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Financial Wealth Planner Jobs (NOW HIRING)

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 ...

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 ... Build financial models and impact analyses using NaviPlan, Microsoft Excel, and other tools

Allworth Financial

$56K - $75K/yr

My time at Allworth Financial has been the most rewarding I've had in my professional career. This ... The Wealth Planner plays a crucial role on our Wealth Planning Team, working closely with Advisors ...

Allworth Financial

Wealth Planner

Cincinnati, OH · On-site

$72K - $97K/yr

Allworth Financial delivers long- and short-term investment planning solutions and advice to help ... The Wealth Planner plays a crucial role on our Wealth Planning Team, working closely with Advisors ...

Ceritypartners

Wealth Planner

El Segundo, CA · On-site

$90K - $115K/yr

Alongside the advisor, the wealth planner will develop individualized financial plans and recommendations to help clients meet their financial goals. The planner will alsoassistwith client meetings ...

Cerity Partners LLC

Wealth Planner

Pasadena, CA · On-site

$85K - $125K/yr

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 ...

Ceritypartners

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 ...

Huntington

Wealth Planner

Pittsburgh, PA · On-site

$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 ...

Huntington

Wealth Planner

Pittsburgh, PA

$52K - $71K/yr

Description The Wealth Planner plays a pivotal role in delivering a differentiated, advice-led ... Lead financial planning engagements for HNW clients. * Conduct thorough discovery conversations to ...

Cerity Partners Management LLC

Wealth Planner

Pasadena, CA · On-site

$85K - $125K/yr

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 ...

Cerity-Partners

Wealth Planner

San Diego, CA · On-site

$77K - $85K/yr

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 ...

Huntington

Wealth Planner

Pittsburgh, PA · On-site

$52K - $71K/yr

Description The Wealth Planner plays a pivotal role in delivering a differentiated, advice-led ... Lead financial planning engagements for HNW clients. * Conduct thorough discovery conversations to ...

Cerity Partners

Wealth Planner

Pasadena, CA · On-site

$85K - $125K/yr

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 ...

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

San Diego, CA · On-site

$77K - $85K/yr

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 ...

Huntington National Bank

Wealth Planner

Pittsburgh, PA · On-site

$52K - $71K/yr

Description The Wealth Planner plays a pivotal role in delivering a differentiated, advice-led ... Lead financial planning engagements for HNW clients. * Conduct thorough discovery conversations to ...

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 ...

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 ...

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Showing results 21-40

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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 Sep 10, 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.

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.

How does a financial wealth planner 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.

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.

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.

How much do financial wealth planners earn?

Financial wealth planners typically earn a median annual salary of around $89,000, with salaries ranging from approximately $50,000 to over $150,000 depending on experience, location, and client base. Many also earn commissions or bonuses based on performance and assets managed, and certifications like the CFP can enhance earning potential.

How much do financial wealth planners get paid?

Financial wealth planners typically earn a median annual salary of around $89,000, with salaries ranging from approximately $50,000 to over $150,000 depending on experience, location, and client base. Compensation often includes commissions, fees, or a combination of both, and certifications like the CFP can influence earning potential.

What do financial wealth planners do?

Financial wealth planners analyze clients' financial situations to develop strategies for wealth accumulation, preservation, and growth. They provide advice on investments, estate planning, retirement, and tax strategies, often using financial planning software and holding certifications like CFP. Their goal is to help clients achieve their financial objectives through tailored plans and ongoing management.

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:

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

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

Financial Wealth Planner jobs near you

Wealth Planner

Phoenix, AZ • On-site

Sequoia Financial Group Llc
Finance and Insurance • 11 - 50 employees
Learn more about Sequoia Financial Group Llcexternal

$49K - $67K/yr

Full-time

Re-posted 20 days ago

Job description

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 singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:

    • Integrity.  We act in the best interests of others by providing an honest, consistent experience for our clients and team. 
    • Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
    • Teamwork. We subordinate our egos to work together for the benefit of our clients. 

Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.

We seek a motivated, self-starting, passionate team player to join our team in the role of Wealth Planner. The Wealth Planner is a member of the Wealth Planning Department. The Wealth Planner prepares comprehensive financial plans and modular analyses and works with our client facing advisors to develop technical wealth planning advice and resources related to retirement, education, insurance, estate, business succession, philanthropic, and other financial planning services that are delivered to our clients. 

Responsibilities
  • This position interacts with advisors to gather data for the initial plan or plan review
  • Duties include entering client information into financial planning software, producing analytical reports for use in comprehensive plans and modular analyses, identifying and recommending appropriate planning strategies, and supporting advisors in the creation of financial plans to deliver a great client experience. 
  • Serve as an ongoing resource to client facing advisors to answer technical planning questions.
  • Develop a deeper expertise in a specific technical area or client segment as agreed upon with the manager/department leader. This specialization will drive firm wide philosophy related to the area of expertise and be responsible for enhancing our client deliverables and creating efficiencies around the analysis process.  
  • Assist with departmental projects and priorities such as training and supporting advisors on the effective use of interactive planning software, evaluating new planning technology solutions, or enhancing data gathering processes.  
Required Skills/Experience
  • Bachelor’s degree - prefer a degree in Financial Planning or Finance
  • CFP® certificate or advanced credential in related practice area (ex., JD, CPA) 
  • 3-5 years+ experience in financial planning 
  • Strong technical knowledge base covering all aspects of comprehensive financial planning including cash management, income tax planning, insurance, education planning, retirement planning, estate planning, and risk management, paired with an ability to collaborate with advisors and clients making technical conclusions applicable in real life 
  • Experience working with financial planning software
  • Competency with Microsoft Office products
Preferred Skills/Experience
  • 7-10 years' experience a plus
  • Experience with eMoney software a plus 
  • Expert understanding of business succession, estate, philanthropic, insurance, education, and financial planning, including applicable legal, tax, and regulatory requirements.
Competencies
  • Excellent analytical and problem-solving skills
  • Excellent written and oral communications skills
  • Self-starter and ability to function with autonomy
  • Keen attention to detail
  • Ability to prioritize multiple concurrent tasks and adhere to established deadlines 
  • Adaptable and able to work collaboratively 
  • Client service orientation