Wealth Planning Associate; HNW/UHNW | Path
Job in
Bridgeport, Fairfield County, Connecticut, 06610, USA
Listed on 2026-07-01
Listing for:
GemHarvest Executive Recruiting
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Gem Harvest Executive Recruiting is seeking an Associate Financial Planner to join a $2B+ independent wealth management firm in Stamford, CT. This role involves supporting high net worth clients and assisting with estate and tax planning.
Candidates should have at least 2 years of relevant experience and a Bachelor’s degree. A CFP designation is preferred. The position offers a competitive salary package and strong growth opportunities in a supportive office environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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