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Associate Wealth Planner Jobs (NOW HIRING)

Cerity Partners

Wealth Planner

Pasadena, TX

$85K - $125K/yr

Ability to train and mentor Client Service Associates * Ability to develop wealth planning and investment recommendations and present to clients when applicable * Working knowledge of e-Money ...

Ceritypartners

Wealth Planner

Saratoga Springs, NY · On-site

$90K - $120K/yr

Ability to train and mentor Client Service Associates * Ability to develop wealth planning and investment recommendations and present to clients when applicable * Working knowledge of e-Money ...

Ceritypartners

Wealth Planner

Boston, MA · On-site

$85K - $95K/yr

Ability to train and mentor Client Service Associates * Ability to develop wealth planning and investment recommendations and present to clients when applicable * Working knowledge of e-Money ...

New

Cerity Partners

Wealth Planner

Saratoga Springs, NY · On-site

$90K - $120K/yr

Ability to train and mentor Client Service Associates * Ability to develop wealth planning and investment recommendations and present to clients when applicable * Working knowledge of e-Money ...

Wealth Architects

Wealth Architect

Mountain View, CA · On-site

$82K - $113K/yr

Oversee Associate Wealth Architects on the following: * Review Daily Transaction Summary (ensure ... Execute and ensure execution Client Review and Planning follow up. * Client service, including ...

BofA Securities

Wealth Planner

San Jose, CA · On-site

... planning for retirement, education, legacy, and other life goals through investment advice and ... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ...

Ceritypartners

Wealth Planner

Boston, MA · On-site

$110K - $120K/yr

Ability to train and mentor Client Service Associates * Ability to develop wealth planning and investment recommendations and present to clients when applicable * Working knowledge of e-Money ...

New

Bank of America

Wealth Planner

San Jose, CA · On-site

... planning for retirement, education, legacy, and other life goals through investment advice and ... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ...

Bank of America

Wealth Planner

Greenwood Village, CO · Hybrid

... planning for retirement, education, legacy, and other life goals through investment advice and ... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ...

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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:

Wealth Planner

Pasadena, TX

Cerity Partners
Finance and Insurance • 201 - 500 employees
Learn more about Cerity Partnersexternal

$85K - $125K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 3 days ago

Job description

Position Summary:

A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients' goals and values. This colleague will support a Wealth Advisor in managing client relationships. Alongside the advisor, the wealth planner will develop individualized financial plans and recommendations to help clients meet their financial goals. The planner will also assist with client meetings and present findings and recommendations.

Primary Responsibilities:

  • Assist advisory team with onboarding of new clients: customize our standard contract with new client information, obtain all appropriate forms from custodian, and work with each new client to ensure accurate completion. Coordinate submission with the custodian for processing.
  • Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.
  • Processing account openings, depositing electronic checks, moving money, and processing tasks with custodians.
  • Proactively interact with clients and assist in creating an outstanding client experience.
  • Schedule client meetings.
  • Receive client calls and resolve questions/issues as needed.
  • Analyze and input client data into financial planning software.
  • Assist with the timely completion and submission of all client related transaction requests.
  • Preparing forms and reports for client meetings.
  • Conduct independent research and build financial plans for prospective clients.
  • Develop client recommendations with assistance from the Wealth Advisor.
  • Assist in building comprehensive financial plans.
  • Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney).
  • Ongoing maintenance and quality control of CRM.
  • Other duties as assigned

Required Credentials:

  • Bachelor's degree
  • Series 65
  • 4+ years financial planning, estate planning and/or tax planning/ preparation experience
  • Pursuing or has attained a CFP®

Skills & Competencies:

  • Ability to talk to clients independently
  • Ability to train and mentor Client Service Associates
  • 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.

Compensation:

$85,000 - $125,000

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

  • Health, dental, and vision insurance - day 1!
  • 401(k) savings and investment plan options with 4% match
  • Flexible PTO policy
  • Parental Leave
  • Financial assistance for advanced education and professional designations
  • Opportunity to give back time to local communities
  • Commuter benefits

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.

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