ZipRecruiter

Log In

1

Associate Wealth Planner Jobs (NOW HIRING)

Carlson, Inc

$90K - $120K/yr

Senior Associate Wealth Planner - Family Office Full Time Minnetonka, MN, US 30+ days ago Requisition ID: 1099 ABOUT US Carlson is a family-owned financial and investment company and single-family ...

Oxford Financial GRP

Wealth Planner

Cincinnati, OH · On-site

Chief Wealth Planning Officer FLSA Status: Exempt POSITION SUMMARY The Wealth Planner prepares ... Review work from associates and integrate feedback from Managing Directors and Client Service Teams

Oxford Financial GRP

Wealth Planner

Atlanta, GA · On-site

Chief Wealth Planning Officer FLSA Status: Exempt POSITION SUMMARY The Wealth Planner prepares ... Review work from associates and integrate feedback from Managing Directors and Client Service Teams

Focus Partners Wealth

$125K - $140K/yr

The Senior Associate Wealth Advisor role is an exciting opportunity to work with a planning centric ... Identify advanced planning opportunities and develop internal best practices * Ability to model and ...

Oxford Financial GRP

Wealth Planner

Grand Rapids, MI · On-site

Chief Wealth Planning Officer FLSA Status: Exempt POSITION SUMMARY The Wealth Planner prepares ... Review work from associates and integrate feedback from Managing Directors and Client Service Teams

Oxford Financial GRP

Wealth Planner

Chicago, IL · On-site

Chief Wealth Planning Officer FLSA Status: Exempt POSITION SUMMARY The Wealth Planner prepares ... Review work from associates and integrate feedback from Managing Directors and Client Service Teams

ADP, Inc.

Wealth Planner

Grand Rapids, MI · On-site

Wealth Planner Full Time Atlanta, GA, US 2 days ago Requisition ID: 1048 Department: Family Office ... Review work from associates and integrate feedback from Managing Directors and Client Service Teams

Focus Partners Wealth

$75K - $85K/yr

The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and ...

next page

Showing results 1-20

All JobsFinance And Insurance JobsFinancial Services JobsFinancial Planner JobsAssociate Wealth Planner Jobs

Associate Wealth Planner information

See salary details

$38.5K

$78.3K

$108K

How much do associate wealth planner jobs pay per year?

As of Sep 10, 2026, the average yearly pay for associate wealth planner in the United States is $78,283.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,000.00 and $91,500.00 per year, depending on experience, location, and employer.

What is an associate wealth planner?

An Associate Wealth Planner is a financial professional who supports senior wealth planners or advisors in developing and implementing comprehensive financial plans for clients. Their responsibilities typically include gathering client data, preparing financial reports, assisting with investment strategies, and helping ensure that clients' financial goals are met. They often serve as a point of contact for clients, answer questions, and may help coordinate meetings or follow up on action items. This entry-level or mid-level role is ideal for those looking to build a career in financial planning and wealth management.

What are the key skills and qualifications needed to thrive as an associate wealth planner?

To thrive as an Associate Wealth Planner, you need a solid understanding of financial planning principles, investment products, and regulatory requirements, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software such as eMoney or MoneyGuidePro, as well as progress toward certifications like the CFP, is highly valued. Strong interpersonal skills, attention to detail, and effective communication enable you to build client trust and collaborate with senior advisors. These competencies are crucial for providing accurate financial guidance, ensuring compliance, and delivering exceptional client service.

What are some typical challenges faced by associate wealth planners when supporting senior advisors?

Associate Wealth Planners often face the challenge of balancing multiple client portfolios while ensuring all documentation and compliance requirements are up to date. They must stay organized to manage administrative tasks, such as preparing financial plans and conducting research, without compromising accuracy. Additionally, adapting to different working styles of senior advisors and clients can require strong communication skills and flexibility. Over time, successfully navigating these challenges helps Associates develop expertise and move toward more client-facing advisory roles.

What is the difference between Associate Wealth Planner vs Financial Advisor?

AspectAssociate Wealth PlannerFinancial Advisor
CredentialsCertifications like CFP, Series 7/66 often preferredCFP, Series 7/66, or other financial licenses
Work EnvironmentSupportive role within financial planning firms, assisting senior plannersClient-facing, providing personalized financial advice
Employer & IndustryFinancial planning firms, wealth management companiesIndependent or firm-based financial services firms

While both roles require similar certifications and work in the financial industry, an Associate Wealth Planner primarily supports senior planners and handles research or administrative tasks. A Financial Advisor directly interacts with clients to develop and implement financial plans. The Associate Wealth Planner role is often a stepping stone toward becoming a Financial Advisor.

What cities are hiring for Associate Wealth Planner jobs?

Cities with the most Associate Wealth Planner job openings:

What are the most commonly searched types of Wealth Planner jobs?

The most popular types of Wealth Planner jobs are:

What states have the most Associate Wealth Planner jobs?

States with the most job openings for Associate Wealth Planner jobs include:

What are popular job titles related to Associate Wealth Planner jobs?

For Associate Wealth Planner jobs, the most frequently searched job titles are:

Associate Wealth Planner - June 2026

Reston, VA • On-site

Ceritypartners
See more jobs at Ceritypartnersexternal

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 20 days ago

Job description

The Associate Wealth Planner is a junior advisor/support position that provides technical support for all Financial Advisors. Responsibilities include data gathering, modeling, case design, scenario building, plan development, presentation development, etc. The Associate may participate in client meetings but not in an advice capacity. In addition, this position has no decision-making authority on client matters. Associates may also participate in developing investment and financial planning strategy decisions as part of the team's internal initiatives.

Primary Responsibilities:

Associate Wealth Planners can expect to focus their time supporting our wealth advisors in the following areas:

  • Client relationship management, including ongoing and regular client contact and communications;
  • Client service, including planning updates, portfolio changes and reviews, information data gathering,
    implementation of recommendations, correspondence, and reporting;
  • Client asset management, including coordination of complete financial planning and wealth
    management (analysis, estate planning, tax strategies for assets under management, and portfolio
    management);
  • Client and team meetings, operations support, and special projects, as needed.
  • Other duties as assigned

Required Credentials:

  • Bachelor's degree
  • Series 65 (to be obtained within three months of hire date)
  • 0-2+ years financial planning, estate planning and/or tax planning/ preparation experience
  • Pursuing or has attained a CFP

Skills & Competencies:

  • Self-confidence, personal integrity and an understanding of fiduciary responsibility;
  • A team player, with strong leadership skills and ability to multi-task and manage time effectively;
  • Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as financial planning, client
    relationship management (CRM) and portfolio management (PM) software;
  • Excellent communication and listening skills;
  • Desire/ability to work successfully in a small company environment;
  • Detail-oriented focus and a professional demeanor;
  • Ability to talk to clients independently
  • Ability to develop wealth planning and investment recommendations and present to clients when applicable
  • Working knowledge of e-Money, Salesforce a strong plus.
  • Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required.
  • Must accept and thrive in a fast-paced, changing environment.
  • Ability to build and maintain relationships with potential and current clients.
  • Tenacious about doing what is right for the client - always.

Physical Requirements:

  • Prolonged periods sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at times.

Top Benefits & Rewards:

  • Benefits: Health, Dental & Vision Insurance, Flexible spending accounts, Health Savings accounts, 401k savings & investment plan
  • Education and Professional Certifications Reimbursement: Eligible for full time colleagues after 90 days of continuous active service.
  • Flexible Paid Time off

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

Apply