What are the responsibilities and job description for the Certified Financial Planner position at GemHarvest Executive Recruiting?
Financial Planner - Hybrid schedule: only 1–2 days in-office
Boutique Wealth Management Firm
Fairfield, CT
Boutique, fast-growing RIA in Fairfield, CT seeks a CFP-level Financial Planner to deliver comprehensive planning and client relationship management in a collaborative, entrepreneurial environment. This is a ground-floor opportunity to join directly with the Founder/CEO, contribute meaningfully to client outcomes, and grow into leadership as the firm expands. Not a sales role/No portable book of business required.
Highlights
- Build and present comprehensive financial plans, guiding clients across tax, retirement, and legacy strategies
- Lead client relationships post-onboarding, conducting regular review meetings and strategy sessions with support from the Founder
- Hybrid schedule: only 1–2 days in-office (weekly team meeting and occasional client visits); remainder of the week remote
- Competitive compensation package ($110,000 – $130,000 base plus bonuses ranging from $15,000 – $25,000, with long-term equity and revenue-sharing upside, unlimited PTO
- Entrepreneurial culture with direct mentorship and a clear career path into leadership as the firm grows
Requirements
- Bachelor's Degree
- CFP (or in final stages of completion)
- 4 years of client-facing financial planning experience
- Proficiency with planning software (RightCapital or eMoney preferred)
- Strong communication skills, growth mindset, and desire to contribute to a scaling RIA
Salary : $110,000 - $130,000
