Paraplanner

GemHarvest Executive Recruiting; New York (NY); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Exposure to UHNW / family office-style

Mentorship and growth path

Bonus opportunity 15-20%

Job summary

GemHarvest Executive Recruiting is assisting a Westchester County, NY-based wealth management firm seeking a driven Paraplanner to support a sophisticated financial advisory team. You’ll prepare planning materials, schedule reviews, and coordinate with advisors and specialists.

Ideal candidates have a Bachelor's Degree, 1+ year of relevant experience, and a long-term interest in wealth planning. You’ll gain mentorship, exposure to UHNW client work, and a clear growth path with a strong benefits

Qualifications

• Bachelor's Degree required.
• 1+ year of relevant professional or internship experience.
• Strong interest in a long-term wealth advisory career path.
• Solid ownership, responsiveness, organization, and follow-through.
• Team-first, no-task-too-small mindset.

Responsibilities

• Support financial planning and client meeting preparation, CRM follow-through, and client review scheduling.
• Utilize wealth management tools including eMoney, Holistiplan, Wealthbox, Black Diamond, and Jump.
• Coordinate with advisors, internal teams, and outside professionals.

Skills

Detail-oriented

Eager to learn

Team-first mindset

Ownership & follow-through

Strong organization

1+ year experience

Education

Bachelor's Degree

Tools

eMoney

Holistiplan

Wealthbox

Black Diamond

Jump

Job description

Multi-billion AUM Wealth Management Firm

Westchester County, NY

A well-established, growing, high-touch RIA serving high net worth and ultra high net worth multigenerational families is looking for a driven Paraplanner to support a sophisticated financial advisory team.

Great fit for someone sharp, detail-oriented, eager to learn, and excited to grow in a successful, planning-focused wealth management environment.

What You'll Do

• Support financial planning and client meeting preparation, CRM follow-through, and client review scheduling
• Utilize wealth management tools including eMoney, Holistiplan, Wealthbox, Black Diamond, and Jump
• Coordinate with advisors, internal teams, and outside professionals

What's Offered

• Exposure to UHNW / family office-style financial planning
• Ongoing mentorship from successful advisors and a long-term advisory growth path
• $75,000-95,000 base salary, depending on experience, plus strong benefits and a 15-20% annual bonus opportunity

What You Bring

• Bachelor's Degree
• Strong interest in a long-term wealth advisory career path
• Solid ownership, responsiveness, organization, and follow-through
• Team-first, no-task-too-small mindset
• 1+ year of relevant professional or internship experience