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Senior Wealth Planner Jobs (NOW HIRING)

HUB

Senior Wealth Advisor

Dallas, TX · On-site

$240K/yr

The Senior Wealth Advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.Come learn and grow with a team that ...

HUB

Senior Wealth Advisor

Austin, TX · Hybrid

$200K/yr

The Senior Wealth Advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.Come learn and grow with a team that ...

C&N

Senior Wealth Advisor

Lancaster, PA

At C&N, we're seeking a Senior Wealth Advisor to serve as a trusted advisor while driving the ... Relationship Management & Wealth Planning: Serve as the primary advisor for high-net-worth ...

C&N

Senior Wealth Advisor

Doylestown, PA

At C&N, we're seeking a Senior Wealth Advisor to serve as a trusted advisor while driving the ... Relationship Management & Wealth Planning: Serve as the primary advisor for high-net-worth ...

C&N

Senior Wealth Advisor

Lancaster, PA · On-site

At C&N, we're seeking a Senior Wealth Advisor to serve as a trusted advisor while driving the ... Relationship Management & Wealth Planning: Serve as the primary advisor for high-net-worth ...

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Senior Wealth Planner information

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$50K

$89.7K

$124.5K

How much do senior wealth planner jobs pay per year?

As of Aug 13, 2026, the average yearly pay for senior wealth planner in the United States is $89,714.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,500.00 and $104,000.00 per year, depending on experience, location, and employer.

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

To thrive as a Senior Wealth Planner, you need deep expertise in financial planning, investment strategies, and tax regulations, typically supported by a bachelor's degree in finance or related fields and certifications such as CFP or CFA. Familiarity with financial planning software, portfolio management tools, and compliance systems is usually required. Exceptional interpersonal skills, analytical thinking, and the ability to build long-term client relationships help differentiate top performers. These skills ensure the delivery of tailored financial solutions, regulatory compliance, and lasting client trust in a highly competitive environment.

How does a senior wealth planner typically collaborate with other professionals to serve clients effectively?

A Senior Wealth Planner frequently works alongside attorneys, tax advisors, investment managers, and insurance specialists to provide comprehensive financial solutions for clients. This collaborative approach ensures that all aspects of a client's financial life—ranging from estate planning to tax optimization and investment strategy—are aligned and managed cohesively. Regular meetings and joint strategy sessions are common, allowing the Senior Wealth Planner to act as the central coordinator and trusted advisor for the client. Effective communication and teamwork are essential for delivering tailored, holistic advice that addresses complex client needs.

What is a senior wealth planner?

A Senior Wealth Planner is a financial professional who provides advanced advice and strategies to help clients manage, grow, and protect their wealth. They typically work with high-net-worth individuals and families, offering services such as investment management, estate planning, tax optimization, and retirement planning. Senior Wealth Planners often collaborate with other financial experts, such as attorneys and accountants, to create comprehensive financial plans tailored to each client's unique needs. Their goal is to help clients achieve long-term financial security and meet their personal and family objectives.

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

AspectSenior Wealth PlannerFinancial Advisor
CertificationsCFP, ChFC, or equivalentCFP, ChFC, or similar
Work EnvironmentHigh-net-worth client focus, comprehensive planningBroader client base, investment and retirement advice
Employer & Industry UsageWealth management firms, private banksBanks, independent firms, insurance companies

While both roles involve financial planning and certifications like CFP, Senior Wealth Planners typically focus on high-net-worth clients with comprehensive wealth strategies, whereas Financial Advisors serve a broader client base with investment and retirement advice. The Senior Wealth Planner role often involves more complex estate and tax planning, reflecting a higher level of specialization within wealth management.

More about Senior Wealth Planner jobs
What cities are hiring for Senior Wealth Planner jobs? Cities with the most Senior Wealth Planner job openings:
What states have the most Senior Wealth Planner jobs? States with the most job openings for Senior Wealth Planner jobs include:
What job categories do people searching Senior Wealth Planner jobs look for? The top searched job categories for Senior Wealth Planner jobs are:
Senior Wealth Planner jobs near you
Infographic showing various Senior Wealth Planner job openings in the United States as of August 2026, with employment types broken down into 70% Full Time, 28% Part Time, and 2% Contract. Highlights an 91% Physical, 4% Hybrid, and 5% Remote job distribution, with an average salary of $89,714 per year, or $43.1 per hour.

Senior Wealth Planning Strategist

First Citizens Bank

San Francisco, CA • On-site

$170K - $225K/yr

Full-time

Re-posted 25 days ago

First Citizens Bank rating

7.4

Company rating: 7.4 out of 10

Based on 106 frontline employees who took The Breakroom Quiz

107th of 171 rated banks

Job description

Overview
Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power meaningful progress for the clients and communities we serve.
The Senior Wealth Planning Strategist leads wealth planning and support for high net worth clients. Designs and presents recommendations to clients based on financial analysis and wealth planning expertise. Creates a client-centered, advice-based culture within the department by facilitating education on wealth planning topics and tools. Identifies revenue-generating opportunities for existing and prospective clients. Serves as the primary expert on highly complex issues and strategies, providing leadership and coaching for less experienced associates in the department.
#LI-MP1
Responsibilities
  • Wealth Planning - Leads the design and presentation of wealth planning recommendations to clients and prospects. Discovers potential revenue-generating opportunities related to the client's planning process. Manages wealth planning workflow process. Monitors and disseminates best practices for wealth planning associates. May participate in department or Bank client events to build relationships and identify opportunities.
  • Business Strategy - Creates and drives a client-centered, advice-based planning culture. Assists with the implementation of Wealth Management planning strategy both within the department and Bank-wide.
  • Analysis - Analyzes the financial situation of high net worth clients and prospects. Identifies potential gaps and risks in their current wealth management strategies, taking into account legal, tax, and investment goals or limitations.
  • Business Support - Initiates and leads education and development events for internal partners. Provides guidance or coaching on wealth planning topics and tools for less experienced associates in the work group. Partners with and mentors less experienced associates in creating a client's wealth plan. May assist management with special projects. Develops relationships with centers of influence in the bank community.
  • Subject Matter Expertise - Develops superuser expertise and knowledge of software utilized to develop client plans including but not limited to MoneyGuidePro and eMoney. Serves as an expert resource to coach and train to the program's usage, illustrate capabilities live to clients or an audience (internal or external), answer questions, troubleshoot issues and manipulate the tool to create custom plans. Also develops substantive knowledge of highly complex areas of planning (tax, business owner advisory, asset protection, estate and charitable planning, retirement and investments) - serves as a bank thought leadership for these areas and continues to maintain and grow knowledge base through continuing education and the acquisition of related designations.

Qualifications
Bachelor's Degree and 8 years of experience in Wealth Management including financial planning OR High School Diploma or GED and 12 years of experience in Wealth Management including financial planning
Preferred Education: Bachelor's Degree and Graduate/Professional Degree
Preferred Area of Study: Financial Planning or Trust Management
Preferred Area of Experience: Financial Planning or Trust & Estate Planning or Tax Planning or Business Owner Advisory Planning
Required License or Certification Type: Certified Financial Planner (CFP), Juris Doctor (JD), or Certified Public Accountant (CPA) designation
Preferred Designation: Master of Laws (LLM or LLB), Certified Exit Planning Advisor (CEPA or CExP) designation
Preferred Skill(s): Ability to navigate financial planning software, Ability to develop rapport and trusted relationship with clients, Ability to educate and persuade clients to take planning action
The base pay for this position is generally between $170,000 and $225,000. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

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