Wealth Planner – $2B+ Independent Wealth Management Firm
GemHarvest
Stamford, CT · Posted October 21, 2026
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About the job
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 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 management
CFP or CFP-track preferred
Strong attention to detail, follow-through, and polished communication