Associate Financial Planner
$120k - $150kGemHarvest Executive Recruiting
Job Description
Associate Financial Planner
\n$2B+ Independent Wealth Management Firm
\nStamford, CT
\n \nA well-established, highly successful $2B+ independent wealth management firm is seeking an Associate Financial Planner to join its Stamford team.
\n \nThe 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.
\n \nWhat You’ll Do
\n- \n
- Work closely with lead advisors to support HNW/UHNW client relationships \n
- Assist with estate planning, tax modeling, client meeting preparation, planning analysis, and follow-up items \n
- Coordinate with accountants, estate attorneys, and other outside advisors \n
What’s Offered
\n- \n
- $120,000–$150,000 base + up to 20% discretionary bonus \n
- Strong benefits and growth opportunity \n
- In office 4 days/week \n
What You Bring
\n- \n
- Bachelor's Degree \n
- 2+ years in RIA, planning, private client, trust/estate, or tax-oriented wealth management \n
- CFP or CFP-track preferred \n
- Strong attention to detail, follow-through, and polished communication \n
Vacancy posted 4 days ago
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