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Operations Associate — Wealth Planning; Hybrid

Job in Stamford, Fairfield County, Connecticut, 06925, USA
Listing for: Hackmann Wealth Partners
Full Time, Part Time position
Listed on 2026-11-04
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 65000 USD Yearly USD 60000.00 65000.00 YEAR
Job Description & How to Apply Below
Position: Operations Associate — Wealth Planning (Hybrid)

Hackmann Wealth Partners in Stamford, CT, is seeking an Operations Associate to join our fast-paced, entrepreneurial team. The OA will maintain client data, prepares account paperwork, monitors workflow and tracks prospects.

Work four days on-site in Stamford with Fridays remote, about 50 hours weekly. Base salary is $60,000–$65,000 with discretionary incentive compensation, health insurance, a 401(k), flexible time off and paid holidays.

We have an opening for a Operations Associate — Wealth Planning (Hybrid) in Stamford, CT, United States within Management & Operations.

This position is for the Operations Associate — Wealth Planning (Hybrid) role at Hackmann Wealth Partners.

We are seeking a motivated Operations Associate — Wealth Planning (Hybrid) to join Hackmann Wealth Partners in Stamford, CT, United States.

Consider building your career as a Operations Associate — Wealth Planning (Hybrid) at Hackmann Wealth Partners.

Position Requirements
10+ Years work experience
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