Associate Financial Planner
$120k - $150kGemHarvest Executive Recruiting
Associate Financial Planner$2B+ Independent Wealth Management FirmStamford, CTPlease read the information in this job post thoroughly to understand exactly what is expected of potential candidates.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 DoWork closely with lead advisors to support HNW/UHNW client relationshipsAssist with estate planning, tax modeling, client meeting preparation, planning analysis, and follow-up itemsCoordinate with accountants, estate attorneys, and other outside advisorsWhat's Offered$120,000–$150,000 base + up to 20% discretionary bonusStrong benefits and growth xhyhwjd opportunityIn office 4 days/weekWhat You BringBachelor's Degree2+ years in RIA, planning, private client, trust/estate, or tax-oriented wealth managementCFP or CFP-track preferredStrong attention to detail, follow-through, and polished communication
Vacancy posted 2 days ago
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