of $120,000–$150,000 plus up to 20% discretionary bonus, with

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

• Support lead advisors with 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

2+ years wealth management

Attention to detail & communication

Education

Bachelor's Degree

CFP or CFP-track preferred

Job description

A well-established, highly successful $2B+ independent wealth management firm is seeking a Wealth 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