Financial Planner – Boutique Wealth Management Firm
GemHarvest
Remote (US) · Posted October 20, 2026
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Finance jobs in the rankings
Rankings about finance jobs
- Best cities for finance jobs #1 New York (1,932 openings)
- Best cities for finance pay after cost of living #1 San Mateo ($162k)
- Most requested AI skills in finance jobs #1 AI tools in daily work (4.3%)
- AI tools named most often in finance jobs #1 Claude (0.55%)
- Employers with the most finance jobs #1 Amazon (475 roles)
How AI is used in this kind of work
Among personal financial advisors, AI is already used for a large share of the tasks. Measured exposure for personal financial advisors: 35% (high).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
About the job
Join an established boutique wealth management firm serving high-net-worth households. Work closely with the founder and supportive team, overseeing financial planning and long-term relationships for clients. No business development required.
What You’ll Do
Manage planning and relationships for approximately 40 high-net-worth households
Prepare cash flow, retirement, tax, and estate plans
Lead planning discussions alongside the founder and ensure attentive follow-through
What’s Offered
$90,000– $95,000 base + $15,000 guaranteed annual bonus
Additional $60,000-$70,000 variable bonus potential, subject to portfolio revenue and market performance
Fully remote or hybrid (two days weekly in Parsippany, NJ)
Medical, dental, 401(k), and profit sharing
What You Bring
Bachelor’s Degree
3+ years in financial planning or wealth management, ideally with high-net-worth clients
Strong analytical, interpersonal, organizational, and follow-through skills
CFP preferred, though not required