ZipRecruiter

Log In

1

Senior Wealth Planner Jobs (NOW HIRING)

C&N

Senior Wealth Advisor

Doylestown, 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 ...

HORAN Wealth

Senior Wealth Advisor

Pittsburgh, PA

With a focus on personalized financial planning and investment strategies, we strive to empower our clients to achieve their financial goals and secure their financial future. As a Senior Wealth ...

Oxford Financial GRP

Sr. Wealth Strategist

Atlanta, GA · On-site

$116K - $151K/yr

Additionally, the role serves as a key estate planning technical resource for the firm ... The role of the Senior Wealth Strategist also involves providing firm-wide support on tax and ...

Oxford Financial GRP

Sr. Wealth Strategist

Cincinnati, OH · On-site

$118K - $153K/yr

Additionally, the role serves as a key estate planning technical resource for the firm ... The role of the Senior Wealth Strategist also involves providing firm-wide support on tax and ...

Oxford Financial GRP

Sr. Wealth Strategist

Chicago, IL · On-site

$125K - $161K/yr

Additionally, the role serves as a key estate planning technical resource for the firm ... The role of the Senior Wealth Strategist also involves providing firm-wide support on tax and ...

Oxford Financial GRP

Sr. Wealth Strategist

Palm Beach, FL · On-site

$117K - $151K/yr

Additionally, the role serves as a key estate planning technical resource for the firm ... The role of the Senior Wealth Strategist also involves providing firm-wide support on tax and ...

Oxford Financial GRP

Sr. Wealth Strategist

Grand Rapids, MI · On-site

$116K - $150K/yr

Additionally, the role serves as a key estate planning technical resource for the firm ... The role of the Senior Wealth Strategist also involves providing firm-wide support on tax and ...

Weaver

Senior Wealth Advisor

Manhattan, NY · On-site

Weaver Capital Advisors is an RIA and our services include wealth management and wealth planning. The Senior Wealth Advisor works directly with clients and will be responsible for developing ...

Oxford Financial GRP

Sr. Wealth Strategist

Minneapolis, MN · On-site

$126K - $163K/yr

Additionally, the role serves as a key estate planning technical resource for the firm ... The role of the Senior Wealth Strategist also involves providing firm-wide support on tax and ...

previous page

Showing results 41-60

All JobsWealth Planner JobsSenior Wealth Planner Jobs

Senior Wealth Planner information

See salary details

$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 Advisor

Leah Yosef International, Inc.

Manhattan, NY

$250K/yr

Full-time

Re-posted yesterday

Job description

Senior Wealth Advisor

Midtown Manhattan

Boutique Wealth Advisory Firm

Firm Overview

Dynamic 800M+ AUM RIA seeks a Senior Wealth Advisor who is passionate about developing client relationships to provide comprehensive financial planning and asset management.


Not a sales role; no portable book of business required


  • Forward thinking culture dedicated to challenging the status quo
  • Strong culture of teamwork, work life balance and personal and professional growth
  • Serve as a Senior Wealth Advisor in an ensemble practice with collaborative approach to business development and client service
  • Opportunity to make an impact through high touch relationship management and financial planning expertise
  • $250,000+ compensation package


Requirements

  • CFP required as well as 10+ years wealth management experience and 5+ years lead advisor experience

Leah Yosef International logo

About Leah Yosef International

Sourced by ZipRecruiter

Leah Yosef International, Inc. specializes in executive search for the RIA, High Net Worth Ultra High Net Worth, and Single and Multi Family Office arenas. We partner with growing and boutique firms and attract, secure and retain the highest performing talent in the industry through an efficient sourcing and on boarding process.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Long Beach, NY, US

Year founded

2017

View All Leah Yosef International Jobs

Apply