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Family Wealth Planning Jobs (NOW HIRING)

Vangard, Inc.

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 ...

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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 Sep 3, 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.

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Cities with the most Family Wealth Planning job openings:

What states have the most Family Wealth Planning jobs?

States with the most job openings for Family Wealth Planning jobs include:

What job categories do people searching Family Wealth Planning jobs look for?

The top searched job categories for Family Wealth Planning jobs are:

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 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $67,056 per year, or $32.2 per hour.

Wealth Planning Analyst

Rockefeller Capital Management

Manhattan, NY • On-site

$75K - $80K/yr

Full-time

Medical, Retirement, PTO

Re-posted 17 days ago

Job description

About Rockefeller Capital Management
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 35 markets throughout the United States, as well as an office in London. The Firm oversees $228 billion in client assets as of July 31, 2026.
Position
The Wealth Planning Analyst is a member of the Global Family Office Wealth Planning Center. The Wealth Planning Center is charged with coordinating the creation and implementation of financial plans for the firms Wealth Advisory divisions. In this capacity, the Wealth Planning Analyst will conduct in-depth data collection, analysis, and data entry with the aim of creating a strong financial plan. Analysts have and will continue to build a broad knowledge base in financial planning, estate and gift taxes, philanthropy, insurance, income tax planning, and investment management. This role is a key member of the collaborative, team-centric approach to client service across the firms' Wealth Advisory divisions.
Responsibilities
  • Gather extensive financial information to drive plan creation.
  • Enter client information into planning software.
  • Schedule and prepare materials for and participate in client meetings.
  • Leverage financial data to identify possible solutions to meet client needs and goals.
  • Engage specialists and partners to address client needs and deliver solutions.
  • Monitor and update client information and plan changes on a consistent basis.
  • Develop a broad understanding of all aspects of holistic financial planning, including but not limited to income and estate and gift tax planning and charitable planning.

Qualifications
  • Bachelor's degree
  • CFP® designation preferred or the desire to obtain and/or maintain at least one firm approved designation.
  • Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook
  • eMoney experience preferred
  • Strong organization skills and the ability to multitask and reprioritize within tight deadlines.
  • Excellent communication skills on complex matters, both written and oral
  • Enthusiastic and positive approach to problem-solving and client service
  • Strong collaboration and partnership skills
  • Strong analytical skills with the ability to identify trends, root cause and effects and develop strategies to increase growth and mitigate risk.
  • Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way.
  • Minimum of 1-2 years of experience.

Compensation Range
The anticipated base salary range for this role is $75,000 to $80,000. Base salary for the role will depend on several factors, including a candidate's qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.
Disclosure
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law ("protected characteristics").
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.

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