Financial Planner
GemHarvest Executive Recruiting · Norwalk, Connecticut, United States
FULL TIMEpermanent
Job Description
Wealth Planner$2B+ Independent Wealth Management FirmStamford, CT
Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.
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 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 advisors
What’s Offered$120,000–$150,000 base + up to 20% discretionary bonusStrong benefits and growth opportunity xzbcwsv In office 4 days/week
What 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
Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.
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 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 advisors
What’s Offered$120,000–$150,000 base + up to 20% discretionary bonusStrong benefits and growth opportunity xzbcwsv In office 4 days/week
What 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
Details
| Company | GemHarvest Executive Recruiting |
| Location | Norwalk, Connecticut, United States |
| Type | FULL TIME |
| Niche | finance |
| Experience | permanent |