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Senior Wealth Planner Jobs (NOW HIRING)

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 ...

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 ...

HORAN Wealth

Senior Wealth Advisor

Pittsburgh, PA · On-site

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 ...

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 ...

Oxford Financial Group

Sr. Wealth Strategist

Atlanta, GA · On-site

$120 - $160/hr

... Senior Wealth Strategist is responsible for producing and reviewing complex estate and wealth ... Additionally, the role serves as a key estate planning technical resource for the firm ...

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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 ...

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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 Sep 3, 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 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.

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 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.

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.

How much do senior wealth planners earn?

Senior wealth planners typically earn between $80,000 and $150,000 annually, with total compensation often including bonuses and commissions based on client assets and performance. Salaries vary depending on experience, location, and the size of the firm, and advanced certifications like CFP or CFA can influence earning potential.
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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 59% Full Time, 40% Part Time, and 1% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $89,714 per year, or $43.1 per hour.

Senior Wealth Advisor

MAI WEALTH MANAGEMENT, INC.

North Canton, OH • On-site

$120K - $150K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 22 days ago

Job description

GENERAL JOB DESCRIPTION

Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to high-net-worth individuals.

The position is a client relationship position providing financial planning and investment advice to high-net-worth clients. Responsibilities include client acquisition, client communication, and client management to provide an exceptional client experience. As the primary client point of contact, the Senior Wealth Advisor will have a deep understanding of financial planning concepts and to work well with the client’s professional advisors.

MAJOR DUTIES AND RESPONSIBILITIES

  • Strive to understand clients' goals and objectives in order to develop personalized, comprehensive financial solutions that will help clients reach financial success.
  • Provide expert guidance and innovative solutions for the planning needs of individuals and businesses in the areas of insurance, retirement planning, estate planning, business planning, education funding and investment advisory.
  • Deliver objective, unbiased financial advice to a diverse mix of clients by analyzing investment opportunities and client needs. Utilizing planning skills and strategies to meet client needs.
  • Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs.
  • Oversee and facilitate the planning for client financial, estate, gift, and trust planning goals. Present to clients and collaborate with their attorneys and other professional advisors to implement.
  • Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals.
  • Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios.
  • Participate in building new client relationships in collaboration with strategic partners.
  • Drive discussions and action items related to portfolio management, trading, and rebalances in client portfolios.
  • Oversee the process of gathering client tax information, working closely with accountants to discuss tax planning concepts, obtain tax compliance details, cash flows, etc.
  • Maintain a comprehensive understanding of the markets, overall economy, and the firm’s investment philosophy and models.
  • Tailor and communicate highly technical concepts and action plans in a straightforward manner to allow clients to clearly understand their financial plans and investment portfolios.
  • Educate and mentor associates on complex financial planning topics, tax planning strategies, investment management, long-term client relationship development, etc.
  • Impact firm marketing efforts through the writing of technical articles, white papers, etc.

 

EXPERIENCE/CREDENTIALS

  • 10+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience.
  • Bachelor’s degree in Accounting or Finance preferred.
  • Certified Financial Planner (CFP) 
  • Investment management, third party certification or licensing by relevant agency or association an added plus

COMPETENCIES

  • Working knowledge of planning strategies and solutions
  • Ability to work in a team environment, but also comfortable leading the effort when called upon.
  • Knowledge of investments and macro-economic as they relate to clients’ investment goals and objectives.
  • Actively engages as a team member and leverage the strengths of the overall team to deliver outstanding results and solutions to our clients.
  • High attention to detail
  • Strong organizational, written and oral communication skills


FEATURED BENEFITS: 

  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k)
  • Health Savings Account
  • Paid Maternity Leave
  • Paid Parental Leave
  • Tuition Reimbursement