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Succession Planning Wealth Management Jobs (NOW HIRING)

Bonham Solutions

Attorney - Estate Planning

Chicago, IL · On-site

$150 - $240/hr

Counsel business owners on succession planning, wealth transfer, and tax-efficient ownership ... Ability to manage matters independently while collaborating in a team setting For Senior Candidates

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Succession Planning Wealth Management information

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How much do succession planning wealth management jobs pay per year?

As of Sep 5, 2026, the average yearly pay for succession planning wealth management in the United States is $101,982.00, according to ZipRecruiter salary data. Most workers in this role earn between $82,000.00 and $116,500.00 per year, depending on experience, location, and employer.

What is succession planning in wealth management?

Succession planning in wealth management refers to the process of preparing for the transfer of wealth, assets, and leadership roles from one generation to the next. It involves creating strategies to ensure a smooth and tax-efficient transition, often using tools like trusts, wills, and estate planning. Effective succession planning helps preserve family wealth, minimize conflicts, and provide for the financial security of heirs. Wealth managers work closely with clients to understand their goals, address legal considerations, and develop personalized plans that align with their wishes.

How does a succession planning wealth management professional collaborate with clients and other advisors to develop comprehensive succession strategies?

Professionals in Succession Planning Wealth Management regularly work closely with clients to understand their long-term financial goals, business interests, and family dynamics. They often collaborate with tax advisors, estate attorneys, and other financial professionals to ensure that all aspects of the succession plan are legally sound and tax-efficient. Effective communication and coordination among these parties are crucial for creating tailored strategies that address wealth transfer, business continuity, and legacy planning. This collaborative approach helps clients feel confident that their assets and business interests will be managed according to their wishes.

What are the key skills and qualifications needed to thrive in succession planning wealth management, and why are they important?

To thrive in Succession Planning Wealth Management, you need strong expertise in financial planning, estate law, tax regulations, and a relevant degree or professional certification such as CFP or CPA. Familiarity with wealth management platforms, financial analysis tools, and estate planning software is typically required. Exceptional interpersonal skills, discretion, and the ability to build lasting client relationships set top professionals apart. These skills are crucial for developing effective succession strategies that preserve wealth, minimize taxes, and ensure client satisfaction across generations.

What is the difference between Succession Planning Wealth Management vs Financial Advisor?

AspectSuccession Planning Wealth ManagementFinancial Advisor
CertificationsCFP, ChFC, or similarCFP, Series 7, Series 66
Work EnvironmentFinancial firms, wealth management firmsBanks, independent firms, financial planning firms
Primary FocusPlanning for leadership transition and client retentionInvestment advice, portfolio management, financial planning
Industry UsageUsed in wealth management firms focusing on successionUsed broadly in financial services for client advising

Succession Planning Wealth Management focuses on preparing firms and clients for leadership transitions, ensuring continuity and long-term stability. In contrast, a Financial Advisor primarily provides investment and financial planning services to individual clients. While both roles require financial certifications, their core responsibilities and work environments differ significantly.

More about Succession Planning Wealth Management jobs

What job categories do people searching Succession Planning Wealth Management jobs look for?

The top searched job categories for Succession Planning Wealth Management jobs are:

Succession Planning Wealth Management jobs near you
Infographic showing various Succession Planning Wealth Management job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $101,982 per year, or $49 per hour.

Wealth and Succession Planning Director

BURKE WARREN MACKAY SERRITELLA

Chicago, IL • On-site

$235 - $300/hr

Other

Re-posted 17 days ago

Job description

Burke, Warren, MacKay & Serritella, P.C. seeks a director level attorney with a minimum of 10 years of experience to join its active and highly collaborative Wealth and Succession Planning Group.

The candidate must have a minimum of 10 years of trusts and estates experience working with high net-worth individuals in the drafting of wills, revocable trusts, powers of attorney, irrevocable trusts and other sophisticated estate planning documents. Ideally, the candidate will also have experience with the administration of decedent's estates and the preparation of gift and estate tax returns.

Desired Skills and Requirements
  • Ability to work independently
  • Knowledge of federal and state tax laws
  • Strong communication and organizational skills
  • Strong legal research and writing skills
  • Strong academic credentials

The candidate must have a J.D. degree from an ABA‑approved law school, and must be admitted to, and in good standing with, the Illinois Bar.

Compensation

For the Director position: $235,000 - $300,000 + (depending on productivity of attorney), plus origination bonus, and profit sharing.

Burke, Warren, MacKay & Serritella, P.C. is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, creed, marital status, sex, sexual orientation, gender identity and/or expression, age, religion, disability, citizenship status, national origin, pregnancy, veteran status and any other factor protected by applicable law. Further, Burke Warren takes affirmative action to ensure that applicants are employed, and employees are treated during employment, without regard to any of these characteristics. Burke Warren does not tolerate discrimination of any type.

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