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Head Of Wealth Planning Jobs (NOW HIRING)

OakworthTalent

Advanced Planning Associate

Birmingham, AL · On-site

$80 - $100/hr

Working closely with the Head of Wealth Preservation Services, Director of Planning, Client Advisors and other advisory professionals, this position assists with financial analysis, planning strategy ...

Citigroup, Inc.

Head of Wealth at Work Advisors

Miami, FL · On-site

$250K - $500K/yr

The Head of Wealth at Work Advisors, a senior leadership role, is responsible for driving ... Strategic Planning and Business Growth * Drive net new client balance growth by deepening client ...

Citi

Head of Wealth at Work Advisors

Miami, FL

$250K - $500K/yr

The Head of Wealth at Work Advisors, a senior leadership role, is responsible for driving ... Strategic Planning and Business Growth Drive net new client balance growth by deepening client ...

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Head Of Wealth Planning information

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How much do head of wealth planning jobs pay per year?

As of Sep 8, 2026, the average yearly pay for head of wealth planning in the United States is $96,611.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $125,500.00 per year, depending on experience, location, and employer.

What is the difference between Head Of Wealth Planning vs Wealth Advisor?

AspectHead Of Wealth PlanningWealth Advisor
CredentialsCFP, CFA, or equivalent; advanced financial planning certificationsCFP or similar certifications often preferred
Work EnvironmentLeadership role overseeing planning teams, strategic planningClient-facing, personalized financial advice
Employer & Industry UsageFinancial institutions, wealth management firms, private banksFinancial advisory firms, banks, independent advisors

The Head Of Wealth Planning typically leads the strategic financial planning efforts within an organization, managing teams and developing comprehensive wealth strategies. In contrast, a Wealth Advisor focuses on providing personalized advice directly to clients. While both roles require similar certifications, their responsibilities and work environments differ significantly.

What cities are hiring for Head Of Wealth Planning jobs?

Cities with the most Head Of Wealth Planning job openings:

What states have the most Head Of Wealth Planning jobs?

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

What are popular job titles related to Head Of Wealth Planning jobs?

For Head Of Wealth Planning jobs, the most frequently searched job titles are:

Infographic showing various Head Of Wealth Planning job openings in the United States as of September 2026, with employment types broken down into 1% Internship, 1% As Needed, 86% Full Time, 10% Part Time, and 2% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $96,611 per year, or $46.4 per hour.

SVP/Head of Wealth Planning

ECG Resources

Manhattan, NY • On-site

Full-time

Re-posted 14 days ago

Job description

SVP/Head of Wealth Planning

Summary

Working in conjunction with the firm’s wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with building strong relationships with internal partners to deliver a clear and comprehensive analysis of our clients’ financial situation. The senior wealth planner will also be responsible for reviewing financial plans created by junior team members.

Extensive experience with eMoney financial planning software is essential as eMoney is the primary tool utilized in client presentations. The senior wealth planner will be the primary point of contact with eMoney representatives on behalf of all eMoney users at the firm.

Key Responsibilities

  • Constructing and formulating client wealth planning analyses focusing on retirement cash flow, asset allocation, wealth simulation analysis, income tax, estate and risk management strategies utilizing eMoney software
  • Leading wealth planning discussions and presenting wealth planning recommendations and observations in client meetings
  • Supporting advisor teams and portfolio managers by providing subject matter expertise on all matters regarding personal finance
  • Conducting eMoney training sessions expanding overall usage of eMoney planning software
  • Participating on the firm’s committee discussing industry best practices and firm level processes

Qualifications and Experience

  • 15+ years of experience working directly with clients in a financial planning capacity
  • Proven track record of consistently meeting or exceeding predetermined key objectives
  • Strong executive presence, active listening, client preparedness, and presentation skills
  • Experience managing and training team members
  • Deep knowledge of financial planning, insurance, retirement savings vehicles
  • Expert proficiency in eMoney software
  • CFP designation required

Apply