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Family Wealth Planning Jobs (NOW HIRING)

TFO Wealth Partners

Family Wealth Strategist I

Maumee, OH · On-site

$114K - $148K/yr

Estate and tax planning coordination * Risk management * Philanthropic planning * Facilitate family meetings focused on legacy, governance, succession, and values-based wealth decisions * Coordinate ...

TFO Wealth Partners, LLC

Family Wealth Strategist I

Maumee, OH · On-site

$114K - $148K/yr

Estate and tax planning coordination * Risk management * Philanthropic planning * Facilitate family meetings focused on legacy, governance, succession, and values-based wealth decisions * Coordinate ...

TFO Wealth Partners LLC

Family Wealth Strategist I

Maumee, OH · On-site

$114K - $148K/yr

Estate and tax planning coordination * Risk management * Philanthropic planning * Facilitate family meetings focused on legacy, governance, succession, and values-based wealth decisions * Coordinate ...

Vanguard Group

Wealth Planning Consultant

Charlotte, NC · On-site

As a Wealth Planning Consultant, Specialist with Vanguard, you'll be part of a team within the Advice and Wealth Management (AWM) division advising our ultra-high net worth clients and their families ...

Vanguard

Wealth Planning Consultant

Charlotte, NC

As a Wealth Planning Consultant, Specialist with Vanguard, you'll be part of a team within the Advice and Wealth Management (AWM) division advising our ultra-high net worth clients and their families ...

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Family Wealth Planning information

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$19.5K

$67.1K

$98.5K

How much do family wealth planning jobs pay per year?

As of Aug 17, 2026, the average yearly pay for family wealth planning in the United States is $67,056.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,500.00 and $80,500.00 per year, depending on experience, location, and employer.

What is family wealth planning?

Family wealth planning is a comprehensive approach to managing and preserving a family's financial assets across generations. It involves creating strategies for investments, estate planning, tax optimization, philanthropy, and succession planning to ensure long-term financial security and the effective transfer of wealth. The goal is to align financial decisions with family values and goals, while minimizing risks and taxes. Professionals in this field work closely with families to create customized plans tailored to their unique needs.

What are the key skills and qualifications needed to thrive as a family wealth planner, and why are they important?

To thrive as a Family Wealth Planner, you need a solid background in financial planning, investment management, and tax strategies, often supported by certifications like CFP or CPA. Familiarity with financial planning software, portfolio management tools, and estate planning systems is essential. Strong interpersonal skills, discretion, and the ability to communicate complex concepts clearly set successful planners apart. These skills are crucial for building trust, developing tailored strategies, and effectively managing and preserving clients' family wealth.

What are some common challenges faced by professionals in family wealth planning, and how can they be managed?

Professionals in Family Wealth Planning often encounter challenges such as navigating complex family dynamics, balancing the differing financial goals of family members, and staying updated on ever-changing tax and estate laws. Successfully managing these challenges requires strong communication skills, a high level of discretion, and continuous professional development. Many planners work closely with attorneys, accountants, and investment advisors, fostering a collaborative environment to deliver comprehensive solutions tailored to each family's unique needs.

What is the difference between Family Wealth Planning vs Financial Advisor?

AspectFamily Wealth PlanningFinancial Advisor
CertificationsCFP, ChFC, CPACFP, CFA, ChFC
Work EnvironmentHolistic family and estate focusInvestment management and financial planning
Employer & IndustryPrivate firms, family offices, estate planningBanks, advisory firms, independent practices

Family Wealth Planning specialists focus on comprehensive estate, tax, and legacy strategies tailored for high-net-worth families. Financial Advisors primarily concentrate on investment management and financial planning services. While both roles require similar certifications and often work within the same industry, Family Wealth Planning emphasizes estate and legacy planning, whereas Financial Advisors focus on investment portfolios and financial goals.

What does a family wealth planning do?

A family wealth planner helps clients develop strategies to manage, preserve, and transfer their wealth across generations. They analyze financial assets, estate plans, and tax implications, often using tools like financial modeling and estate planning software. The role requires strong financial knowledge, certifications such as CFP, and attention to detail to ensure clients' long-term financial security.
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What states have the most Family Wealth Planning jobs?

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Family Wealth Planning jobs near you
Infographic showing various Family Wealth Planning job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $67,056 per year, or $32.2 per hour.

Wealth Planning Associate

Heritage Wealth Advisors, LLC

Richmond, VA • On-site

$65K - $75K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago

Job description

Position: Wealth Planning Associate

Location: Richmond, VA

Reports To: Director of Financial Planning & Tax

Department: Financial Planning and Tax

Status: Full-Time | Hybrid Work Environment

Hybrid expectation: Typically 4 days/week in-office in Richmond (flexible based on role needs and training).

FIRM OVERVIEW

Heritage Wealth Advisors is an independently owned Registered Investment Advisor (RIA) that specializes as a multi-family office serving ultra-high-net-worth families, individuals, and institutions. We are dedicated to protecting, growing, and sustaining wealth across generations through deeply personalized, long-term strategies. Our comprehensive services span six financial pillars: Family Office, Financial Planning, Investment Management, Tax Planning, Philanthropy, and Institutions.

Founded in 2005, Heritage is rooted in enduring relationships and guided by a multi-generational mindset. With offices in Richmond, VA, Charlottesville, VA, and Pittsburgh, PA, we deliver thoughtful guidance and fiduciary care through every phase of life and legacy.

ROLE SUMMARY

The Wealth Planning Associate supports Wealth Advisors and Senior Wealth Advisors in delivering exceptional client service across financial planning, tax, and investment-related workflows. The role combines hands-on execution (meeting prep, follow-through, and documentation) with structured learning to build technical and operational expertise over time.

This is a growth-oriented role with increasing responsibility, supported by training, feedback, and evolving technology-enabled workflows. The Wealth Planning Associate reports to the Director of Financial Planning & Tax and partners with cross-functional teams to help execute client deliverables consistently and on time.

WHO WILL THRIVE HERE

You:

  • Communicate early and clearly—especially when priorities shift or deadlines are at risk.
  • Own the details, and know when to escalate and when to ask for guidance.
  • Bring a calm, professional presence with clients and teammates, and handle sensitive information with discretion and sound judgment.
  • Learn new tools and workflows (including AI-enabled tools) and share practical tips that make the team more effective.

RESPONSIBILITIES

Financial Planning, Tax and Client Service

Priorities are driven by client deadlines and advisor direction. You’ll start with meeting prep/follow-through, documentation, and core client-service execution; over time you’ll take on deeper planning, tax, and (where applicable) family office work as you build proficiency.

  • Client service & advisor support: partner with advisors across a shared coverage model and dedicated client teams; stay current on client priorities; drive client requests to resolution.
  • Client meetings: prepare materials and follow-up items; attend/shadow meetings as needed; capture notes and document client interactions thoroughly in the CRM.
  • Onboarding & coordination: partner with Operations to ensure smooth onboarding, paperwork completion, and timely processing.
  • Financial planning & analysis (scope expands over time): support planning deliverables, including balance sheets and cash flow projections using Tamarac Advisor View and eMoney; assist with review and summarization of estate planning documents.
  • Tax support (scope expands over time): assist with preparation of common tax forms and returns (e.g., W-2/1099, 1040, 1041, 1065, 990, 709) and tax projections/estimated payments. You will prepare (not sign) tax returns. During peak tax periods, workload may increase; we plan ahead as a team and communicate priorities clearly.
  • Family office support (as applicable): support QuickBooks bookkeeping and reporting packages; perform bill pay; maintain trust distribution schedules; track loan and payment schedules (external or intrafamily), and coordinate next steps with advisors.

Apprenticeship & Collaboration

  • Apprentice with advisors and the Senior Wealth Planning Associate to leverage historical client knowledge and build strong judgment.
  • Collaborate across client teams to keep information flowing and deliver a consistent client experience.
  • Experiment with new technology (including AI tools) to improve accuracy, speed, and consistency—while maintaining confidentiality and quality standards.
  • Document and share efficient workflows (templates, checklists, prompts, best practices) so the team benefits from what you learn.
  • Escalate internal or client-facing issues early with clear context and proposed options to the Wealth Advisor or Senior Wealth Advisor.
  • Contribute to internal initiatives (task forces) that improve firm efficiency, quality, and growth; help train/supervise interns as needed.

Professional & Community Engagement

  • Network with peers in the industry
  • Attend firm events
  • Develop a credentialing plan and engage with relevant professional and community organizations
  • Serve as a Heritage ambassador in the local community by professionally representing the firm and living our values

QUALIFICATIONS

  • A bachelor's degree is required, preferably in accounting or finance.
  • 1-3 years of relevant or transferable experience.
  • Existing plan or desire to pursue certification. Preferred credentials for pursuit include Certified Public Accountant (CPA), Certified Financial Planner (CFP), Enrolled Agent (EA), or Chartered Financial Analyst (CFA).
  • Demonstrated alignment with Heritage Core Values:
    • Collaboration - Partners across teams to share information, align priorities, and deliver consistently.
    • Intellectual Curiosity - Learns continuously; embraces new tools and best practices.
    • Integrity - Exercises sound judgment and discretion with confidential matters.
    • Passion - Brings energy and commitment to helping clients achieve their goals.
  • Proficiency with Microsoft Office (Outlook, Excel, Word, PowerPoint) and Adobe Acrobat, or willingness to learn quickly.
  • Clear written and verbal communication skills, including strong listening and the ability to communicate progress, priorities, and risks early.
  • Analytical and learning-oriented: able to analyze and synthesize information, learn technical concepts and firm processes, and seek guidance appropriately.
  • Execution mindset: strong attention to detail, organization, and ability to balance quality and pace to meet deadlines (including during peak periods).

COMPENSATION & BENEFITS

  • Competitive salary and bonus potential, based on experience and performance.
  • Comprehensive benefits package, including medical, dental, vision, life, AD&D, and disability insurance.
  • 401(k) with profit sharing.
  • Partial and/or full financial support for professional development, including certification programs, continuing education, and leadership training.
  • Paid time off (vacation, sick leave, holidays) with flexible scheduling and hybrid work options.
  • Parental leave and family leave policies.
  • Access to firm resources, internal planning services, and networking / thought leadership events.