Wealth Planner
Boston, MA · On-site
$85K - $95K/yr
Alongside the advisor, the Wealth Planner will develop the ability to build individualized financial plans and recommendations over time, working toward helping clients meet their financial goals.
Wealth Planner
Boston, MA · On-site
$85K - $95K/yr
Alongside the advisor, the Wealth Planner will develop the ability to build individualized financial plans and recommendations over time, working toward helping clients meet their financial goals.
Wealth Planner
Houston, TX · On-site
$49K - $68K/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 ...
Wealth Planner
Houston, TX · On-site
$49K - $68K/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 ...
Wealth Planner
Boston, MA · On-site
$85K - $95K/yr
Alongside the advisor,the Wealth Planner will develop the ability to build individualized financial plans and recommendations over time, working toward helping clients meet their financial goals.The ...
New
Wealth Planner
Boston, MA · On-site
$85K - $95K/yr
Alongside the advisor,the Wealth Planner will develop the ability to build individualized financial plans and recommendations over time, working toward helping clients meet their financial goals.The ...
New
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 ...
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 ...
$110K - $120K/yr
Alongside the advisor, the Wealth Planner will focus primarily on portfolio construction, with individualized financial plans and recommendations to help clients meet their financial goals as a ...
New
$110K - $120K/yr
Alongside the advisor, the Wealth Planner will focus primarily on portfolio construction, with individualized financial plans and recommendations to help clients meet their financial goals as a ...
New
Wealth Planner
Greenwood Village, CO · 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 ...
Wealth Planner
Greenwood Village, CO · 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 ...
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 ...
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 ...
Wealth Planner
Cincinnati, OH · On-site
$51K - $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 ...
Wealth Planner
Cincinnati, OH · On-site
$51K - $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 ...
Wealth Planner
Saratoga Springs, NY · On-site
$90K - $120K/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 ...
Wealth Planner
Saratoga Springs, NY · On-site
$90K - $120K/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 ...
Wealth Planner
Boston, MA · On-site
$110K - $120K/yr
Alongside the advisor, the Wealth Planner will focus primarily on portfolio construction, with individualized financial plans and recommendations to help clients meet their financial goals as a ...
Wealth Planner
Boston, MA · On-site
$110K - $120K/yr
Alongside the advisor, the Wealth Planner will focus primarily on portfolio construction, with individualized financial plans and recommendations to help clients meet their financial goals as a ...
Wealth Planner
Saratoga Springs, NY · On-site
$90K - $120K/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 ...
Wealth Planner
Saratoga Springs, NY · On-site
$90K - $120K/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 ...
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 ...
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 ...
Wealth Planner
$51K - $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 ...
Wealth Planner
$51K - $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 ...
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 ...
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 ...
Wealth Planner
Houston, TX · On-site
$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 ...
Wealth Planner
Houston, TX · On-site
$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 ...
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 ...
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 ...
Wealth Planner
Cincinnati, OH · On-site
$52K - $72K/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 ...
Wealth Planner
Cincinnati, OH · On-site
$52K - $72K/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 ...
Wealth Planner
Cincinnati, OH · On-site
$52K - $72K/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 ...
Wealth Planner
Cincinnati, OH · On-site
$52K - $72K/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 ...
Wealth Planner
Boston, MA · On-site
$110K - $120K/yr
A Wealth Planner will provide comprehensive wealth management strategies consistent with our ... Analyze and input client data into financial planning software. * Assistwith thetimelycompletion ...
New
Wealth Planner
Boston, MA · On-site
$110K - $120K/yr
A Wealth Planner will provide comprehensive wealth management strategies consistent with our ... Analyze and input client data into financial planning software. * Assistwith thetimelycompletion ...
New
$39K - $54K/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 ...
$39K - $54K/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 ...
Financial Wealth Planner information
See salary details
$50.5K - $58.6K
2% of jobs
$58.6K - $66.7K
6% of jobs
$66.7K - $74.8K
13% of jobs
$76.4K is the 25th percentile. Wages below this are outliers.
$74.8K - $82.9K
18% of jobs
The median wage is $89.1K / yr.
$82.9K - $91K
14% of jobs
$91K - $99K
15% of jobs
$102.8K is the 75th percentile. Wages above this are outliers.
$99K - $107.1K
15% of jobs
$107.1K - $115.2K
4% of jobs
$115.2K - $123.3K
5% of jobs
$123.3K - $131.4K
4% of jobs
$131.4K - $139.5K
3% of jobs
$50.5K
$96.7K
$139.5K
How much do financial wealth planner jobs pay per year?
As of Sep 11, 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?
| Aspect | Financial Wealth Planner | Financial Advisor |
|---|---|---|
| Certifications | CFP, ChFC, or similar | CFP, Series 7, or similar |
| Work Environment | Independent or firm-based financial planning firms | Bank, brokerage, or independent firms |
| Primary Focus | Holistic financial planning, estate, retirement, taxes | Investment management, product sales, portfolio advice |
| Client Interaction | Long-term comprehensive planning | Investment 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:
Wealth Planner
Boston, MA • On-site
Cerity Partners
• Finance and Insurance • 201 - 500 employees201 - 500 employees
$85K - $95K/yr
Full-time
Medical, Dental, Vision, Retirement, PTO
Posted 4 days ago
Job description
Position Summary:
A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients' goals and values. This colleague will support a Wealth Advisor in managing client relationships. Alongside the advisor, the Wealth Planner will develop the ability to build individualized financial plans and recommendations over time, working toward helping clients meet their financial goals. The planner will also assist with client meetings and present findings and recommendations.
Primary Responsibilities:
Required Credentials:
Skills & Competencies:
Physical Requirements:
Compensation Range:
$85,000 - $95,000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.
A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients' goals and values. This colleague will support a Wealth Advisor in managing client relationships. Alongside the advisor, the Wealth Planner will develop the ability to build individualized financial plans and recommendations over time, working toward helping clients meet their financial goals. The planner will also assist with client meetings and present findings and recommendations.
Primary Responsibilities:
- Assist advisory team with onboarding of new clients: customize our standard contract with new client information, obtain all appropriate forms from custodian, and work with each new client to ensure accurate completion. Coordinate submission with the custodian for processing.
- Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.
- Processing account openings, depositing electronic checks, moving money, and processing tasks with custodians.
- Proactively interact with clients and assist in creating an outstanding client experience.
- Schedule client meetings.
- Receive client calls and resolve questions/issues as needed.
- Analyze and input client data into financial planning software.
- Assist with the timely completion and submission of all client related transaction requests.
- Preparing forms and reports for client meetings.
- Conduct independent research and build financial plans for prospective clients.
- Develop client recommendations with assistance from the Wealth Advisor.
- Assist in building comprehensive financial plans.
- Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney).
- Ongoing maintenance and quality control of CRM.
- Other duties as assigned
Required Credentials:
- Bachelor's degree
- Series 65 (to be obtained within three months of hire date)
- 2 - 5 years financial planning, estate planning and/or tax planning/ preparation experience
- Pursuing or has attained a CFP®
Skills & Competencies:
- Ability to talk to clients independently
- Ability to train and mentor Client Service Associates
- Ability to develop wealth planning and investment recommendations and present to clients when applicable
- Working knowledge of e-Money, Salesforce a strong plus.
- Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required.
- Must accept and thrive in a fast-paced, changing environment.
- Ability to build and maintain relationships with potential and current clients.
- Tenacious about doing what is right for the client - always.
Physical Requirements:
- Prolonged periods sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at times.
Compensation Range:
$85,000 - $95,000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
- Health, dental, and vision insurance - day 1!
- 401(k) savings and investment plan options with 4% match
- Flexible PTO policy
- Parental Leave
- Financial assistance for advanced education and professional designations
- Opportunity to give back time to local communities
- Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.
About Cerity Partners
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
201 - 500 Employees
Headquarters location
New York, NY, US
Year founded
2009