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Private Wealth Planner Jobs (NOW HIRING)

Waldron Private Wealth

Wealth Planner

Plymouth, MI · On-site

$51K - $70K/yr

Waldron Private Wealth (Waldron) is looking for a Wealth Planner to execute Waldron's financial planning process which encompasses analysis, client, and prospect deliverables, technical investment ...

Waldron Private Wealth

Wealth Planner

Plymouth, MI · On-site

$51K - $70K/yr

Waldron Private Wealth (Waldron) is looking for a Wealth Planner to execute Waldron's financial planning process which encompasses analysis, client, and prospect deliverables, technical investment ...

Waldron Private Wealth

Wealth Planner

Bridgeville, PA · On-site

$51K - $70K/yr

Waldron Private Wealth (Waldron) is looking for a Wealth Planner to execute Waldron's financial planning process which encompasses analysis, client, and prospect deliverables, technical investment ...

Waldron Private Wealth

Wealth Planner

Plymouth, MI · On-site

$51K - $70K/yr

Waldron Private Wealth (Waldron) is looking for a Wealth Planner to execute Waldron's financial planning process which encompasses analysis, client, and prospect deliverables, technical investment ...

Waldron Private Wealth

Wealth Planner

Bridgeville, PA · On-site

$51K - $70K/yr

Waldron Private Wealth (Waldron) is looking for a Wealth Planner to execute Waldron's financial planning process which encompasses analysis, client, and prospect deliverables, technical investment ...

MidFirst Bank

AZ Wealth Planner

Scottsdale, AZ · On-site

$54K - $74K/yr

The Wealth Planner is a key member of the Private Wealth team responsible for delivering high-quality, comprehensive financial planning to our affluent clients. This role partners closely with Wealth ...

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MidFirst Bank

AZ Wealth Planner

Scottsdale, AZ · On-site

$54K - $74K/yr

The Wealth Planner is a key member of the Private Wealth team responsible for delivering high-quality, comprehensive financial planning to our affluent clients. This role partners closely with Wealth ...

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Private Wealth Planner information

See salary details

$34.5K

$65.7K

$95.5K

How much do private wealth planner jobs pay per year?

As of Sep 14, 2026, the average yearly pay for private wealth planner in the United States is $65,702.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,000.00 and $74,000.00 per year, depending on experience, location, and employer.

What does a private wealth planner do?

A Private Wealth Planner helps individuals and families manage, grow, and protect their wealth. They provide customized advice on investments, estate planning, tax strategies, retirement planning, and charitable giving. Their goal is to create comprehensive financial plans that align with clients’ long-term objectives and unique circumstances. Private Wealth Planners often work closely with other professionals, such as attorneys and accountants, to ensure all aspects of a client's financial life are coordinated.

What are some common challenges private wealth planners face when working with high-net-worth clients?

Private Wealth Planners often encounter the challenge of navigating complex family dynamics and balancing the diverse financial goals of multiple stakeholders within a family. Additionally, they must stay up-to-date with ever-changing tax laws, estate planning regulations, and investment strategies to provide clients with the most effective solutions. Building and maintaining trust is also crucial, as clients expect a high level of confidentiality and personalized service. Collaboration with legal, tax, and investment professionals is often required to deliver comprehensive wealth management plans.

What are the key skills and qualifications needed to thrive as a private wealth planner, and why are they important?

To thrive as a Private Wealth Planner, you need strong expertise in financial planning, investment strategies, and tax regulations, typically backed by a bachelor’s degree in finance or a related field and often a CFP or similar certification. Familiarity with financial planning software, portfolio management systems, and compliance tools is crucial for daily operations. Excellent interpersonal skills, discretion, and the ability to build trust with high-net-worth clients set top performers apart. These skills and qualities are essential to deliver tailored financial solutions, maintain client confidentiality, and foster long-term client relationships.

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

AspectPrivate Wealth PlannerFinancial Advisor
CredentialsCFP, CFA, or similar certificationsCFP, Series 7, Series 66, or similar
Work EnvironmentHigh-net-worth clients, personalized planningBroad client base, investment management
Employer & IndustryPrivate banks, wealth management firmsFinancial firms, banks, independent

While both roles involve financial planning and client advising, a Private Wealth Planner specializes in high-net-worth individuals with tailored strategies, often requiring advanced certifications. A Financial Advisor may serve a broader client base with a focus on investments and general financial advice. The roles overlap but differ mainly in client profile and scope of services.

What cities are hiring for Private Wealth Planner jobs?

Cities with the most Private Wealth Planner job openings:

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

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

Infographic showing various Private Wealth Planner job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 21% Part Time, and 8% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $65,702 per year, or $31.6 per hour.

Wealth Planner

Plymouth, MI • On-site

Waldron Private Wealth
Finance and Insurance • 11 - 50 employees
Learn more about Waldron Private Wealthexternal

$51K - $70K/yr

Full-time

Posted 23 days ago

Job description

Waldron Private Wealth (Waldron) is looking for a Wealth Planner to execute Waldron’s financial planning process which encompasses analysis, client, and prospect deliverables, technical investment & planning topics, and value-added idea generation.  
In this role, you will:
  1. Create, update, maintain, and complete financial planning and investment deliverables including, but not limited to: estate planning documents such as trusts, health care proxies, last will and testaments power of attorney, custom created client facing presentations, investment updates and proposals. 
  2. Support Advisory Team with GAP (Gather, Analyze, Present) deliverable creation or client meeting deliverable creation through excel, financial planning software, and portfolio management software. Compile multiple pieces of potentially incomplete information into an organized, uniform client presentation. 
  3. Complete meeting preparation including data input into Excel, financial planning software, and portfolio management software with little to no supervision for clients supporting $2MM to $8MM of reoccurring revenue.  
  4. Provide value add investment & wealth planning ideas for client or prospect meeting preparation. 
  5. Complete detailed and organized meeting notes for internal client and prospect preparation meetings. 
  6. Research and conduct due diligence on investment and wealth planning related unique client questions or situations, as necessary. 
  7. Research and summarize value add investment and financial planning focused articles and/or presentations for the benefit of the Firm. 
  8. Oversee internal processes including, but not limited to: adding new clients to financial planning and portfolio management software or other internal software, as necessary. 
Education and Experience Requirements:
  1. Bachelor’s Degree in finance or related field required.  
  2. Minimum of one (1) year of experience in financial services industry preferred.
  3. Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP®, ChFC, PFS, CFA, CIC, Series 65, or Series 66). 
  4. Progression towards the CFP® or other approved designation preferred. 

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