Wealth Planner – $2B+ Independent Wealth Management Firm

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