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Financial Wealth Planner Jobs (NOW HIRING)

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 ...

Ceritypartners

Wealth Planner

New York, NY

$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 ...

Cerity Partners

Wealth Planner

Los Altos, CA · On-site

$70K - $75K/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 +1

$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 ...

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 ...

Huntington

Wealth Planner

Midland, MI · On-site +1

$42K - $58K/yr

This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and ...

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 ...

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 ... Lead financial planning engagements for HNW clients. * Conduct thorough discovery conversations to ...

Ceritypartners

Wealth Planner

Los Altos, CA

$70K - $75K/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

Dallas, TX · On-site +1

$53K - $73K/yr

This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and ...

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 ...

Huntington

Wealth Planner

Dallas, TX · On-site +1

$53K - $73K/yr

This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and ...

Huntington

Wealth Planner

Houston, TX · On-site +1

$51K - $70K/yr

This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and ...

Huntington

Wealth Planner

Columbus, OH · On-site +1

$52K - $71K/yr

This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and ...

Huntington

Wealth Planner

Dallas, TX · On-site +1

$53K - $73K/yr

This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and ...

Huntington

Wealth Planner

Midland, MI · On-site +1

$46K - $63K/yr

This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and ...

Huntington National Bank

Wealth Planner

Dallas, TX · On-site

$53K - $73K/yr

This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and ...

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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 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
Wealth Planner

Wealth Planner

Huntington National Bank

Pittsburgh, PA • On-site

$52K - $71K/yr

Full-time

Posted 18 days ago

Huntington National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 169 frontline employees who took The Breakroom Quiz

46th of 142 rated banks

Job description

Description
The Wealth Planner plays a pivotal role in delivering a differentiated, advice-led planning experience to high-net-worth clients. This individual serves as a trusted partner, leading sophisticated planning engagements through deep discovery and translating client goals into tailored, actionable wealth strategies. Working closely with both clients and Wealth Advisors, the Wealth Planner brings clarity and confidence to complex financial decisions while consistently delivering high-quality, comprehensive planning that drives meaningful outcomes.
Duties And Responsibilities
  • Lead financial planning engagements for HNW clients.
  • Conduct thorough discovery conversations to identify client goals, values, and financial objectives.
  • Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies.
  • Collaborate closely with internal wealth advisors to support client relationship management and plan implementation.
  • Provide mentorship, training, and guidance to wealth advisors on financial planning best practices and effective discovery techniques.
  • Ensure all financial plans meet compliance and regulatory requirements and reflect the firm's planning philosophy.
  • Stay informed of industry trends, tax laws, and planning strategies to provide clients with cutting-edge advice.
  • Perform other duties as assigned.

Basic Qualifications:
  • Bachelor's degree
  • CFP® designation preferred.
  • Minimum 8 years of experience in financial planning or wealth management.
  • Exceptional interpersonal and communication skills.
  • Strong coaching and presentation abilities.

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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