Associate Financial Planner
gemharvest executive recruitingFairfield County, CT
Associate Financial Planner
gemharvest executive recruitingFairfield County, CTSenior L5
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial Specialists, All Other
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
APPLY NOWAssociate Financial Planner$2B+ Independent Wealth Management Firm Stamford, CTA 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 managementCFP or CFP-track preferred
- Strong attention to detail, follow-through, and polished communication
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Level
Senior L5
Location
Fairfield County, CT
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
9 days ago