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Financial Wealth Planner Jobs (NOW HIRING)

Oxford Financial GRP

Wealth Planner

Atlanta, GA · On-site

POSITION SUMMARY The Wealth Planner prepares estate and wealth planning analyses, including estate flowcharts, financial models, planning materials, and technical assessments to support high-net ...

Oxford Financial GRP

Wealth Planner

Palm Beach, FL · On-site

POSITION SUMMARY The Wealth Planner prepares estate and wealth planning analyses, including estate flowcharts, financial models, planning materials, and technical assessments to support high-net ...

Oxford Financial GRP

Wealth Planner

Cincinnati, OH · On-site

POSITION SUMMARY The Wealth Planner prepares estate and wealth planning analyses, including estate flowcharts, financial models, planning materials, and technical assessments to support high-net ...

Sequoia Financial Group Llc

Wealth Planner

Midvale, UT · On-site

$50K - $69K/yr

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a ...

Sequoia Financial Group Llc

Wealth Planner

Denver, CO · On-site

$55K - $75K/yr

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a ...

Sequoia Financial Group Llc

Wealth Planner

Cleveland, OH · On-site

$52K - $71K/yr

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a ...

Sequoia Financial Group Llc

Wealth Planner

Phoenix, AZ · On-site

$49K - $67K/yr

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a ...

Sequoia Financial Group Llc

Wealth Planner

Cleveland, OH · On-site

$52K - $71K/yr

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a ...

Sequoia Financial Group Llc

Wealth Planner

Akron, OH · On-site

$51K - $70K/yr

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a ...

Sunflower Bank, N.A.

Wealth Planner

Irvine, CA · On-site

$78K/yr

As a full-service financial institution, we offer a full range of relationship-focused services to ... The Wealth Planner is responsible for supporting comprehensive financial planning and advisory ...

Sunflower Bank NA

Wealth Planner

Irvine, CA · On-site

$78K/yr

As a full-service financial institution, we offer a full range of relationship-focused services to ... The Wealth Planner is responsible for supporting comprehensive financial planning and advisory ...

Sunflower Bank NA

Wealth Planner

Irvine, CA · On-site

$78K/yr

As a full-service financial institution, we offer a full range of relationship-focused services to ... The Wealth Planner is responsible for supporting comprehensive financial planning and advisory ...

Glenmede Trust Co

Wealth Planner

Philadelphia, PA · On-site

$51K - $70K/yr

Empowering Financial Futures. For more than 65 years, Glenmede's independent ownership, innovation ... OVERVIEW: A Wealth Planner is responsible for deepening client relationships by providing ...

Bank of America

Wealth Planner

Oklahoma City, OK · On-site

$70K - $94K/yr

... 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 ...

Cerity Partners

Wealth Planner

New York, NY · On-site

$110K - $120K/yr

Alongside the Wealth Advisor, the Wealth Planner will develop individualized financial plans and recommendations to help clients meet their financial goals. The Wealth Planner will also assist with ...

Bank of America

Wealth Planner

Oklahoma City, OK · On-site

$70K - $94K/yr

... 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 ...

Huntington

Wealth Planner

Pittsburgh, PA · On-site +1

$52K - $71K/yr

Description The Wealth Planner plays a pivotal role in delivering a differentiated, advice-led ... Duties And Responsibilities Lead financial planning engagements for HNW clients. Conduct thorough ...

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All JobsFinancial Wealth Planner Jobs

Financial Wealth Planner information

See salary details

$50.5K

$96.7K

$139.5K

How much do financial wealth planner jobs pay per year?

As of Jun 28, 2026, the average yearly pay for financial wealth planner in the United States is $96,681.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,000.00 and $102,000.00 per year, depending on experience, location, and employer.

Who makes more money, CFP or CPA?

Financial Wealth Planners with a Certified Financial Planner (CFP) designation generally have higher earning potential than Certified Public Accountants (CPAs), especially when providing comprehensive financial planning services. CFPs often work in wealth management and investment advising, which can lead to higher salaries and bonuses, while CPAs typically focus on accounting, auditing, and tax services. Salary differences depend on experience, location, and client base, but CFPs tend to earn more on average in the financial planning industry.

Is $200,000 enough to work with a financial advisor?

A financial wealth planner typically recommends clients have at least $250,000 to $500,000 in investable assets to justify ongoing advisory fees, which often range from 0.5% to 1% annually. With $200,000, some advisors may offer limited services or require a flat fee, but many clients with this amount still benefit from financial planning and investment management. The suitability depends on individual financial goals and the advisor's fee structure.

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

AspectFinancial Wealth PlannerFinancial Advisor
CertificationsCFP, ChFC, or similarCFP, Series 7, or similar
Work EnvironmentIndependent or firm-based financial planning firmsBank, brokerage, or independent firms
Primary FocusHolistic financial planning, estate, retirement, taxesInvestment management, product sales, portfolio advice
Client InteractionLong-term comprehensive planningInvestment advice, product recommendations

Financial Wealth Planners and Financial Advisors often share certifications and work in similar environments. However, Wealth Planners focus on comprehensive financial planning, including estate and tax strategies, while Financial Advisors primarily concentrate on investment management and product sales. Both roles serve clients' financial needs but differ in scope and approach.

Can financial advisors make $500,000 a year?

Financial wealth planners and financial advisors can earn $500,000 or more annually, especially those with extensive experience, a strong client base, and specialized skills in high-net-worth advising. Achieving this level often requires certifications like the CFP and a focus on complex financial strategies, along with a successful track record in the industry.

What are the key skills and qualifications needed to thrive as a Financial Wealth Planner, and why are they important?

To thrive as a Financial Wealth Planner, you need strong analytical skills, in-depth knowledge of financial products, and a relevant degree in finance, economics, or a related field, often complemented by certifications like CFP or CFA. Familiarity with financial planning software, portfolio management tools, and CRM systems is typically required. Exceptional interpersonal skills, active listening, and trustworthiness distinguish top professionals in this role. These skills are crucial for building client trust, delivering tailored financial advice, and effectively managing complex financial portfolios.

How does a Financial Wealth Planner typically balance client acquisition with ongoing portfolio management responsibilities?

Financial Wealth Planners often juggle the dual responsibilities of attracting new clients and managing existing client portfolios. This requires effective time management and strong communication skills, as planners must regularly meet with prospective clients while also conducting portfolio reviews, rebalancing investments, and updating financial plans for current clients. Many firms support this balance by providing dedicated support teams or leveraging technology to streamline administrative tasks. Success in this role often hinges on building long-term relationships and maintaining a proactive approach to both business development and client service.

How long does it take to get CFP certified?

For a Financial Wealth Planner, obtaining CFP certification typically requires completing a minimum of 6,000 hours of professional experience in financial planning over at least three years, along with passing the CFP exam and meeting education requirements. The process usually takes around 1 to 3 years depending on prior experience and study pace.

What is a Financial Wealth Planner?

A Financial Wealth Planner is a professional who helps individuals and families manage their finances to achieve long-term financial goals. They provide guidance on investments, retirement planning, estate planning, taxes, and insurance. By assessing your current financial situation and future objectives, they develop personalized strategies to grow and protect your wealth. Financial Wealth Planners often work with clients over many years to adjust plans as needs and market conditions change.
What cities are hiring for Financial Wealth Planner jobs? Cities with the most Financial Wealth Planner job openings:
What states have the most Financial Wealth Planner jobs? States with the most job openings for Financial Wealth Planner jobs include:
Financial Wealth Planner jobs near you
Financial/Wealth Planner

Financial/Wealth Planner

The Trust Company Of Tennessee

Knoxville, TN • On-site

$62K - $84K/yr

Full-time

Posted 2 days ago

Job description

Why We Exist
At The Trust Company of Tennessee, we believe everyone can live confidently and reach their financial goals. Would you like to be part of a team that works with individuals, families, businesses, and foundations to identify what success looks like and formulate a plan to get there? Come join our team of Wealth Management, Trust, Estate Administration, and Corporate Retirement Plan professionals who proudly help clients achieve their dreams.
Our Culture
At The Trust Company of Tennessee, we are passionate about fostering a culture where all people feel valued, supported, and inspired to make a difference. We are committed to doing the right things in the right ways for our clients. We uphold the highest standards of integrity, respect, and confidentiality. We believe in the power of positive relationships built on trust and empathy. We proudly serve our clients and community with purpose and heart.
Core Purpose
The Financial/Wealth Planner will play a vital role in helping clients achieve their financial goals. This position involves developing comprehensive financial planning strategies and utilizing financial planning software such as Money Guide Pro to deliver top-tier services. This position will support a team of Relationship Managers in all aspects of the business, including new client onboarding, relationship management, planning, and routine client service.
Responsibilities
  • Shows a commitment to The Trust Company's Mission, Core Values, and Client Promise.
  • Works with a team of Relationship Manager to help develop, maintain, update, present, and execute both simple and complex financial plans to clients.
  • Sets guidelines for creating financial plans while ensuring quality control standards and providing training on best practices when creating those plans.
  • Advises Relationship Managers on financial planning software, brainstorming, development, and implementation of enhancements to client's financial plans.
  • Acts as the subject matter expert on the administration of financial planning software and troubleshooting for other users.
  • Engages with clients to understand their current financial status and financial goals.
  • Analyzes client's financial statuses to develop a strategy consistent with meeting the client's goals.
  • Effectively communicates TTC's Investment Philosophy and Processes with clients, COIs, and prospects.
  • Responds promptly to client communications and requests.
  • Provides superior client service by providing follow-up documentation and responses to clients.
  • Leads strategic efforts for financial planning.
  • Stays current on financial planning topics, current events, and answers questions for team members.
  • Maintains high standards of confidentiality of all records and information.
  • Other duties as assigned.

Qualifications
  • Bachelor's degree in finance, accounting, or related field
  • 5 to 10 years of experience in financial planning
  • CFP® Professional
  • Deep analytical ability to analyze problems, test assumptions, propose solutions, and anticipate future problem areas before acting
  • Strong written and verbal communication skills with the ability to explain complex financial concepts simply
  • Organized and detail-oriented
  • Ability to work independently and in a team environment
  • Exquisite attention to detail and strong math skills
  • Experience with MoneyGuidePro required
  • Experience with Right Capital a plus

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