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Associate Financial Planner
Job in
New Haven, New Haven County, Connecticut, 06540, USA
Listed on 2026-06-26
Listing for:
GemHarvest Executive Recruiting
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
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 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
- $120,000–$150,000 base + up to 20% discretionary bonus
- Strong benefits and growth opportunity
- In office 4 days/week
- Bachelor’s Degree
- 2+ years in RIA, planning, private client, trust/estate, or tax-oriented wealth management
- CFP or CFP-track preferred
- Strong attention to detail, follow-through, and polished communication
Position Requirements
10+ Years
work experience
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